Macro Voices

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

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

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

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

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

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

MacroVoices #224 Art Berman: Expect oil prices to move down, then up, then WAY up

MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show for another crude oil special! They discuss everything from U.S. production dynamics to the price forecast and more.

Link: https://bit.ly/2zIZPoG

All-Stars #109 Louis-Vincent Gave: Why Xi Jinping needs to save rather than destroy Hong Kong

All-Star Louis-Vincent Gave returns for an update on Hong Kong, the USD, and U.S. Civil Unrest

Link:https://bit.ly/2ADm67U

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