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MacroVoices #497 Dr. Anas Alhajji: The Impact of Trump Polices on Russia, China, India & OPEX+
MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Anas Alhajji. They discuss all things energy, from this past Sunday’s Group of 8 meeting to secondary sanctions strategy on India to the reincarnated Power of Siberia 2 pipeline proje
MacroVoices #496 Jim Bianco: The Post Covid Economy
MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They discuss, whether a fed rate cut is even a good idea, inflation risks, the unobvious relationship between the jobs report and the southern border, why cutting short term r
MacroVoices #495 Louis-Vincent Gave: Understanding China's Structural Growth Drivers
MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They'll discuss his long-term perspective on China’s role in the global economy, highlighting both its extraordinary infrastructure ambitions and the challenges of sec
MacroVoices #494 Micheal Every: Markets, Policy, Russia & More
MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every. They'll discuss Markets, policy, Russia-US summit and much more. https://bit.ly/3JpAnYU 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3UBs7aD ✅Sign up for a
MacroVoices #493 Ole Hansen: Commodities Are Heating Up!
MacroVoices Erik Townsend & Patrick Ceresna welcome, Ole Hansen. They’ll discuss all things commodities from tariffs to energy to precious metals and much more. https://bit.ly/3Uu4vog 🔻Download Big Picture Trading Chartbook 📈📉: https://b
MacroVoices #492 Daniel Lacalle: The End of American Exceptionalism?
MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle. They’ll discuss tariffs, recession risks, the European perspective on U.S. geopolitics and markets, the future of the EU’s relationship with the United States, precious me
MacroVoices #491 Rick Rule: Oil, Uranium & Precious Metals
MacroVoices Erik Townsend & Patrick Ceresna welcome, Rick Rule. They’ll discuss oil, uranium, gold and silver, and much more. https://bit.ly/40McC34 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4lUZ7qj ✅Sign up for a FREE 1
MacroVoices #490 Dr. Pippa Malmgren: Bessent, Stablecoin & JFK
MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr Pippa Malmgren. They discuss everything from the future of Stablecoins and the fate of the U.S. dollar as reserve currency to America's possible transition into a 7th party political s
MacroVoices #489 Darius Dale: Are You Positioned For The Melt-Up?
MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They discuss why Darius is bullish on U.S. equities, echoing Lyn Alden's recent views, as the U.S. pivots to a pro-growth fiscal policy aimed at "growing our way out" of its
MacroVoices #488 Lyn Alden: Run It Hot!
MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They discuss why Lyn believes investors should run their portfolios hot in today’s environment. With fiscal policy now driving market outcomes more than monetary, Lyn argues th
MacroVoices #487 Larry McDonald: The Great Migration To Hard Assets
MacroVoices Erik Townsend & Patrick Ceresna welcome, Larry McDonald. They’ll discuss everything from copper to the dollar to precious metals. https://bit.ly/3Gqe0Bt 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3TVQ1gu ✅Sign
MacroVoices #486 David Rosenberg: Navigating Choppy Waters
MacroVoices Erik Townsend & Patrick Ceresna welcome, David Rosenberg. They discuss the equity market outlook, inflation, precious metals, the U.S. Dollar, and much more. https://bit.ly/3TJ6MLO 🔻Download Big Picture Trading Chartbook 📈📉:
MacroVoices #485 Jeff Currie: The Joule Order
MacroVoices Erik Townsend & Patrick Ceresna welcome, Jeff Currie. They’ll discuss what Jeff calls the “New Joule Order” and why Jeff says there’s really no limit to how much higher the price of Gold can go given the current macro backdrop.
MacroVoices #484 Rory Johnston: Crude Oil Forward Curve Conundrum
MacroVoices Erik Townsend & Patrick Ceresna welcome, Rory Johnston. They’ll discuss Rory’s view that the WTI forward curve has taken an unprecedented and bizarre shape, and much more. https://bit.ly/4jSlHOz 🔻Download Big Picture Trading Ch
MacroVoices #483 Vincent Deluard: MAGA vs. Corporate America
MacroVoices Erik Townsend & Patrick Ceresna welcome, Vincent Deluard. They’ll discuss why Vincent says recessions have been cancelled by monetary policy, and what he sees on the horizon for asset markets. https://bit.ly/43OuZVM 🔻Download B
MacroVoices #482 Mike Green: What The Market Is Not Discounting
MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They’ll discuss the tariffs, what they’re really being used for, and why Mike says the President is contradicting himself every time he talks about them. https://bit.ly/4kINH8
MacroVoices #481 Jim Bianco: This is The End of The Beginning
MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They’ll discuss why Jim believes we’re at the “end of the beginning” — a phrase he uses to describe the evolution of Trump-era economic policies. While the initial phase, domi
MacroVoices #480 Louis-Vincent Gave: What Comes Next After The Trade War Dust Settles
MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They will discuss the Trump tariffs, what they mean for markets, China, precious metals, and more. https://bit.ly/43nwN7Z 🔻Download Big Picture Trading Chartbook 📈📉
MacroVoices #479 Anas Alhajji: What Do Saudi Arabia & Allies in OPEC+ Want from Accelerating the Unwinding of Voluntary Cuts?
Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to the show to discuss OPEC+ production increase & market reactions, Trump’s visit and oil politics, and the long-term outlook for oil and LNG & much more. https://bit.ly/43ldvBg Wh
MacroVoices #478 Luke Gromen: Trump Tariff Policy Will Drive Gold Even Higher
MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They’ll discuss the market’s Trump Tariff Tantrum, as Luke makes the bold case that President Trump could realistically raise enough tariff revenue to exempt the bottom 90% f
MacroVoices #477 Michael Howell: Are We Approaching A Debt Refinancing Crisis
MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Howell. They’ll discuss cyclicality of credit markets, why we should think of them as a refinancing system rather than a credit origination system, and what can be learned by taki
MacroVoices #475 Daniel Lacalle: Is This The End of The Monetary System As We Know it?
MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle. They’ll discuss Trump Tariffs as the European investment community sees them, and discuss whether this is the dawn of a new age in terms of monetary and economic policy co
MacroVoices #475 Simon White: The Dawn of A New Financial Order
MacroVoices Erik Townsend & Patrick Ceresna welcome, Simon White. They’ll discuss, the Trump Tariff Tornado, treasuries, why the basis trade is blowing up, and much more. https://bit.ly/4jaxsAq 🔴 Subscribe to Patrick’s Youtube Channel: htt
MacroVoices #474 Mike Alkin: Uranium Supply Is In Structural Deficit And The Fuel Buyers Don’t “Get It”!
MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Alkin. They’ll begin by exploring how it’s even possible that investor sentiment remains so negative, despite what has arguably been the most bullish year ever for nuclear energy new
MacroVoices #473 Matt Barrie: AI of The Storm
MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie. We’ll discuss the shifting business models in both hardware and software, the emergence of AI agents, the puzzling lack of profitability among AI companies, even at the $200/
MacroVoices #472 Lyn Alden: Navigating Headline Driven Markets
MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They’ll discuss everything from what’s next for the stock market to international diversification strategies to energy, gold, Bitcoin and more. https://bit.ly/4hrDqLr Click Her
MacroVoices #471 Tian Yang: Tariffs Will Continue Until Morale Improves
MacroVoices Erik Townsend & Patrick Ceresna welcome, Tian Yang. They’ll cover LEIs and break down Variant Perception’s outlooks on everything from stocks and fixed income to FX and commodities, including gold. https://bit.ly/41JzAaB Click H
MacroVoices #470 Michael Every: A Week Where Decades Happen?
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Michael Every. They'll discuss Michael’s prescient advice to “Take President Trump seriously but not necessarily literally” as he unpacks major headlines, from Oval Office antics and
MacroVoices #469 Jeff Snider: The Mar-a-Lago Accord Seen Through A Eurodollar Lens
MacroVoices Erik Townsend & Patrick Ceresna welcome, Jeff Snider. They’ll explore Jeff’s criticisms of the current effort and his perspective on how he would approach it differently if he were involved in the Mar-a-Lago discussions. https:/
MacroVoices #468 Darius Dale: Changing World Order
MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They will dive into the data intensive slide deck that Darius is best known for and talk about everything from sticky inflation to the growth outlook. https://bit.ly/4b7KviM
