Macro Voices

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December 30, 2021  

MacroVoices #304 Louis-Vincent Gave: China, Russia, US Dollar & more

MacroVoices Erik Townsend and Patrick Ceresna welcome Gavekal Research co-founder Louis Vincent Gave as 2021’s final feature interview guest. They discuss the big picture of where the world of macro stands and what lays ahead in 2022.

Link: https://bit.ly/3HiOB7m

December 23, 2021  

MacroVoices #303 Jesse Felder Joins Inflation/Deflation Debate

MacroVoices Erik Townsend and Patrick Ceresna welcome The Felder Report founder Jesse Felder to the show. Jesse disagrees with the disinflationary views David Rosenberg and others have expressed on MacroVoices, and will lay out his side of the story and also discuss precious metals and much more.

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

December 16, 2021  

MacroVoices #302 Francesco Filia: Plotting a Course for Digitization of Financial Markets

MacroVoices Erik Townsend and Patrick Ceresna welcome Fasanara Capital founder Francesco Filia to the show. Fracesco has prepared a chart deck quite different than those he’s shared with us in the past and he’ll share a vision for the coming digitization of financial assets and more.

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

December 9, 2021  

MacroVoices #301 Julian Brigden: There‘s Behind the Curve and There‘s This

MacroVoices Erik Townsend and Patrick Ceresna welcome MI2 Partners founder Julian Brigden to the show. Julian explains in great detail why he disagrees with the transitory inflation argument posed by David Rosenberg last week.

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

December 2, 2021  

MacroVoices #300 David Rosenberg: Last Disinflationist Standing

MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show. David describes the reasons the inflation we’ve already seen has occurred, and why he doesn’t think it will last. They also discuss stock prices, bond yields, precious metals, and much more.

Breakfast with Dave: https://bit.ly/3ElgkTU

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

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