Macro Voices

Hedge Fund Manager Erik Townsend
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17 snips
Nov 17, 2022 • 1h 36min

MacroVoices #350 Mike Green: Investing Opportunity in an Increasingly Uncertain World

MacroVoices welcomes Simplify Asset management chief strategist and portfolio manager, Mike Green to the show. Mike was the first person to bring up World War III to MacroVoices but he’s not talking about nuclear armageddon - he is talking about growing conflict between Russia, United States and China. This interview will focus on the economic and trading implications of the new war cycle. https://bit.ly/3tK1hiR   Download Big Picture Trading chartbook 📈📉http://bit.ly/3Of5Ye4 ✅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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21 snips
Nov 10, 2022 • 1h 51min

MacroVoices #349 Rory Johnston: Crude Oil Outlook & SPR Discourse

MacroVoices welcomes Commodity Context founder Rory Johnston as this week’s feature interview guest to take a deep dive on crude oil supply and demand fundamentals, China reopening, Russian sanctions, and finally the long-awaited Strategic Petroleum Reserve discourse so many of you have requested. https://bit.ly/3G27jCT Check out Commodity Context: https://www.commoditycontext.com/ Download Big Picture Trading chartbook 📈📉https://bit.ly/3UjaKJP ✅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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43 snips
Nov 3, 2022 • 1h 18min

MacroVoices #348 Eric Peters: On The Road From Mean Reversion To Reflexivity

One River Asset Management founder & CIO Eric Peters returns as this week’s feature interview guest. We’ll discuss why Eric thinks that post-pandemic patterns in everything from inflation to supply chain disruptions yields a conclusion that we’ve moved from a paradigm of mean reversion to a new paradigm of reflexivity. https://bit.ly/3DZbcY7   Download Big Picture Trading chartbook 📈📉https://bit.ly/3FHtH4g ✅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
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32 snips
Oct 27, 2022 • 1h 14min

MacroVoices #347 Ole Hansen: Commodities Can Go Up Even In Recession

Saxo Bank commodities guru Ole Hansen is back as this week’s feature interview guest. Ole says that with structural inflation, commodity prices really can rise even in recession. Erik and Ole talk about the energy crisis, base metals, precious metals, and much more. https://bit.ly/3Fjkhfi Download Ole's charts: https://bit.ly/3DbCxo5 Download Big Picture Trading chartbook 📈📉 https://bit.ly/3gGAeBP ✅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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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
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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
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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
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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
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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    
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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

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