Macro Voices

MacroVoices #221 Ronald Stöferle: In Gold We Trust

MacroVoices Erik Townsend and Patrick Ceresna welcome Ronald Stöferle to the show to discuss all things gold, including both the metals and the mining stocks & more.

Link: https://bit.ly/2XCfA92

All-Stars #106 Dr. Pippa Malmgren: The Post-COVID19 Economy Recovery and U.S.-China Relations

All-star Dr. Pippa Malmgren is back with commentary on how the recovery is likely to play out in both the real economy and financial markets, and how U.S.-China relations will fare going forward

Link: https://bit.ly/2ZG1QwC

MacroVoices #220 Daniel Lacalle: Fiat Currency Debasement, Central Banks and Gold

MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show to discuss the secular transition from deflation to inflation, hard assets generally, precious metals, the stock market outlook, and much more.

Link: https://bit.ly/2ZsMf3g

Spotlight #3 Scott Lynn: Securitized Investment in Fine Art

Fine Art investing expert Scott Lynn, founder of Masterworks.io joins Erik Townsend for an in-depth discussion of fine art investing including the securitized approach to investing in blue chip classic artworks being pioneered by Masterworks.io

Link: https://bit.ly/2LBhXmM

All-Stars #105 Juliette Declercq: Post-crisis economic recovery

All-Star Juliette Declercq returns to discuss views on deflation vs. inflation, if MMT is what makes the difference between depression and reflation and post-crisis equity outlook.

Link: https://bit.ly/2AFOUwd

MacroVoices #219 Dr. Ben Hunt: Charting the post COVID-19 economic recovery

MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Ben Hunt to the show to discuss the three narratives of the coronavirus crisis, if there will be a secular shift from deflation to inflation and how Frontline Heroes is supporting healthcare workers. 

Link: https://bit.ly/3fIMBIG

All-Stars #104 Brent Johnson: Dollar, SPX, Gold & Commodities update

All-star Brent Johnson joins Erik Townsend for an update on the US Dollar, S&P 500, Gold, Gold mining shares, and commodities generally in the COVID19 aftermath.

Link: https://bit.ly/2SW5aPP

MacroVoices #218 Lakshman Achuthan: What cycles teach us about what to expect post coronavirus

MacroVoices Erik Townsend and Patrick Ceresna welcome Lakshman Achuthan to the show to discuss what cycle need to be focused on during this crisis, the three D’s of recession, and what economic cycles teach us about what to expect next.

Link: https://bit.ly/2Wce4dY

MacroVoices #217 Dr. Lacy Hunt: The Road Through Deflation Toward Eventual Hyperinflation

MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Lacy Hunt to the show to discuss his core thesis on interest rates and inflation, how to interpret FED policy on inflation and perspectives on the FED bailing out the high yield market 

Link: https://bit.ly/2xrUpgO