MacroVoices Erik Townsend & Patrick Ceresna welcome, Simon White. They’ll discuss, the Trump Tariff Tornado, treasuries, why the basis trade is blowing up, and much more. https://bit.ly/4jaxsAq 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3YoXiIk ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ ...
Apr 10, 2025•1 hr 20 min•Ep. 1268
MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Alkin. They’ll begin by exploring how it’s even possible that investor sentiment remains so negative, despite what has arguably been the most bullish year ever for nuclear energy news. From there, they’ll dive into a range of topics currently shaping the uranium market. https://bit.ly/42fV8fs 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3E86j1F ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4c...
Apr 03, 2025•2 hr 30 min•Ep. 1267
MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie. We’ll discuss the shifting business models in both hardware and software, the emergence of AI agents, the puzzling lack of profitability among AI companies, even at the $200/month Pro tier for tools like ChatGPT, and what the future of AI looks like, particularly when it comes to personal data privacy. https://bit.ly/42ioKtA Worried About A Market Crash? Learn smart hedging to protect your losses while keeping your gains. Join...
Mar 27, 2025•1 hr 24 min•Ep. 1266
MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They’ll discuss everything from what’s next for the stock market to international diversification strategies to energy, gold, Bitcoin and more. https://bit.ly/4hrDqLr Click Here To Register and Watch Stock Repair Strategies using Options Webinar: https://www.bigpicturetrading.com 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/41FCAVF ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d �...
Mar 20, 2025•1 hr 15 min•Ep. 1265
MacroVoices Erik Townsend & Patrick Ceresna welcome, Tian Yang. They’ll cover LEIs and break down Variant Perception’s outlooks on everything from stocks and fixed income to FX and commodities, including gold. https://bit.ly/41JzAaB Click Here To Register FREE to Big Picture Trading's Hedging Webinar: https://www.bigpicturetrading.com 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/43IBivp ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d 🔴 Subscr...
Mar 13, 2025•1 hr 14 min•Ep. 1264
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Michael Every. They'll discuss Michael’s prescient advice to “Take President Trump seriously but not necessarily literally” as he unpacks major headlines, from Oval Office antics and tariffs to executive orders, crypto, global populism, and U.S.-China relations. https://bit.ly/41szF2j 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4i2GWNm ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d 🔴...
Mar 06, 2025•1 hr 1 min•Ep. 1263
MacroVoices Erik Townsend & Patrick Ceresna welcome, Jeff Snider. They’ll explore Jeff’s criticisms of the current effort and his perspective on how he would approach it differently if he were involved in the Mar-a-Lago discussions. https://bit.ly/4i8hfL4 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3DlZfxT ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Sub...
Feb 27, 2025•1 hr 10 min•Ep. 1262
MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They will dive into the data intensive slide deck that Darius is best known for and talk about everything from sticky inflation to the growth outlook. https://bit.ly/4b7KviM 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4hJa0cM ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's...
Feb 20, 2025•1 hr 16 min•Ep. 1261
MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They’ll discuss Jim’s opinions on the new ‘Mar-a-Lago Accord,’ which he and others speculate could represent the new monetary world order being considered by the Trump administration. https://bit.ly/4kbt7On 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/41fAmNq ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patric...
Feb 13, 2025•1 hr 22 min•Ep. 1260
MacroVoices Erik Townsend & Patrick Ceresna welcome, Guy Keller. They’ll explore all things nuclear—from why spot uranium and uranium miners haven’t kept pace with rising enriched uranium prices to uncovering the best investment opportunities in the sector. https://bit.ly/42K3cXz 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4aRKek0 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.co...
Feb 06, 2025•1 hr 4 min•Ep. 1259
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rory Johnston. They discuss everything crude oil - from the current fundamental landscape and the impact of Trump’s tariff policies to why crude quality remains crucial and where refineries can source the heavy blend stock needed to process U.S. shale oil. https://bit.ly/42z5yIQ ⚫ Follow Rory on X: @Rory_Johnston 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3WF7BHg ✅Sign up for a FREE 14-day trial at Big Picture Tradi...
Jan 30, 2025•1 hr 8 min•Ep. 1258
MacroVoices Erik Townsend & Patrick Ceresna welcome, Chief Market Strategist Michael Every. They discuss why Michael thinks Volatility will be at the centre of the Trump 2.0 Presidency, and that when global leaders start moving lines on maps, we should expect some big moves in the lines on our financial charts. https://bit.ly/40JBhp9 ⚫ Follow Michael on X: @themichaelevery 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4jp8VrJ ✅Sign up for a FREE 14-day trial at Big Picture Tr...
Jan 23, 2025•1 hr 8 min•Ep. 1257
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Izabella Kaminska. They discuss the evolving landscape of the media and the ripple effects of Bidenomics to the spread of populism across Europe. https://bit.ly/4h00sd4 ⚫ Follow Izabella on X: @izakaminska 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3C9qMSO ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresn...
Jan 16, 2025•1 hr 14 min•Ep. 1256
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Luke Gromen. They’ll explore the outlook for the new year and examine its implications for macroeconomics and markets, covering everything from the dollar and treasury yields to bitcoin and precious metals. https://bit.ly/3WdsysV ⚫ Follow Luke on X: https://x.com/LukeGromen 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3WaQddA ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d 🔴 Subscribe ...
Jan 08, 2025•1 hr•Ep. 1255
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Thomas Jam Pedersen for the second instalment of this year’s long-form episodes. This week they’ll be taking a deep dive into nuclear fuels and fuel cycles, exploring critical topics such as the economics of Thorium-based nuclear power compared to traditional Uranium-fired reactors. https://bit.ly/3VI4bTK ⚫ Check out Copenhagen Atomics: https://www.copenhagenatomics.com/ ✅Sign up for a FREE 14-day trial at Big Picture Trading: https:/...
Dec 31, 2024•2 hr 55 min•Ep. 1252
MacroVoices hosts Erik Townsend and Patrick Ceresna welcome, Copenhagen Atomics Founder, Thomas Jam Pedersen. This episode is the first of two special holiday editions featuring extended double-length interviews. In this in-depth discussion, we explore Advanced Nuclear Energy Technologies and their critical role in driving the emerging Nuclear Renaissance. https://bit.ly/3ZKN9FI ⚫ Check out Copenhagen Atomics: https://www.copenhagenatomics.com/ ✅Sign up for a FREE 14-day trial at Big Picture Tra...
Dec 24, 2024•2 hr 58 min•Ep. 1253
MacroVoices hosts Erik Townsend and Patrick Ceresna welcome, Robert Kahn. They’ll dive into four key geopolitical issues currently shaping the global investment landscape: Trump 2.0, China, the Russia-Ukraine conflict, and the Israel-Gaza-Iran nexus. Robert will share expert insights on how these major events are influencing financial markets and what investors should watch for in the months ahead. https://bit.ly/3DxYd1s ⚫ Check out Eurasia Group: https://www.eurasiagroup.net/ 🔻Download Big Pic...
Dec 19, 2024•1 hr 11 min•Ep. 1254
MacroVoices Erik Townsend & Patrick Ceresna welcome back, David Rosenberg. They’ll discuss his recent piece, “Lament of a Bear,” where he acknowledges his past skepticism of the stock bull market hasn’t held up. He explains why he’s reconsidering his outlook, factoring in AI and other emerging trends. https://bit.ly/3ZNxjvn ⚫ Follow David on X: https://www.x.com/EconGuyRosie 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3Dg0bnm ✅Sign up for a FREE 14-day trial at Big Picture ...
Dec 12, 2024•1 hr 10 min•Ep. 1251
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Justin Huhn. They’ll explore the nuclear renaissance, Justin’s bold prediction about the bottom of the nearly year-long correction in uranium mining stocks, the key fundamentals shaping the sector's future, and much more. https://bit.ly/3Vobdgm ⚫ Follow Justin on X: https://www.x.com/UraniumInsider 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3ZA8VgB ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bi...
Dec 05, 2024•1 hr 11 min•Ep. 1250
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Jeff Currie. They’ll delve into all things macro, from treasury yields and credit spreads to unusual pricing patterns across various asset classes. They’ll also explore energy markets, copper, nuclear energy, and the implications of Chris Wright’s potential role as Energy Secretary in the incoming Trump administration. https://bit.ly/4fKZDUO 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3OtqAAk ✅Sign up for a FREE 14-...
Nov 27, 2024•1 hr 8 min•Ep. 1249
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Daniel Lacalle. We'll explore the Trump Trade, whether it's winding down or just gaining momentum, and discuss what lies ahead for the markets. https://bit.ly/3CEID3X ⚫ Follow Daniel Lacalle on X: https://www.x.com/DLacalle_IA 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4fZfrCU ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtu...
Nov 21, 2024•1 hr 9 min•Ep. 1248
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Vincent Deluard. They’ll discuss secular inflation, the gig economy, and what Vincent calls the 'shadow lending and savings markets.' He’ll also share his outlook on precious metals post-election and introduce a new theory: The '5-Body Problem.' https://bit.ly/3UT7cQN ⚫ Follow Vincent on X: https://www.x.com/VincentDeluard 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/48NM7No ✅Sign up for a FREE 14-day trial at Big Pi...
Nov 14, 2024•1 hr 19 min•Ep. 1247
MacroVoices Erik Townsend & Patrick Ceresna welcome back best selling author, Dr. Pippa Malmgren. They’ll cover the current election results, potential upcoming challenges, and the anticipated impacts on financial markets and the broader economy. https://bit.ly/4hzLvyX ⚫ Follow Pippa X: https://www.x.com/DrPippaM ⚫ Subscribe To Pippa’s Substack: https://drpippa.substack.com/ 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/40Hq5dn ✅Sign up for a FREE 14-day trial at Big Picture...
Nov 07, 2024•2 hr 31 min•Ep. 1246
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Darius Dale. Darius argues that, for the financial markets, the outcome of next week’s U.S. presidential election is surprisingly inconsequential. They’ll delve into this perspective before exploring the drivers behind persistent inflation, the reasons for expecting the U.S. economy to remain robust, the Fed’s determination to achieve a soft landing, and why he’s confident that market liquidity will keep increasing. https://bit.ly/40q...
Oct 31, 2024•1 hr 15 min•Ep. 1245
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Brent Johnson. They’ll discuss foreign demand for U.S. Treasuries, Brent’s outlook for the dollar, equities, precious metals, energy, and much more. https://bit.ly/48B8uWt ⚫ Follow Brent Johnson on X: https://www.x.com/SantiagoAuFund 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3BYjfG1 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴 Subscribe to Patrick’s Youtube Channel: https://ww...
Oct 24, 2024•1 hr 10 min•Ep. 1244
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Anas Alhajji. They’ll discuss all things crude oil, starting with the geopolitical risks. https://bit.ly/4eNQytL ⚫ Follow Anas Alhajji on Substack: https://anasalhajjieoa.substack.com/ ⚫ Follow Anas Alhajji on X: https://www.x.com/AnasAlhajji 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3YcQn3Y ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴 Subscribe to Patrick’s Youtube Channel: h...
Oct 17, 2024•1 hr 2 min•Ep. 1243
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Harley Bassman. They will discuss mortgage backed securities and the best way to trade them. https://bit.ly/4ezISv9 ⚫ Follow Harley Bassman on X: https://www.x.com/ConvexityMaven 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4dARobW ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's S...
Oct 10, 2024•56 min•Ep. 1242
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Luke Gromen. They’ll discuss the dollar, inflation, monetary policy, China, energy, precious metals, and much more. https://bit.ly/3TW9f65 ⚫ Follow Luke Gromen on X: https://www.x.com/LukeGromen 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4erbNRT ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subsc...
Oct 03, 2024•1 hr 11 min•Ep. 1241
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Eric Peters. They’ll discuss all the usual macro suspects from secular inflation to competitiveness of the U.S, EU, and China, the USD, De-globalization, and much more. https://bit.ly/3TN3vvp 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3TIqpnK ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscrib...
Sep 26, 2024•56 min•Ep. 1240
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Matt Barrie. They’ll discuss everything AI, exploring recent developments and what the future holds. https://bit.ly/3XslYP3 ⚫ Follow Matt Barrie on X: https://www.x.com/Matt_Barrie ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ 🔴 Check out Energy Trans...
Sep 19, 2024•1 hr 19 min•Ep. 1239
