Podcast Episodes
Back to SearchMacroVoices #475 Simon White: The Dawn of A New Financial Order
Episode 1268
MacroVoices Erik Townsend & Patrick Ceresna welcome, Simon White. They’ll discuss, the Trump Tariff Tornado, treasuries, why the basis trade is blowing up, and much more. https://bit.ly/4jaxsAq
🔴 S…
Published on 4 months, 2 weeks ago
MacroVoices #474 Mike Alkin: Uranium Supply Is In Structural Deficit And The Fuel Buyers Don’t “Get It”!
Episode 1267
MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Alkin. They’ll begin by exploring how it’s even possible that investor sentiment remains so negative, despite what has arguably been the most…
Published on 4 months, 3 weeks ago
MacroVoices #473 Matt Barrie: AI of The Storm
Episode 1266
MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie. We’ll discuss the shifting business models in both hardware and software, the emergence of AI agents, the puzzling lack of profitabil…
Published on 5 months ago
MacroVoices #472 Lyn Alden: Navigating Headline Driven Markets
Episode 1265
MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They’ll discuss everything from what’s next for the stock market to international diversification strategies to energy, gold, Bitcoin a…
Published on 5 months, 1 week ago
MacroVoices #471 Tian Yang: Tariffs Will Continue Until Morale Improves
Episode 1264
MacroVoices Erik Townsend & Patrick Ceresna welcome, Tian Yang. They’ll cover LEIs and break down Variant Perception’s outlooks on everything from stocks and fixed income to FX and commodities, inclu…
Published on 5 months, 2 weeks ago
MacroVoices #470 Michael Every: A Week Where Decades Happen?
Episode 1263
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Michael Every. They'll discuss Michael’s prescient advice to “Take President Trump seriously but not necessarily literally” as he unpacks maj…
Published on 5 months, 3 weeks ago
MacroVoices #469 Jeff Snider: The Mar-a-Lago Accord Seen Through A Eurodollar Lens
Episode 1262
MacroVoices Erik Townsend & Patrick Ceresna welcome, Jeff Snider. They’ll explore Jeff’s criticisms of the current effort and his perspective on how he would approach it differently if he were involv…
Published on 6 months ago
MacroVoices #468 Darius Dale: Changing World Order
Episode 1261
MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They will dive into the data intensive slide deck that Darius is best known for and talk about everything from sticky inflation to th…
Published on 6 months, 1 week ago
MacroVoices #467 Jim Bianco: The Mar-a-Lago Accord
Episode 1260
MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They’ll discuss Jim’s opinions on the new ‘Mar-a-Lago Accord,’ which he and others speculate could represent the new monetary world …
Published on 6 months, 2 weeks ago
MacroVoices #466 Guy Keller: The Nuclear Story Has Never Been Better
Episode 1259
MacroVoices Erik Townsend & Patrick Ceresna welcome, Guy Keller. They’ll explore all things nuclear—from why spot uranium and uranium miners haven’t kept pace with rising enriched uranium prices to u…
Published on 6 months, 3 weeks ago