Podcast Episodes

MacroVoices #486 David Rosenberg: Navigating Choppy Waters

Episode 1279

MacroVoices Erik Townsend & Patrick Ceresna welcome, David Rosenberg. They discuss the equity market outlook, inflation, precious metals, the U.S. Dollar, and much more. https://bit.ly/3TJ6MLO

🔻Dow…

Published on 4 months, 2 weeks ago

MacroVoices #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 4 months, 3 weeks 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 5 months 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 5 months, 1 week 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 5 months, 2 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 5 months, 3 weeks 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

🔻Do…

Published on 5 months, 4 weeks 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 6 months 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 6 months, 1 week 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 6 months, 2 weeks ago