Podcast Episodes
Back to SearchMacroVoices #485 Jeff Currie: The Joule Order
Episode 1278
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 …
Published on 2 months, 1 week ago
MacroVoices #484 Rory Johnston: Crude Oil Forward Curve Conundrum
Episode 1277
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/…
Published on 2 months, 2 weeks ago
MacroVoices #483 Vincent Deluard: MAGA vs. Corporate America
Episode 1276
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 mar…
Published on 2 months, 3 weeks ago
MacroVoices #482 Mike Green: What The Market Is Not Discounting
Episode 1275
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 h…
Published on 2 months, 4 weeks ago
MacroVoices #481 Jim Bianco: This is The End of The Beginning
Episode 1274
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 economi…
Published on 3 months ago
MacroVoices #480 Louis-Vincent Gave: What Comes Next After The Trade War Dust Settles
Episode 1273
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
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Published on 3 months, 1 week ago
MacroVoices #479 Anas Alhajji: What Do Saudi Arabia & Allies in OPEC+ Want from Accelerating the Unwinding of Voluntary Cuts?
Episode 1272
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 L…
Published on 3 months, 2 weeks ago
MacroVoices #478 Luke Gromen: Trump Tariff Policy Will Drive Gold Even Higher
Episode 1271
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 …
Published on 3 months, 3 weeks ago
MacroVoices #477 Michael Howell: Are We Approaching A Debt Refinancing Crisis
Episode 1270
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 originatio…
Published on 4 months ago
MacroVoices #475 Daniel Lacalle: Is This The End of The Monetary System As We Know it?
Episode 1269
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…
Published on 4 months, 1 week ago