Macro Voices

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)

 

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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

 

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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

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MacroVoices #332 Lyn Alden: Energy, Inflation, The Dollar & More

MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show. They take a deep dive on energy markets and the tug-of-war between recession fears pulling oil prices lower and tight physical markets implying they’re already too low. They also look at inflation, the U.S. dollar, treasury yields and what Lyn expects them to do if inflation worsens, and much more. https://bit.ly/3Od3VFM

 

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MacroVoices #331 Jeff Snider: The Eurodollar Curve Says Deflation Not Inflation

MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show. Jeff says that monetary inflation is NOT the cause of out-of-control consumer prices, and he doesn’t see stagflation as a big risk. They discuss all of that and much more in this week’s feature interview. https://bit.ly/3uvwbMI

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MacroVoices #330 Julian Brigden: Hyper-Financialization Is The New Inflation

MacroVoices Erik Townsend and Patrick Ceresna welcome MI2 Partners founder Julian Brigden to the show. Julian was one of the first MacroVoices guests to sound the warning bell on Inflation, and now he says there’s plenty of room for both markets and the economy to get worse before they get better. https://bit.ly/3OBv9qy

 

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MacroVoices #329 Darius Dale: A Recession Is The Bull Case

MacroVoices Erik Townsend and Patrick Ceresna welcome 42 Macro founder Darius Dale to the show. Darius says a U.S. recession is the “bull case”, and that the worst is yet to come for markets. They also discuss what’s ahead for inflation, commodities, stocks, and much more. https://bit.ly/3boYiqc

Download 42 Macro charts here 👉 https://bit.ly/3buzrBG

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MacroVoices #328 Dr. Anas Alhajji: There Is No Escaping The Coming Energy Crisis

MacroVoices Erik Townsend and Patrick Ceresna welcome energy markets guru Dr. Anas Alhajji to the show to take a deep dive on energy markets – particularly oil and gas. They discuss Russia’s war campaign, OPEC+ spare capacity, Europe’s dependency on Russian natural gas and how much U.S. exports can ease that dependency, and much more. https://bit.ly/3OeUKFc

 

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MacroVoices #327 Luke Gromen: Recession with Rising Yields is Entirely Possible

MacroVoices Erik Townsend and Patrick Ceresna welcome Luke Gromen to the show to discuss foreign divestiture of U.S. assets, inflation, precious metals, Luke’s outlook for the USD, and much more. https://bit.ly/39l40sH

 

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MacroVoices #326 Ronnie Stoeferle: In Gold We Trust 2022

MacroVoices Erik Townsend and Patrick Ceresna welcome Incrementum fund manager, Ronnie Stoeferle to the show. In Gold We Trust 2022 is out, and the theme is Stagflation. They take a dive into that subject on this week’s gold-focused show. https://bit.ly/3tc23FN

 

Ronnie's slide deck 📄 

In Gold We Trust Report 2022

In Gold We Trust Report 2022 - Compact Version

IGWT 2022 Summary Video 

IGWT 2022 Press Conference

Big Picture Trading Chart Book June 2 2022

 

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