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 blowi…
11 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…
11 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 emerg…
11 months, 3 weeks 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 div…
1 year 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 st…
1 year 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 seriousl…
1 year 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 …
1 year 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…
1 year, 1 month 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…
1 year, 1 month 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 …
1 year, 1 month ago