Macro Voices

MacroVoices #292 Russell Napier: Knock-on Effects of Secular Inflation

MacroVoices Erik Townsend and Patrick Ceresna welcome Russell Napier to the show. They explore whether the developing situation in China changes the inflation calculus, then go on to talk about rates, inflation, and where this whole macro picture is headed.

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

MacroVoices #291 Jeroen Blokland: Inflation, Bond Yields, Portfolio Allocation & Bitcoin Unpublished

MacroVoices Erik Townsend and Patrick Ceresna welcome True Insights founder Jeroen Blokland to the show to discuss inflation, the FED’s dot plot and where interest rates are headed, portfolio allocations, and much more.

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

MacroVoices #290 Juliette Declercq: Are Cyclical Indices Positioned To Outperform?

MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show. They discuss the whole macro picture and then translate those ideas to actionable market strategies.

 

Link: https://bit.ly/3kDuN6t

MacroVoices #289 Jim Bianco: Persistent Inflation/ Bond Yields/ DeFi

MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco from Bianco Research to the show to discuss secular inflation, demographics, decentralized finance, and much more.

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

MacroVoices #288 Paul Krake: Mega themes for 2020s

MacroVoices Erik Townsend and this week's guest host Kevin Muir welcome View from the Peak founder Paul Krake to the show to discuss what Paul calls megathematics, the important trends to watch in the current macro environment.

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

MacroVoices #287 Wayne Himelsein: Under the covers of Long Vol

MacroVoices Erik Townsend and Patrick Ceresna welcome Logica Funds founder Wayne Himelsein to the show to discuss trading the long volatility strategy.

Link: https://bit.ly/3yJd8hg

MacroVoices #286 Summer Special: Digital Currencies & Decentralized Finance Revolution Part 2

MacroVoices Erik Townsend welcome Dr. Pippa Malmgren and Clint Cox in this second installment of two-part summer special to discuss digital currency and decentralized finance revolution.

 

Link: https://bit.ly/2UpC53g

MacroVoices #285 Summer Special: Digital Currencies & Decentralized Finance Revolution Part 1

MacroVoices Erik Townsend welcome Dr. Pippa Malmgren and Clint Cox in this first installment of two-part summer special to discuss digital currency and decentralized finance revolution.

 

Link: https://bit.ly/3gd5yoN

MacroVoices #284 Lakshman Achuthan: Economic cycle is turning...but what about assets?

MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss how all those economic cycle indicators that were turning up last we spoke with him are starting to turn down now, meaning the risk of an economic cycle downturn is heightened now. Then Grant Williams joins the postgame discussion.

Link: https://bit.ly/37DMICM

 

MacroVoices #283 Brent Johnson: US Dollar Still Not Crashing

MacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital's Brent Johnson to the show. Brent says the US dollar isn't really crashing to zero as some have suggested, then goes on to articulate a balanced view on the inflation/deflation debate. They also discuss commodities including precious metals, and why Brent thinks the soft commodities may be a good play if prices pull back.

Link: https://bit.ly/37kB4fL