Macro Voices

MacroVoices #377 Daniel Lacalle: On The Road To Stagflation

MacroVoices Erik Townsend and Patrick Ceresna welcome Tressis chief economist Daniel Lacalle to the show to discuss the European macroeconomic situation, where markets and the economy are headed in the 2nd half of 2023, China and Taiwan, the emergent BRICS currency system, and much more. https://bit.ly/43va5t7

Check out Daniel's YouTube channel: https://www.youtube.com/@DanielLacalleInEnglish

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MacroVoices #376 Tian Yang: When the Recession Becomes Obvious

Erik Townsend and Patrick Ceresna welcome Variant Perception CEO Tian Yang to the show to discuss the long-awaited U.S. recession, and the final flush in U.S. equity markets, which Tian says is still to come. Tian will also share a non-concensus view on Gold and much more. https://bit.ly/424aoKl

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MacroVoices #375 Mike Green: Banking Crisis, Debt Ceiling, De-dollarization and more

MacroVoices Erik Townsend and Patrick Ceresna welcome Simplify Asset Management’s chief market strategist Mike Green to the show to discuss the banking crisis, the debt ceiling debacle, de-dollarization, artificial intelligence and much more.

https://bit.ly/3VWbLsW

 

Vanguard's trillion-dollar man leads a fixed-income revolution 📃 https://bit.ly/41twl4U

 

Mike’s Substack: https://michaelwgreen.substack.com/

 

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MacroVoices #374 Chris Whalen: Are More Banks Going To Fail?

MacroVoices Erik Townsend and Patrick Ceresna welcome Whalen Global Advisors founder Chris Whalen to the show to discuss the formative banking crisis, what’s driving it, and what comes next. They also touch on the outlooks for stocks and precious metals. https://bit.ly/414Qj5S

The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/

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MacroVoices #373 Ole Hansen: Commodities Update

MacroVoices Erik Townsend welcomes Saxo Bank Chief Commodities strategist Ole Hansen to the show to discuss the broader commodities bull market and the role interest rates play in contango and backwardation. Then they drill down on specific commodities including crude oil, gold, copper, grains and more. https://bit.ly/3LADP1y

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MacroVoices #372 David Rosenberg: The Bear Market Bottom Is Not In

MacroVoices Erik Townsend and Patrick Ceresna welcome Rosenberg Research founder David Rosenberg to the show. Rosie says the bottom isn’t in yet for the stock market, and the long-awaited recession has finally begun now. They also discuss precious metals, bond yields and FOMC policy. https://bit.ly/43MiHMK

 

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MacroVoices #371 Larry McDonald: Fed Will Be Forced To Cut By The End Of The Year

MacroVoices Erik Townsend and Patrick Ceresna welcome best selling author and The Bear Traps Report editor Larry Mcdonald to the show to discuss the upcoming debt ceiling debate and how it will play into Federal Reserve policy, as well as the outlook for energy markets and energy stocks. https://bit.ly/41ijPWA

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MacroVoices #370 Adam Rozencwajg: Energy, Gold, Copper & Uranium

MacroVoices Erik Townsend and Patrick Ceresna welcome Goehring & Rozencwajg co-founder Adam Rozencwajg to the show to discuss energy, gold, copper and much more. https://bit.ly/3ZO72Kf

 

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MacroVoices #369 Dr. Pippa Malmgren: Perspective on the Further Geopolitical Escalation

MacroVoices Erik Townsend welcomes Dr. Pippa Malmgren to the show to discuss the escalating geopolitical situation, including Pippa’s views that the Pentagon played a role in orchestrating the Silicon Valley Bank bailout to protect defense technology interests, and that China rather than Russia has been the principal aggressor from the beginning of the Ukraine conflict. https://bit.ly/3ntCYGn

Visit Dr. Pippa's substack: https://drpippa.substack.com/

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MacroVoices #368 Charlie McElligott: Banking Crisis, FOMC, 0DTE, CTAs & more

MacroVoices Erik Townsend welcomes Nomura’s Charlie McElligott to the show to discuss the formative banking crisis, monetary policy including yesterday’s 25 bps hike into the banking crisis, how to trade the Fed boxing itself into a corner, 0DTE options, abysmal performance of Commodity Trend funds in 2023, and much more.

https://bit.ly/3K4aFal

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