Macro Voices

MacroVoices #320 Mike Green: Investment Strategies for World War III

MacroVoices Erik Townsend and Patrick Ceresna welcome Simplify Asset Management’s Mike Green to the show to discuss why he thinks World War III had begun long before this year, what he see on the horizon and what it means for investors and markets. https://bit.ly/3K27MU3

 

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MacroVoices #319 Jim Bianco: The Future of Decentralized Finance

MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show for an interview entirely about Decentralized Finance and where it’s headed in the long run.

 

Link: https://bit.ly/3vhQU6o

MacroVoices #318 Bill Blain: Inflation, Bond Yields & ESG

MacroVoices Erik Townsend and Patrick Ceresna welcome Bill Blain to the show to discuss inflation, what it means for the bond market, the impact of ESG on the energy market & much more. https://bit.ly/3KnPQnJ

 

Blain's Morning Porridge 📄: https://morningporridge.com/

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MacroVoices #317 Philip Verleger: Central Bank Policy Trumps Energy In Economics

MacroVoices Erik Townsend and Patrick Ceresna welcome energy economist Philip Verleger to the show to discuss what the transition to zero carbon will mean for the economy and financial markets. Then in postgame, Dakota Gold CEO Jonathan Awde joins to discuss the performance of precious metals markets, private placement logistics, and much more.

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MacroVoices #316 Daniel Lacalle: Energy in the New War Economy

MacroVoices Erik Townsend and Patrick Ceresna welcome Tressis Chief Economist Daniel Lacalle to the show to discuss everything from inflation to bond yields to the dollar’s role as reserve currency. https://bit.ly/3iB4fRg

 

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MacroVoices #315 Joseph Wang: Post-FOMC Rundown

MacroVoices Erik Townsend and Patrick Ceresna welcome former Federal Reserve Open Market Operations trader Joseph Wang to the show. Erik and Joseph discuss all things federal reserve, from this week’s rate hike to the question of whether confiscation of Russia’s FX reserves will lead other central banks to cast doubt on the USD as global reserve currency.

 

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

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MacroVoices #314 Lakshman Achuthan: Inflation is Neither Transitory or Secular, it’s Cyclical

MacroVoices Erik Townsend and Patrick Ceresna welcome Economic Cycles guru, Lakshman Achuthan to the show to explain why a Fed policy error is now almost a certainty, and what ECRI’s indicators portend for economic cycles in the year ahead.

Download ECRI charts: https://bit.ly/3J6fcGm

Download Postgame charts: https://bit.ly/3tGbdJO

Link: https://bit.ly/3I06msk

MacroVoices #313 Dr. Pippa Malmgren: WWIII Has Already Started

MacroVoices Erik Townsend and Patrick Ceresna welcome former U.S. Presidential advisor, Dr. Pippa Malmgren to the show. They discuss the situation in Ukraine - but looking at it in the context of a bigger picture that led Pippa and other prominent thought leaders to predict a major escalation of war tensions long before this particular crisis erupted.

WWIII Has Already Started - By Dr. Pippa Malmgren: https://bit.ly/3pCtJSa

Link: https://bit.ly/3sEO1MZ

MacroVoices #312 Charlie McElligott: Tightening Cycle Is A Headwind Until It Becomes A Tailwind

MacroVoices Erik Townsend and Patrick Ceresna welcome Nomura’s head of cross-asset Macro Strategy, Charlie McElligott to the show to discuss how prior tightening cycles have played out in markets and his prognostications for what present Federal Reserve policy will mean for the markets.

Link: https://bit.ly/3LZ2TgU

MacroVoices #311 Jim Bianco: Has the Fed Signaled a Policy Error?

MacroVoices Erik Townsend and Patrick Ceresna welcome Bianco Research founder Jim Bianco to the show. Their discussion includes everything from inflation to bond yields to the equity market outlook, and even touches on what the decentralized finance revolution might mean to fixed income markets in years to come.

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