Macro Voices

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August 13, 2020  

MacroVoices #232 Vincent Deluard: The Nuclear Winter of the 60/40 Portfolio

MacroVoices Erik Townsend and Patrick Ceresna welcome Vincent Deluard to the show to discuss the shortcomings of 60/40 portfolio, why inflation still hasn’t happened, and if the U.S. dollar is facing the beginning of its demise and more. 

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

August 6, 2020  

MacroVoices #231 Jim Bianco: Coronavirus, MMT, U.S. Dollar, All Leads to Gold

MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show to discuss everything from if Jim has indeed turned bullish, coronavirus update, fixed income markets, what’s next for US dollar & much more.

Link: https://bit.ly/3krJ8Rp

July 30, 2020  

MacroVoices #230 Summer Special: Deep Dive into U.S. Dollar with Jeff Snider

MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show to discuss the U.S. Dollar system, structurally how it works and why it’s leading systemically to a dollar shortage. 

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

July 23, 2020  

MacroVoices #229 Summer Special: Grant Williams Unplugged

MacroVoices Erik Townsend and Patrick Ceresna welcome Grant Williams to the show to discuss how long the central bank balance sheet expansion will continue, comparison between this recession to the past recessions, outlook on gold, US/China relations and more. 

 

Link: https://bit.ly/2CV3H7j

July 16, 2020  

MacroVoices #228 Lyn Alden: The Road to Inflation

MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show to discuss the recession, equity markets, bond yields, gold, inflation, and much more. 

Link: https://bit.ly/3jfl2bY

July 10, 2020  

Spotlight #4 Artem Milinchuck: Farmland Investing Now Available to All Accredited Investors - The Future of Investing

FarmTogether founder Artem Milinchuck joins Erik Townsend to discuss Farmland Investing; why it’s been the favored trade of billionaires and how FarmTogether is making this asset class available to all accredited investors.

Link: https://bit.ly/2W8czNL

July 9, 2020  

MacroVoices #227 Hugh Hendry: He’s BAAAAACK!!!

MacroVoices Erik Townsend and Patrick Ceresna welcome Hugh Hendry to the show to discuss everything from Caribbean real estate to his come-back in the world of macro & more 

Link: https://bit.ly/38HpSJR

July 2, 2020  

MacroVoices #226 Charlie McElligott Explains the Upside Catalyst for Equity Market

MacroVoices Erik Townsend and Patrick Ceresna welcome Charlie McElligott to the show to discuss what’s keeping stock prices elevated in the face of a global pandemic, treasury yields, and much more. And be sure to stay tuned for our postgame segment, when Harley Bassman, inventor of the MOVE Index, returns to talk options with Patrick.

Link: https://bit.ly/2ZvC5gF

June 25, 2020  

MacroVoices #225 Harley Bassman: The long slow road to inflation

MacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman to the show to discuss everything from the recession outlook to the coming shift from deflation to inflation, and what it means for fixed income markets & more. 

Link: https://bit.ly/2CIZ4x5

June 22, 2020  

All-Stars #110 Dr. Anas Alhajji: Rebalancing the global oil market will take ~1 year

All-star Dr. Anas Alhajji joins us on the final episode of MacroVoices All-Stars and shares his outlook for global crude oil markets.

Link: https://bit.ly/2BxlOPQ

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