Macro Voices

Hedge Fund Manager Erik Townsend
undefined
69 snips
Oct 20, 2022 • 1h 22min

MacroVoices #346 Louis-Vincent Gave: The Xi Pivot vs. The Powell Pivot

MacroVoices welcomes Gavekal co-founder, Louis-Vincent Gave to the show. Louis says when China’s Xi Jinping pivots from zero COVID policy to re-opening the Chinese economy, it will send a macroeconomic shock wave through global markets that will re-ignite inflation and have more overall effect than the Fed pivot most market participants are obsessed with. https://bit.ly/3SlOm0q Download Big Picture Trading chartbook 📈📉 https://bit.ly/3TIFe7r ✅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://bit.ly/3SqTy45   Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
undefined
36 snips
Oct 13, 2022 • 1h 28min

MacroVoices #345 Daniel Lacalle: The Situation in Europe is Worse Than You Think

MacroVoices welcomes Tressis Chief Economist, Daniel Lacalle to the show. They discuss the Macro outlook in Europe and Daniel says the dire economic situation in Europe is entirely the making of EU policymakers, not Vladimir Putin. https://bit.ly/3VoY9FS Download Big Picture Trading chartbook 📈📉 https://bit.ly/3CSUx7M ✅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://bit.ly/3SqTy45 Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
undefined
8 snips
Oct 6, 2022 • 1h 19min

MacroVoices #344 Alex Gurevich: A Deflationary Depression Lies Ahead

MacroVoices welcomes HonTe Investments founder Alex Gurevich to the show where Alex shares why he agrees with the view that the macro risks are quite substantial now and why he thinks we're headed toward a deflationary depression.https://bit.ly/3RN2Bv4 Download Alex's Charts: https://bit.ly/3fPgCLB Download Big Picture Trading chartbook 📈📉 https://bit.ly/3EnRLZj ✅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://bit.ly/3SqTy45 Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
undefined
9 snips
Sep 29, 2022 • 1h 28min

MacroVoices #343 Jeff Snider: Why the Dollar Remains King

MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show. With the USD appreciating to levels few predicted, it was time to bring back someone who predicted the move. So this week’s feature interview will focus on what the factors are that drive the U.S. Dollar. We’re also introducing a new show format this week, which includes adding a new personality to our postgame segment to keep things interesting. https://bit.ly/3LX9bxY Download Jeff’s slide deck: https://bit.ly/3SK5myg Download Big Picture Trading chartbook 📈📉 https://bit.ly/3dWjtSf ✅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://bit.ly/3SqTy45   Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
undefined
6 snips
Sep 22, 2022 • 1h 42min

MacroVoices #342 Mike Alkin & Adam Rodman: Can a Nuclear Renaissance Solve the Energy Crisis?

In this interview-only episode, MacroVoices Erik Townsend welcomes Mike Alkin (Sachem Cove Partners) and Adam Rodman (Segra Capital) to the show to expand on the energy crisis discussion and whether a nuclear renaissance could solve our global energy problem. https://bit.ly/3R5zAdz   Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials    
undefined
9 snips
Sep 15, 2022 • 1h 18min

MacroVoices #341 Jim Bianco: Inflation Is Not Going Away

MacroVoices Erik Townsend and Patrick Ceresna welcome Bianco Research founder Jim Bianco to revisit the inflation debate, and Jim says inflation isn’t going away any time soon. They also discuss the equity market outlook, precious metals, and much more. https://bit.ly/3QO1Ml9   Download Big Picture Trading chartbook 📈📉https://bit.ly/3BhRi81 ✅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
undefined
5 snips
Sep 8, 2022 • 1h 23min

MacroVoices #340 Dr. Anas Alhajji: Erik has the Energy Crisis story all wrong. It’s WORSE than he thinks!

MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to the show to discuss the role of the petrodollar system and what the implications would be if other nations settled oil trades in currencies other than the USD. They also discuss the Russian crude price cap proposal and why it can’t possibly work. https://bit.ly/3QDd8IU   Download Big Picture Trading chartbook 📈📉https://bit.ly/3x9ZjuB ✅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
undefined
Sep 1, 2022 • 55min

MacroVoices #339 Lakshman Achuthan: Leading Indicators Say The Bear Market Has Not Ended

MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss the technical definition of recession, why we’re already in one, and why Lak says there more risk to the downside than to the upside for equities. https://bit.ly/3AzFbTe Download ECRI charts: https://bit.ly/3RdHC5a   ✅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
undefined
Aug 25, 2022 • 1h 4min

MacroVoices #338 Brent Johnson: Why You Can’t Ignore The US Dollar

MacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital founder Brent Johnson to the show to take a deep dive on the U.S. Dollar: Why it didn’t crash the way so many people predicted, why it’s been so strong, and why Brent says that strength is set to continue.https://bit.ly/3KAyBAR Download Brent's charts: https://bit.ly/3TsiU2C Download Big Picture Trading chartbook 📈📉https://bit.ly/3Tgb0ci ✅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
undefined
4 snips
Aug 18, 2022 • 1h 11min

MacroVoices #337 Leigh Goehring: The Global Food & Fertilizer Crisis Is Much Bigger Than Russia/Ukraine

MacroVoices Erik Townsend and Patrick Ceresna welcome agricultural commodities expert, Leigh Goehring to the show. Leigh says emerging markets have discovered meat, and that creates exponential demand for grains. They discuss long-term trends in grain demand, the present fertilizer shortage, and much more. https://bit.ly/3AaPGMV   Download Leigh's charts: https://bit.ly/3dGIUXy Goehring & Rozencwajg Market Commentary Q4 2020: https://bit.ly/3AavESm Goehring & Rozencwajg Market Commentary Q4 2021: https://bit.ly/3pw52X6   Download Big Picture Trading chartbook 📈📉https://bit.ly/3dtOHPZ ✅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