Macro Voices

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September 30, 2021  

MacroVoices #291 Jeroen Blokland: Inflation, Bond Yields, Portfolio Allocation & Bitcoin Unpublished

MacroVoices Erik Townsend and Patrick Ceresna welcome True Insights founder Jeroen Blokland to the show to discuss inflation, the FED’s dot plot and where interest rates are headed, portfolio allocations, and much more.

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

September 23, 2021  

MacroVoices #290 Juliette Declercq: Are Cyclical Indices Positioned To Outperform?

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

September 16, 2021  

MacroVoices #289 Jim Bianco: Persistent Inflation/ Bond Yields/ DeFi

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

September 9, 2021  

MacroVoices #288 Paul Krake: Mega themes for 2020s

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

September 2, 2021  

MacroVoices #287 Wayne Himelsein: Under the covers of Long Vol

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

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