Macro Voices

Hedge Fund Manager Erik Townsend
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5 snips
Jan 26, 2023 • 1h 8min

MacroVoices #360 Viktor Shvets: Inflation, Interest Rates, Equity Outlook & more

MacroVoices welcomes Macquarie chief macro strategist Viktor Shvets to the show. They discuss the geopolitical outlook, inflation, bond yields, recession risk, equity market outlook, gold and much more. https://bit.ly/3WL6enD   Download Big Picture Trading chartbook 📈📉https://bit.ly/3JzMktd ✅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
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52 snips
Jan 19, 2023 • 1h 7min

MacroVoices #359 Lyn Alden: 2023 Macro Outlook

MacroVoices Erik Townsend welcomes Lyn Alden to the show. They revisit her crude oil outlook then dive into a slide deck exploring Lyn’s most interesting insights and perspectives for 2023. https://bit.ly/3Hif3Rw Download Lyn's chartbook: https://bit.ly/3QYL0l5 Download Big Picture Trading chartbook 📈📉https://bit.ly/3CZoLWk ✅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/@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
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8 snips
Jan 12, 2023 • 1h 38min

MacroVoices #358 Robert Friedland: Geopolitical outlook & Geothermal Energy Revisited

MacroVoices Erik Townsend welcomes the founder of the Ivanhoe mining empire, Robert Friedland to the show. They discuss the geopolitical change toward a multi-polar world, the war cycle, the coming energy crisis, deep geothermal energy, and much more. https://bit.ly/3W5oDLG Download Big Picture Trading chartbook 📈📉https://bit.ly/3kaiSiL ✅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
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8 snips
Jan 5, 2023 • 1h 11min

MacroVoices #357 Darius Dale: The Recession is Coming But Not Until the Second Half

MacroVoices Erik Townsend welcomes 42 Macro founder Darius Dale to the show. Darius told us one year ago that 2022 could be a crash year for the stock market, and needless to say he got the bear call right. They discuss his current outlook for economic cycles, stocks, and commodities including gold. https://bit.ly/3iahs7j Download Darius Dale's chartbook: https://bit.ly/3WMxOBL Download Big Picture Trading chartbook 📈📉https://bit.ly/3VPjOGm ✅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
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36 snips
Dec 29, 2022 • 1h 47min

MacroVoices #356 Justin Huhn: Investing in All Thing Nuclear

MacroVoices Erik Townsend welcomes Uranium Insider newsletter editor Justin Huhn to the show to discuss the overall investment argument for nuclear energy and understanding the nuclear fuel cycle and how to invest in it and much more. https://bit.ly/3VvHsYn   Download chartbook: https://bit.ly/3Q0FoGk Get a sample issue of Uranium Insider Pro Monthly Newsletter 
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33 snips
Dec 22, 2022 • 2h 34min

MacroVoices #355 Mark Nelson: Understanding All Things Nuclear

In this first part of holiday special, MacroVoices welcomes nuclear engineer Mark Nelson to the show to discuss all things nuclear. Erik and Mark start with a brief history of the industry, then talk about both real and perceived problems with nuclear power, before moving on to discuss advanced nuclear technologies including small modular nuclear reactors, molten salt cooled reactors and Thorium-fuelled nuclear reactors. https://bit.ly/3Wg3q2J   Radiant Energy Group  Kirk Sorensen: Thorium, an alternative nuclear fuel  Mothers for Nuclear  Clean Core Thorium Energy  Worlds Nuclear Association Library  What Is Nuclear Energy? - Nick Touran  The Story of Storage (Mark Nelson Masterclass) - Decouple Podcast  Something's Rotten with French Nuclear- Decouple Podcast  The Russian Atom feat. Mark Nelson- Decouple Podcast  What Went Wrong at Vogtle? feat. Mark Nelson - Decouple Podcast  A Hard Landing for Soft Energy - Decouple Podcast  On the use and abuse of LCOE - Decouple Podcast  Dutch Waste Facility  Thread on Nuclear Waste  Thread on Dutch Waste Facility    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials    
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7 snips
Dec 15, 2022 • 1h 21min

MacroVoices #354 Jim Bianco: CPI, FOMC, China & More

MacroVoices welcomes Bianco Research founder Jim Bianco to the show to discuss the latest CPI data and Federal Reserve statement and press briefing. Then we’ll get Jim’s insights on news most people missed: China’s announcements that they’ll stop reporting COVID case counts, and effectively let Omicron burn through while relaxing Zero Covid policies. We’ll also discuss Jim’s outlook for fixed income, equities, gold, and more. https://bit.ly/3HEMnTf   Download Big Picture Trading chartbook 📈📉https://bit.ly/3uRzsFU ✅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
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5 snips
Dec 8, 2022 • 1h 22min

MacroVoices #353 Luke Gromen: The Fed Is Headed For Difficult Decisions

MacroVoices welcomes Luke Gormen to the show to discuss whether the bear market rally in equities is over, whether inflation has peaked, and how the U.S. Government will fund deficit spending in an era when China and Russia are no longer ready buyers of U.S. debt issuance. https://bit.ly/3FBdjBV   Download Big Picture Trading chartbook 📈📉https://bit.ly/3uTeDKB ✅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
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Dec 1, 2022 • 1h 20min

MacroVoices #352 David Rosenberg: This Bear Market Has A Long Way To Go

MacroVoices welcomes Rosenberg Research Founder, David Rosenberg to the show. David says this bear market isn’t over yet, and warns that past bear market rallies have ended at or near the 200-day moving average, which the S&P just moved above this week. He says inflation has already peaked, but cautions that doesn’t mean the Fed is going to pivot right away. https://bit.ly/3uhorh1   Download Big Picture Trading chartbook 📈📉https://bit.ly/3XRzkn6 ✅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
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63 snips
Nov 23, 2022 • 1h 45min

MacroVoices #351 Dr. Pippa Malmgren: Update on All Things Geopolitical

MacroVoices welcomes Dr. Pippa Malmgren to the show for an extended interview to discuss everything from the global conflict of superpowers and the proxy war in Ukraine, the scandals in cryptocurrency markets and what they will mean for the acceleration of central-bank digital currency adoption, the new space race for military and telecommunications control of the moon , the return of Donald Trump to the political stage in the run-up to the 2024 election and why China has been so slow to fully reopen its economy after the COVID pandemic. http://bit.ly/3ODO9ph   ✅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

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