Macro Voices

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January 23, 2020  

MacroVoices #203 Russell Napier: The coming credit crisis will be outside the U.S.

Erik Townsend and Patrick Ceresna welcome Russell Napier to MacroVoices. They discuss why we should expect a credit crisis, what will come out of MMT & helicopter money, and how to prepare for runaway inflation and more. 


January 20, 2020  

All-Stars #89 Louis-Vincent Gave: All five pillars supporting the melt-up will come under pressure in 2020

All-Star Louis-Vincent Gave explains the five macro pillars that have driven the stock market to record highs, then explains why all five will come under pressure in 2020


January 16, 2020  

MacroVoices #202 Grant Williams: Civil unrest around the world. Failing Unicorns. All paths lead to gold.

Erik Townsend and Patrick Ceresna welcome Grant Williams to MacroVoices. They discuss the recent civil unrest and global social degradation, if Tesla will follow the collapse of WeWork, and how to react to the recent rise in price of gold. 


January 13, 2020  

All-Stars #88 Jeff Snider: The Fed is avoiding the real issue driving divergences in their models

All-Star Jeff Snider says the Fed is behind the 8 ball. Jeff says the ailing global Eurodollar system is the real reason the economy underperforms against its potential.


January 9, 2020  

MacroVoices #201 Marin Katusa: How To Play the Gold Bull Market

Erik Townsend and Patrick Ceresna welcome Marin Katusa to MacroVoices. They discuss the outlook on gold, updates on previous investments, how private placements work and what to expect at the upcoming VRIC and more.


January 6, 2020  

All-Stars #87 Brent Johnson: USD, Stocks, Gold & More

All-star Brent Johnson is bullish on the dollar, and cautious about stocks & gold at current price levels.


December 31, 2019  

MacroVoices #200 Dr. Pippa Malmgren: Knowledge Doubling Curve and its Consequences and Implications

Erik Townsend and Patrick Ceresna welcome Dr.Pippa Malmgren to MacroVoices. They discuss the knowledge doubling curve, collection and monetization of personal data, ephemeralization and its consequences & how autonomous vehicles will change the future. 


December 25, 2019  

All-Stars #86 Luke Gromen: The Fed’s “Whatever it Takes” moment is upon us

All-Star Luke Gromen says the repo crisis was the Fed’s “Whatever it takes moment”, and balance sheet expansion is the name of the game for the foreseeable future


December 24, 2019  

MacroVoices #199 Art Berman: Crude Oil Special

Erik Townsend and Patrick Ceresna welcome Art Berman to MacroVoices. They discuss Art’s views on IEA’s forecast of oil glut in 2020, comparative inventory system, oil price outlook and more.



December 23, 2019  

All-Stars #85 Jeff Snider: U.S. Dollar Year End Review & 2020 Outlook

All-star Jeff Snider is back with a year-end review and 2020 outlook for the U.S. Dollar and the Eurodollar system