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 ...
Jan 26, 2023•1 hr 8 min•Ep. 1147
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 d...
Jan 19, 2023•1 hr 7 min•Ep. 1145
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 ...
Jan 12, 2023•2 hr 38 min•Ep. 1143
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 Trad...
Jan 05, 2023•1 hr 11 min•Ep. 1141
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...
Dec 29, 2022•2 hr 47 min•Ep. 1140
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 alte...
Dec 22, 2022•3 hr 34 min•Ep. 1139
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 📈📉 htt...
Dec 15, 2022•1 hr 21 min•Ep. 1138
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.co...
Dec 08, 2022•1 hr 22 min•Ep. 1137
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 T...
Dec 01, 2022•1 hr 20 min•Ep. 1136
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 r...
Nov 23, 2022•2 hr 45 min•Ep. 1135
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 FRE...
Nov 17, 2022•2 hr 36 min•Ep. 1134
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 ...
Nov 10, 2022•2 hr 51 min•Ep. 1133
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...
Nov 03, 2022•1 hr 18 min•Ep. 1132
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 ...
Oct 27, 2022•1 hr 14 min•Ep. 1131
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 Trad...
Oct 20, 2022•1 hr 22 min•Ep. 1130
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...
Oct 13, 2022•1 hr 28 min•Ep. 1129
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.youtub...
Oct 06, 2022•1 hr 19 min•Ep. 1128
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/3SK5my...
Sep 29, 2022•1 hr 28 min•Ep. 1127
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...
Sep 22, 2022•2 hr 42 min•Ep. 1126
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 a...
Sep 15, 2022•1 hr 18 min•Ep. 1125
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 vi...
Sep 08, 2022•1 hr 23 min•Ep. 1124
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 acc...
Sep 01, 2022•55 min•Ep. 1123
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 Pleas...
Aug 25, 2022•1 hr 4 min•Ep. 1122
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: ...
Aug 18, 2022•1 hr 11 min•Ep. 1121
MacroVoices Erik Townsend and Patrick Ceresna welcome Nomura quant, Charlie McElligott to the show. Charlie shares whether there’s another shoe to drop for this equity market, and if so, when it’s coming. They also discuss rates and the gamma effects playing out this week. https://bit.ly/3Afi9C9 Download Charlie's slides: https://bit.ly/3BZze4t Download Big Picture Trading chartbook 📈📉 https://bit.ly/3SJLw73 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please...
Aug 11, 2022•1 hr 26 min•Ep. 1120
MacroVoices Erik Townsend and Patrick Ceresna welcome Evergreen Gavekal's David Hay to the show to give us an update on the Greenflation trend, talk in detail about the formative global energy crisis and where it’s headed, and also discuss equities and precious metals. https://bit.ly/3d0T6tv Download David's charts: https://bit.ly/3OYUhqS Check out David's newsletter Haymaker David's audio book - Bubble 3.0 (get 33% off with code MacroV33) ✅Sign up for a FREE 14-day trial at Big Picture Trading:...
Aug 04, 2022•1 hr 21 min•Ep. 1119
MacroVoices Erik Townsend and Patrick Ceresna welcome Adam Rozencwajg to the show to discuss how the world has entered the early stages of a global energy crisis that will take many years to resolve, and he brings some absolutely fascinating insights about U.S. natural gas prices and much more. https://bit.ly/3S8nClc Download Goehring & Rozencwajg Market Commentary Q1 2022: https://bit.ly/3S9seYA Download Big Picture Trading chartbook 📈📉 https://bit.ly/3oCJ04B ✅Sign up for a FREE 14-day trial ...
Jul 28, 2022•2 hr 43 min•Ep. 1118
MacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman (Convexity Maven) to the show to discuss the relationship between inflation and bond yields, why the stock market has been so resilient in the face of worsening macro data, and much more. https://bit.ly/3zkH2Mp Download Harley’s slidedeck 📈📉 https://bit.ly/3aYGHpq Download Big Picture Trading chartbook 📈📉 https://bit.ly/3Oq3FDw ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our ...
Jul 21, 2022•2 hr 40 min•Ep. 1117
MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show. They take a deep dive on energy markets and the tug-of-war between recession fears pulling oil prices lower and tight physical markets implying they’re already too low. They also look at inflation, the U.S. dollar, treasury yields and what Lyn expects them to do if inflation worsens, and much more. https://bit.ly/3Od3VFM Download Lyn's Slide deck 📈📉 https://bit.ly/3z2H6jL Download Big Picture Trading Chartbook 📈📉 ht...
Jul 14, 2022•1 hr 26 min•Ep. 1116
MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show. Jeff says that monetary inflation is NOT the cause of out-of-control consumer prices, and he doesn’t see stagflation as a big risk. They discuss all of that and much more in this week’s feature interview. https://bit.ly/3uvwbMI Download Jeff's Charts 📈📉 https://bit.ly/3c1vHrD Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3NQoN5u ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2Jj...
Jul 07, 2022•2 hr 30 min•Ep. 1115
