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.
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.
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.
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
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.
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
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
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.
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
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.
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.
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.
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.
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
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.
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.
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.
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
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.
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.
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.
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.
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.
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.
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
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.
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.
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!
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
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.
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.
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.
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.
.
@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.
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.
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.
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.