Macro Voices

Hedge Fund Manager Erik Townsend
undefined
Aug 10, 2023 • 1h 10min

MacroVoices #388 Lakshman Achuthan: Recession Still On Deck

MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss the business cycle and why the expected recession is taking longer than expected to arrive before moving on to discuss whether a new secular inflation trend underlies the transitory inflation from pandemic supply chain effects, which is now receding. https://bit.ly/3DRqq0o Download Lakshman’s Charts: https://bit.ly/45ndvih Download Big Picture Trading chartbook 📈📉 https://bit.ly/3DSqDAu ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J   Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
undefined
35 snips
Aug 3, 2023 • 1h 13min

MacroVoices #387 Jeff Snider: On Deflation and Soft Landing

MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show to discuss the inflation story over one of Jeff’s infamous chart decks and whether the “soft landing” forecast that’s become popular is accurate. https://bit.ly/3QlP5RZ   Download Jeff’s Charts: https://bit.ly/459utkc Visit Eurodollar University: https://www.eurodollar.university/ Check out Eurodollar University on YouTube: https://www.youtube.com/@eurodollaruniversity   Download Big Picture Trading chartbook 📈📉 https://bit.ly/3qgZ8xa ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J   Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
undefined
84 snips
Jul 27, 2023 • 1h 2min

MacroVoices #386 Lyn Alden: Energy, Inflation & much more

MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show to take a deep dive on energy, everything from crude oil to natural gas to shale depletion rates. And finally, uranium before moving on to talk in depth about inflation. https://bit.ly/3OyuKaI   Download Lyn’s Charts: https://bit.ly/475fOZ4   Download Big Picture Trading chartbook 📈📉 https://bit.ly/3rM2yZ8 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J   Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y   Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
undefined
51 snips
Jul 20, 2023 • 1h 15min

MacroVoices #385 Dr. Anas Alhajji: 2024 Energy Markets Outlook & More

MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to the show to discuss everything from an update on his market outlook to why Chinese reopening didn’t have the demand recovery effect so many of us predicted. https://bit.ly/43OUvbz ⭐️Join Patrick for a LIVE webinar on Tuesday July 25th at 1pm ET⭐️ Sign up here ➡️ https://www.bigpicturetrading.com/money   Download Big Picture Trading chartbook 📈📉 https://bit.ly/44vvLpG ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J   Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y   Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
undefined
46 snips
Jul 13, 2023 • 1h 12min

MacroVoices #384 Darius Dale: Blow-Off Top Coming Before Bears Get Validated

MacroVoices Erik Townsend and Patrick Ceresna welcome 42 Macro founder Darius Dale to the show to discuss what the bears got wrong, why Darius thinks there’s still some upside left in the stock market, before it ultimately reverses direction to vindicate the bears. They also discuss inflation, why the macro backdrop has changed considerably, and finally, China’s recovery and why it didn’t have the expected effect on global demand recovery. https://bit.ly/3NPvcQC Download Darius’ charts: https://bit.ly/3OdfHTN   ⭐️Join Patrick for a LIVE webinar on Tuesday July 25th at 1pm ET⭐️ Sign up here ➡️ https://www.bigpicturetrading.com/money   Download Big Picture Trading chartbook 📈📉 https://bit.ly/46NTxyF ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J   Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y   Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
undefined
8 snips
Jul 6, 2023 • 57min

MacroVoices #383 Juliette Declercq: Update on Immaculate Disinflation Thesis

MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show to discuss why she thinks we’re in an immaculate disinflation, and what she sees on the horizon for markets. https://bit.ly/3O1WHrr   Download Juliette’s charts: https://bit.ly/3pyYn2f   ⭐️Join Patrick for a LIVE webinar on Tuesday July 11th at 1pm ET⭐️ Sign up here ➡️ https://www.bigpicturetrading.com/money   Download Big Picture Trading chartbook 📈📉 https://bit.ly/44doN8K ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J   Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y   Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
undefined
11 snips
Jun 29, 2023 • 1h 6min

MacroVoices #382 Dr. Pippa Malmgren: A Tale of Two Civil Wars

MacroVoices Erik Townsend and Patrick Ceresna welcome best-selling author and geopolitical commentator Dr. Pippa Malmgren to the show. They discuss the aborted coup in Russia last weekend before moving on to issues affecting the United States. https://bit.ly/3CQ9KG3 Check out Pippa's substack: https://drpippa.substack.com/ Download Big Picture Trading chartbook 📈📉 https://bit.ly/46mv2bT ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y   Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
undefined
16 snips
Jun 22, 2023 • 1h 4min

MacroVoices #381 Leigh Goehring: Global Food Crisis Update

MacroVoices Erik Townsend and Patrick Ceresna welcome Goehring & Rozencwajg founder Leigh Goehring to the show and the topic is an update on the formative global food crisis resulting from more of the world’s economies advancing to the point where far more people eat meat all over the world. https://bit.ly/3Pr09wU   Download Big Picture Trading chartbook 📈📉 https://bit.ly/3CHC4u5 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J   Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y   Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
undefined
25 snips
Jun 15, 2023 • 1h 7min

MacroVoices #380 Jim Bianco: FOMC to China to Dollar to AI

MacroVoices Erik Townsend and Patrick Ceresna welcome Bianco Research founder Jim Bianco to the show to discuss the FOMC statement, the Fed’s hawkish pause, where rates and stock prices are headed, and much more. https://bit.ly/3Cy5V84   Download Big Picture Trading chartbook 📈📉 https://bit.ly/42FY3fC ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J   Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
undefined
9 snips
Jun 8, 2023 • 1h 1min

MacroVoices #379 Bill Blain: Inflation, Central Banks, BRICS, Geopolitics, Alternative Assets & more

MacroVoices Erik Townsend and Patrick Ceresna welcome Bill Blain to the show to discuss whether inflation is transitory, sticky, or secular, the outlook for yields and equity markets, artificial intelligence, precious metals, and much more. https://bit.ly/42KlbcZ   Download Big Picture Trading chartbook 📈📉 https://bit.ly/43u8tzU ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J   Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app