Podcasts about macrovoices erik townsend

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  • 256EPISODES
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  • 1WEEKLY EPISODE
  • May 29, 2025LATEST

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Best podcasts about macrovoices erik townsend

Latest podcast episodes about macrovoices erik townsend

Macro Voices
MacroVoices #482 Mike Green: What The Market Is Not Discounting

Macro Voices

Play Episode Listen Later May 29, 2025 60:41


MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They'll discuss the tariffs, what they're really being used for, and why Mike says the President is contradicting himself every time he talks about them. https://bit.ly/4kINH8c

Macro Voices
MacroVoices #481 Jim Bianco: This is The End of The Beginning

Macro Voices

Play Episode Listen Later May 22, 2025 66:07


MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They'll discuss why Jim believes we're at the “end of the beginning” — a phrase he uses to describe the evolution of Trump-era economic policies. While the initial phase, dominated by tariff strategies, may be winding down, Jim warns that this is just the opening act. https://bit.ly/3Zw8Bip 

Macro Voices
MacroVoices #480 Louis-Vincent Gave: What Comes Next After The Trade War Dust Settles

Macro Voices

Play Episode Listen Later May 15, 2025 72:04


MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They will discuss the Trump tariffs, what they mean for markets, China, precious metals, and more. https://bit.ly/43nwN7Z

Macro Voices
MacroVoices #478 Luke Gromen: Trump Tariff Policy Will Drive Gold Even Higher

Macro Voices

Play Episode Listen Later May 1, 2025 73:28


MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They'll discuss the market's Trump Tariff Tantrum, as Luke makes the bold case that President Trump could realistically raise enough tariff revenue to exempt the bottom 90% from federal income tax. https://bit.ly/3EOiD7t  

Macro Voices
MacroVoices #477 Michael Howell: Are We Approaching A Debt Refinancing Crisis

Macro Voices

Play Episode Listen Later Apr 24, 2025 68:03


MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Howell. They'll discuss cyclicality of credit markets, why we should think of them as a refinancing system rather than a credit origination system, and what can be learned by taking this street-smart approach to credit market analysis. https://bit.ly/42F9PsA

Macro Voices
MacroVoices #475 Daniel Lacalle: Is This The End of The Monetary System As We Know it?

Macro Voices

Play Episode Listen Later Apr 17, 2025 72:44


MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle. They'll discuss Trump Tariffs as the European investment community sees them, and discuss whether this is the dawn of a new age in terms of monetary and economic policy cooperation between the United States and Europe. https://bit.ly/43XhGUI

Macro Voices
MacroVoices #475 Simon White: The Dawn of A New Financial Order

Macro Voices

Play Episode Listen Later Apr 10, 2025 80:11


MacroVoices Erik Townsend & Patrick Ceresna welcome, Simon White. They'll discuss, the Trump Tariff Tornado, treasuries, why the basis trade is blowing up, and much more. https://bit.ly/4jaxsAq  

Macro Voices
MacroVoices #474 Mike Alkin: Uranium Supply Is In Structural Deficit And The Fuel Buyers Don't “Get It”!

Macro Voices

Play Episode Listen Later Apr 3, 2025 90:24


MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Alkin. They'll begin by exploring how it's even possible that investor sentiment remains so negative, despite what has arguably been the most bullish year ever for nuclear energy news. From there, they'll dive into a range of topics currently shaping the uranium market. https://bit.ly/42fV8fs 

Macro Voices
MacroVoices #473 Matt Barrie: AI of The Storm

Macro Voices

Play Episode Listen Later Mar 27, 2025 84:19


MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie. We'll discuss the shifting business models in both hardware and software, the emergence of AI agents, the puzzling lack of profitability among AI companies, even at the $200/month Pro tier for tools like ChatGPT, and what the future of AI looks like, particularly when it comes to personal data privacy. https://bit.ly/42ioKtA   Worried About A Market Crash? Learn smart hedging to protect your losses while keeping your gains. Join Patrick for a FREE LIVE Webinar on Tuesday, April 1st 2025 at 4:00pm ET. Register here: https://bit.ly/4hSyU8N

Macro Voices
MacroVoices #472 Lyn Alden: Navigating Headline Driven Markets

Macro Voices

Play Episode Listen Later Mar 20, 2025 74:41


MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They'll discuss everything from what's next for the stock market to international diversification strategies to energy, gold, Bitcoin and more. https://bit.ly/4hrDqLr  Click Here To Register and Watch Stock Repair Strategies using Options Webinar: https://www.bigpicturetrading.com 

Macro Voices
MacroVoices #471 Tian Yang: Tariffs Will Continue Until Moral Improves

Macro Voices

Play Episode Listen Later Mar 13, 2025 74:29


MacroVoices Erik Townsend & Patrick Ceresna welcome, Tian Yang. They'll cover LEIs and break down Variant Perception's outlooks on everything from stocks and fixed income to FX and commodities, including gold. https://bit.ly/41JzAaB Click Here To Register FREE to Big Picture Trading's Hedging Webinar: https://www.bigpicturetrading.com 

Macro Voices
MacroVoices #470 Michael Every: A Week Where Decades Happen?

Macro Voices

Play Episode Listen Later Mar 6, 2025 61:03


MacroVoices Erik Townsend & Patrick Ceresna welcome back, Michael Every. They'll discuss Michael's prescient advice to “Take President Trump seriously but not necessarily literally” as he unpacks major headlines, from Oval Office antics and tariffs to executive orders, crypto, global populism, and U.S.-China relations. https://bit.ly/41szF2j

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

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 #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

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