Podcasts about macro voices

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Best podcasts about macro voices

Latest podcast episodes about macro voices

Macro Voices
MacroVoices #469 Jeff Snider: The Mar-a-Lago Accord Seen Through A Eurodollar Lens

Macro Voices

Play Episode Listen Later Feb 27, 2025 69:41


MacroVoices Erik Townsend & Patrick Ceresna welcome, Jeff Snider. They'll explore Jeff's criticisms of the current effort and his perspective on how he would approach it differently if he were involved in the Mar-a-Lago discussions. https://bit.ly/4i8hfL4

China Flexpat
#158 Retirement Planning for Flexpats

China Flexpat

Play Episode Listen Later Feb 23, 2025 22:54


Building the Life You Want in China: Are you a flexpat looking to build a secure financial future while still enjoying your life abroad? In this episode, we talk with Dan, an experienced financial advisor specializing in expat financial planning. We explore key tactics for balancing current lifestyle choices with long-term savings goals, examine the ins and outs of investing while dealing with currency fluctuations, and discuss family considerations such as funding education and ensuring your loved ones are protected. Whether you're new to China or have called it home for years, this conversation is packed with insights to help you create and maintain the life you want.1 Stay flexible in your retirement planning2 Effective Budgeting for your living cost3 Enjoy living abroad, live in the now4 Deal with different currencies and countries5 Optimize tax and legal environment6 Goal Setting and Retirement planning7 Plan ahead to avoid tax8 Biggest challenges to retirement planning9 Why pay fees for an advisor?10 Can you plan your own retirement fund?11 How can you discipline yourself to plan for your future?12 Follow Dan to learn moreDan Couzens has been a UK registered financial advisor for over 10 years (after serving 22 years in the British Military) and currently works in China as an expat financial advisor helping clients align their financial plans with their life goals for over, specializing in cross-border tax issues, retirement planning, and strategic investments.Podcast recommendations:"Invest Like the Best" with Patrick O'Shaughnessy"Macro Voices" with Eric TownsendContact: daniel.couzens@winsoncapital.comWechat: dan_couzensContact Dan to get:1 Guide to Offshore Investing2 Tax Considerations for US/UK/AU Expats

Macro Voices
MacroVoices #468 Darius Dale: Changing World Order

Macro Voices

Play Episode Listen Later Feb 20, 2025 75:39


MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They will dive into the data intensive slide deck that Darius is best known for and talk about everything from sticky inflation to the growth outlook. https://bit.ly/4b7KviM

Macro Voices
MacroVoices #467 Jim Bianco: The Mar-a-Lago Accord

Macro Voices

Play Episode Listen Later Feb 13, 2025 82:27


  MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They'll discuss Jim's opinions on the new ‘Mar-a-Lago Accord,' which he and others speculate could represent the new monetary world order being considered by the Trump administration. https://bit.ly/4kbt7On

Macro Voices
MacroVoices #466 Guy Keller: The Nuclear Story Has Never Been Better

Macro Voices

Play Episode Listen Later Feb 6, 2025 63:35


MacroVoices Erik Townsend & Patrick Ceresna welcome, Guy Keller. They'll explore all things nuclear—from why spot uranium and uranium miners haven't kept pace with rising enriched uranium prices to uncovering the best investment opportunities in the sector. https://bit.ly/42K3cXz

Macro Voices
MacroVoices #465 Rory Johnston: Oil Markets Under Trump 2.0

Macro Voices

Play Episode Listen Later Jan 30, 2025 67:57


MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rory Johnston. They discuss everything crude oil - from the current fundamental landscape and the impact of Trump's tariff policies to why crude quality remains crucial and where refineries can source the heavy blend stock needed to process U.S. shale oil. https://bit.ly/42z5yIQ ⚫ Follow Rory on X: @Rory_Johnston

Macro Voices
MacroVoices #464 Michael Every: Lines on Maps vs Lines on Screens

Macro Voices

Play Episode Listen Later Jan 23, 2025 67:53


MacroVoices Erik Townsend & Patrick Ceresna welcome, Chief Market Strategist Michael Every. They discuss why Michael thinks Volatility will be at the centre of the Trump 2.0 Presidency, and that when global leaders start moving lines on maps, we should expect some big moves in the lines on our financial charts. https://bit.ly/40JBhp9   ⚫ Follow Michael on X: @themichaelevery

Macro Voices
MacroVoices #463 Izabella Kaminska: On Why Markets Aren't Getting The Signal

Macro Voices

Play Episode Listen Later Jan 16, 2025 73:51


MacroVoices Erik Townsend & Patrick Ceresna welcome back, Izabella Kaminska. They discuss the evolving landscape of the media and the ripple effects of Bidenomics to the spread of populism across Europe. https://bit.ly/4h00sd4 ⚫ Follow Izabella on X: @izakaminska

Macro Voices
MacroVoices #462 Luke Gromen: 2025 Outlook

Macro Voices

Play Episode Listen Later Jan 8, 2025 60:28


MacroVoices Erik Townsend & Patrick Ceresna welcome back, Luke Gromen. They'll explore the outlook for the new year and examine its implications for macroeconomics and markets, covering everything from the dollar and treasury yields to bitcoin and precious metals. https://bit.ly/3WdsysV   ⚫ Follow Luke on X: https://x.com/LukeGromen

Macro Voices
MacroVoices #461 Thomas Jam Pedersen: Nuclear Fuels and Fuel Cycles For Energy Transition

Macro Voices

Play Episode Listen Later Dec 31, 2024 115:00


MacroVoices Erik Townsend & Patrick Ceresna welcome back, Thomas Jam Pedersen for the second instalment of this year's long-form episodes. This week they'll be taking a deep dive into nuclear fuels and fuel cycles, exploring critical topics such as the economics of Thorium-based nuclear power compared to traditional Uranium-fired reactors. https://bit.ly/3VI4bTK   ⚫ Check out Copenhagen Atomics: https://www.copenhagenatomics.com/   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d

Macro Voices
MacroVoices #460 Thomas Jam Pedersen: Advanced Nuclear Reactor Designs For Energy Transition

Macro Voices

Play Episode Listen Later Dec 24, 2024 117:33


MacroVoices hosts Erik Townsend and Patrick Ceresna welcome, Copenhagen Atomics Founder, Thomas Jam Pedersen. This episode is the first of two special holiday editions featuring extended double-length interviews. In this in-depth discussion, we explore Advanced Nuclear Energy Technologies and their critical role in driving the emerging Nuclear Renaissance. https://bit.ly/3ZKN9FI   ⚫ Check out Copenhagen Atomics: https://www.copenhagenatomics.com/   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d  

Macro Voices
MacroVoices #459 Robert Kahn: Looking Ahead To 2025 Geopolitics & Markets

Macro Voices

Play Episode Listen Later Dec 19, 2024 71:16


MacroVoices hosts Erik Townsend and Patrick Ceresna welcome, Robert Kahn. They'll dive into four key geopolitical issues currently shaping the global investment landscape: Trump 2.0, China, the Russia-Ukraine conflict, and the Israel-Gaza-Iran nexus. Robert will share expert insights on how these major events are influencing financial markets and what investors should watch for in the months ahead. https://bit.ly/3DxYd1s   ⚫ Check out Eurasia Group: https://www.eurasiagroup.net/

Money Talks with Michael Campbell
December 14 Episode

Money Talks with Michael Campbell

Play Episode Listen Later Dec 14, 2024 77:02


Mike asks whether voters have just discovered the deficit. Patrick Ceresna of Macro Voices says protecting your portfolio has never been cheaper. Don Vialoux on what history says about the markets in the President's first year, a Quote, Goofy Award, and more.See omnystudio.com/listener for privacy information.

Macro Voices
MacroVoices #458 David Rosenberg: Lament of A Bear

Macro Voices

Play Episode Listen Later Dec 12, 2024 69:31


MacroVoices Erik Townsend & Patrick Ceresna welcome back, David Rosenberg. They'll discuss his recent piece, “Lament of a Bear,” where he acknowledges his past skepticism of the stock bull market hasn't held up. He explains why he's reconsidering his outlook, factoring in AI and other emerging trends. https://bit.ly/3ZNxjvn   ⚫ Follow David on X: https://www.x.com/EconGuyRosie

Macro Voices
MacroVoices #457 Justin Huhn: The Fundamentals For Nuclear Keep Getting Better

Macro Voices

Play Episode Listen Later Dec 5, 2024 70:58


MacroVoices Erik Townsend & Patrick Ceresna welcome back, Justin Huhn. They'll explore the nuclear renaissance, Justin's bold prediction about the bottom of the nearly year-long correction in uranium mining stocks, the key fundamentals shaping the sector's future, and much more. https://bit.ly/3Vobdgm   ⚫ Follow Justin on X: https://www.x.com/UraniumInsider

Macro Voices
MacroVoices #456 Jeff Currie: Repricing of Macro Markets

Macro Voices

Play Episode Listen Later Nov 27, 2024 67:57


MacroVoices Erik Townsend & Patrick Ceresna welcome back, Jeff Currie. They'll delve into all things macro, from treasury yields and credit spreads to unusual pricing patterns across various asset classes. They'll also explore energy markets, copper, nuclear energy, and the implications of Chris Wright's potential role as Energy Secretary in the incoming Trump administration. https://bit.ly/4fKZDUO  

Macro Voices
MacroVoices #455 Daniel Lacalle: Is The Trump Trade Over?

Macro Voices

Play Episode Listen Later Nov 21, 2024 68:37


MacroVoices Erik Townsend & Patrick Ceresna welcome back, Daniel Lacalle. We'll explore the Trump Trade, whether it's winding down or just gaining momentum, and discuss what lies ahead for the markets. https://bit.ly/3CEID3X ⚫ Follow Daniel Lacalle on X: https://www.x.com/DLacalle_IA

Macro Voices
MacroVoices #454 Vincent Deluard: The Five Body Problem

Macro Voices

Play Episode Listen Later Nov 14, 2024 78:52


MacroVoices Erik Townsend & Patrick Ceresna welcome back, Vincent Deluard. They'll discuss secular inflation, the gig economy, and what Vincent calls the 'shadow lending and savings markets.' He'll also share his outlook on precious metals post-election and introduce a new theory: The '5-Body Problem.' https://bit.ly/3UT7cQN ⚫ Follow Vincent on X: https://www.x.com/VincentDeluard

Macro Voices
MacroVoices #453 Dr. Pippa Malmgren: Unconventional Insights on US Presidential Election

Macro Voices

Play Episode Listen Later Nov 7, 2024 91:18


MacroVoices Erik Townsend & Patrick Ceresna welcome back best selling author, Dr. Pippa Malmgren. They'll cover the current election results, potential upcoming challenges, and the anticipated impacts on financial markets and the broader economy. https://bit.ly/4hzLvyX   ⚫ Follow Pippa X: https://www.x.com/DrPippaM ⚫ Subscribe To Pippa's Substack: https://drpippa.substack.com/

Macro Voices
MacroVoices #452 Darius Dale: No Difference Between Trump & Harris

Macro Voices

Play Episode Listen Later Oct 31, 2024 75:24


MacroVoices Erik Townsend & Patrick Ceresna welcome back, Darius Dale. Darius argues that, for the financial markets, the outcome of next week's U.S. presidential election is surprisingly inconsequential. They'll delve into this perspective before exploring the drivers behind persistent inflation, the reasons for expecting the U.S. economy to remain robust, the Fed's determination to achieve a soft landing, and why he's confident that market liquidity will keep increasing. https://bit.ly/40qGxyb ⚫ Follow Darius Dale on X: https://www.x.com/DariusDale42

Macro Voices
MacroVoices #451 Brent Johnson: Macro Drivers of UST's, PM's & The Role of The BRICS

Macro Voices

Play Episode Listen Later Oct 24, 2024 70:03


MacroVoices Erik Townsend & Patrick Ceresna welcome back, Brent Johnson. They'll discuss foreign demand for U.S. Treasuries, Brent's outlook for the dollar, equities, precious metals, energy, and much more. https://bit.ly/48B8uWt ⚫ Follow Brent Johnson on X: https://www.x.com/SantiagoAuFund

WTFinance
Weak Economic Data Converging as Recession Approaches with Jeff Snider

WTFinance

Play Episode Listen Later Oct 23, 2024 49:56


Interview recorded - 21st of October, 2024On this episode of the WTFinance podcast I had the pleasure of welcoming back Jeff Snider. Jeff is at the forefront of modern money and monetary science, specifically the Euro dollar market and its impact globally. He is also the host of the Eurodollar University.During our conversation we spoke about whether the economy is in a recession, the consumer struggle, why rate cuts don't do anything, bond market explosion, economic growth and more. I hope you enjoy!0:00 - Introduction1:30 - Is the economy in a recession or strong?4:53 - What is below the surface of the economy?9:35 - Consumers struggling13:36 - Back to the mean?17:01 - Average person to continue to struggle21:18 - Rate cuts don't do anything26:53 - Fiscal spending help economy?31:33 - Consumer sentiment drives economies35:05 - Bond market explosion?37:55 - Change occurs after breakages44:20 - Economic growth48:25 - One message to takeaway from our conversation?Jeff Snider is one of the foremost experts on the global monetary system, specifically the eurodollar money system, and all aspects of its misunderstood inner workings and how they impact global markets, commerce, and economy. His podcast - Eurodollar University - aims to educate the public on the evolution and nature, and nuances of the eurodollar system and true monetary principles. He is a regular contributor to Real Clear Markets and a columnist for the Epoch Times, and is active on Twitter as well as He has been a guest on countless programs including MacroVoices, and Real Vision for his insights into the Eurodollar system, LIBOR, and repo/securities lending markets., etc.Jeff Snider - YouTube -  @eurodollaruniversity  Website - https://www.eurodollar.university/Twitter - https://twitter.com/JeffSnider_AIPWTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

Macro Voices
MacroVoices #450 Dr. Anas Alhajji: Oil, Middle-East Politics & China

Macro Voices

Play Episode Listen Later Oct 17, 2024 61:57


MacroVoices Erik Townsend & Patrick Ceresna welcome back, Anas Alhajji. They'll discuss all things crude oil, starting with the geopolitical risks. https://bit.ly/4eNQytL ⚫ Follow Anas Alhajji on Substack: https://anasalhajjieoa.substack.com/ ⚫ Follow Anas Alhajji on X: https://www.x.com/AnasAlhajji

Macro Voices
MacroVoices #449 Harley Bassman: The Magic of Mortgages

Macro Voices

Play Episode Listen Later Oct 10, 2024 55:42


MacroVoices Erik Townsend & Patrick Ceresna welcome back, Harley Bassman. They will discuss mortgage backed securities and the best way to trade them. https://bit.ly/4ezISv9 ⚫ Follow Harley Bassman on X: https://www.x.com/ConvexityMaven

Macro Voices
MacroVoices #448 Luke Gromen: Why the Gold Recycling Trade is Accelerating

Macro Voices

Play Episode Listen Later Oct 3, 2024 71:18


MacroVoices Erik Townsend & Patrick Ceresna welcome back, Luke Gromen. They'll discuss the dollar, inflation, monetary policy, China, energy, precious metals, and much more. https://bit.ly/3TW9f65 ⚫ Follow Luke Gromen on X: https://www.x.com/LukeGromen

Macro Voices
MacroVoices #447 Eric Peters: US/EU/China, Competitive Outlook

Macro Voices

Play Episode Listen Later Sep 26, 2024 55:55


MacroVoices Erik Townsend & Patrick Ceresna welcome back, Eric Peters. They'll discuss all the usual macro suspects from secular inflation to competitiveness of the U.S, EU, and China, the USD, De-globalization, and much more. https://bit.ly/3TN3vvp

Macro Voices
MacroVoices #446 Matt Barrie: AI'll Be Back!

Macro Voices

Play Episode Listen Later Sep 19, 2024 79:09


MacroVoices Erik Townsend & Patrick Ceresna welcome back, Matt Barrie. They'll discuss everything AI, exploring recent developments and what the future holds. https://bit.ly/3XslYP3   ⚫ Follow Matt Barrie on X: https://www.x.com/Matt_Barrie   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH  

Macro Voices
MacroVoices #445 Jim Bianco: Still No Landing, and Inflation is Not Transitory

Macro Voices

Play Episode Listen Later Sep 12, 2024 70:46


MacroVoices Erik Townsend & Patrick Ceresna welcome back, Jim Bianco. They'll discuss why Jim thinks the Fed has become political and risks a policy error, they also cover long-term inflationary trends, the role of precious metals in today's economy, and more. https://bit.ly/4d372MT ⚫ Follow Jim Bianco on X: https://www.x.com/biancoresearch

Macro Voices
MacroVoices #444 Mike Alkin: Uranium Fundamentals Couldn't Be Better

Macro Voices

Play Episode Listen Later Sep 5, 2024 81:07


MacroVoices Erik Townsend & Patrick Ceresna welcome back, Mike Alkin. They'll cover all aspects of the uranium market, from its structure and the absence of a liquid futures contract, to how utility buyers are compensated and why they tend to remain complacent despite increasing concerns over global uranium supply. https://bit.ly/47eqEfK   ⚫ Follow Sachem Cove Partners on X: https://www.x.com/SachemCove

Macro Voices
MacroVoices #443 Viktor Shvets: From Central Banks To Assets Classes To Geopolitics & More

Macro Voices

Play Episode Listen Later Aug 29, 2024 66:54


MacroVoices Erik Townsend & Patrick Ceresna welcome back, Viktor Shvets. They discuss a wide range of topics, including global central bank policies and their potential politicization, the risks of a recession, the lack of significant repercussions from the yen carry trade unwind, as well as various aspects of politics and geopolitics. Additionally, they delve into commodities and, naturally, the U.S. stock market. https://bit.ly/3X438xm   ⚫ Follow Viktor on X: https://www.x.com/ViktorShvets

Macro Voices
MacroVoices #442 Ole Hansen: Year of The Metals

Macro Voices

Play Episode Listen Later Aug 22, 2024 62:04


MacroVoices Erik Townsend & Patrick Ceresna welcome back, Ole Hansen. They'll discuss commodities from precious metals to uranium to energy to agriculture, and get Ole's outlook on whether the deep correction we've seen in the commodity supercycle is over or not. https://bit.ly/3T3rypx   ⚫ Follow Ole on X: https://www.x.com/Ole_S_Hansen

Macro Voices
MacroVoices #441 Diego Parrilla: The Revenge of The Anti-Bubbles

Macro Voices

Play Episode Listen Later Aug 15, 2024 65:45


MacroVoices Erik Townsend & Patrick Ceresna welcome back, Quadriga CIO and noted author Diego Parilla. They'll discuss all the usual macro suspects, from whether the recent equity market dislocation was a flash in the pan or the start of a new bear market, Diego's outlook for inflation, commodities, precious metals, and more. https://bit.ly/3X4Bd1p   ⚫ Follow Diego on X: https://www.x.com/ParrillaDiego

Macro Voices
MacroVoices #440 Louis-Vincent Gave: What Just Happened?

Macro Voices

Play Episode Listen Later Aug 8, 2024 92:19


MacroVoices Erik Townsend & Patrick Ceresna welcome back, Louis-Vincent Gave. They discuss how rate cuts are likely by year's end, the USD outlook, precious and base metals, uranium miners, China's long-term energy policy and what this all means to the global economy. https://bit.ly/3WEO8pn   ⚫ Follow Louis on X: https://www.x.com/Gave_Vincent ⚫ Find Out More: https://web.gavekal.com/

Macro Voices
MacroVoices #439 Rory Johnston: Discretionary Risks To The Oil Market

Macro Voices

Play Episode Listen Later Aug 1, 2024 73:39


MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rory Johnston. They discuss all things crude oil, ranging from President Trump's claim that OPEC is working hard to get Kamala Harris elected to the ultimate growth limits of U.S. Shale. https://bit.ly/4ceTfSV   ⚫ Follow Rory Johnston on X: https://www.x.com/Rory_Johnston ⚫ Find Out More: https://www.commoditycontext.com/

Macro Voices
MacroVoices #438 Marko Papic: U.S. Presidential Race Risks & Complications for Markets

Macro Voices

Play Episode Listen Later Jul 25, 2024 85:53


MacroVoices Erik Townsend & Patrick Ceresna welcome back, Marko Papic. They will discuss the recent events in the U.S. and how they translate to an outlook and risk profile for financial markets. https://bit.ly/4fhn5sU   ⚫ Follow Marko Papic on X: https://www.x.com/Geo_Papic ⚫ Find Out More: https://www.bcaresearch.com/

Macro Voices
MacroVoices #437 Lyn Alden: Energy Security, Precious Metals & More

Macro Voices

Play Episode Listen Later Jul 18, 2024 65:10


MacroVoices Erik Townsend & Patrick Ceresna welcome back, Lyn Alden. They'll discuss topics ranging from inflation to interest rates to advanced nuclear reactors and AI. https://bit.ly/4d3UOUK   ⚫ Follow Lyn Alden on X: https://www.x.com/lynaldencontact ⚫ Find Out More: https://www.lynalden.com

Macro Voices
MacroVoices #436 Tian Yang: Left & Right Tails

Macro Voices

Play Episode Listen Later Jul 12, 2024 61:14


MacroVoices Erik Townsend & Patrick Ceresna welcome back,Variant Perception CEO Tian Yang. They'll discuss the leading indicators, and what Tian thinks are the best trades to put on right now. https://bit.ly/3S2Q6Pc   ⚫ Follow Tian Yang on X: https://www.x.com/VrntPerception ⚫ Find Out More About Variant Perception: https://www.variantperception.com/  

Macro Voices
MacroVoices #435 Daniel Lacalle: Navigating Monetary Debasement

Macro Voices

Play Episode Listen Later Jul 3, 2024 55:09


MacroVoices Erik Townsend & Patrick Ceresna welcome back, Daniel Lacalle. They discuss monetary debasement, why it will be a primary strategy of governments, and how investment professionals can defend their portfolios from its ill effects. https://bit.ly/4eRtM4P   ⚫ Follow Daniel on X: https://www.x.com/DLacalle_IA   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD   

Macro Voices
MacroVoices #434 Bill Blain: Will Higher For Longer, Lead To Market Mayhem?

Macro Voices

Play Episode Listen Later Jun 27, 2024 64:06


MacroVoices Erik Townsend & Patrick Ceresna welcome back, WindShift Capital Founder, Bill Blain. They discuss everything from the equity market melt-up to inflation to bond yields. https://bit.ly/3VJ0bBH   ⚫ Check Out Bill Blain's Morning Porridge: https://morningporridge.com/ ⚫ Follow Bill on X: https://www.x.com/bill_blain  

Macro Voices
MacroVoices #433 David Rosenberg: Calling The FED's Bluff

Macro Voices

Play Episode Listen Later Jun 20, 2024 64:45


MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rosenberg Research founder David Rosenberg. They discuss, the stock market and why David believes the breadth isn't there, and the outperformance of SPX is really just three out of the 500 stocks in the index. https://bit.ly/3VRJtBA   ⚫ Check Out Rosenberg Research: https://www.rosenbergresearch.com/ ⚫ Follow David Rosenberg on X: https://www.twitter.com/econguyrosie  

Macro Voices
MacroVoices #432 Jeff Currie: Metals, Energy, Commodity Super Cycle & More

Macro Voices

Play Episode Listen Later Jun 13, 2024 67:39


MacroVoices Erik Townsend & Patrick Ceresna welcome back, Carlyle's Chief Strategy Officer, Jeff Currie. They'll discuss commodities from precious metals to energy to softs, including cocoa and coffee and why they've seen so much vol recently. https://bit.ly/3z2Y6cb   ⚫ Check Out Carlyle Global Investment Group: https://www.carlyle.com/  

Macro Voices
MacroVoices #431 Lakshman Achuthan: 2024 Turning Points

Macro Voices

Play Episode Listen Later Jun 6, 2024 55:02


MacroVoices Erik Townsend & Patrick Ceresna welcome back, ECRI co-founder Lakshman Achuthan. They'll discuss growth and inflation cycles, why inflation is likely to remain sticky, precious metals, energy, and much more. https://bit.ly/3yPlR7v   ⚫ Follow Lakshman on X: https://www.twitter.com/businesscycle  

Macro Voices
MacroVoices #430 Jim Bianco: Rate Hike On Deck

Macro Voices

Play Episode Listen Later May 30, 2024 69:00


MacroVoices Erik Townsend & Patrick Ceresna welcome back, Bianco Research founder, Jim Bianco. They'll discuss inflation, bond yields, precious metals, energy prices, geopolitics and more. https://bit.ly/3x7wP7E   ⚫ Follow Jim Bianco on X: https://www.twitter.com/BiancoResearch ⚫ Check Out Bianco Research: https://www.biancoresearch.com  

Macro Voices
MacroVoices #429 Dr. Anas Alhajji: Oil Market Outlook, Iran & Energy Geopolitics

Macro Voices

Play Episode Listen Later May 23, 2024 66:52


MacroVoices Erik Townsend & Patrick Ceresna welcome back, Dr Anas Alhajji. They'll discuss the energy markets outlook for 2024, the Iranian President's death, fake news in Saudi Arabia, and much more. https://bit.ly/3UVBbqo   ⚫ Follow Anas Alhajji on X: https://www.twitter.com/AnasAlhajji ⚫ Check Out Anas Alhajji's Substack: https://anasalhajjieoa.substack.com/  

Macro Voices
MacroVoices #428 Adam Rozencwajg: AI Demand, Energy & Precious Metals

Macro Voices

Play Episode Listen Later May 16, 2024 70:39


MacroVoices Erik Townsend & Patrick Ceresna welcome back, Goehring & Rozencwajg co-founder Adam Rozencwajg. They'll discuss energy markets, precious metals and much more. https://bit.ly/4bk5pub   ⚫ Follow Adam Rozencwajg on X: https://www.twitter.com/go_rozen ⚫ Check Out: https://www.gorozen.com/  

Macro Voices
MacroVoices #427 Thomas Jam Pedersen: The Coming Thorium Energy Revolution

Macro Voices

Play Episode Listen Later May 9, 2024 90:22


MacroVoices hosts Erik Townsend and Patrick Ceresna welcome Thomas Jam Pedersen, founder of Copenhagen Atomics. They will discuss the role thorium fission will play in the energy transition and the benefits of molten salt-cooled and liquid-fuelled thorium-burning nuclear reactors over conventional light water reactors fuelled by uranium. https://bit.ly/3QzHtuu   ⚫ Find out More: https://www.copenhagenatomics.com/   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD  

Macro Voices
MacroVoices #426 Brent Johnson: Dollar Milkshake Update in a World of Global Uncertainty

Macro Voices

Play Episode Listen Later May 2, 2024 70:14


MacroVoices Erik Townsend & Patrick Ceresna welcome back, Santiago Capital founder Brent Johnson. They discuss the current rally in the dollar against other currencies, the big move in gold, and the looming question of persistent inflation. https://bit.ly/3WiZp0d   ⚫ Follow Brent on X: https://www.twitter.com/SantiagoAuFund ⚫ Find out More: https://santiagocapital.com/    

Macro Voices
MacroVoices #425 Alex Gurevich: Real Rates, Precious Metals, Currencies and More

Macro Voices

Play Episode Listen Later Apr 25, 2024 64:44


MacroVoices Erik Townsend & Patrick Ceresna welcome back, Honte investments founder and CIO Alex Gurevich. They'll discuss whether inflation will be persistent, Currencies, Precious Metals, Energy Markets, and more. https://bit.ly/3JxA3UP   ⚫ Follow Alex on X: @agurevich23 ⚫ Find out More: honteinv.com  

Macro Voices
MacroVoices #424 Rory Johnston: Crude Oil Update: Fundamentals, Geopolitical Risks, and SPR

Macro Voices

Play Episode Listen Later Apr 18, 2024 64:46


MacroVoices Erik Townsend & Patrick Ceresna welcome back, Commodity Context Founder, Rory Johnston. Erik & Rory discuss all things crude oil, from fundamentals, to geopolitical risk to the Strategic Petroleum Reserve. https://bit.ly/444LL2L   ⚫ Follow Rory on X: https://www.twitter.com/Rory_Johnston ⚫ Find out More: https://www.commoditycontext.com    

Macro Voices
MacroVoices #423 Justin Huhn: Accelerated Demand Growth in Supply Driven Bull Market

Macro Voices

Play Episode Listen Later Apr 11, 2024 76:43


MacroVoices Erik Townsend &  Patrick Ceresna welcome back, Uranium Insider Founder, Justin Huhn. Erik & Justin discuss the Uranium bull market, the Uranium mining sector and where it's headed to next. https://bit.ly/3Jcf9u6   ⚫ Follow Justin on X: @UraniumInsider ⚫ Find out More: www.uraniuminsider.com