Episódios
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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
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🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
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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
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🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
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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
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🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
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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
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🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
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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
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🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
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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
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🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
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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/ 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/40Hq5dn
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🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
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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🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3YLjQUr
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🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
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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🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3BYjfG1
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🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
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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🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3YcQn3Y
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🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
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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🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4dARobW
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🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
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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🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4erbNRT
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🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
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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
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🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
✅ Visit OptionFinity: www.optionfinity.com
✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y
🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
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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
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🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
✅ Visit OptionFinity:https://discord.gg/Rvnsv6Y
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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🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3z6celr
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🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
✅ Visit OptionFinity: www.optionfinity.com
✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y
🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
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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🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4eehoKL
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🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
✅ Visit OptionFinity: www.optionfinity.com
✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y
🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
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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🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3T8HDu1
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🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
✅ Visit OptionFinity: www.optionfinity.com
✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y
🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
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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🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3XdTJED
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🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
✅ Visit OptionFinity: www.optionfinity.com
✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y
🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
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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🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3M9XNzD
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH
🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y
🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
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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/🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4dACC5j
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH
🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y
🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
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