Episodes

Wednesday Nov 27, 2024
MacroVoices #456 Jeff Currie: Repricing of Macro Markets
Wednesday Nov 27, 2024
Wednesday Nov 27, 2024
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Jeff Currie. They’ll delve into all things macro, from treasury yields and credit spreads to unusual pricing patterns across various asset classes. They’ll also explore energy markets, copper, nuclear energy, and the implications of Chris Wright’s potential role as Energy Secretary in the incoming Trump administration. https://bit.ly/4fKZDUO
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🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
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Thursday Nov 21, 2024
MacroVoices #455 Daniel Lacalle: Is The Trump Trade Over?
Thursday Nov 21, 2024
Thursday Nov 21, 2024
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Daniel Lacalle. We'll explore the Trump Trade, whether it's winding down or just gaining momentum, and discuss what lies ahead for the markets. https://bit.ly/3CEID3X
⚫ Follow Daniel Lacalle on X: https://www.x.com/DLacalle_IA
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🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
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Thursday Nov 14, 2024
MacroVoices #454 Vincent Deluard: The Five Body Problem
Thursday Nov 14, 2024
Thursday Nov 14, 2024
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Vincent Deluard. They’ll discuss secular inflation, the gig economy, and what Vincent calls the 'shadow lending and savings markets.' He’ll also share his outlook on precious metals post-election and introduce a new theory: The '5-Body Problem.' https://bit.ly/3UT7cQN
⚫ Follow Vincent on X: https://www.x.com/VincentDeluard
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🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
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Thursday Nov 07, 2024
Thursday Nov 07, 2024
MacroVoices Erik Townsend & Patrick Ceresna welcome back best selling author, Dr. Pippa Malmgren. They’ll cover the current election results, potential upcoming challenges, and the anticipated impacts on financial markets and the broader economy. https://bit.ly/4hzLvyX
⚫ Follow Pippa X: https://www.x.com/DrPippaM
⚫ Subscribe To Pippa’s Substack: https://drpippa.substack.com/
🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/40Hq5dn
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🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
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Thursday Oct 31, 2024
MacroVoices #452 Darius Dale: No Difference Between Trump & Harris
Thursday Oct 31, 2024
Thursday Oct 31, 2024
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Darius Dale. Darius argues that, for the financial markets, the outcome of next week’s U.S. presidential election is surprisingly inconsequential. They’ll delve into this perspective before exploring the drivers behind persistent inflation, the reasons for expecting the U.S. economy to remain robust, the Fed’s determination to achieve a soft landing, and why he’s confident that market liquidity will keep increasing. https://bit.ly/40qGxyb
⚫ Follow Darius Dale on X: https://www.x.com/DariusDale42
🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3YLjQUr
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🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
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Thursday Oct 24, 2024
MacroVoices #451 Brent Johnson: Macro Drivers of UST’s, PM’s & The Role of The BRICS
Thursday Oct 24, 2024
Thursday Oct 24, 2024
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Brent Johnson. They’ll discuss foreign demand for U.S. Treasuries, Brent’s outlook for the dollar, equities, precious metals, energy, and much more. https://bit.ly/48B8uWt
⚫ Follow Brent Johnson on X: https://www.x.com/SantiagoAuFund
🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3BYjfG1
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🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
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Thursday Oct 17, 2024
MacroVoices #450 Dr. Anas Alhajji: Oil, Middle-East Politics & China
Thursday Oct 17, 2024
Thursday Oct 17, 2024
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Anas Alhajji. They’ll discuss all things crude oil, starting with the geopolitical risks. https://bit.ly/4eNQytL
⚫ Follow Anas Alhajji on Substack: https://anasalhajjieoa.substack.com/
⚫ Follow Anas Alhajji on X: https://www.x.com/AnasAlhajji
🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3YcQn3Y
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH
🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Thursday Oct 10, 2024
MacroVoices #449 Harley Bassman: The Magic of Mortgages
Thursday Oct 10, 2024
Thursday Oct 10, 2024
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Harley Bassman. They will discuss mortgage backed securities and the best way to trade them. https://bit.ly/4ezISv9
⚫ Follow Harley Bassman on X: https://www.x.com/ConvexityMaven
🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4dARobW
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH
🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
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Thursday Oct 03, 2024
MacroVoices #448 Luke Gromen: Why the Gold Recycling Trade is Accelerating
Thursday Oct 03, 2024
Thursday Oct 03, 2024
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Luke Gromen. They’ll discuss the dollar, inflation, monetary policy, China, energy, precious metals, and much more. https://bit.ly/3TW9f65
⚫ Follow Luke Gromen on X: https://www.x.com/LukeGromen
🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4erbNRT
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH
🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
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Thursday Sep 26, 2024
MacroVoices #447 Eric Peters: US/EU/China, Competitive Outlook
Thursday Sep 26, 2024
Thursday Sep 26, 2024
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Eric Peters. They’ll discuss all the usual macro suspects from secular inflation to competitiveness of the U.S, EU, and China, the USD, De-globalization, and much more. https://bit.ly/3TN3vvp
🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3TIqpnK
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH
🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
✅ Visit OptionFinity: www.optionfinity.com
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🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk
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