Podcast Episodes
Back to SearchMacroVoices #455 Daniel Lacalle: Is The Trump Trade Over?
Episode 1248
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Daniel Lacalle. We'll explore the Trump Trade, whether it's winding down or just gaining mo…
1 year, 4 months ago
MacroVoices #454 Vincent Deluard: The Five Body Problem
Episode 1247
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Vincent Deluard. They’ll discuss secular inflation, the gig economy, and what Vincent calls…
1 year, 4 months ago
MacroVoices #453 Dr. Pippa Malmgren: Unconventional Insights on US Presidential Election
Episode 1246
MacroVoices Erik Townsend & Patrick Ceresna welcome back best selling author, Dr. Pippa Malmgren. They’ll cover the current election results, potenti…
1 year, 4 months ago
MacroVoices #452 Darius Dale: No Difference Between Trump & Harris
Episode 1245
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Darius Dale. Darius argues that, for the financial markets, the outcome of next week’s U.S.…
1 year, 4 months ago
MacroVoices #451 Brent Johnson: Macro Drivers of UST’s, PM’s & The Role of The BRICS
Episode 1244
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Brent Johnson. They’ll discuss foreign demand for U.S. Treasuries, Brent’s outlook for the …
1 year, 5 months ago
MacroVoices #450 Dr. Anas Alhajji: Oil, Middle-East Politics & China
Episode 1243
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Anas Alhajji. They’ll discuss all things crude oil, starting with the geopolitical risks. h…
1 year, 5 months ago
MacroVoices #449 Harley Bassman: The Magic of Mortgages
Episode 1242
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Harley Bassman. They will discuss mortgage backed securities and the best way to trade them…
1 year, 5 months ago
MacroVoices #448 Luke Gromen: Why the Gold Recycling Trade is Accelerating
Episode 1241
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Luke Gromen. They’ll discuss the dollar, inflation, monetary policy, China, energy, preciou…
1 year, 5 months ago
MacroVoices #447 Eric Peters: US/EU/China, Competitive Outlook
Episode 1240
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Eric Peters. They’ll discuss all the usual macro suspects from secular inflation to competi…
1 year, 6 months ago
MacroVoices #446 Matt Barrie: AI’ll Be Back!
Episode 1239
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Matt Barrie. They’ll discuss everything AI, exploring recent developments and what the futu…
1 year, 6 months ago