Macro Voices

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August 26, 2021  

MacroVoices #286 Summer Special: Digital Currencies & Decentralized Finance Revolution Part 2

MacroVoices Erik Townsend welcome Dr. Pippa Malmgren and Clint Cox in this second installment of two-part summer special to discuss digital currency and decentralized finance revolution.

 

Link: https://bit.ly/2UpC53g

August 19, 2021  

MacroVoices #285 Summer Special: Digital Currencies & Decentralized Finance Revolution Part 1

MacroVoices Erik Townsend welcome Dr. Pippa Malmgren and Clint Cox in this first installment of two-part summer special to discuss digital currency and decentralized finance revolution.

 

Link: https://bit.ly/3gd5yoN

August 12, 2021  

MacroVoices #284 Lakshman Achuthan: Economic cycle is turning…but what about assets?

MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss how all those economic cycle indicators that were turning up last we spoke with him are starting to turn down now, meaning the risk of an economic cycle downturn is heightened now. Then Grant Williams joins the postgame discussion.

Link: https://bit.ly/37DMICM

 

August 4, 2021  

MacroVoices #283 Brent Johnson: US Dollar Still Not Crashing

MacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital's Brent Johnson to the show. Brent says the US dollar isn't really crashing to zero as some have suggested, then goes on to articulate a balanced view on the inflation/deflation debate. They also discuss commodities including precious metals, and why Brent thinks the soft commodities may be a good play if prices pull back.

Link: https://bit.ly/37kB4fL

July 29, 2021  

MacroVoices #282 Bill Blain: Consequences of Secular Inflation

MacroVoices Erik Townsend and Patrick Ceresna welcome Shard Capital Strategist and Alternative Investments chief Bill Blain to the show. Bill says secular inflation is here to stay, then goes on to explain several less obvious nuances of the finance industry's readiness for the coming change and much more.

Link: https://bit.ly/3fax7hW

July 22, 2021  

MacroVoices #281 Darius Dale: Inflation is officially on hold but just for now

MacroVoices Erik Townsend and Patrick Ceresna welcome 42 Macro founder Darius Dale to the show to discuss why he is a secular inflationist long-term even though his models predict disinflation in coming months.

Link: https://bit.ly/3eI2nok

July 15, 2021  

MacroVoices #280 Aaran Param: Inflation, Stocks, Dollar, EM, China, Commodities & more

MacroVoices Erik Townsend and Patrick Ceresna welcome Aaran Param from Variant Perception to the show to discuss whether inflation is secular or transitory, Stocks, Bond Yields, Commodities, and much more.

Link: https://bit.ly/3xKio4I

July 8, 2021  

MacroVoices #279 Viktor Shvets: The Inflation-Deflation Pendulum

MacroVoices Erik Townsend and Patrick Ceresna welcome Viktor Shvets to the show to discuss in detail why he disagrees with the view that we're beginning a 1970's scale secular inflation event.

 

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

July 1, 2021  

MacroVoices #278 Eric Peters: Secular Inflation and Digital Currency

MacroVoices Erik Townsend and Patrick Ceresna welcome back One River Asset Management CIO Eric Peters to the show. Eric has been in the news quite a bit lately, as his new venture One River Digital has become one of the most voracious buyers of Bitcoin. Eric returns as this week’s feature interview guest to discuss secular inflation and the digital currency revolution in detail.

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

June 24, 2021  

MacroVoices #277 Daniel Lacalle: Inflation, Recovery Outlook, Energy, Digital Currency & More

MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show. Daniel says inflation is coming, but he doesn’t worry about it running away or becoming a major economic challenge. They also explore Daniel’s thoughts on both cryptocurrency and sovereign digital currency, and much more.

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

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