Top 100 most popular podcasts
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
Download Brent's charts: https://bit.ly/3TsiU2C
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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
Download Big Picture Trading chartbook ??https://bit.ly/3dtOHPZ
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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
Download Charlie's slides: https://bit.ly/3BZze4t
Download Big Picture Trading chartbook ??https://bit.ly/3SJLw73
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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
Download Goehring & Rozencwajg Market Commentary Q1 2022: https://bit.ly/3S9seYA
Download Big Picture Trading chartbook ??https://bit.ly/3oCJ04B
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Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
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
Download Harley?s slidedeck ?? https://bit.ly/3aYGHpq
Download Big Picture Trading chartbook ??https://bit.ly/3Oq3FDw
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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
Download Lyn's Slide deck ?? https://bit.ly/3z2H6jL
Download Big Picture Trading Chartbook ?? https://bit.ly/3RCmqqc
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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
Download Jeff's Charts ?? https://bit.ly/3c1vHrD
Download Big Picture Trading Chartbook ?? https://bit.ly/3NQoN5u
?Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
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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
Download Julian's Charts ?? https://bit.ly/3uCyTQX
Download Big Picture Trading Chartbook ?? https://bit.ly/3acmCeG
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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
Download 42 Macro charts here ? https://bit.ly/3buzrBG
Download Big Picture Trading Chartbook ?? https://bit.ly/3ydQIHY
?Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
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
Download Big Picture Trading Chartbook ?? https://bit.ly/3Qr8pes
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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
Download Big Picture Trading Chartbook ?? https://bit.ly/3mAPyQa
?Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
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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
Download Variant Perception Leading Indicator Watch ? https://bit.ly/3GCRd17
Download Big Picture Trading Chartbook ?? https://bit.ly/3NCyrJh ?Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
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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
Join Free LIVE webinar this Sunday May 22nd at 11am ET: https://bit.ly/3FYN4nL
Download Big Picture Trading Chartbook ?? https://bit.ly/3Nm7wkQ
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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
Rosenberg Research 30-Day Free Trial: https://bit.ly/3L3yWKM
Download Big Picture Trading Chartbook ?? https://bit.ly/3wqdo5D
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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
Download Ole's charts ??https://bit.ly/37LYFtN
Download Big Picture Trading Chartbook ?? https://bit.ly/39pax5j
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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
Download Big Picture Trading Chartbook ?? https://bit.ly/3xLReNO
?Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
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/
Download Big Picture Trading Chartbook ?? https://bit.ly/3ujHZlN
?Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
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
Download Big Picture Trading Chartbook ?? https://bit.ly/3iBeepY
?Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
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
Download Big Picture Trading Chartbook ?? https://bit.ly/3MVD3uJ
?Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
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