Macro Voices

MacroVoices #223 Diego Parrilla: False Diversification and Risk Parity Unwind

MacroVoices Erik Townsend and Patrick Ceresna welcome Diego Parrilla to the show to discuss the post-COVID19 economic and market recovery, the coming transition to secular inflation, precious metals, and much more. 

Link: https://bit.ly/37qPgD5

All-Stars #108 Luke Gromen: Central Banks on Steroids

All-Star Luke Gromen is back to talk about how the Fed is tapering its balance sheet expansion and what that would mean for the markets.

Link: https://bit.ly/3h65Jkt

MacroVoices #222 Vikram Mansharamani: Post-COVID19 Economic Outlook

MacroVoices Erik Townsend and Patrick Ceresna welcome Vikram Mansharamani to the show to discuss how supply chains are restructuring in the wake of the COVID19 pandemic, the coming secular shift from deflation to inflation, and much more.

Link: https://bit.ly/30aOgSc

All-Stars #107 Jeff Snider: Huge Money Printing Speaks For Itself, So Why Is Jay Powell Trying To Sell It So Aggressively?

All-Star Jeff Snider is back to talk about how the most aggressive monetary program in the Fed's history hasn't moved the needle one bit and how Jay Powell took his show on the road to 60 Minutes and lied repeatedly.

 

Link: https://bit.ly/2U0kgo3

MacroVoices #221 Ronald Stöferle: In Gold We Trust

MacroVoices Erik Townsend and Patrick Ceresna welcome Ronald Stöferle to the show to discuss all things gold, including both the metals and the mining stocks & more.

Link: https://bit.ly/2XCfA92

All-Stars #106 Dr. Pippa Malmgren: The Post-COVID19 Economy Recovery and U.S.-China Relations

All-star Dr. Pippa Malmgren is back with commentary on how the recovery is likely to play out in both the real economy and financial markets, and how U.S.-China relations will fare going forward

Link: https://bit.ly/2ZG1QwC

MacroVoices #220 Daniel Lacalle: Fiat Currency Debasement, Central Banks and Gold

MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show to discuss the secular transition from deflation to inflation, hard assets generally, precious metals, the stock market outlook, and much more.

Link: https://bit.ly/2ZsMf3g

Spotlight #3 Scott Lynn: Securitized Investment in Fine Art

Fine Art investing expert Scott Lynn, founder of Masterworks.io joins Erik Townsend for an in-depth discussion of fine art investing including the securitized approach to investing in blue chip classic artworks being pioneered by Masterworks.io

Link: https://bit.ly/2LBhXmM

All-Stars #105 Juliette Declercq: Post-crisis economic recovery

All-Star Juliette Declercq returns to discuss views on deflation vs. inflation, if MMT is what makes the difference between depression and reflation and post-crisis equity outlook.

Link: https://bit.ly/2AFOUwd

MacroVoices #219 Dr. Ben Hunt: Charting the post COVID-19 economic recovery

MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Ben Hunt to the show to discuss the three narratives of the coronavirus crisis, if there will be a secular shift from deflation to inflation and how Frontline Heroes is supporting healthcare workers. 

Link: https://bit.ly/3fIMBIG