Macro Voices

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April 29, 2021  

MacroVoices #269 Charlie McElligott: The reflation that reversed course in April will reverse course again

MacroVoices Erik Townsend and Patrick Ceresna welcome Charlie McElligott from Nomura to the show. Charlie says the reflation trade that reversed in April is likely to reverse again, with more reflation still to come. They talk about everything from inflation to bond yields to the market outlook for stocks and other asset classes.

Link: https://bit.ly/3gMRIuj

April 22, 2021  

MacroVoices #268 Art Berman: Crude Oil Update

MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show. Art nailed the call for $65 crude oil when we had him on in early January, but now he says the big move higher in price is probably mostly over, and he doesn’t see any reason to expect crude oil prices to rally much higher than $70. And that’s despite the fact that Art still predicts a significant decline in U.S. production later this year. They discuss this and so much more. 

Link: https://bit.ly/3vfRvUm

April 15, 2021  

MacroVoices #267 Jeff Snider: Why Deflation Is The Story, Not Inflation

MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider back to the show where Jeff makes the case for deflation rather than inflation, against consensus. Then be sure to stay tuned for the postgame segment where Patrick will give an update on the 50dma charts.

Link: https://bit.ly/3mPOTtz

April 8, 2021  

MacroVoices #266 Jesse Felder: Macro Roadmap for the S&P500

MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show. Jesse sees inflation on the horizon and has quite a bit to say about macro risk factors and where the S&P500 may be headed next. 

Link: https://bit.ly/3t26fpv

April 1, 2021  

MacroVoices #265 Steven Van Metre: The Last Deflationist Standing

MacroVoices Erik Townsend and Patrick Ceresna welcome Steven Van Metre to the show to talk about why the outlook really is still deflationary unless and until private credit expansion returns with a vengeance.

Link: https://bit.ly/39y2KPI

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