Episodes
Thursday Aug 17, 2023
MacroVoices #389 Justin Huhn: Update On All Things Nuclear
Thursday Aug 17, 2023
Thursday Aug 17, 2023
MacroVoices Erik Townsend and Patrick Ceresna welcome Uranium Insider founder and publisher Justin Huhn to the show. They begin with a review of the near-to-medium term bull case for uranium mining stocks before moving on to a longer-term discussion about advanced nuclear technologies. https://bit.ly/45uBR9Y
Download Justin’s slide deck: https://bit.ly/3YEle9w
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Thursday Aug 10, 2023
MacroVoices #388 Lakshman Achuthan: Recession Still On Deck
Thursday Aug 10, 2023
Thursday Aug 10, 2023
MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss the business cycle and why the expected recession is taking longer than expected to arrive before moving on to discuss whether a new secular inflation trend underlies the transitory inflation from pandemic supply chain effects, which is now receding. https://bit.ly/3DRqq0o
Download Lakshman’s Charts: https://bit.ly/45ndvih
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Thursday Aug 03, 2023
MacroVoices #387 Jeff Snider: On Deflation and Soft Landing
Thursday Aug 03, 2023
Thursday Aug 03, 2023
MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show to discuss the inflation story over one of Jeff’s infamous chart decks and whether the “soft landing” forecast that’s become popular is accurate. https://bit.ly/3QlP5RZ
Download Jeff’s Charts: https://bit.ly/459utkc
Visit Eurodollar University: https://www.eurodollar.university/
Check out Eurodollar University on YouTube: https://www.youtube.com/@eurodollaruniversity
Download Big Picture Trading chartbook 📈📉 https://bit.ly/3qgZ8xa
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Thursday Jul 27, 2023
MacroVoices #386 Lyn Alden: Energy, Inflation & much more
Thursday Jul 27, 2023
Thursday Jul 27, 2023
MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show to take a deep dive on energy, everything from crude oil to natural gas to shale depletion rates. And finally, uranium before moving on to talk in depth about inflation. https://bit.ly/3OyuKaI
Download Lyn’s Charts: https://bit.ly/475fOZ4
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Thursday Jul 20, 2023
MacroVoices #385 Dr. Anas Alhajji: 2024 Energy Markets Outlook & More
Thursday Jul 20, 2023
Thursday Jul 20, 2023
MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to the show to discuss everything from an update on his market outlook to why Chinese reopening didn’t have the demand recovery effect so many of us predicted. https://bit.ly/43OUvbz
⭐️Join Patrick for a LIVE webinar on Tuesday July 25th at 1pm ET⭐️ Sign up here ➡️ https://www.bigpicturetrading.com/money
Download Big Picture Trading chartbook 📈📉 https://bit.ly/44vvLpG
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
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Thursday Jul 13, 2023
MacroVoices #384 Darius Dale: Blow-Off Top Coming Before Bears Get Validated
Thursday Jul 13, 2023
Thursday Jul 13, 2023
MacroVoices Erik Townsend and Patrick Ceresna welcome 42 Macro founder Darius Dale to the show to discuss what the bears got wrong, why Darius thinks there’s still some upside left in the stock market, before it ultimately reverses direction to vindicate the bears. They also discuss inflation, why the macro backdrop has changed considerably, and finally, China’s recovery and why it didn’t have the expected effect on global demand recovery. https://bit.ly/3NPvcQC
Download Darius’ charts: https://bit.ly/3OdfHTN
⭐️Join Patrick for a LIVE webinar on Tuesday July 25th at 1pm ET⭐️
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Download Big Picture Trading chartbook 📈📉 https://bit.ly/46NTxyF
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Thursday Jul 06, 2023
MacroVoices #383 Juliette Declercq: Update on Immaculate Disinflation Thesis
Thursday Jul 06, 2023
Thursday Jul 06, 2023
MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show to discuss why she thinks we’re in an immaculate disinflation, and what she sees on the horizon for markets. https://bit.ly/3O1WHrr
Download Juliette’s charts: https://bit.ly/3pyYn2f
⭐️Join Patrick for a LIVE webinar on Tuesday July 11th at 1pm ET⭐️
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Download Big Picture Trading chartbook 📈📉 https://bit.ly/44doN8K
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Thursday Jun 29, 2023
MacroVoices #382 Dr. Pippa Malmgren: A Tale of Two Civil Wars
Thursday Jun 29, 2023
Thursday Jun 29, 2023
MacroVoices Erik Townsend and Patrick Ceresna welcome best-selling author and geopolitical commentator Dr. Pippa Malmgren to the show. They discuss the aborted coup in Russia last weekend before moving on to issues affecting the United States. https://bit.ly/3CQ9KG3
Check out Pippa's substack: https://drpippa.substack.com/
Download Big Picture Trading chartbook 📈📉 https://bit.ly/46mv2bT
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Thursday Jun 22, 2023
MacroVoices #381 Leigh Goehring: Global Food Crisis Update
Thursday Jun 22, 2023
Thursday Jun 22, 2023
MacroVoices Erik Townsend and Patrick Ceresna welcome Goehring & Rozencwajg founder Leigh Goehring to the show and the topic is an update on the formative global food crisis resulting from more of the world’s economies advancing to the point where far more people eat meat all over the world. https://bit.ly/3Pr09wU
Download Big Picture Trading chartbook 📈📉 https://bit.ly/3CHC4u5
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Thursday Jun 15, 2023
MacroVoices #380 Jim Bianco: FOMC to China to Dollar to AI
Thursday Jun 15, 2023
Thursday Jun 15, 2023
MacroVoices Erik Townsend and Patrick Ceresna welcome Bianco Research founder Jim Bianco to the show to discuss the FOMC statement, the Fed’s hawkish pause, where rates and stock prices are headed, and much more. https://bit.ly/3Cy5V84
Download Big Picture Trading chartbook 📈📉 https://bit.ly/42FY3fC
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Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials