Episodes
Thursday Oct 26, 2023
MacroVoices #399 Ole S Hansen: Still Bullish Commodities
Thursday Oct 26, 2023
Thursday Oct 26, 2023
MacroVoice's Erik Townsend & Patrick Ceresna welcome Ole S Hansen as this week’s guest. Ole says the bull market has paused in some commodities, but is set to continue. They also talk about crude oil and the debate over how big the Iran escalation risk is in the Israel conflict. https://bit.ly/46HF07i
Ole's Charts: https://bit.ly/3MdGBtm
Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Download Big Picture Trading Chartbook 📈📉: https://bit.ly/477pvpg
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Thursday Oct 19, 2023
MacroVoices #398 Lyn Alden: Broken Money
Thursday Oct 19, 2023
Thursday Oct 19, 2023
MacroVoices Erik Townsend and Patrick Ceresna welcome back best-selling author, Lyn Alden. They'll talk about her new book Broken Money, before moving on to discuss the end of the Peace Dividend, energy scarcity, and much more. https://bit.ly/46VAuBR
Lyn Alden's Charts: https://bit.ly/46SXZeT
Buy Lyn Alden's Book 'Broken Money' Now: https://bit.ly/3tEu3EX
Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Download Big Picture Trading Chartbook 📈📉: https://bit.ly/46CDzHd
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
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Thursday Oct 12, 2023
MacroVoices #397 Alex Gurevich: The Real Rates Tsunami
Thursday Oct 12, 2023
Thursday Oct 12, 2023
MacroVoices Erik Townsend and Patrick Ceresna welcome back, Honte investments fund manager Alex Gurevich. Erik and Alex discuss the reasons why Alex is still committed to the long duration trade long-term, and why that trade hasn’t been performing recently. https://bit.ly/3RW7Hcj
Alex's Market Note: https://bit.ly/3FhA9xH
Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3PTuFOD
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
Thursday Oct 05, 2023
MacroVoices #396 Luke Gromen: The Dollar Treasury Feedback Loop, Deconstructed
Thursday Oct 05, 2023
Thursday Oct 05, 2023
MacroVoices Erik Townsend and Patrick Ceresna welcome back, Forest for the Trees founder Luke Gromen. Luke and Eric will deconstruct the dollar-bond yield relationship and discuss TSY yields running away this week, and where they’re headed next.
Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
Join OptionFinity discord: https://discord.gg/Rvnsv6Y
Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Download Big Picture Trading chartbook 📈📉 https://bit.ly/3RFXd0u
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
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Thursday Sep 28, 2023
MacroVoices #395 Simon White: Inflation, Stocks & Why TINA is Coming Back
Thursday Sep 28, 2023
Thursday Sep 28, 2023
MacroVoices Erik Townsend and Patrick Ceresna welcome back Bloomberg’s Macro Strategist, Simon White to the show. Simon and Erik will discuss inflation, deflation and stock bond correlation.
Download Simon's Charts: Simon White - MacroVoices 28 2023
Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Download Big Picture Trading chartbook 📈📉 https://bit.ly/3RBr8a0
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
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Thursday Sep 21, 2023
MacroVoices #394 Louis-Vincent Gave: China, Energy & More
Thursday Sep 21, 2023
Thursday Sep 21, 2023
MacroVoices Erik Townsend and Patrick Ceresna welcome back Gavekal co-founder, Louis-Vincent Gave to the show. Louis and Erik will discuss the economic situation in China, inflation, energy prices, and much more. https://bit.ly/3rlVliz
Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Download Big Picture Trading chartbook 📈📉 https://bit.ly/3sVfw7q
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
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Thursday Sep 14, 2023
MacroVoices #393 Harley Bassman: Convexity Spells Opportunity
Thursday Sep 14, 2023
Thursday Sep 14, 2023
MacroVoices Erik Townsend and Patrick Ceresna welcome Convexity Maven Harley Bassman to the show. Harley says why take credit risk when the market is paying traders who understand convexity more handsomely. They also discuss inflation and the other usual macro suspects. https://bit.ly/3ZeEsmF
Download Harley's charts: https://bit.ly/45TT516
Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Download Big Picture Trading chartbook 📈📉 https://bit.ly/3sRkWAq
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
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Thursday Sep 07, 2023
MacroVoices #392 Jesse Felder: Questioning the Soft Landing Narrative
Thursday Sep 07, 2023
Thursday Sep 07, 2023
MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show. They discuss the many reasons Jesse is questioning the soft landing narrative and expecting more turbulence for the stock market. Then Erik shares his exciting commodity trade idea before moving onto postgame with Patrick. https://bit.ly/45I2ysd
Download Jesse’s charts: https://bit.ly/3Eu9PQt
Download Big Picture Trading chartbook 📈📉 https://bit.ly/3RbCyRu
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Thursday Aug 31, 2023
MacroVoices #391 Brent Johnson: The Dollar Is Not Done
Thursday Aug 31, 2023
Thursday Aug 31, 2023
MacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital founder Brent Johnson to the show. They discuss the reasons Brent thinks the U.S. Dollar bull market isn’t over yet, and why Brent thinks new highs for the dollar index are still to come. https://bit.ly/3EjuaYB
Download Brent’s charts: https://bit.ly/44xYY2r
Download Big Picture Trading chartbook 📈📉 https://bit.ly/3sEGm3s
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
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Thursday Aug 24, 2023
MacroVoices #390 Matt Barrie: The awesome power and risk of Artificial Intelligence
Thursday Aug 24, 2023
Thursday Aug 24, 2023
In this summer special episode, Erik Townsend welcomes Freelancer.com CEO Matt Barrie to the show for an extra long interview to discuss the macro impacts and knock-on effects of Artificial Intelligence. Market wrap and postgame segment will resume next week. https://bit.ly/3OMuWlW
AI know what you did last summer. - Matt Barrie
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