Podcast Episodes
Back to SearchMacroVoices #395 Simon White: Inflation, Stocks & Why TINA is Coming Back
Episode 1188
MacroVoices Erik Townsend and Patrick Ceresna welcome back Bloomberg’s Macro Strategist, Simon White to the show. Simon and Erik will discuss inflati…
2 years, 5 months ago
MacroVoices #394 Louis-Vincent Gave: China, Energy & More
Episode 1186
MacroVoices Erik Townsend and Patrick Ceresna welcome back Gavekal co-founder, Louis-Vincent Gave to the show. Louis and Erik will discuss the econom…
2 years, 6 months ago
MacroVoices #393 Harley Bassman: Convexity Spells Opportunity
Episode 1185
MacroVoices Erik Townsend and Patrick Ceresna welcome Convexity Maven Harley Bassman to the show. Harley says why take credit risk when the market is…
2 years, 6 months ago
MacroVoices #392 Jesse Felder: Questioning the Soft Landing Narrative
Episode 1184
MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show. They discuss the many reasons Jesse is questioning the soft landing n…
2 years, 6 months ago
MacroVoices #391 Brent Johnson: The Dollar Is Not Done
Episode 1183
MacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital founder Brent Johnson to the show. They discuss the reasons Brent thinks the U…
2 years, 6 months ago
MacroVoices #390 Matt Barrie: The awesome power and risk of Artificial Intelligence
Episode 1182
In this summer special episode, Erik Townsend welcomes Freelancer.com CEO Matt Barrie to the show for an extra long interview to discuss the macro im…
2 years, 7 months ago
MacroVoices #389 Justin Huhn: Update On All Things Nuclear
Episode 1181
MacroVoices Erik Townsend and Patrick Ceresna welcome Uranium Insider founder and publisher Justin Huhn to the show. They begin with a review of the …
2 years, 7 months ago
MacroVoices #388 Lakshman Achuthan: Recession Still On Deck
Episode 1180
MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss the business cycle and why the expecte…
2 years, 7 months ago
MacroVoices #387 Jeff Snider: On Deflation and Soft Landing
Episode 1179
MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show to discuss the inflation story over one of Jeff’s infamous chart decks …
2 years, 7 months ago
MacroVoices #386 Lyn Alden: Energy, Inflation & much more
Episode 1178
MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show to take a deep dive on energy, everything from crude oil to natural gas t…
2 years, 7 months ago