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MacroVoices Podcast Profile
MacroVoices Podcast

@MacroVoices

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The premiere weekly financial podcast, with hedge fund manager @ErikSTownsend , interviewing the brightest minds in finance and macroeconomics.

Joined January 2016
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@MacroVoices
MacroVoices Podcast
2 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome energy markets guru @anasalhajji to the show to discuss OPEC+ spare capacity, Europe’s dependency on Russian natural gas and how much U.S. exports can ease that dependency, and much more.
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@MacroVoices
MacroVoices Podcast
3 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @LynAldenContact to the show where she weighs in on where she agrees and where she disagrees with the views @JeffSnider_AIP shared with us on last week’s podcast.
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@MacroVoices
MacroVoices Podcast
2 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @LynAldenContact to the show to take a deep dive on energy markets, inflation, the U.S. dollar, treasury yields and what Lyn expects them to do if inflation worsens, and much more.
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@MacroVoices
MacroVoices Podcast
2 years
MacroVoices @ErikSTownsend welcomes @LynAldenContact 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.
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@MacroVoices
MacroVoices Podcast
4 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @LynAldenContact to the show to discuss the recession, equity markets, bond yields, gold, inflation, & much more.
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@MacroVoices
MacroVoices Podcast
2 years
MacroVoices @ErikSTownsend welcome Dr. @anasalhajji to the show to discuss the role of the petrodollar system and possible implications if other nations settled oil trades in currencies other than the USD, the Russian crude price cap proposal & much more
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@MacroVoices
MacroVoices Podcast
4 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @MetreSteven to the show to talk about why the outlook really is still deflationary unless and until private credit expansion returns with a vengeance.
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@MacroVoices
MacroVoices Podcast
4 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @LukeGromen to the show to discuss whether if this is the beginning of a trend reversal to the upside, where the dollar is headed and what that will mean for the markets & much more
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@MacroVoices
MacroVoices Podcast
2 years
Stand by for a crude oil special featuring Dr. @anasalhajji coming up on Thursday night's @MacroVoices Erik & Anas discuss the current state of the energy crisis as well as the outlook for what's coming. This is a good one, folks. Don't miss it! Airs 8pm Thurs. #OOTT
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@MacroVoices
MacroVoices Podcast
4 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @LynAldenContact to the show to discuss everything from inflation to the long term debt cycle to broad money supply growth to gold & even Bitcoin.
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@MacroVoices
MacroVoices Podcast
4 years
MacroVoices @ErikSTownsend and @PatrickCeresna 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 & more.
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@MacroVoices
MacroVoices Podcast
4 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @ttmygh 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 & much more
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@MacroVoices
MacroVoices Podcast
4 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @JulianMI2 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 @biancoresearch in recent episodes.
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@MacroVoices
MacroVoices Podcast
3 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome back @EconguyRosie to the show. David explains why he still sees deflation as the governing force, and why he disagrees with the suddenly all-popular inflation narrative.
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@MacroVoices
MacroVoices Podcast
3 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @JeffSnider_AIP to the show where Jeff makes the case for deflation rather than inflation, against consensus.
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@MacroVoices
MacroVoices Podcast
4 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome Mike Green @profplum99 to the show to discuss the digital currency revolution generally, Bitcoin and where it’s headed & much more.
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@MacroVoices
MacroVoices Podcast
1 year
MacroVoices @ErikSTownsend and @PatrickCeresna welcome back best-selling author, @LynAldenContact . They will talk about her new book Broken Money, before moving on to discuss the end of the Peace Dividend, energy scarcity, and much more.
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@MacroVoices
MacroVoices Podcast
2 years
MacroVoices @ErikSTownsend welcomes Mark Nelson @energybants to the show to talk all things nuclear, starting with a brief history of the industry, then talk about both real and perceived problems with nuclear power and advanced nuclear technologies & more
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@MacroVoices
MacroVoices Podcast
3 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @biancoresearch to discuss everything from inflation to bond yields to the equity market outlook, and even touches on what the DeFi revolution might mean to fixed income markets in years to come.
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@MacroVoices
MacroVoices Podcast
2 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @SantiagoAuFund 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.
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@MacroVoices
MacroVoices Podcast
4 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @StephanieKelton to the show to discuss how MMT can enable more government spending using the power of central banks without necessarily raising taxes or borrowing from foreigners & much more.
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@MacroVoices
MacroVoices Podcast
2 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome HonTe Investments founder Alex Gurevich @agurevich23 to the show to discuss the current macro risks and why Alex thinks we're headed toward a deflationary depression
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@MacroVoices
MacroVoices Podcast
2 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @LukeGromen to the show to discuss foreign divestiture of U.S. assets, inflation, precious metals, Luke’s outlook for the US dollar, and much more.
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@MacroVoices
MacroVoices Podcast
9 months
MacroVoice's @ErikSTownsend & @PatrickCeresna welcome @LynAldenContact . They will discuss the alternative energy sources needed for energy transition, including Nuclear, Hydro, Wind and Solar and some of the complications that may arise with each.
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@MacroVoices
MacroVoices Podcast
4 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome Mike Green @profplum99 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 & more.
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@MacroVoices
MacroVoices Podcast
2 years
MacroVoices @ErikTownsend welcomes @Gavekal co-founder Louis-Vincent Gave to the show. Louis says when China re-opens, it will send a macroeconomic shock wave through global markets that will re-ignite inflation and have more effect than the Fed pivot.
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@MacroVoices
MacroVoices Podcast
3 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @profplum99 to the show to discuss this week’s Fed announcements regarding inflation and asset purchase tapering then the question of where digital currency is headed & who will be in control.
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@MacroVoices
MacroVoices Podcast
2 years
MacroVoices @ErikSTownsend is joined by Jim Bianco @biancoresearch . They 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.
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@MacroVoices
MacroVoices Podcast
29 days
MacroVoices @ErikSTownsend & @PatrickCeresna welcome back, Mike Alkin @SachemCove . 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
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@MacroVoices
MacroVoices Podcast
2 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @MI2Partners founder @JulianMI2 to the show to discuss not only inflation, but why he now thinks there’s plenty of room for both markets and the economy to get worse before they get better.
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@MacroVoices
MacroVoices Podcast
1 year
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @LynAldenContact to the show to take a deep dive on energy, everything from crude oil to natural gas to shale depletion rates. And finally, uranium before moving on to talk in depth about inflation.
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@MacroVoices
MacroVoices Podcast
4 years
The two guys who predicted the Coronavirus Pandemic back in January, @biancoresearch and @ErikSTownsend say there could be another crisis brewing in the Crude Oil Market!
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@MacroVoices
MacroVoices Podcast
2 years
Energy-centric @MacroVoices pod coming up w/1st time guest Adam Rozencwajg. #OOTT Adam & @ErikSTownsend discuss the global energy crisis that's only just begun, SPR announcement, US-EU natgas price convergence & much more. Airs Thurs night by 8pm ET @MacroVoices .com.
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@MacroVoices
MacroVoices Podcast
4 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @jessefelder to the show to discuss everything from the stock market, to the U.S. dollar, to gold & much more.
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@MacroVoices
MacroVoices Podcast
4 years
MacroVoices @ErikSTownsend and @PatrickCeresna 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.
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@MacroVoices
MacroVoices Podcast
4 years
MacroVoices @ErikSTownsend and this week's guest co-host @kevinmuir welcome Mike Alkin @FootnotesFirst & Guy Keller to the show where Mike and Guy share some excellent insights on the Uranium market.
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@MacroVoices
MacroVoices Podcast
2 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome Leigh Goehring @Go_Rozen to the show to discuss how rising demand for meat in EM creates exponential demand for grains, long-term trends in grain demand, the present fertilizer shortage, and much more.
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@MacroVoices
MacroVoices Podcast
3 months
MacroVoices @ErikSTownsend & @PatrickCeresna welcome back, Lyn Alden @LynAldenContact . They’ll discuss topics ranging from inflation to interest rates to advanced nuclear reactors and AI.
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@MacroVoices
MacroVoices Podcast
4 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @LukeGromen 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.
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@MacroVoices
MacroVoices Podcast
2 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @JeffSnider_AIP 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 that topic and much more.
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@MacroVoices
MacroVoices Podcast
4 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @JulietteJDI to the show to discuss everything from secular inflation to how far the long end of the treasury curve can go and much more.
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@MacroVoices
MacroVoices Podcast
4 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @hendry_hugh to the show to discuss everything from Caribbean real estate to his come-back in the world of macro & more.
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@MacroVoices
MacroVoices Podcast
4 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @vol_christopher to the show to give us a recap on what a dragon portfolio is, how it has performed in the COVID-19 crisis and what implications a dragon portfolio can face in secular inflation.
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@MacroVoices
MacroVoices Podcast
2 years
In this interview-only episode, MacroVoices @ErikSTownsend welcomes Mike Alkin @SachemCove and Adam Rodman @SegraCapital to the show to expand on the energy crisis discussion and whether a nuclear renaissance could solve our global energy problem.
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@MacroVoices
MacroVoices Podcast
4 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @EconguyRosie to the show to discuss everything from what’s holding up the stock market to whether bond yields have bottomed to the inflation outlook.
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@MacroVoices
MacroVoices Podcast
4 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome Louis-Vincent Gave from @Gavekal to the show to discuss why he thinks inflation is coming and how to trade it. Then @kevinmuir joins in to talk about the Treasury General Account.
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@MacroVoices
MacroVoices Podcast
5 years
Host @ErikSTownsend 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.
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@MacroVoices
MacroVoices Podcast
5 years
We’ve assembled the #COVID thought leaders of Financial Twitter @EpsilonTheory @biancoresearch @chrismartenson @MishGEA for an in-depth panel discussion as #COVID19 escalates toward global pandemic status. Please re-Tweet! #OOTT
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@MacroVoices
MacroVoices Podcast
4 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @EconguyRosie 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.
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@MacroVoices
MacroVoices Podcast
3 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @SantiagoAuFund to the show to discuss how US dollar isn't really crashing to zero, his views on inflation/deflation debate, why soft commodities may be a good play if prices pull back & much more
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@MacroVoices
MacroVoices Podcast
4 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @JeffSnider_AIP 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.
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@MacroVoices
MacroVoices Podcast
4 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @Jkylebass 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.
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@MacroVoices
MacroVoices Podcast
4 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @dlacalle_IA to the show to discuss the secular transition from deflation to inflation, hard assets generally, precious metals, the stock market outlook, and much more.
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@MacroVoices
MacroVoices Podcast
4 years
All-star @SantiagoAuFund joins @ErikSTownsend for an update on the US Dollar, S&P 500, Gold, Gold mining shares, and commodities generally in the COVID19 aftermath.
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@MacroVoices
MacroVoices Podcast
3 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome Grant Williams @ttmygh 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.
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@MacroVoices
MacroVoices Podcast
2 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome Mike Green @profplum99 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.
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@MacroVoices
MacroVoices Podcast
2 years
MacroVoices @ErikSTownsend welcomes @IvanhoeMines_ founder Robert Friedland @robert_ivanhoe to the show to discuss the geopolitical change toward a multi-polar world, the war cycle, the coming energy crisis, deep geothermal energy, and much more.
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@MacroVoices
MacroVoices Podcast
3 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @TheFelderReport founder @jessefelder to the show to explain why he disagrees with disinflationary views @EconguyRosie and others have expressed, before discussing precious metals and much more.
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@MacroVoices
MacroVoices Podcast
3 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @LukeGromen to the show to discuss the U.S. Dollar, inflation, what the consequences of inflation will be, and much more.
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@MacroVoices
MacroVoices Podcast
4 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @SantiagoAuFund 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.
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@MacroVoices
MacroVoices Podcast
2 years
MacroVoices @ErikSTownsend welcomes Jim Bianco @biancoresearch to the show to discuss the latest CPI data and Federal Reserve statement and press briefing. They also discuss China re-opening, Jim's outlook for fixed income, equities, gold, and more.
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@MacroVoices
MacroVoices Podcast
2 years
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. 1st of 5 special episodes airing Sundays in January. Download PDF at #OOTT
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@MacroVoices
MacroVoices Podcast
4 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @biancoresearch to the show to discuss if Jim indeed has turned bullish on the stock market, before moving on to fixed income markets, U.S. dollar, gold, digital currencies and much more.
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@MacroVoices
MacroVoices Podcast
4 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @MarinKatusa to the show to discuss everything from how MMT will drive a secular bull market in precious metals to how to allocate a precious metals portfolio & much more.
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@MacroVoices
MacroVoices Podcast
4 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @RonStoeferle and @ttmygh in this first half of two-part Holiday Special series to talk about fiat currency debasement and inflation, commodities and different ways to hedge, crypto currencies & more.
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@MacroVoices
MacroVoices Podcast
4 years
MacroVoices @ErikSTownsend & @PatrickCeresna welcome @ParrillaDiego to the show to talk about what the inflation trend means for bond yields, equity markets and commodities, as well as gold, the VIX, & much more.
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@MacroVoices
MacroVoices Podcast
2 years
. @ErikSTownsend welcomes @DrPippaM to the show to discuss the escalating geopolitical situation, including views that the Pentagon played a role in the SVB bailout to protect defense technology interests, and China's role in Russia/Ukraine conflict & more.
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@MacroVoices
MacroVoices Podcast
6 years
MacroVoices @ErikSTownsend @patrickceresna welcome Alex Gurevich @agurevich23 back to MacroVoices to talk the business cycle, bonds, Europe and more.
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@MacroVoices
MacroVoices Podcast
4 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @EpsilonTheory 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 you can help frontline healthcare workers.
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@MacroVoices
MacroVoices Podcast
6 years
MacroVoices @ErikSTownsend @patrickceresna welcome Chris Cole @ArtemisVol to the show to discuss the global volatility regime shift.
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@MacroVoices
MacroVoices Podcast
3 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @EconguyRosie 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 and much more.
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@MacroVoices
MacroVoices Podcast
2 years
MacroVoices @ErikSTownsend welcomes Alex Gurevich @agurevich23 to the show where they discuss this week’s FOMC statement and press briefing, inflation, crude oil, interest rates, equity markets, and precious metals.
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@MacroVoices
MacroVoices Podcast
2 years
MacroVoices welcomes Mike Green @profplum99 to the show. Mike says World War III isn't about nuclear armageddon but about the growing conflict between Russia, US & China. This interview will focus on the economic & trading implications of the new war cycle
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@MacroVoices
MacroVoices Podcast
1 year
MacroVoices @ErikSTownsend and @PatrickCeresna welcome Goehring & Rozencwajg @Go_Rozen co-founder Adam Rozencwajg to the show to discuss energy, gold, copper and much more.
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@MacroVoices
MacroVoices Podcast
4 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @Ole_S_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.
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@MacroVoices
MacroVoices Podcast
3 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @42macroDDale to the show to discuss why he is a secular inflationist long-term even though his models predict disinflation in coming months.
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@MacroVoices
MacroVoices Podcast
3 years
MacroVoices @ErikSTownsend & @PatrickCeresna welcome @DrPippaM to the show to discuss the situation in Ukraine, looking at it in the context of a bigger picture that led Pippa to predict a major escalation of war tensions long before this crisis erupted.
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@MacroVoices
MacroVoices Podcast
2 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome Adam Rozencwajg @Go_Rozen to the show to discuss how the world has entered the early stages of a global energy crisis, and Adam shares fascinating insights about U.S. natural gas prices and much more.
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@MacroVoices
MacroVoices Podcast
5 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @biancoresearch to the show to talk about the impact of COVID-19 on the economy and markets, the systemic risks and impact on dealers & more. Then @kevinmuir joins to discuss the imploding risk parity.
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@MacroVoices
MacroVoices Podcast
4 years
MacroVoices @ErikSTownsend & @PatrickCeresna welcome @agurevich23 to the show to discuss if the bond bull market is finally coming to an end, outlook on U.S.dollar, gold, equity markets & more. Then @biancoresearch joins in the postgame to talk elections.
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@MacroVoices
MacroVoices Podcast
3 years
MacroVoices @ErikSTownsend and guest host @kevinmuir welcome @42macroDDale to the show where Darius says the reflation trade is making a come-back, but that it will eventually yield to deflation.
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@MacroVoices
MacroVoices Podcast
2 years
MacroVoices @ErikSTownsend welcomes Daniel Lacalle @dlacalle_IA to the show to discuss the macro outlook for Europe and Daniel says the dire economic situation in Europe is entirely the making of EU policymakers, not Vladimir Putin.
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@MacroVoices
MacroVoices Podcast
6 years
MacroVoices @ErikSTownsend @PatrickCeresna welcome @LukeGromen back to the show to discuss the dollar endgame. Special post game guest Brent Johnson @SantiagoAuFund joins us to continue the discussion.
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@MacroVoices
MacroVoices Podcast
3 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @Convertbond from @BearTrapsReport to the show to discuss inflation, bond yields, market outlooks, and much more.
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@MacroVoices
MacroVoices Podcast
2 years
MacroVoices @ErikSTownsend welcomes @42macroDDale to the show. Darius told us one year ago that 2022 could be a crash year for the stock market, and he got the bear call right. They discuss his current outlook for economic cycles, stocks, and gold & more.
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@MacroVoices
MacroVoices Podcast
2 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @JeffSnider_AIP to the show. With the USD appreciating to levels few predicted, it was time to bring back someone who predicted the move to discuss what the factors are that drive the U.S. Dollar.
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@MacroVoices
MacroVoices Podcast
4 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @biancoresearch 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.
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@MacroVoices
MacroVoices Podcast
2 years
MacroVoices @ErikSTownsend welcomes Justin Huhn of @uraniuminsider 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.
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@MacroVoices
MacroVoices Podcast
5 months
MacroVoices @ErikSTownsend & @PatrickCeresna welcome back, @SantiagoAuFund founder Brent Johnson. They discuss the current rally in the dollar against other currencies, the big move in gold, and the looming question of persistent inflation.
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@MacroVoices
MacroVoices Podcast
1 year
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @SimplifyAsstMgt chief market strategist Mike Green @profplum99 to the show to discuss the banking crisis, the debt ceiling debacle, de-dollarization, artificial intelligence and much more.
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@MacroVoices
MacroVoices Podcast
3 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @Ole_S_Hansen to the show to discuss the outlook for commodities with the macro backdrop of secular inflation & which commodities will be the best inflation hedge for what lies ahead.
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@MacroVoices
MacroVoices Podcast
8 months
MacroVoices @ErikSTownsend & @PatrickCeresna welcome back Dr. @anasalhajji , for a fresh crude oil outlook for 2024. Erik & Anas will discuss, crude oil prices, the oil market outlook, geopolitical premiums and much more.
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@MacroVoices
MacroVoices Podcast
4 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @dlacalle_IA 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.
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MacroVoices Podcast
4 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @ParrillaDiego to the show to discuss the post-COVID19 economic and market recovery, the coming transition to secular inflation, precious metals, and much more.
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8
25
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@MacroVoices
MacroVoices Podcast
3 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @jessefelder 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.
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@MacroVoices
MacroVoices Podcast
4 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome Lakshman Achuthan @businesscycle to the show to talk about why he sees an inflation cycle on the near horizon, where we stand in the economic cycle and the outlook for markets.
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7
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@MacroVoices
MacroVoices Podcast
2 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @42macro founder @42macroDDale 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 and much more.
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19
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@MacroVoices
MacroVoices Podcast
5 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @JeffSnider_AIP and @LukeGromen to the show to discuss the impact of changing Eurodollar markets, the global dollar liquidity shortage and the future changes in global reserve currencies & more.
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@MacroVoices
MacroVoices Podcast
4 years
MacroVoices @ErikSTownsend and @PatrickCeresna welcome @JulietteJDI to the show to discuss the potential outcomes of the U.S. Presidential election and their impact on markets, inflation, the U.S. Dollar, and much more.
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9
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@MacroVoices
MacroVoices Podcast
4 years
MacroVoices @ErikSTownsend and this week's guest host @kevinmuir welcome @DrPippaM 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 and much more.
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