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MacroVoices #465 Rory Johnston: Oil Markets Under Trump 2.0

Episode 1258

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rory Johnston. They discuss everything crude oil - from the current fundamental landscape a…

1 year, 1 month ago

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MacroVoices #464 Michael Every: Lines on Maps vs Lines on Screens

Episode 1257

MacroVoices Erik Townsend & Patrick Ceresna welcome, Chief Market Strategist Michael Every. They discuss why Michael thinks Volatility will be at the…

1 year, 2 months ago

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MacroVoices #463 Izabella Kaminska: On Why Markets Aren’t Getting The Signal

Episode 1256

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Izabella Kaminska. They discuss the evolving landscape of the media and the ripple effects …

1 year, 2 months ago

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MacroVoices #462 Luke Gromen: 2025 Outlook

Episode 1255

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Luke Gromen. They’ll explore the outlook for the new year and examine its implications for …

1 year, 2 months ago

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MacroVoices #461 Thomas Jam Pedersen: Nuclear Fuels and Fuel Cycles For Energy Transition

Episode 1252

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Thomas Jam Pedersen for the second instalment of this year’s long-form episodes. This week …

1 year, 2 months ago

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MacroVoices #460 Thomas Jam Pedersen: Advanced Nuclear Reactor Designs For Energy Transition

Episode 1253

MacroVoices hosts Erik Townsend and Patrick Ceresna welcome, Copenhagen Atomics Founder, Thomas Jam Pedersen. This episode is the first of two specia…

1 year, 3 months ago

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MacroVoices #459 Robert Kahn: Looking Ahead To 2025 Geopolitics & Markets

Episode 1254

MacroVoices hosts Erik Townsend and Patrick Ceresna welcome, Robert Kahn. They’ll dive into four key geopolitical issues currently shaping the global…

1 year, 3 months ago

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MacroVoices #458 David Rosenberg: Lament of A Bear

Episode 1251

MacroVoices Erik Townsend & Patrick Ceresna welcome back, David Rosenberg. They’ll discuss his recent piece, “Lament of a Bear,” where he acknowledge…

1 year, 3 months ago

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MacroVoices #457 Justin Huhn: The Fundamentals For Nuclear Keep Getting Better

Episode 1250

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Justin Huhn. They’ll explore the nuclear renaissance, Justin’s bold prediction about the bo…

1 year, 3 months ago

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MacroVoices #456 Jeff Currie: Repricing of Macro Markets

Episode 1249

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Jeff Currie. They’ll delve into all things macro, from treasury yields and credit spreads t…

1 year, 3 months ago

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