Podcasts about macrovoices erik townsend

MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They discuss the Hormuz crisis, Fed policy under new leadership, budget deficits, the AI trade, and AI's mounting demands on energy markets. https://bit.ly/4oJoM7q    

MacroVoices Erik Townsend & Patrick Ceresna welcome, Brent Johnson. They'll discuss the Iran deal, Brent's outlook for the U.S. dollar, and much more. https://bit.ly/4xRl8ga      

MacroVoices Erik Townsend & Patrick Ceresna welcome, Larry McDonald. They discuss what's driven this sell-off, whether the Iran conflict had anything to do with it, and where the opportunities lie in today's markets. https://bit.ly/4ebDAHe    

MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every & Rory Johnston. They discuss all things Iran from geopolitics to inflation outlook to what it means for China to President Trump and Secretary Bessent's stablecoin statecraft ambitions. https://bit.ly/3RQ4ixB    

MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Pippa Malmgren & Jim Bianco.  They'll discuss whether AI and Robotics are going to take our jobs, Nuclear Fusion, Disappearing Scientists, and much more. https://bit.ly/4tXAlJr    

MacroVoices Erik Townsend & Patrick Ceresna welcome, Morgan Downey. They discuss the ongoing crisis, with Morgan warning that all buffers and safety margins have been exhausted, explaining why a Strait closure lasting another month could drive oil prices to $150–$200, and exploring several other critical dimensions of this rapidly evolving situation. https://bit.ly/3Pe3zpa    

MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They discuss why the Hormuz crisis hasn't derailed the S&P 500's surge to new all-time highs, Mike's disagreement with secular-inflation forecasts, why Kevin Warsh could be more likely to cut rates aggressively than hike, and the unintended consequences of passive investing through index funds. https://bit.ly/3R6TDhH    

MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They'll discuss, what's going on in the conflict and what it will mean for global markets in the coming months. https://bit.ly/42T7eeW    

MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle.  They'll discuss secular inflation, precious metals, the greater risk to Europe from the energy crisis, and much more. https://bit.ly/42Ek4O5.    

MacroVoices Erik Townsend & Patrick Ceresna welcome, Ole Hansen. They'll discuss what comes next in the Iran conflict, what the longer-term implications are for energy markets, what's coming in food inflation and how to trade it, and a longer term outlook for secular inflation. https://bit.ly/3OXHPNV    

MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They discuss the Iran crisis, its knock-on effects, and what it means for inflation looking ahead. https://bit.ly/4ctlZtj     

MacroVoices Erik Townsend & Patrick Ceresna welcome, Adam Rozencwajg. They discuss, crude oil, food & fertilisers, uranium, and gold after the Iran conflict. https://bit.ly/4vkd1XX     

MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie & Dr. Anas Alhajji. They discuss the latest developments in AI, their impact on private credit markets, and why emerging pricing models could trigger a dot-com–scale market disruption. https://bit.ly/47Ca0Z5    

MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They will discuss the Iran conflict, the return to a multi-polar world order, the outlook for persistent inflation, the breakdown in private credit markets and much more. https://bit.ly/4rZghp4    

MacroVoices Erik Townsend & Patrick Ceresna welcome, Simon White. They discuss the risk-off playbook, food price inflation, the breakdown in private credit, and much more. https://bit.ly/3PukOlC    

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco & Dr. Anas Alhajji. They will discuss everything from the geopolitical situation in Iran to oil prices to precious metals, and much more. https://bit.ly/40MGTyt    

MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Loszak. They'll discuss big picture of what the advanced nuclear industry needs to  do in order to bring the cost of nuclear energy down to the cost of energy from fossil fuels. https://bit.ly/4aR4ovZ    

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jeff Currie. They'll discuss the commodity bull market, why metals are outperforming almost everything else, energy demand from AI and data centers, China stockpiling commodities, and much more. https://bit.ly/40imDo9    

MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every. They dicuss a macro/geopolitics sweep, Warsh, Iran escalation risk and USD stablecoins as economic statecraft https://bit.ly/4apIIH5    

MacroVoices Erik Townsend & Patrick Ceresna welcome, Alex Gurevich. They'll discuss, fixed income, energy, precious metals, the Japanese Yen, and Alex's new book just released on Amazon. https://bit.ly/4tzXAdi   Buy Alex's new book 'The Next Perfect Trade' available on Amazon

MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Anas Alhajji. They'll discuss the events that have transpired in energy markets since Dr. Alhajji's last interview in November. they'll also cover all the big geopolitical risks, and then end on the three big events he's watching in this week's energy markets. https://bit.ly/4qfojcf  

MacroVoices Erik Townsend & Patrick Ceresna welcome, Justin Huhn. They'll discuss the outlook for nuclear energy generally and for uranium markets in particular https://bit.ly/4rgcNyd     

MacroVoices Erik Townsend & Patrick Ceresna welcome, Craig Tindale. They'll discuss why China is holding all the cards, and how those cards were served them, not only on a “silver platter”, but on a platter made from silver mined elsewhere but refined in China. https://bit.ly/3LZRwKf    

MacroVoices Erik Townsend & Patrick Ceresna welcome, Rory Johnston. They will discuss all things crude oil, starting with the Venezuela news and what it means for markets, then moving on to Iran, the U.S. Strategic Petroleum Reserve, and much more https://bit.ly/4qnVjQs    

MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They discuss why Darius thinks that one year from now in January 2027, we'll probably look back on 2026 as an up year for most financial markets. But Darius says put your seat belt on for the first few months of the year, which he thinks could be quite turbulent. https://bit.ly/49LhPNe   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/49eoyzj  

MacroVoices Erik Townsend & Patrick Ceresna welcome, Mark Williams, Graham Lawrence & Brendan Goodwin. They discuss why a surprising number of high-profile hedge fund legends and celebrities are establishing residency in New Zealand and what they might know that the rest of us don't, beyond any doomsday narrative. https://bit.ly/3YiVdNL    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag   

MacroVoices Erik Townsend & Patrick Ceresna welcome, David Rosenberg. They discuss, the U.S. economic outlook, why Rosie's not concerned about persistent inflation, precious metals, and much more. https://bit.ly/3KJP6iw  

MacroVoices Erik Townsend & Patrick Ceresna welcome, Robert Kahn. They will discuss all things geopolitics, from Tariffs to mid-term elections to the price of crude oil to who will be the next Fed chair https://bit.ly/4s9t21C  

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They discuss, what just happened and what it means for markets. https://bit.ly/4rRuipR    Register for Big Picture Trading's asymmetric challenge here: https://www.bigpicturetrading.com/challenge   

MacroVoices Erik Townsend & Patrick Ceresna welcome, Marko Papic. We'll discuss the deteriorating situation in Venezuela, the impacts of a potential Russia-Ukraine peace deal on markets, the spat between Japan and China, and the U.S. mid-term election cycle, considering the market impacts of all these developments. https://bit.ly/442T5gw   Register for Big Picture Trading's asymmetric challenge here: https://www.bigpicturetrading.com/challenge   

MacroVoices Erik Townsend & Patrick Ceresna welcome, Lakshman Achuthan. They'll discuss all things cycles, from the current outlook on growth and inflation cycles to how cycles in general perform in times like these when big political and geopolitical headlines are driving markets. https://bit.ly/4iGSes1  

MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Howell. They'll discuss the global liquidity cycle, why it has a 65-month periodicity, and where we stand in that cycle right now. https://bit.ly/3X7ZN0J  

MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They'll discuss everything from the reopening rally to precious metals to energy markets. https://bit.ly/49SQx89  

MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every. They'll discuss the geopolitical situation and talk about what it means for markets. https://bit.ly/49AFRuQ    

MacroVoices Erik Townsend & Patrick Ceresna welcome, Brent Johnson. They discuss why Brent says Stablecoin is going to be a game changer, even for those who aren't interested in crypto assets. https://bit.ly/4oMi7IB  

MacroVoices Erik Townsend & Patrick Ceresna welcome, Adam Rozencwajg. They discuss all things commodities from gold to oil to uranium. https://bit.ly/4oFcfAZ  

MacroVoices Erik Townsend & Patrick Ceresna welcome, Tian Yang. They'll discuss the leading indicators Variant Perception uses to guide their macro strategy, what they say about growth and inflation, and how that translates to trading opportunities. https://bit.ly/3KUt5Np  

MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie. They discuss all things AI in this week's feature interview. Is it a bubble about to burst, or a new secular trend that will soon be bigger than the Internet itself? https://bit.ly/4h3y1f3   

MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. Lyn picks up where Luke Gromen left off last week, sharing her views on what it would take to actually stop this train. http://bit.ly/48djn2y  

MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They'll discuss what that will mean for markets, from gold to bitcoin to stocks. And of course no Luke Gromen interview would be complete without an update on Luke's outlook for the U.S. Dollar. https://bit.ly/4nn8U9t  

MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They discuss deflation, precious metals, equities, China, energy markets, and much more. https://bit.ly/3VqJY4t   

MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Anas Alhajji. They discuss all things energy, from this past Sunday's Group of 8 meeting to secondary sanctions strategy on India to the reincarnated Power of Siberia 2 pipeline project. https://bit.ly/4gkBeGI   Trade Dr. Anas Alhajji's Oil View Live! (Members-Only Guest Pass) Register For A Free Trial To Claim Your Pass! Here: https://dub.link/qt10D1y  

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They discuss, whether a fed rate cut is even a good idea, inflation risks, the unobvious relationship between the jobs report and the southern border, why cutting short term rates could actually shock long-term yields higher, and much much more. https://bit.ly/3Vwtnfp   Trade Bianco's Bond View Live! (Members-Only Guest Pass) Register Here: https://dub.link/qt10D1y  

MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They'll discuss his long-term perspective on China's role in the global economy, highlighting both its extraordinary infrastructure ambitions and the challenges of securing foreign capital amid shifting geopolitical realities. https://bit.ly/4mBZRAV   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag   

MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every. They'll discuss Markets, policy, Russia-US summit and much more. https://bit.ly/3JpAnYU 

MacroVoices Erik Townsend & Patrick Ceresna welcome, Ole Hansen. They'll discuss all things commodities from tariffs to energy to precious metals and much more. https://bit.ly/3Uu4vog  

MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle.  They'll discuss tariffs, recession risks, the European perspective on U.S. geopolitics and markets, the future of the EU's relationship with the United States, precious metals, energy, and much more. https://bit.ly/4llKZ8z  

MacroVoices Erik Townsend & Patrick Ceresna welcome, Rick Rule.  They'll discuss oil, uranium, gold and silver, and much more. https://bit.ly/40McC34  

MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr Pippa Malmgren. They discuss everything from the future of Stablecoins and the fate of the U.S. dollar as reserve currency to America's possible transition into a 7th party political system and even some shocking revelations about Jeffrey Epstein that go far beyond the usual headlines. https://bit.ly/3H2eFt1  

MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They discuss why Darius is bullish on U.S. equities, echoing Lyn Alden's recent views, as the U.S. pivots to a pro-growth fiscal policy aimed at "growing our way out" of its national debt crisis. But Darius also warns that if this strategy fails, the likely fallback will be monetary debasement, so investors should take profits before that chapter begin. https://bit.ly/3GRPBou