Macro Voices

MacroVoices #276 Philip Verleger: Energy Economics and Inflation

MacroVoices Erik Townsend and Patrick Ceresna welcome Philip Verleger to the show to give us a different perspective on the economics of the energy industry, including his views on the coming secular inflation.

Link: https://bit.ly/3vApK91

MacroVoices #275 Steve Keen: Inflation Will Not Run Away

MacroVoices Erik Townsend and Patrick Ceresna welcome Steve Keen to the show. Steve says inflation is definitely coming, but it won’t be the runaway inflation feared by many people, nor will it be the hyperinflation some folks fear. 

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

MacroVoices #274 Marin Katusa: PM Investing for Accredited Investors

MacroVoices Erik Townsend and Patrick Ceresna welcome back Marin Katusa to the show. This week’s interview focuses specifically on the private equity deals that are only offered to accredited investors, allowing them to buy precious metals mining stocks directly from the issuing company, off the listed exchange, and at a discount to the price everyone else is paying for the same shares on the open market. They also discuss private placements and financings in gold mining stocks as well as other speculative natural resource investments such as uranium and even carbon credits.

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

MacroVoices #273 Larry McDonald: Dollar Down & Gold, Oil, Uranium Up

MacroVoices Erik Townsend and Patrick Ceresna welcome Larry McDonald from The Bear Traps Report to the show to discuss inflation, bond yields, market outlooks, and much more.

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

MacroVoices #272 David Rosenberg: Inflation Will Be Transitory

MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show where he explains why he still sees deflation as the governing force, and why he disagrees with the suddenly all-popular inflation narrative.

Free 30-Day Trial to Rosenberg Research: https://bit.ly/3f2n9zI

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

MacroVoices #271 Harley Bassman: Hedging a High Interest Future

MacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman to the show. For years Harley has been on a personal mission to figure out how to make institutional hedging tools available to retail investors, because Harley sees a risk of long-term interest rates backing up in coming years that could create a much worse threat than the 2008 financial crisis. They talk about the risk he sees, why he thinks it's so important to hedge against it, and discuss the ETF he just launched to make runaway interest rate insurance available to anyone who wants it.

Then be sure to stay tuned for our postgame segment after the feature interview, when Patrick and Erik discuss Tesla, cryptocurrencies, and much more.

Link: https://bit.ly/3eK4dp0

 

MacroVoices #270 Dylan Grice: Are Central Bankers Politicians or Economists?

MacroVoices Erik Townsend and Patrick Ceresna welcome Dylan Grice to the show to discuss everything from inflation vs. deflation to how far bond yields can go to the outlook for asset markets.

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

MacroVoices #269 Charlie McElligott: The reflation that reversed course in April will reverse course again

MacroVoices Erik Townsend and Patrick Ceresna welcome Charlie McElligott from Nomura to the show. Charlie says the reflation trade that reversed in April is likely to reverse again, with more reflation still to come. They talk about everything from inflation to bond yields to the market outlook for stocks and other asset classes.

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

MacroVoices #268 Art Berman: Crude Oil Update

MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show. Art nailed the call for $65 crude oil when we had him on in early January, but now he says the big move higher in price is probably mostly over, and he doesn’t see any reason to expect crude oil prices to rally much higher than $70. And that’s despite the fact that Art still predicts a significant decline in U.S. production later this year. They discuss this and so much more. 

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

MacroVoices #267 Jeff Snider: Why Deflation Is The Story, Not Inflation

MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider back to the show where Jeff makes the case for deflation rather than inflation, against consensus. Then be sure to stay tuned for the postgame segment where Patrick will give an update on the 50dma charts.

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