Podcast Episodes

MacroVoices #415 Tian Yang: Fiscal, Sisyphus or Hercules

Episode 1208

MacroVoices Erik Townsend & Patrick Ceresna welcome back Variant Perception CEO, Tian Yang. Erik & Tian will discuss most assets classes and the trad…

2 years, 1 month ago

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MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999

Episode 1207

MacroVoices Erik Townsend & Patrick Ceresna welcome back Gavekal Founder, Louis-Vincent Gave. Erik & Louis discuss commodities, China, the Electric V…

2 years, 1 month ago

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MacroVoices #413 Darius Dale: Still Bullish

Episode 1206

MacroVoices Erik Townsend & Patrick Ceresna welcome back 42 Macro founder, Darius Dale. Erik & Darius discuss markets, inflation, bond yields and why…

2 years, 1 month ago

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MacroVoices #412 Dr. Anas Alhajji: 2024 Petroleum Outlook Update

Episode 1205

MacroVoices Erik Townsend & Patrick Ceresna welcome back Dr. Anas Alhajji, for a fresh crude oil outlook for 2024. Erik & Anas will discuss, crude oi…

2 years, 2 months ago

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MacroVoices #411 Jeroen Blokland: Inflation, Hard/Soft Landing, Geopolitics and More

Episode 1204

MacroVoices Erik Townsend & Patrick Ceresna welcome Jeroen Blokland as this weeks guest. Jeroen and Erik discuss inflation, Soft vs. Hard Landing, su…

2 years, 2 months ago

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MacroVoices #410 Justin Huhn: Investing in All Things Nuclear

Episode 1203

MacroVoices Erik Townsend & Patrick Ceresna welcome Justin Huhn as this weeks guest. Erik & Justin focus on the immediate investment plays in the ura…

2 years, 2 months ago

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MacroVoices #409 Mark Nelson: All Things Nuclear Energy

Episode 1202

MacroVoice's Erik Townsend & Patrick Ceresna welcome Mark Nelson as the special holiday guest for the New Year. Erik and Mark will delve into the int…

2 years, 2 months ago

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MacroVoices #408 Lyn Alden: Broken Energy

Episode 1201

MacroVoice's Erik Townsend & Patrick Ceresna welcome back Lyn Alden as this years special holiday guest. Erik & Lyn will discuss the alternative ener…

2 years, 2 months ago

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MacroVoices #407 Jim Bianco: Jay Powell’s “word salad”, FOMC Mood Swings, Interest Rate Outlook, Crypto & More

Episode 1200

MacroVoice's Erik Townsend & Patrick Ceresna welcome back Jim Bianco. Erik & Jim will discuss the FOMC’s about face on monetary policy, why it happen…

2 years, 3 months ago

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MacroVoices #406 Matt Barrie: AI-pocalypse Now

Episode 1199

Macrovoice's Erik Townsend & Patrick Ceresna welcome Freelancer Founder, Matt Barrie. Erik and Matt have an interesting discussion about the potentia…

2 years, 3 months ago

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