Macro Voices

Macro Voices header image 1
September 22, 2022  

MacroVoices #342 Mike Alkin & Adam Rodman: Can a Nuclear Renaissance Solve the Energy Crisis?

In this interview-only episode, MacroVoices Erik Townsend welcomes Mike Alkin (Sachem Cove Partners) and Adam Rodman (Segra Capital) to the show to expand on the energy crisis discussion and whether a nuclear renaissance could solve our global energy problem. https://bit.ly/3R5zAdz

 

Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

 

 

September 15, 2022  

MacroVoices #341 Jim Bianco: Inflation Is Not Going Away

MacroVoices Erik Townsend and Patrick Ceresna welcome Bianco Research founder Jim Bianco to revisit the inflation debate, and Jim says inflation isn’t going away any time soon. They also discuss the equity market outlook, precious metals, and much more. https://bit.ly/3QO1Ml9

 

Download Big Picture Trading chartbook 📈📉https://bit.ly/3BhRi81

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

September 8, 2022  

MacroVoices #340 Dr. Anas Alhajji: Erik has the Energy Crisis story all wrong. It’s WORSE than he thinks!

MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to the show to discuss the role of the petrodollar system and what the implications would be if other nations settled oil trades in currencies other than the USD. They also discuss the Russian crude price cap proposal and why it can’t possibly work. https://bit.ly/3QDd8IU

 

Download Big Picture Trading chartbook 📈📉https://bit.ly/3x9ZjuB

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

 

Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

September 1, 2022  

MacroVoices #339 Lakshman Achuthan: Leading Indicators Say The Bear Market Has Not Ended

MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss the technical definition of recession, why we’re already in one, and why Lak says there more risk to the downside than to the upside for equities. https://bit.ly/3AzFbTe

Download ECRI charts: https://bit.ly/3RdHC5a

 

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

August 25, 2022  

MacroVoices #338 Brent Johnson: Why You Can’t Ignore The US Dollar

MacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital founder Brent Johnson to the show to take a deep dive on the U.S. Dollar: Why it didn’t crash the way so many people predicted, why it’s been so strong, and why Brent says that strength is set to continue.https://bit.ly/3KAyBAR

Download Brent's charts: https://bit.ly/3TsiU2C

Download Big Picture Trading chartbook 📈📉https://bit.ly/3Tgb0ci

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

August 18, 2022  

MacroVoices #337 Leigh Goehring: The Global Food & Fertilizer Crisis Is Much Bigger Than Russia/Ukraine

MacroVoices Erik Townsend and Patrick Ceresna welcome agricultural commodities expert, Leigh Goehring to the show. Leigh says emerging markets have discovered meat, and that creates exponential demand for grains. They discuss long-term trends in grain demand, the present fertilizer shortage, and much more. https://bit.ly/3AaPGMV

 

Download Leigh's charts: https://bit.ly/3dGIUXy

Goehring & Rozencwajg Market Commentary Q4 2020: https://bit.ly/3AavESm

Goehring & Rozencwajg Market Commentary Q4 2021: https://bit.ly/3pw52X6

 

Download Big Picture Trading chartbook 📈📉https://bit.ly/3dtOHPZ

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

 

Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

August 11, 2022  

MacroVoices #336 Charlie McElligott: Is There Another Shoe To Drop For Equities?

MacroVoices Erik Townsend and Patrick Ceresna welcome Nomura quant, Charlie McElligott to the show. Charlie shares whether there’s another shoe to drop for this equity market, and if so, when it’s coming. They also discuss rates and the gamma effects playing out this week. https://bit.ly/3Afi9C9

 

Download Charlie's slides: https://bit.ly/3BZze4t

Download Big Picture Trading chartbook 📈📉https://bit.ly/3SJLw73

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

 

Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

August 4, 2022  

MacroVoices #335 David Hay: Why US Energy Prices Can Rise Even In Recession

MacroVoices Erik Townsend and Patrick Ceresna welcome Evergreen Gavekal's David Hay to the show to give us an update on the Greenflation trend, talk in detail about the formative global energy crisis and where it’s headed, and also discuss equities and precious metals. https://bit.ly/3d0T6tv

 

Download David's charts: https://bit.ly/3OYUhqS

Check out David's newsletter Haymaker 

David's audio book - Bubble 3.0 (get 33% off with code MacroV33)

 

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

 

Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

July 28, 2022  

MacroVoices #334 Adam Rozencwajg: Understanding the Global Energy Crisis

MacroVoices Erik Townsend and Patrick Ceresna welcome Adam Rozencwajg to the show to discuss how the world has entered the early stages of a global energy crisis that will take many years to resolve, and he brings some absolutely fascinating insights about U.S. natural gas prices and much more. https://bit.ly/3S8nClc

 

Download Goehring & Rozencwajg Market Commentary Q1 2022: https://bit.ly/3S9seYA

 

Download Big Picture Trading chartbook 📈📉https://bit.ly/3oCJ04B

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

 

Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

July 21, 2022  

MacroVoices #333 Harley Bassman: Inflation, Bond Yields, VIX vs. MOVE, Demographics & More

MacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman (Convexity Maven) to the show to discuss the relationship between inflation and bond yields, why the stock market has been so resilient in the face of worsening macro data, and much more. https://bit.ly/3zkH2Mp

Download Harley’s slidedeck 📈📉 https://bit.ly/3aYGHpq

Download Big Picture Trading chartbook 📈📉https://bit.ly/3Oq3FDw

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

 

Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Podbean App

Play this podcast on Podbean App