Episodes
Thursday Sep 23, 2021
MacroVoices #290 Juliette Declercq: Are Cyclical Indices Positioned To Outperform?
Thursday Sep 23, 2021
Thursday Sep 23, 2021
MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show. They discuss the whole macro picture and then translate those ideas to actionable market strategies.
Link: https://bit.ly/3kDuN6t
Thursday Sep 16, 2021
MacroVoices #289 Jim Bianco: Persistent Inflation/ Bond Yields/ DeFi
Thursday Sep 16, 2021
Thursday Sep 16, 2021
MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco from Bianco Research to the show to discuss secular inflation, demographics, decentralized finance, and much more.
Link: https://bit.ly/3AjypQq
Thursday Sep 09, 2021
MacroVoices #288 Paul Krake: Mega themes for 2020s
Thursday Sep 09, 2021
Thursday Sep 09, 2021
MacroVoices Erik Townsend and this week's guest host Kevin Muir welcome View from the Peak founder Paul Krake to the show to discuss what Paul calls megathematics, the important trends to watch in the current macro environment.
Link: https://bit.ly/3yZmuWz
Thursday Sep 02, 2021
MacroVoices #287 Wayne Himelsein: Under the covers of Long Vol
Thursday Sep 02, 2021
Thursday Sep 02, 2021
MacroVoices Erik Townsend and Patrick Ceresna welcome Logica Funds founder Wayne Himelsein to the show to discuss trading the long volatility strategy.
Link: https://bit.ly/3yJd8hg