Podcast Episodes
Back to SearchMacroVoices #333 Harley Bassman: Inflation, Bond Yields, VIX vs. MOVE, Demographics & More
Episode 1117
MacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman (Convexity Maven) to the show to discuss the relationship between inflation and …
3 years, 8 months ago
MacroVoices #332 Lyn Alden: Energy, Inflation, The Dollar & More
Episode 1116
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 reces…
3 years, 8 months ago
MacroVoices #331 Jeff Snider: The Eurodollar Curve Says Deflation Not Inflation
Episode 1115
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 c…
3 years, 8 months ago
MacroVoices #330 Julian Brigden: Hyper-Financialization Is The New Inflation
Episode 1114
MacroVoices Erik Townsend and Patrick Ceresna welcome MI2 Partners founder Julian Brigden to the show. Julian was one of the first MacroVoices guests…
3 years, 8 months ago
MacroVoices #329 Darius Dale: A Recession Is The Bull Case
Episode 1113
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 …
3 years, 9 months ago
MacroVoices #328 Dr. Anas Alhajji: There Is No Escaping The Coming Energy Crisis
Episode 1112
MacroVoices Erik Townsend and Patrick Ceresna welcome energy markets guru Dr. Anas Alhajji to the show to take a deep dive on energy markets – partic…
3 years, 9 months ago
MacroVoices #327 Luke Gromen: Recession with Rising Yields is Entirely Possible
Episode 1111
MacroVoices Erik Townsend and Patrick Ceresna welcome Luke Gromen to the show to discuss foreign divestiture of U.S. assets, inflation, precious meta…
3 years, 9 months ago
MacroVoices #326 Ronnie Stoeferle: In Gold We Trust 2022
Episode 1110
MacroVoices Erik Townsend and Patrick Ceresna welcome Incrementum fund manager, Ronnie Stoeferle to the show. In Gold We Trust 2022 is out, and the t…
3 years, 9 months ago
MacroVoices #325 Tian Yang: Is it over yet? What do the data say?
Episode 1109
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 …
3 years, 10 months ago
MacroVoices #324 Louis-Vincent Gave: A Major Geopolitical Transformation Is Underway
Episode 1108
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 …
3 years, 10 months ago