MacroVoices Erik Townsend welcomes Dr. Pippa Malmgren to the show to discuss the escalating geopolitical situation, including Pippa’s views that the Pentagon played a role in orchestrating the Silicon Valley Bank bailout to protect defense technology interests, and that China rather than Russia has been the principal aggressor from the beginning of the Ukraine conflict. https://bit.ly/3ntCYGn
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MacroVoices Erik Townsend welcomes Nomura’s Charlie McElligott to the show to discuss the formative banking crisis, monetary policy including yesterday’s 25 bps hike into the banking crisis, how to trade the Fed boxing itself into a corner, 0DTE options, abysmal performance of Commodity Trend funds in 2023, and much more.
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MacroVoices Erik Townsend welcomes Forest for the Trees founder Luke Gromen to the show to discuss how the US Dollar has fared in the wake of central bank divestitures and Luke’s outlook for the dollar and other markets in the wake of Silicon Valley Bank’s collapse after the biggest bank run in U.S. history last Thursday. https://bit.ly/3mZTwVT
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MacroVoices Erik Townsend welcomes Louis-Vincent Gave to the show to discuss a number of big-picture factors driving the markets, ranging from geopolitical escalation risks to Chinese demand to why precious metals haven’t responded more to geopolitical risk escalation. https://bit.ly/3mzsKDH
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MacroVoices Erik Townsend welcomes Dr. Anas Alhajji to the show. Anas predicted President Biden’s recent announcement that another 23mm BBL of crude oil would be released from the U.S. SPR months before it happened. They discuss the SPR and Anas’ broader outlook for energy markets in the feature interview. https://bit.ly/3YhqaPX
Download Dr. Alhajji's charts: https://bit.ly/3ZB0uz0
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MacroVoices Erik Townsend welcomes MI2 founder Julian Brigden to the show to discuss inflation, treasury yields, Fed policy, bond market outlook, stocks, precious metals and more.
Then former U.S. Presidential Advisor Dr. Pippa Malmgren joins in postgame for a quick update on the rapidly escalating geopolitical situation. https://bit.ly/3ZhXbMG
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MacroVoices Erik Townsend welcomes ECRI co-founder Lakshman Achuthan to the show. They revisit Lak’s recession call from last summer, which he’s still committed to. They also examine the growth, business and inflation cycles along with ECRI’s leading indicators which are plumbing lows never seen before except during the depths of the 2008 crash.https://bit.ly/3YAp6aT
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Sneak preview of Erik Townsend's upcoming docuseries about the coming global energy crisis.
This is a new version of this episode re-written based on listener feedback.
3rd of 5 special episodes. Download associated .PDF https://bit.ly/3IgepVg
#OOTT
Sneak preview of Erik Townsend's upcoming docuseries about the coming global energy crisis.
This is a new version of this episode re-written based on listener feedback.
2nd of 5 special episodes. Download associated .PDF https://bit.ly/3IgepVg
#OOTT
Sneak preview of Erik Townsend’s upcoming docuseries about the coming global energy crisis.
This is a new version of this episode re-written based on listener feedback.
1st of 5 special episodes. Download associated .PDF https://bit.ly/3IgepVg
#OOTT
MacroVoices Erik Townsend welcomes Eurodollar University founder Jeff Snider to the show to discuss whether the Fed has really achieved the soft landing they’re crediting themselves for, credit markets, Eurodollar curves, recession outlook and more. https://bit.ly/40FI6WS
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Sneak preview of Erik Townsend’s upcoming docuseries about the coming global energy crisis.
Why it can’t be avoided, what caused it, and what it will take to solve it.
Last of 5 special episodes airing Sundays. Download associated PDF https://bit.ly/3jx8zFm
#OOTT
MacroVoices Erik Townsend welcomes Honte investments fund manager Alex Gurevich to the show. They discuss this week’s FOMC statement and press briefing, inflation, crude oil, interest rates, equity markets, and precious metals. https://bit.ly/40pDvrx
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Sneak preview of @ErikSTownsend’s upcoming docuseries about the coming global energy crisis.
Why it can’t be avoided, what caused it, and what it will take to solve it.
4th of 5 special episodes airing Sundays in January. Download associated .PDF https://bit.ly/3JoMzXD
#OOTT
MacroVoices welcomes Macquarie chief macro strategist Viktor Shvets to the show. They discuss the geopolitical outlook, inflation, bond yields, recession risk, equity market outlook, gold and much more. https://bit.ly/3WL6enD
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MacroVoices Erik Townsend welcomes Lyn Alden to the show. They revisit her crude oil outlook then dive into a slide deck exploring Lyn’s most interesting insights and perspectives for 2023. https://bit.ly/3Hif3Rw
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MacroVoices Erik Townsend welcomes the founder of the Ivanhoe mining empire, Robert Friedland to the show. They discuss the geopolitical change toward a multi-polar world, the war cycle, the coming energy crisis, deep geothermal energy, and much more. https://bit.ly/3W5oDLG
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MacroVoices Erik Townsend welcomes 42 Macro founder Darius Dale to the show. Darius told us one year ago that 2022 could be a crash year for the stock market, and needless to say he got the bear call right. They discuss his current outlook for economic cycles, stocks, and commodities including gold. https://bit.ly/3iahs7j
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MacroVoices Erik Townsend welcomes Uranium Insider newsletter editor Justin Huhn to the show to discuss the overall investment argument for nuclear energy and understanding the nuclear fuel cycle and how to invest in it and much more. https://bit.ly/3VvHsYn
Download chartbook: https://bit.ly/3Q0FoGk
Get a sample issue of Uranium Insider Pro Monthly Newsletter
In this first part of holiday special, MacroVoices welcomes nuclear engineer Mark Nelson to the show to discuss all things nuclear. Erik and Mark start with a brief history of the industry, then talk about both real and perceived problems with nuclear power, before moving on to discuss advanced nuclear technologies including small modular nuclear reactors, molten salt cooled reactors and Thorium-fuelled nuclear reactors. https://bit.ly/3Wg3q2J
Kirk Sorensen: Thorium, an alternative nuclear fuel
Worlds Nuclear Association Library
What Is Nuclear Energy? - Nick Touran
The Story of Storage (Mark Nelson Masterclass) - Decouple Podcast
Something's Rotten with French Nuclear- Decouple Podcast
The Russian Atom feat. Mark Nelson- Decouple Podcast
What Went Wrong at Vogtle? feat. Mark Nelson - Decouple Podcast
A Hard Landing for Soft Energy - Decouple Podcast
On the use and abuse of LCOE - Decouple Podcast
Thread on Dutch Waste Facility
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MacroVoices welcomes Bianco Research founder Jim Bianco to the show to discuss the latest CPI data and Federal Reserve statement and press briefing. Then we’ll get Jim’s insights on news most people missed: China’s announcements that they’ll stop reporting COVID case counts, and effectively let Omicron burn through while relaxing Zero Covid policies. We’ll also discuss Jim’s outlook for fixed income, equities, gold, and more. https://bit.ly/3HEMnTf
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MacroVoices welcomes Luke Gormen to the show to discuss whether the bear market rally in equities is over, whether inflation has peaked, and how the U.S. Government will fund deficit spending in an era when China and Russia are no longer ready buyers of U.S. debt issuance. https://bit.ly/3FBdjBV
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MacroVoices welcomes Rosenberg Research Founder, David Rosenberg to the show. David says this bear market isn’t over yet, and warns that past bear market rallies have ended at or near the 200-day moving average, which the S&P just moved above this week. He says inflation has already peaked, but cautions that doesn’t mean the Fed is going to pivot right away. https://bit.ly/3uhorh1
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MacroVoices welcomes Dr. Pippa Malmgren to the show for an extended interview to discuss everything from the global conflict of superpowers and the proxy war in Ukraine, the scandals in cryptocurrency markets and what they will mean for the acceleration of central-bank digital currency adoption, the new space race for military and telecommunications control of the moon , the return of Donald Trump to the political stage in the run-up to the 2024 election and why China has been so slow to fully reopen its economy after the COVID pandemic. http://bit.ly/3ODO9ph
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MacroVoices welcomes Simplify Asset management chief strategist and portfolio manager, Mike Green to the show. Mike was the first person to bring up World War III to MacroVoices but he’s not talking about nuclear armageddon - he is talking about growing conflict between Russia, United States and China. This interview will focus on the economic and trading implications of the new war cycle. https://bit.ly/3tK1hiR
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MacroVoices welcomes Commodity Context founder Rory Johnston as this week’s feature interview guest to take a deep dive on crude oil supply and demand fundamentals, China reopening, Russian sanctions, and finally the long-awaited Strategic Petroleum Reserve discourse so many of you have requested. https://bit.ly/3G27jCT
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One River Asset Management founder & CIO Eric Peters returns as this week’s feature interview guest. We’ll discuss why Eric thinks that post-pandemic patterns in everything from inflation to supply chain disruptions yields a conclusion that we’ve moved from a paradigm of mean reversion to a new paradigm of reflexivity. https://bit.ly/3DZbcY7
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Saxo Bank commodities guru Ole Hansen is back as this week’s feature interview guest. Ole says that with structural inflation, commodity prices really can rise even in recession. Erik and Ole talk about the energy crisis, base metals, precious metals, and much more. https://bit.ly/3Fjkhfi
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MacroVoices welcomes Gavekal co-founder, Louis-Vincent Gave to the show. Louis says when China’s Xi Jinping pivots from zero COVID policy to re-opening the Chinese economy, it will send a macroeconomic shock wave through global markets that will re-ignite inflation and have more overall effect than the Fed pivot most market participants are obsessed with. https://bit.ly/3SlOm0q
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MacroVoices welcomes Tressis Chief Economist, Daniel Lacalle to the show. They discuss the Macro outlook in Europe and Daniel says the dire economic situation in Europe is entirely the making of EU policymakers, not Vladimir Putin. https://bit.ly/3VoY9FS
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MacroVoices welcomes HonTe Investments founder Alex Gurevich to the show where Alex shares why he agrees with the view that the macro risks are quite substantial now and why he thinks we're headed toward a deflationary depression.https://bit.ly/3RN2Bv4
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MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show. With the USD appreciating to levels few predicted, it was time to bring back someone who predicted the move. So this week’s feature interview will focus on what the factors are that drive the U.S. Dollar. We’re also introducing a new show format this week, which includes adding a new personality to our postgame segment to keep things interesting. https://bit.ly/3LX9bxY
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In this interview-only episode, MacroVoices Erik Townsend welcomes Mike Alkin (Sachem Cove Partners) and Adam Rodman (Segra Capital) to the show to expand on the energy crisis discussion and whether a nuclear renaissance could solve our global energy problem. https://bit.ly/3R5zAdz
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MacroVoices Erik Townsend and Patrick Ceresna welcome Bianco Research founder Jim Bianco to revisit the inflation debate, and Jim says inflation isn’t going away any time soon. They also discuss the equity market outlook, precious metals, and much more. https://bit.ly/3QO1Ml9
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MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to the show to discuss the role of the petrodollar system and what the implications would be if other nations settled oil trades in currencies other than the USD. They also discuss the Russian crude price cap proposal and why it can’t possibly work. https://bit.ly/3QDd8IU
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MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss the technical definition of recession, why we’re already in one, and why Lak says there more risk to the downside than to the upside for equities. https://bit.ly/3AzFbTe
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MacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital founder Brent Johnson to the show to take a deep dive on the U.S. Dollar: Why it didn’t crash the way so many people predicted, why it’s been so strong, and why Brent says that strength is set to continue.https://bit.ly/3KAyBAR
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MacroVoices Erik Townsend and Patrick Ceresna welcome agricultural commodities expert, Leigh Goehring to the show. Leigh says emerging markets have discovered meat, and that creates exponential demand for grains. They discuss long-term trends in grain demand, the present fertilizer shortage, and much more. https://bit.ly/3AaPGMV
Download Leigh's charts: https://bit.ly/3dGIUXy
Goehring & Rozencwajg Market Commentary Q4 2020: https://bit.ly/3AavESm
Goehring & Rozencwajg Market Commentary Q4 2021: https://bit.ly/3pw52X6
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MacroVoices Erik Townsend and Patrick Ceresna welcome Nomura quant, Charlie McElligott to the show. Charlie shares whether there’s another shoe to drop for this equity market, and if so, when it’s coming. They also discuss rates and the gamma effects playing out this week. https://bit.ly/3Afi9C9
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MacroVoices Erik Townsend and Patrick Ceresna welcome Evergreen Gavekal's David Hay to the show to give us an update on the Greenflation trend, talk in detail about the formative global energy crisis and where it’s headed, and also discuss equities and precious metals. https://bit.ly/3d0T6tv
Download David's charts: https://bit.ly/3OYUhqS
Check out David's newsletter Haymaker
David's audio book - Bubble 3.0 (get 33% off with code MacroV33)
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MacroVoices Erik Townsend and Patrick Ceresna welcome Adam Rozencwajg to the show to discuss how the world has entered the early stages of a global energy crisis that will take many years to resolve, and he brings some absolutely fascinating insights about U.S. natural gas prices and much more. https://bit.ly/3S8nClc
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MacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman (Convexity Maven) to the show to discuss the relationship between inflation and bond yields, why the stock market has been so resilient in the face of worsening macro data, and much more. https://bit.ly/3zkH2Mp
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MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show. They take a deep dive on energy markets and the tug-of-war between recession fears pulling oil prices lower and tight physical markets implying they’re already too low. They also look at inflation, the U.S. dollar, treasury yields and what Lyn expects them to do if inflation worsens, and much more. https://bit.ly/3Od3VFM
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MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show. Jeff says that monetary inflation is NOT the cause of out-of-control consumer prices, and he doesn’t see stagflation as a big risk. They discuss all of that and much more in this week’s feature interview. https://bit.ly/3uvwbMI
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MacroVoices Erik Townsend and Patrick Ceresna welcome MI2 Partners founder Julian Brigden to the show. Julian was one of the first MacroVoices guests to sound the warning bell on Inflation, and now he says there’s plenty of room for both markets and the economy to get worse before they get better. https://bit.ly/3OBv9qy
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MacroVoices Erik Townsend and Patrick Ceresna welcome 42 Macro founder Darius Dale to the show. Darius says a U.S. recession is the “bull case”, and that the worst is yet to come for markets. They also discuss what’s ahead for inflation, commodities, stocks, and much more. https://bit.ly/3boYiqc
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MacroVoices Erik Townsend and Patrick Ceresna welcome energy markets guru Dr. Anas Alhajji to the show to take a deep dive on energy markets – particularly oil and gas. They discuss Russia’s war campaign, OPEC+ spare capacity, Europe’s dependency on Russian natural gas and how much U.S. exports can ease that dependency, and much more. https://bit.ly/3OeUKFc
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MacroVoices Erik Townsend and Patrick Ceresna welcome Luke Gromen to the show to discuss foreign divestiture of U.S. assets, inflation, precious metals, Luke’s outlook for the USD, and much more. https://bit.ly/39l40sH
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MacroVoices Erik Townsend and Patrick Ceresna welcome Incrementum fund manager, Ronnie Stoeferle to the show. In Gold We Trust 2022 is out, and the theme is Stagflation. They take a dive into that subject on this week’s gold-focused show. https://bit.ly/3tc23FN
In Gold We Trust Report 2022 - Compact Version
Big Picture Trading Chart Book June 2 2022
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MacroVoices Erik Townsend and Patrick Ceresna welcome Variant Perception CEO and head of market research Tian Yang to the show. They go through VP’s latest leading economic indicator research, and discuss whether the current equity rout signals an oncoming recession, or if it’s just a mid-cycle pullback. https://bit.ly/3aexnwM
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MacroVoices Erik Townsend and Patrick Ceresna welcome Gavekal co-founder Louis-Vincent Gave to the show. Louis has a different take on the impact of U.S. seizure of foreign-owned assets, and he also shares his outlook for bonds, the dollar, stocks, and precious metals. https://bit.ly/3G5dOmI
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MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show. In his previous appearance, David expressed serious concerns about the stock market, and was being ridiculed at the time by his perma-bull peers. Seems he was onto something, and he joins us again to give us an update. https://bit.ly/3svCtLo
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MacroVoices Erik Townsend and this week's guest host Kevin Muir welcome Abaxx Technologies CEO Josh Crumb to the show to take a deep dive on the future of decentralized finance. https://bit.ly/3Firk5K
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MacroVoices Erik Townsend and Patrick Ceresna welcome Saxo Bank's commodities desk chief, Ole Hansen to the show to discuss what both inflation and the escalating war situation mean for commodities. https://bit.ly/3rYhYXF
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MacroVoices Erik Townsend and Patrick Ceresna welcome Simplify Asset Management’s Mike Green to the show to discuss why he thinks World War III had begun long before this year, what he see on the horizon and what it means for investors and markets. https://bit.ly/3K27MU3
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MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show for an interview entirely about Decentralized Finance and where it’s headed in the long run.
Link: https://bit.ly/3vhQU6o
MacroVoices Erik Townsend and Patrick Ceresna welcome Bill Blain to the show to discuss inflation, what it means for the bond market, the impact of ESG on the energy market & much more. https://bit.ly/3KnPQnJ
Blain's Morning Porridge 📄: https://morningporridge.com/
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MacroVoices Erik Townsend and Patrick Ceresna welcome energy economist Philip Verleger to the show to discuss what the transition to zero carbon will mean for the economy and financial markets. Then in postgame, Dakota Gold CEO Jonathan Awde joins to discuss the performance of precious metals markets, private placement logistics, and much more.
Download a sample issue of Note at the Margin https://bit.ly/3IYA3KJ
Visit Dakota Gold: https://dakotagoldcorp.com/
Follow on Dakota Gold on Twitter: https://bit.ly/3Nw2kvA
And on LinkedIn: https://bit.ly/3NFakdZ
Link: https://bit.ly/3DH9Gbn
MacroVoices Erik Townsend and Patrick Ceresna welcome Tressis Chief Economist Daniel Lacalle to the show to discuss everything from inflation to bond yields to the dollar’s role as reserve currency. https://bit.ly/3iB4fRg
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MacroVoices Erik Townsend and Patrick Ceresna welcome former Federal Reserve Open Market Operations trader Joseph Wang to the show. Erik and Joseph discuss all things federal reserve, from this week’s rate hike to the question of whether confiscation of Russia’s FX reserves will lead other central banks to cast doubt on the USD as global reserve currency.
Link: https://bit.ly/3wiuUdM
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MacroVoices Erik Townsend and Patrick Ceresna welcome Economic Cycles guru, Lakshman Achuthan to the show to explain why a Fed policy error is now almost a certainty, and what ECRI’s indicators portend for economic cycles in the year ahead.
Download ECRI charts: https://bit.ly/3J6fcGm
Download Postgame charts: https://bit.ly/3tGbdJO
Link: https://bit.ly/3I06msk
MacroVoices Erik Townsend and Patrick Ceresna welcome former U.S. Presidential advisor, Dr. Pippa Malmgren to the show. They discuss the situation in Ukraine - but looking at it in the context of a bigger picture that led Pippa and other prominent thought leaders to predict a major escalation of war tensions long before this particular crisis erupted.
WWIII Has Already Started - By Dr. Pippa Malmgren: https://bit.ly/3pCtJSa
Link: https://bit.ly/3sEO1MZ
MacroVoices Erik Townsend and Patrick Ceresna welcome Nomura’s head of cross-asset Macro Strategy, Charlie McElligott to the show to discuss how prior tightening cycles have played out in markets and his prognostications for what present Federal Reserve policy will mean for the markets.
Link: https://bit.ly/3LZ2TgU
MacroVoices Erik Townsend and Patrick Ceresna welcome Bianco Research founder Jim Bianco to the show. Their discussion includes everything from inflation to bond yields to the equity market outlook, and even touches on what the decentralized finance revolution might mean to fixed income markets in years to come.
Link: https://bit.ly/3rXnzxL
MacroVoices Erik Townsend and Patrick Ceresna welcome Alex Gurevich to the show to discuss inflation, the U.S. Dollar, bond yields and stock prices in the face of central bank tightening, before discussing his new book -The Trades of March 2020: A Shield Against Uncertainty.
Link: https://bit.ly/3gF6Qc4
MacroVoices Erik Townsend and Patrick Ceresna welcome Izabella Kaminska to the show. They discuss everything from inflation to sustainability of Uber and Airbnb’s business model. Then be sure to stay for the postgame segment to get an update on bond markets from Patrick.
Link: https://bit.ly/3GrVW3U
MacroVoices Erik Townsend and Patrick Ceresna welcome precious metals guru Ronald Stoeferle to the show to discuss the big picture of what's going on with the Fed and this past week's equity market volatility, before moving on to precious metals update.
Link: https://bit.ly/3II4Lbo
MacroVoices Erik Townsend and Patrick Ceresna welcome Macquarie Chief Macro and Asia-Pacific strategist Viktor Shvets to the show. They touch on inflation and then move on to what’s driving various macro asset classes around the globe.
*Please note that the market wrap commentary was recorded mid-session with the S&P still up on the day, before the late-day crash to new lows*
Link: https://bit.ly/3KsAZZQ
MacroVoices Erik Townsend and guest host Kevin Muir welcome 42 Macro founder Darius Dale to the show where he says the reflation trade is making a come-back, but that it will eventually yield to deflation. Then Erik and Kevin discuss Kevin’s article published by Bloomberg, titled The Bond Market Refuses to Accept Economic Reality.
Link: https://bit.ly/3I3UmX3
MacroVoices Erik Townsend and Patrick Ceresna welcome "Things That Make You Go Hmm..." author Grant Williams as the first feature interview guest of the new year. They discuss what lays ahead as we discover whether inflation is set to be secular or transitory & much more.
Link: https://bit.ly/3zzzLGU
MacroVoices Erik Townsend and Patrick Ceresna welcome Gavekal Research co-founder Louis Vincent Gave as 2021’s final feature interview guest. They discuss the big picture of where the world of macro stands and what lays ahead in 2022.
Link: https://bit.ly/3HiOB7m
MacroVoices Erik Townsend and Patrick Ceresna welcome The Felder Report founder Jesse Felder to the show. Jesse disagrees with the disinflationary views David Rosenberg and others have expressed on MacroVoices, and will lay out his side of the story and also discuss precious metals and much more.
Link: https://bit.ly/3mqvHna
MacroVoices Erik Townsend and Patrick Ceresna welcome Fasanara Capital founder Francesco Filia to the show. Fracesco has prepared a chart deck quite different than those he’s shared with us in the past and he’ll share a vision for the coming digitization of financial assets and more.
Link: https://bit.ly/3DWVGbX
MacroVoices Erik Townsend and Patrick Ceresna welcome MI2 Partners founder Julian Brigden to the show. Julian explains in great detail why he disagrees with the transitory inflation argument posed by David Rosenberg last week.
Link: https://bit.ly/3rSuKYb
MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show. David describes the reasons the inflation we’ve already seen has occurred, and why he doesn’t think it will last. They also discuss stock prices, bond yields, precious metals, and much more.
Breakfast with Dave: https://bit.ly/3ElgkTU
Link: https://bit.ly/3ElHOZx
MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show where she weighs in on where she agrees and where she disagrees with the views Jeff Snider shared with us on last week’s podcast.
Link: https://bit.ly/3nN7rfZ
MacroVoices Erik Townsend and Patrick Ceresna welcome Alhambra Investments' CIO Jeffrey Snider to the show. Jeff gives the first truly credible counter-argument to date for the secular inflation thesis that so many of our previous expert guests have come around to in the last couple of years.
Link: https://bit.ly/30JPTZF
MacroVoices Erik Townsend and Patrick Ceresna welcome Saxo Bank Commodity Strategy chief Ole Hansen to the show to discuss the outlook for commodities with the macro backdrop of secular inflation, which Ole sees on the near horizon, and whether gold, copper, or other commodities will be the best inflation hedge for what lies ahead.
Link: https://bit.ly/3H8BcQh
MacroVoices Erik Townsend and Patrick Ceresna welcome to the show, Simplify Asset Management Chief Strategist and portfolio manager Mike Green. They start the discussion with a review of this week’s Federal Reserve announcements regarding inflation and asset purchase tapering, then move on to the question of where digital currency is headed, and who will be in control.
Link: https://bit.ly/2ZQuCww
MacroVoices Erik Townsend and Patrick Ceresna welcome Evergreen Gavekal CIO David Hay to the show to discuss what David calls Greenflation, along with the usual macro suspects such as stocks, precious metals, and bond yields.
Link: https://bit.ly/3CryxOG
MacroVoices Erik Townsend and Patrick Ceresna welcome Forest For The Trees (FFTT) founder Luke Gromen to the show. They discuss the U.S. Dollar, inflation, what the consequences of inflation will be, and much more.
Link: https://bit.ly/3AYPIWh
MacroVoices Erik Townsend and Patrick Ceresna welcome Cullen Roche to the show to discuss the debt ceiling debate, why a platinum coin supposedly solves perpetual motion and buys a free lunch for deficit spending, where inflation is headed, and much more.
Link: https://bit.ly/3p50wjA
MacroVoices Erik Townsend and Patrick Ceresna welcome Russell Napier to the show. They explore whether the developing situation in China changes the inflation calculus, then go on to talk about rates, inflation, and where this whole macro picture is headed.
Link: https://bit.ly/3DlRqTn
MacroVoices Erik Townsend and Patrick Ceresna welcome True Insights founder Jeroen Blokland to the show to discuss inflation, the FED’s dot plot and where interest rates are headed, portfolio allocations, and much more.
Link: https://bit.ly/3onjHEU
MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show. They discuss the whole macro picture and then translate those ideas to actionable market strategies.
Link: https://bit.ly/3kDuN6t
MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco from Bianco Research to the show to discuss secular inflation, demographics, decentralized finance, and much more.
Link: https://bit.ly/3AjypQq
MacroVoices Erik Townsend and this week's guest host Kevin Muir welcome View from the Peak founder Paul Krake to the show to discuss what Paul calls megathematics, the important trends to watch in the current macro environment.
Link: https://bit.ly/3yZmuWz
MacroVoices Erik Townsend and Patrick Ceresna welcome Logica Funds founder Wayne Himelsein to the show to discuss trading the long volatility strategy.
Link: https://bit.ly/3yJd8hg
MacroVoices Erik Townsend welcome Dr. Pippa Malmgren and Clint Cox in this second installment of two-part summer special to discuss digital currency and decentralized finance revolution.
Link: https://bit.ly/2UpC53g
MacroVoices Erik Townsend welcome Dr. Pippa Malmgren and Clint Cox in this first installment of two-part summer special to discuss digital currency and decentralized finance revolution.
Link: https://bit.ly/3gd5yoN
MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss how all those economic cycle indicators that were turning up last we spoke with him are starting to turn down now, meaning the risk of an economic cycle downturn is heightened now. Then Grant Williams joins the postgame discussion.
Link: https://bit.ly/37DMICM
MacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital's Brent Johnson to the show. Brent says the US dollar isn't really crashing to zero as some have suggested, then goes on to articulate a balanced view on the inflation/deflation debate. They also discuss commodities including precious metals, and why Brent thinks the soft commodities may be a good play if prices pull back.
Link: https://bit.ly/37kB4fL
MacroVoices Erik Townsend and Patrick Ceresna welcome Shard Capital Strategist and Alternative Investments chief Bill Blain to the show. Bill says secular inflation is here to stay, then goes on to explain several less obvious nuances of the finance industry's readiness for the coming change and much more.
Link: https://bit.ly/3fax7hW
MacroVoices Erik Townsend and Patrick Ceresna welcome 42 Macro founder Darius Dale to the show to discuss why he is a secular inflationist long-term even though his models predict disinflation in coming months.
Link: https://bit.ly/3eI2nok
MacroVoices Erik Townsend and Patrick Ceresna welcome Aaran Param from Variant Perception to the show to discuss whether inflation is secular or transitory, Stocks, Bond Yields, Commodities, and much more.
Link: https://bit.ly/3xKio4I
MacroVoices Erik Townsend and Patrick Ceresna welcome Viktor Shvets to the show to discuss in detail why he disagrees with the view that we're beginning a 1970's scale secular inflation event.
Link: https://bit.ly/3wrQOYo
MacroVoices Erik Townsend and Patrick Ceresna welcome back One River Asset Management CIO Eric Peters to the show. Eric has been in the news quite a bit lately, as his new venture One River Digital has become one of the most voracious buyers of Bitcoin. Eric returns as this week’s feature interview guest to discuss secular inflation and the digital currency revolution in detail.
Link: https://bit.ly/3AmXGJJ
MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show. Daniel says inflation is coming, but he doesn’t worry about it running away or becoming a major economic challenge. They also explore Daniel’s thoughts on both cryptocurrency and sovereign digital currency, and much more.
Link: https://bit.ly/3vUHrAr
MacroVoices Erik Townsend and Patrick Ceresna welcome Philip Verleger to the show to give us a different perspective on the economics of the energy industry, including his views on the coming secular inflation.
Link: https://bit.ly/3vApK91
MacroVoices Erik Townsend and Patrick Ceresna welcome Steve Keen to the show. Steve says inflation is definitely coming, but it won’t be the runaway inflation feared by many people, nor will it be the hyperinflation some folks fear.
Link: https://bit.ly/2Tkfrby
MacroVoices Erik Townsend and Patrick Ceresna welcome back Marin Katusa to the show. This week’s interview focuses specifically on the private equity deals that are only offered to accredited investors, allowing them to buy precious metals mining stocks directly from the issuing company, off the listed exchange, and at a discount to the price everyone else is paying for the same shares on the open market. They also discuss private placements and financings in gold mining stocks as well as other speculative natural resource investments such as uranium and even carbon credits.
Link: https://bit.ly/3cfJUyh
MacroVoices Erik Townsend and Patrick Ceresna welcome Larry McDonald from The Bear Traps Report to the show to discuss inflation, bond yields, market outlooks, and much more.
Link: https://bit.ly/3hZZMbY
MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show where he explains why he still sees deflation as the governing force, and why he disagrees with the suddenly all-popular inflation narrative.
Free 30-Day Trial to Rosenberg Research: https://bit.ly/3f2n9zI
Link: https://bit.ly/3wmukbQ
MacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman to the show. For years Harley has been on a personal mission to figure out how to make institutional hedging tools available to retail investors, because Harley sees a risk of long-term interest rates backing up in coming years that could create a much worse threat than the 2008 financial crisis. They talk about the risk he sees, why he thinks it's so important to hedge against it, and discuss the ETF he just launched to make runaway interest rate insurance available to anyone who wants it.
Then be sure to stay tuned for our postgame segment after the feature interview, when Patrick and Erik discuss Tesla, cryptocurrencies, and much more.
Link: https://bit.ly/3eK4dp0
MacroVoices Erik Townsend and Patrick Ceresna welcome Dylan Grice to the show to discuss everything from inflation vs. deflation to how far bond yields can go to the outlook for asset markets.
Link: https://bit.ly/3xUCNEq
MacroVoices Erik Townsend and Patrick Ceresna welcome Charlie McElligott from Nomura to the show. Charlie says the reflation trade that reversed in April is likely to reverse again, with more reflation still to come. They talk about everything from inflation to bond yields to the market outlook for stocks and other asset classes.
Link: https://bit.ly/3gMRIuj
MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show. Art nailed the call for $65 crude oil when we had him on in early January, but now he says the big move higher in price is probably mostly over, and he doesn’t see any reason to expect crude oil prices to rally much higher than $70. And that’s despite the fact that Art still predicts a significant decline in U.S. production later this year. They discuss this and so much more.
Link: https://bit.ly/3vfRvUm
MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider back to the show where Jeff makes the case for deflation rather than inflation, against consensus. Then be sure to stay tuned for the postgame segment where Patrick will give an update on the 50dma charts.
Link: https://bit.ly/3mPOTtz
MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show. Jesse sees inflation on the horizon and has quite a bit to say about macro risk factors and where the S&P500 may be headed next.
Link: https://bit.ly/3t26fpv
MacroVoices Erik Townsend and Patrick Ceresna welcome Steven Van Metre to the show to talk about why the outlook really is still deflationary unless and until private credit expansion returns with a vengeance.
Link: https://bit.ly/39y2KPI
MacroVoices Erik Townsend and Patrick Ceresna welcome billionaire Canadian financier Robert Friedland to the show. Robert already gave a terrific two-part interview on the Smarter Markets podcast, on the subject of what it’s really going to take to Green the Global economy. In this MacroVoices episode, they discuss how to invest in the formative green revolution, and where the best opportunities can be found for investors. So if you missed the 2-part interview on Smarter Markets, we suggest you listen to that first.
Link: https://bit.ly/3clF9U5
Remember when Kyle Bass appeared on MacroVoices and suggested that Erik should get Josh Crumb on the show to explain all the various dimensions of Abaxx Technologies and how the company plans to disrupt commodity trading by bringing the latest technologies to bear to create smarter commodity markets? The long-awaited interview is finally here. Abaxx founders Josh Crumb and Joe Raia lay out the whole story of what Abaxx intends to do, from a new commodity exchange in Singapore to embracing blockchain technology to redesign how futures markets work, to a new suite of self-sovereign identity tools for finance that could revolutionize the way the industry does business.
MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show to discuss everything from secular inflation to how far the long end of the treasury curve can go to why Juliette thinks the stock market stands on firmer ground than some skeptics are suggesting.
Link: https://bit.ly/3tw53uj
MacroVoices Erik Townsend and Patrick Ceresna welcome Diego Parrilla to the show to talk about what the inflation trend means for bond yields, equity markets and commodities, as well as gold, the VIX, and much more. Then Gold Royalty Corp. CEO Amir Adnani joins in the postgame to discuss the royalty and streaming business model for precious metals, and where PM streaming shares fit into a portfolio allocation strategy.
MacroVoices Erik Townsend and Patrick Ceresna welcome Ole Hansen to the show to discuss the return of a commodity bull market, which commodity will benefit from the Green Revolution and outlook on agriculture, uranium and more.
Link: https://bit.ly/38a84bx
MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show to discuss everything from inflation to the long term debt cycle to broad money supply growth to gold & even Bitcoin.
Link: https://bit.ly/3uGHujZ
MacroVoices Erik Townsend and Patrick Ceresna welcome Louis-Vincent Gave to the show to talk about why Louis is as inflationista as they come and how to trade the coming inflation. Then Kevin Muir joins in postgame segment to discuss why he thinks investors need to understand the Treasury General Account.
Link: https://bit.ly/3quIOUm
MacroVoices Erik Townsend and Patrick Ceresna welcome Julian Brigden to the show to discuss why Julian thinks equity valuations are already stretched and why he shares the inflationary view expressed by Russell Napier and Jim Bianco in recent episodes.
Link: https://bit.ly/3rHZfgk
MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show to discuss the coming inflation and how to trade it, update on the COVID pandemic, and the lunacy that is Wall Street Bets.
Link: https://bit.ly/3rhbSP8
MacroVoices Erik Townsend and Patrick Ceresna welcome Russell Napier to the show to discuss how stocks are rallying to new all-time highs amidst the ongoing pandemic and where we stand with regard to the economic outlook generally & much more.
Link: https://bit.ly/36ohb7p
MacroVoices Erik Townsend and Patrick Ceresna welcome Logica Funds chief strategist Mike Green to the show to discuss the digital currency revolution generally, Bitcoin and where it’s headed.
Link: https://bit.ly/39Rrv94
MacroVoices Erik Townsend and Patrick Ceresna welcome Luke Gromen to the show to discuss whether if this is the beginning of a trend reversal to the upside or just a dead cat bounce, where the dollar is headed and what that will mean for the markets & more.
Link: https://bit.ly/38Jw2Li
MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show to discuss the coming domestic production decline which Art still predicts, when it will happen, as well as this week’s OPEC+ meeting, and much more.
Link: https://bit.ly/3ooBVDb
MacroVoices Erik Townsend and Patrick Ceresna welcome back Ronald Stoeferle and Grant Williams in this second half of two-part Holiday Special series to discuss the distinction between inflation and fiat debasement, and then talk through a long list of hedging trades against each of those risks, ranging from precious metals to bitcoin to farmland to base metals and crude oil.
Link: https://bit.ly/3rAWVZf
MacroVoices Erik Townsend and Patrick Ceresna welcome Ronald Stoeferle and Grant Williams in this first half of Holiday Special series to talk about fiat currency debasement and inflation, commodities and different ways to hedge, crypto currencies and more.
Link: https://bit.ly/3pnrakj
MacroVoices Erik Townsend and Patrick Ceresna welcome Kyle Bass to the show to discuss equity markets, how Joe Biden’s presidency will affect oil prices, and why Singapore will be the big winner as Hong Kong loses its independence from China and more.
Link: https://bit.ly/38cpoM1
MacroVoices Erik Townsend and Patrick Ceresna welcome back Dr. Pippa Malmgren to the show for an update on what she sees next for Donald Trump assuming his attempts to overturn the election results are unsuccessful.
Link: https://bit.ly/2Lmh6cJ
MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show to revisit his dollar-bullish Eurodollar thesis, and consider where the market could be headed from here, and whether or not this week’s move invalidates his prior views.
Link: https://bit.ly/2VwzilU
Billionaire Canadian financier Robert Friedland headlines the inaugural episode of Smarter Markets, and shares a vision of commodities being graded based on how responsibly they were produced with regard to ESG priorities, thus allowing free market price discovery to determine a market premium to reward responsible producers of metals and other commodities which have historically had an adverse environmental impact.. Robert goes on to share his vision for how a distributed ledger (blockchain) could be used to hold commodity producers to account and assure buyers of commodities that they've received the full and true details of how those commodities were produced.
MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show to discuss everything from what’s holding up the stock market to whether bond yields have bottomed to the inflation outlook.
Link: https://bit.ly/2UZqqFb
MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show to discuss what’s holding the stock market up as the vaccine news is offset by a marked increase in cases and deaths, bond yields, inflation, and much more.
Link: https://bit.ly/3pUMwa6
MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI's Lakshman Achuthan to the show to talk about why he sees an inflation cycle on the near horizon and where we stand in the economic cycle and the outlook for markets.
Link: https://bit.ly/35o7h5A
MacroVoices Erik Townsend and Patrick Ceresna welcome Marin Katusa to the show to discuss everything from MMT and how it will drive a secular bull market in precious metals to why some of the best mining companies are only listed on Canadian exchanges to how to allocate a precious metals portfolio to benefit from all these trends.
Link: https://bit.ly/3p4lsV8
Asset classes previously available only to the super-rich such as fine art and farmland are being democratized and brought within reach of all investors. Hear insights from the CEOs -Artem Milinchuk of FarmTogether.com and Scott Lynn of Masterworks.io- behind this new trend, where it’s headed, and how to invest in both fine art and farmland without breaking the bank.
Link: https://bit.ly/3jIBUqu
MacroVoices Erik Townsend and Patrick Ceresna welcome Variant Perception's Tian Yang to the show to talk about why his team sees inflation on the horizon and they think a new secular bull market in commodities is on deck.
Link: https://bit.ly/37TkIfG
MacroVoices Erik Townsend and Patrick Ceresna welcome Stephanie Kelton to the show to discuss how Modern Monetary Theory can enable more, not less government spending using the power of central banks to conjure new money supply out of thin air to finance government spending, without necessarily raising taxes or borrowing from foreigners.
Link: https://bit.ly/31x0ZhV
MacroVoices Erik Townsend and guest co-host Kevin Muir welcome Mike Alkin & Guy Keller to the show to talk about the future of nuclear power industry, how Uranium market works and the investment opportunities in the Uranium market & more.
Link: https://bit.ly/3k5i35H
MacroVoices Erik Townsend and this week's guest host Kevin Muir welcome Dr. Pippa Malmgren to the show to discuss everything from the outlook for markets in various election scenarios to the risk of an increase in civil unrest after the election to Pippa’s prediction that President Trump will aspire to create his own television news empire after leaving the White House, regardless of whether that happens in 2021 or after four more years as President.
Link: https://bit.ly/34FHJPQ
MacroVoices Erik Townsend and Patrick Ceresna welcome back Art Berman to the show to discuss where oil price is headed from here, decreasing price sensitivity to changes in comparative inventory and an update on Art’s previous prediction on U.S. production of oil.
Link: https://bit.ly/3d0eYBr
MacroVoices Erik Townsend and Patrick Ceresna welcome Alex Gurevich to the show to discuss if the bond bull market is finally coming to an end, if the U.S. dollar is heading to a secular decline and perspectives on gold, equity markets & more. Then Jim Bianco from Bianco Research joins in the postgame segment to talk about the upcoming US Presidential Election.
Link: https://bit.ly/3hR0qoo
MacroVoices Erik Townsend and Patrick Ceresna welcome Juliette Declercq to the show to discuss the potential outcomes of the U.S. Presidential election and their impact on markets, inflation, the US Dollar, and much more.
Link: https://bit.ly/3mvrQU9
MacroVoices Erik Townsend and Patrick Ceresna welcome Mike Green to the show to discuss the reflexive effects of passive investing on market price action, before moving on to the US dollar, inflation, gold, digital reserve currencies and much more.
Link: https://bit.ly/33kfmWC
MacroVoices Erik Townsend and PatrickCeresna welcome Luke Gromen to the show to discuss if the U.S. Dollar is having that "Luke Gromen Moment" he has predicted for years, the stock market, the U.S. fiscal situation, gold and much more.
Link: https://bit.ly/3jMGHr4
MacroVoices Erik Townsend and Patrick Ceresna welcome Brent Johnson to the show to discuss the U.S. Dollar in depth, including why Brent thinks the dollar bears are declaring victory prematurely. They also discuss stocks, gold, and much more.
Link: https://bit.ly/2YFAfu2
MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show to discuss everything from the stock market, to the U.S. dollar, to gold & much more.
Link: https://bit.ly/2CJ3Hrc
MacroVoices Erik Townsend and Patrick Ceresna welcome Vincent Deluard to the show to discuss the shortcomings of 60/40 portfolio, why inflation still hasn’t happened, and if the U.S. dollar is facing the beginning of its demise and more.
Link: https://bit.ly/3iDyBAz
MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show to discuss everything from if Jim has indeed turned bullish, coronavirus update, fixed income markets, what’s next for US dollar & much more.
Link: https://bit.ly/3krJ8Rp
MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show to discuss the U.S. Dollar system, structurally how it works and why it’s leading systemically to a dollar shortage.
Link: https://bit.ly/3geQLIg
MacroVoices Erik Townsend and Patrick Ceresna welcome Grant Williams to the show to discuss how long the central bank balance sheet expansion will continue, comparison between this recession to the past recessions, outlook on gold, US/China relations and more.
Link: https://bit.ly/2CV3H7j
MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show to discuss the recession, equity markets, bond yields, gold, inflation, and much more.
Link: https://bit.ly/3jfl2bY
FarmTogether founder Artem Milinchuck joins Erik Townsend to discuss Farmland Investing; why it’s been the favored trade of billionaires and how FarmTogether is making this asset class available to all accredited investors.
Link: https://bit.ly/2W8czNL
MacroVoices Erik Townsend and Patrick Ceresna welcome Hugh Hendry to the show to discuss everything from Caribbean real estate to his come-back in the world of macro & more
Link: https://bit.ly/38HpSJR
MacroVoices Erik Townsend and Patrick Ceresna welcome Charlie McElligott to the show to discuss what’s keeping stock prices elevated in the face of a global pandemic, treasury yields, and much more. And be sure to stay tuned for our postgame segment, when Harley Bassman, inventor of the MOVE Index, returns to talk options with Patrick.
Link: https://bit.ly/2ZvC5gF
MacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman to the show to discuss everything from the recession outlook to the coming shift from deflation to inflation, and what it means for fixed income markets & more.
Link: https://bit.ly/2CIZ4x5
All-star Dr. Anas Alhajji joins us on the final episode of MacroVoices All-Stars and shares his outlook for global crude oil markets.
Link: https://bit.ly/2BxlOPQ
MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show for another crude oil special! They discuss everything from U.S. production dynamics to the price forecast and more.
Link: https://bit.ly/2zIZPoG
All-Star Louis-Vincent Gave returns for an update on Hong Kong, the USD, and U.S. Civil Unrest
MacroVoices Erik Townsend and Patrick Ceresna welcome Diego Parrilla to the show to discuss the post-COVID19 economic and market recovery, the coming transition to secular inflation, precious metals, and much more.
Link: https://bit.ly/37qPgD5
All-Star Luke Gromen is back to talk about how the Fed is tapering its balance sheet expansion and what that would mean for the markets.
Link: https://bit.ly/3h65Jkt
MacroVoices Erik Townsend and Patrick Ceresna welcome Vikram Mansharamani to the show to discuss how supply chains are restructuring in the wake of the COVID19 pandemic, the coming secular shift from deflation to inflation, and much more.
Link: https://bit.ly/30aOgSc
MacroVoices Erik Townsend and Patrick Ceresna welcome Ronald Stöferle to the show to discuss all things gold, including both the metals and the mining stocks & more.
Link: https://bit.ly/2XCfA92
All-star Dr. Pippa Malmgren is back with commentary on how the recovery is likely to play out in both the real economy and financial markets, and how U.S.-China relations will fare going forward
Link: https://bit.ly/2ZG1QwC
MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show to discuss the secular transition from deflation to inflation, hard assets generally, precious metals, the stock market outlook, and much more.
Link: https://bit.ly/2ZsMf3g
Fine Art investing expert Scott Lynn, founder of Masterworks.io joins Erik Townsend for an in-depth discussion of fine art investing including the securitized approach to investing in blue chip classic artworks being pioneered by Masterworks.io
Link: https://bit.ly/2LBhXmM
All-Star Juliette Declercq returns to discuss views on deflation vs. inflation, if MMT is what makes the difference between depression and reflation and post-crisis equity outlook.
Link: https://bit.ly/2AFOUwd
MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Ben Hunt to the show to discuss the three narratives of the coronavirus crisis, if there will be a secular shift from deflation to inflation and how Frontline Heroes is supporting healthcare workers.
Link: https://bit.ly/3fIMBIG
All-star Brent Johnson joins Erik Townsend for an update on the US Dollar, S&P 500, Gold, Gold mining shares, and commodities generally in the COVID19 aftermath.
Link: https://bit.ly/2SW5aPP
MacroVoices Erik Townsend and Patrick Ceresna welcome Lakshman Achuthan to the show to discuss what cycle need to be focused on during this crisis, the three D’s of recession, and what economic cycles teach us about what to expect next.
Link: https://bit.ly/2Wce4dY
MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Lacy Hunt to the show to discuss his core thesis on interest rates and inflation, how to interpret FED policy on inflation and perspectives on the FED bailing out the high yield market
Link: https://bit.ly/2xrUpgO
All-Star Jeff Snider is back! Jay Powell has added $1.5 trillion in bank reserves in just eight weeks, so where's all the money? It's conspicuously missing from all the places it should be showing up.
The two guys who predicted the Coronavirus Pandemic back in January, Jim Bianco and Erik Townsend say there could be another crisis brewing in the Crude Oil Market!
Link: https://bit.ly/2zuF2ok
MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show to discuss the general market outlook, investment strategies to navigate market volatility and impacts of COVID-19 crisis on emerging markets and more.
Link: https://bit.ly/2S4WOoF
All-Star Louis-Vincent Gave returns with his perspective as to what lays ahead after the #COVID19 crisis.
Link: https://bit.ly/3cChnRl
MacroVoices Erik Townsend and Patrick Ceresna welcome Chris Cole to the show to give us a recap on what dragon portfolio is, how it has performed in the COVID-19 crisis and what implications a dragon portfolio can face in secular inflation & more.
Link: https://bit.ly/3et5EWP
All-star @JulianMI2 returns to discuss the post-crisis direction of the dollar and the stock market
Link: https://bit.ly/2Xx20VL
MacroVoices Erik Townsend and Patrick Ceresna welcome Eric Peters from One River Asset Management to talk about the impacts of coronavirus on the recent market dislocation and the implications of the recent record-setting monetary intervention and more.
Link: https://bit.ly/3c7Doaa
CPM Group founder Jeff Christian debunks popular myths and explains how the physical precious metals market really works.
Link: https://bit.ly/3dYyCO2
All-Star Dr. Pippa Malmgren returns to share her insights on whether the virus or the government ‘cure’ will be worse, and what lies ahead for the U.S. economy
Link: https://bit.ly/2JO2FKE
Petroleum Geologist Art Berman and Prof. Nate Hagens join Erik Townsend for an oil market special. We start with the current OPEC+ deal breakdown and outlook then move on to the long-term picture.
Link: https://bit.ly/34gkbkc
MacroVoices Erik Townsend and Patrick Ceresna welcome Josh Crumb to the show to discuss gold-oil ratio, pricing models for gold relative to both crude oil and real interest rates, and what lies ahead for precious metals & much more.
Link: https://bit.ly/2R6iGj0
All-Star Louis-Vincent Gave returns to explain why the markets are currently enthralled in not just one but three simultaneous crises.
Link: https://bit.ly/3avksSv
MacroVoices Erik Townsend and Patrick Ceresna welcome Simon White to the show to talk about the implications of the FED’s recent QE, if the stocks and bonds will both start selling off and how the asset markets will be impacted by the US governments reaction to COVID-19 crisis.
Link: https://bit.ly/3akVx3S
Florida physician Dr. Steve Bickell and Tematica Research global macro strategist Lenore Hawkins join Erik Townsend for this week’s COVID19 update podcast
Link: https://bit.ly/2UdwF8I
All-star Luke Gromen says the only way for stocks to trade is down unless the Fed buys an unlimited amount of debt.
P.S. both of those things are happening as we release this episode!
Link: https://bit.ly/2QHpAuR
MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show to talk about the impact of COVID-19 on the economy and markets, the systemic risks to markets and impact on dealers & more. Then Kevin Muir joins in the postgame to talk about the imploding risk parity.
Link: https://bit.ly/2wdj5ZW
Once again, host Erik Townsend gives a detailed update on the evolving #COVID19 crisis in this full-length special report.
Link: http://bit.ly/2vB07fo
All-Star Jeff Snider says the Fed keeps using a bigger bazooka but no one seems to care and the global dollar shortage takes on 2008 proportions.
Link: http://bit.ly/3b3PBfN
Reporting live from Ground Zero in Northern Italy, Lenore Hawkins joins Erik Townsend with a situation report on life in Italy before and after the COVID-19 crisis struck the region.
Link: http://bit.ly/38RyBrp
Energy Week co-star Tracy Shuchart joins Erik to reflect on what the COVID19 crisis and the OPEC+ falling out with Russia will mean for energy markets, including impact on U.S. Shale.
Link: http://bit.ly/2xB1tr8
Host Erik Townsend gives his most bearish and dire outlook yet for the COVID19 crisis, predicting the United States and all of Europe will soon experience what Italy is now experiencing.
Link: http://bit.ly/2Q9ZRLk
MacroVoices Erik Townsend and Patrick Ceresna welcome Axel Merk to the show to discuss how COVID-19 is driving bonds to new all-time highs, perspectives on possible bail-out for shale oil producers and outlook on gold & more.
Link: http://bit.ly/38DZlLT
All-star Juliette Declercq is back for an update on the COVID19 Crisis and how to trade it. Bonus: Subscriber report download
Link: http://bit.ly/2VWZI1B
MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show to discuss how COVID-19 has affected the market direction change, if inflation will return in the near future and its systemic risks and more.
Link: http://bit.ly/2Iocuy6
All-Star Brent Johnson returns for an update on the USD, bond yields, and a detailed update on gold.
Link: http://bit.ly/2PLuoPq
This week we’re re-broadcasting our Jan. 30th interview with Dr. Chris Martenson which proved incredibly prescient. Erik Townsend then offers an update on what’s changed since that interview.
Link: http://bit.ly/2TtNbje
MacroVoices Erik Townsend and Patrick Ceresna welcome Francesco Filia to the show. They discuss why the US treasury bond is no longer a good investment and its systemic implications, the upcoming daily liquidity crisis and what it means for the market and perspectives on economic impacts of COVID-19
Link: http://bit.ly/3ceaoP5
All-Star Jeff Snider is back! Jeff says there were clear signs of economic slowdown before the Coronavirus story even came out.
Link: http://bit.ly/2vlLTyP
We’ve assembled the #COVID thought leaders of Financial Twitter; Jim Bianco, Mike "Mish" Shedlock, Dr. Ben Hunt & Dr. Chris Martenson for an in-depth panel discussion as #COVID19 escalates toward global pandemic status.
Link: http://bit.ly/3a2O1dy
MacroVoices Erik Townsend and Patrick Ceresna welcome Ralph Delguidice to the show. They discuss some of the knock-on implications of the US Treasury bond, why treasury and investment grade bond demand flows will remain solid and the US treasury demand impact of Dodd Frank and more.
Link: http://bit.ly/38JCGik
MacroVoices Erik Townsend and Patrick Ceresna welcome Chris Cole to the show to discuss his latest article "The Allegory of the Hawk and Serpent", the law of cosmic duality in investing, and the role of long-vol and commodity trends following have in dragon portfolio & more. Then Emil Kalinowski joins in postgame.
Link: http://bit.ly/2tVwTXD
FFTT founder Luke Gromen is back to talk about the conclusions we can draw from the U.S. government charging JP Morgan with criminal gold price manipulation
Link: http://bit.ly/2SCKwmQ
MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show. They discuss the 2020 demand growth, how oversold is the price of oil and what effect the over-reaction to Coronavirus has on world oil demand. Then Kevin Muir joins postgame segment to discuss Tesla's parabolic rise and blow-off top.
Link: http://bit.ly/2ugJpRV
All-star Jeff Snider takes on why the yield curve inversion last august (so far) hasn’t led to a recession, and what might have changed in the global economy since September
Link: http://bit.ly/2Sg4W54
All-Star Dr. Pippa Malmgren returns with an update on the nCoV Coronavirus outbreak, Pippa’s reaction to Kyle Bass’ allegations about China mining American genetic data, and an update on the U.S. election outlook
Link: http://bit.ly/2Se7rEP
MacroVoices Erik Townsend and Patrick Ceresna bring you an amazing double header episode with Julian Brigden talking about central bank liquidity and an update on nCoV with Dr. Chris Martenson
Link: http://bit.ly/2u7AkKO
All-Star Juliette Declercq is back with the 2020 outlook. Juliette remains cautiously bullish, but perhaps not quite as bullish as she was in late 2019
Link: http://bit.ly/30Y3W9G
New updated version re-recorded 1/28/20 to reflect new information and correct errors in first version. WE RECOMMEND YOU LISTEN AGAIN #2019nCoV #Wuhan #Coronavirus
Host Erik Townsend weighs in with a summary of what he’s learned thus far about 2019-nCoV, the Wuhan Coronavirus, and his analysis of what it will mean to financial markets.
Link: http://bit.ly/38ETuX2
Erik Townsend and Patrick Ceresna welcome Russell Napier to MacroVoices. They discuss why we should expect a credit crisis, what will come out of MMT & helicopter money, and how to prepare for runaway inflation and more.
Link: http://bit.ly/2tOWNfJ
All-Star Louis-Vincent Gave explains the five macro pillars that have driven the stock market to record highs, then explains why all five will come under pressure in 2020
Erik Townsend and Patrick Ceresna welcome Grant Williams to MacroVoices. They discuss the recent civil unrest and global social degradation, if Tesla will follow the collapse of WeWork, and how to react to the recent rise in price of gold.
Link: http://bit.ly/2TGMp4n
All-Star Jeff Snider says the Fed is behind the 8 ball. Jeff says the ailing global Eurodollar system is the real reason the economy underperforms against its potential.
Link: http://bit.ly/2Nn3e0e
Erik Townsend and Patrick Ceresna welcome Marin Katusa to MacroVoices. They discuss the outlook on gold, updates on previous investments, how private placements work and what to expect at the upcoming VRIC and more.
Link: http://bit.ly/2Tazd7i
All-star Brent Johnson is bullish on the dollar, and cautious about stocks & gold at current price levels.
Link: http://bit.ly/2Fn94tW
Erik Townsend and Patrick Ceresna welcome Dr.Pippa Malmgren to MacroVoices. They discuss the knowledge doubling curve, collection and monetization of personal data, ephemeralization and its consequences & how autonomous vehicles will change the future.
Link: http://bit.ly/2QFZXKi
All-Star Luke Gromen says the repo crisis was the Fed’s “Whatever it takes moment”, and balance sheet expansion is the name of the game for the foreseeable future
Erik Townsend and Patrick Ceresna welcome Art Berman to MacroVoices. They discuss Art’s views on IEA’s forecast of oil glut in 2020, comparative inventory system, oil price outlook and more.
Link: http://bit.ly/35SOKfI
All-star Jeff Snider is back with a year-end review and 2020 outlook for the U.S. Dollar and the Eurodollar system
Link: http://bit.ly/2Mn3DPr
Erik Townsend and Patrick Ceresna welcome Jim Bianco to MacroVoices. They discuss Jim’s views on Zoltan Pozsar’s theory of repo dislocation, if QE4 is imminent in the near future and what’s on the horizon for the bond market and the fixed income market & more
Link: http://bit.ly/2tvZOAY
All-Star Louis-Vincent Gave returns for an update on the S&P Christmas Rally, why Apple has outperformed despite the trade war, & Much more!
Link: http://bit.ly/35sZUri
MacroVoices Erik Townsend and Patrick Ceresna welcome Juliette Declercq to the show where Juliette decodes the FOMC statement & macro outlook, and translate that view into actionable trading strategies. Then Jeff Snider joins in the postgame to talk Repo.
Link: http://bit.ly/2Pedb1c
All-Star Jeff Snider is back with an update on global U.S. Dollar liquidity and what it means for the global economy and markets.
Link: http://bit.ly/2PusQYZ
Erik Townsend and Patrick Ceresna welcome Mark Gordon to MacroVoices. They discuss why inventory is not what drives the price, the regime change from the age of peak oil to the age of oil abundance and possible impacts the recession will have on oil prices and more.
All-star Dr.Pippa Malmgren is back with an update on the rule of Law and the Hong Kong protests, plus why Pippa remains bullish on innovation and global growth
Link: http://bit.ly/2OLPvAZ
All-Star Brent Johnson is back with an update on the US Dollar, stocks, China, Canadian interest rates, Gold & More!
Link: http://bit.ly/34HG9fd
Erik Townsend and Patrick Ceresna welcome Jeffrey Christian to MacroVoices. They discuss the uptrend of electric vehicles, what is going to be the mode of power in the future and how it will be delivered, and how replacing petroleum may impact geopolitics.
Link: http://bit.ly/2OOtrEB
All-Star Prof. Steve Keen is back, and he says the Fed can call it whatever they want, but what they’re doing is still Quantitative Easing.
Link: http://bit.ly/37C2xbA
Erik Townsend and Patrick Ceresna welcome Peter Boockvar to MacroVoices. They discuss if the US will get to negative interest rates, the inevitability of inflation and its effects on central banks, outlook on US/China trade negotiations and more.
Link: http://bit.ly/337McIp
All-Star Louis-Vincent Gave weighs in on latest developments at HK Poly University and Civil Unrest more generally around the globe, then concludes with market outlook
Link: http://bit.ly/2O3C7Yt
All-Star Jeff Snider says markets are breathing a sigh of relief that the recession scare is over, but this complacency is misplaced!
Link: http://bit.ly/32ZfU29
Erik Townsend and Patrick Ceresna welcome Charlie McElligott to MacroVoices. They discuss late cycle dynamics, how the CTA position estimating model works and if it’s time to buy gold & more.
Link: http://bit.ly/2KoEGCh
All-Star Luke Gromen returns with an update on monetary policy and market outlook.
Link: http://bit.ly/2qSMRje
All-star Juliette Declercq returns with an update on her views on monetary policy and the equity market rally, which she says is set to continue higher.
Link: http://bit.ly/2rrh5Ky
Erik Townsend and Patrick Ceresna welcome Keith McCullough to MacroVoices. They discuss the macro themes of the last quarter of 2019, what is next for the Chinese economy, long short pairs trade in software industry and more.
Link: http://bit.ly/2JYhb2E
All-Star Dr. Pippa Malmgren explains why the explosion in civil unrest around the globe is all about breakdown of the social contract. Also Trump News Network and market outlook.
Link: http://bit.ly/2CazFJ1
Erik Townsend and Patrick Ceresna welcome Alex Gurevich to MacroVoices. They discuss the latest FOMC meeting, if it’s time to go long in the treasury market, outlook on gold and more.
Link: http://bit.ly/2JC44nC
All-Star Brent Johnson expects Christine Lagarde to hit the ground running as she takes the helm of the ECB this week. Also stock and gold market outlooks.
Link: http://bit.ly/2Jqf7QQ
Erik Townsend and Patrick Ceresna welcome Diego Parrilla to MacroVoices. They discuss Diego’s contrarian investment thesis, his concept of anti-bubbles, balanced portfolio construction and more.
Link: http://bit.ly/2BEKcMn
All-Star Prof. Steve Keen is back with an update on the recent surge in populism around the globe and Steve’s outlook for the resolution of the Brexit dilemma
Link: http://bit.ly/31Amewu
All-Star Jeff Snider is back with more perspective on the global dollar liquidity situation, this time focusing on the supply rather than demand side of the equation.
Link: http://bit.ly/2Jb9aXV
Erik Townsend and Patrick Ceresna welcome Stephanie Pomboy to MacroVoices. They discuss the expansion of the FED’s balance sheet, the significance of the recent liquidity shock and the divergence between corporate profits and S&P and much more. In postgame, Rick Rule joins to discuss the strategies for participating in gold equity bull market.
Link: http://bit.ly/2qnxO0Y
All-Star Julian Brigden weighs in on the Saudi Arabia oil infrastructure attacks, Chinese liquidity, and the Fed’s QE that isn’t QE according to the Fed
Link: http://bit.ly/33CcXFC
All-Star Luke Gromen says the official narrative just failed: The notion that the USD shortage would affect the rest of the world before it would affect the U.S. just collapsed according to Luke, and this creates investable opportunities.
Link: http://bit.ly/35yXnw4
All-Star Louis-Vincent gave returns for a detailed look at markets and an update on the developing situation in Hong Kong
Link: http://bit.ly/2MynZ7S
Erik Townsend and Patrick Ceresna welcome Tian Yang to MacroVoices. They discuss the economic and liquidity leading indicators, the implications of US-China trade war on the markets, translating economic signals into market decisions and more. Later, Amir Adnani from Uranium Energy Corp joins in the postgame segment.
Link: http://bit.ly/2M2Ke6P
All-Star Danielle DiMartino-Booth is back to take a deeper look at last week’s Jobs report an share her analysis of what it means. Also free issue of Daily Feather newsletter.
All-Star Jeff Snider responds to listeners who have questioned how Jeff can say there’s a treasury shortage when bid-to-cover ratios are declining in treasury auctions.
Link: http://bit.ly/2Vmfd0L
All-Star Juliette Declercq says it’s time for the global economy to either break or bounce. Hear Juliette explain in detail in this episode.
Link: http://bit.ly/31W7B7p
Erik Townsend and Patrick Ceresna welcome Eric Peters to MacroVoices. They discuss the shift in dominance from monetary to fiscal policy, political drivers of changes in monetary policy and what impact the generational and political gap has on the economy and more.
Link: http://bit.ly/2IABbIj
All-Star Luke Gromen says we’re experiencing what Barton Biggs called “Narrative Failure”, and explains why the repo spike was neither “technical” nor “temporary”.
Link: http://bit.ly/2mUbElv
All-star Brent Johnson says that even if Juliette Declercq is proven right and the Fed launches QE4, the reversal in the Dollar’s rise would only be temporary. Stocks higher, gold pullback.
Link: http://bit.ly/2mU4aPG
All-star Juliette Declercq joins Jeff Snider and Danielle DiMartino Booth in saying the Fed is clueless with respect to the ongoing Repo crisis. Juliette gives the high-level picture to contrast Jeff’s deep analysis of the “plumbing”.
Link: http://bit.ly/2nfMBJi
Erik Townsend and Patrick Ceresna welcome Harley Bassman to MacroVoices. They discuss the MOVE index as a leading economic indicator, how the upcoming election may affect both fiscal and monetary policy, and Harley’s article “The Opposite of Bad is Worse” and more.
Link: http://bit.ly/2lXbae7
This episode of Energy Week focuses on the future of the oil market and how the #Abqaiq attacks will change energy security policy. ALSO: Big announcement re: the future of Energy Week
Link: http://bit.ly/2nl04zO
All-Star Prof. Steve Keen is back with his perspective on last week’s repo market dislocation. Spoiler: this was NOT because the fiat system is collapsing, as some crypto die-hards have suggested
Link: http://bit.ly/2mzL5BN
All-Star Danielle DiMartino-Booth says the Federal Reserve has a serious management problem and is literally out of control.
Link: http://bit.ly/2mn84jd
All-Star Jeff Snider is back by popular demand to explain why the mainstream explanations for last week’s explosion in repo rates just doesn’t add up with the facts!
Link: http://bit.ly/2mcArQV
All-Star Louis-Vincent Gave explains last Monday’s dramatic dislocation between value and growth stocks and why it was important. Also gold, Hong Kong update and more. Link: http://bit.ly/2mdWGGd
