MacroVoices Erik Townsend and Patrick Ceresna welcome back, Forest for the Trees founder Luke Gromen. Luke and Eric will deconstruct the dollar-bond yield relationship and discuss TSY yields running away this week, and where they’re headed next. Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading ch...
Oct 05, 2023•1 hr 3 min•Ep. 1189
MacroVoices Erik Townsend and Patrick Ceresna welcome back Bloomberg’s Macro Strategist, Simon White to the show. Simon and Erik will discuss inflation, deflation and stock bond correlation. https://bit.ly/3tbJEeY Download Simon's Charts: Simon White - MacroVoices 28 2023 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading chartbook 📈📉 https://bit.ly/3RBr8a0 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https:/...
Sep 28, 2023•1 hr 19 min•Ep. 1188
MacroVoices Erik Townsend and Patrick Ceresna welcome back Gavekal co-founder, Louis-Vincent Gave to the show. Louis and Erik will discuss the economic situation in China, inflation, energy prices, and much more. https://bit.ly/3rlVliz Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading chartbook 📈📉 https://bit.ly/3sVfw7q ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our webs...
Sep 21, 2023•1 hr 12 min•Ep. 1186
MacroVoices Erik Townsend and Patrick Ceresna welcome Convexity Maven Harley Bassman to the show. Harley says why take credit risk when the market is paying traders who understand convexity more handsomely. They also discuss inflation and the other usual macro suspects. https://bit.ly/3ZeEsmF Download Harley's charts: https://bit.ly/45TT516 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading chartbook 📈📉 https://bit.ly/3s...
Sep 14, 2023•1 hr 10 min•Ep. 1185
MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show. They discuss the many reasons Jesse is questioning the soft landing narrative and expecting more turbulence for the stock market. Then Erik shares his exciting commodity trade idea before moving onto postgame with Patrick. https://bit.ly/45I2ysd Download Jesse’s charts: https://bit.ly/3Eu9PQt Download Big Picture Trading chartbook 📈📉 https://bit.ly/3RbCyRu ✅Sign up for a FREE 14-day trial at Big Picture Trading: ht...
Sep 07, 2023•1 hr 10 min•Ep. 1184
MacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital founder Brent Johnson to the show. They discuss the reasons Brent thinks the U.S. Dollar bull market isn’t over yet, and why Brent thinks new highs for the dollar index are still to come. https://bit.ly/3EjuaYB Download Brent’s charts: https://bit.ly/44xYY2r Download Big Picture Trading chartbook 📈📉 https://bit.ly/3sEGm3s ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our websit...
Aug 31, 2023•1 hr 13 min•Ep. 1183
In this summer special episode, Erik Townsend welcomes Freelancer.com CEO Matt Barrie to the show for an extra long interview to discuss the macro impacts and knock-on effects of Artificial Intelligence. Market wrap and postgame segment will resume next week. https://bit.ly/3OMuWlW AI know what you did last summer. - Matt Barrie Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials...
Aug 24, 2023•2 hr 5 min•Ep. 1182
MacroVoices Erik Townsend and Patrick Ceresna welcome Uranium Insider founder and publisher Justin Huhn to the show. They begin with a review of the near-to-medium term bull case for uranium mining stocks before moving on to a longer-term discussion about advanced nuclear technologies. https://bit.ly/45uBR9Y Download Justin’s slide deck: https://bit.ly/3YEle9w Download Big Picture Trading chartbook 📈📉 https://bit.ly/3KKFCAb ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.l...
Aug 17, 2023•1 hr 19 min•Ep. 1181
MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss the business cycle and why the expected recession is taking longer than expected to arrive before moving on to discuss whether a new secular inflation trend underlies the transitory inflation from pandemic supply chain effects, which is now receding. https://bit.ly/3DRqq0o Download Lakshman’s Charts: https://bit.ly/45ndvih Download Big Picture Trading chartbook 📈📉 https://bit.ly/3DSqD...
Aug 10, 2023•1 hr 10 min•Ep. 1180
MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show to discuss the inflation story over one of Jeff’s infamous chart decks and whether the “soft landing” forecast that’s become popular is accurate. https://bit.ly/3QlP5RZ Download Jeff’s Charts: https://bit.ly/459utkc Visit Eurodollar University: https://www.eurodollar.university/ Check out Eurodollar University on YouTube: https://www.youtube.com/@eurodollaruniversity Download Big Picture Trading chartbook 📈📉 https://...
Aug 03, 2023•1 hr 13 min•Ep. 1179
MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show to take a deep dive on energy, everything from crude oil to natural gas to shale depletion rates. And finally, uranium before moving on to talk in depth about inflation. https://bit.ly/3OyuKaI Download Lyn’s Charts: https://bit.ly/475fOZ4 Download Big Picture Trading chartbook 📈📉 https://bit.ly/3rM2yZ8 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check out Nick's YouTube channel: http...
Jul 27, 2023•1 hr 2 min•Ep. 1178
MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to the show to discuss everything from an update on his market outlook to why Chinese reopening didn’t have the demand recovery effect so many of us predicted. https://bit.ly/43OUvbz ⭐️Join Patrick for a LIVE webinar on Tuesday July 25th at 1pm ET⭐️ Sign up here ➡️ https://www.bigpicturetrading.com/money Download Big Picture Trading chartbook 📈📉 https://bit.ly/44vvLpG ✅Sign up for a FREE 14-day trial at Big Picture Trading:...
Jul 20, 2023•1 hr 15 min•Ep. 1177
MacroVoices Erik Townsend and Patrick Ceresna welcome 42 Macro founder Darius Dale to the show to discuss what the bears got wrong, why Darius thinks there’s still some upside left in the stock market, before it ultimately reverses direction to vindicate the bears. They also discuss inflation, why the macro backdrop has changed considerably, and finally, China’s recovery and why it didn’t have the expected effect on global demand recovery. https://bit.ly/3NPvcQC Download Darius’ charts: https://...
Jul 13, 2023•1 hr 12 min•Ep. 1176
MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show to discuss why she thinks we’re in an immaculate disinflation, and what she sees on the horizon for markets. https://bit.ly/3O1WHrr Download Juliette’s charts: https://bit.ly/3pyYn2f ⭐️Join Patrick for a LIVE webinar on Tuesday July 11th at 1pm ET⭐️ Sign up here ➡️ https://www.bigpicturetrading.com/money Download Big Picture Trading chartbook 📈📉 https://bit.ly/44doN8K ✅Sign up for a FREE 14...
Jul 06, 2023•57 min•Ep. 1175
MacroVoices Erik Townsend and Patrick Ceresna welcome best-selling author and geopolitical commentator Dr. Pippa Malmgren to the show. They discuss the aborted coup in Russia last weekend before moving on to issues affecting the United States. https://bit.ly/3CQ9KG3 Check out Pippa's substack: https://drpippa.substack.com/ Download Big Picture Trading chartbook 📈📉 https://bit.ly/46mv2bT ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check out Nick's YouTube cha...
Jun 29, 2023•1 hr 6 min•Ep. 1174
MacroVoices Erik Townsend and Patrick Ceresna welcome Goehring & Rozencwajg founder Leigh Goehring to the show and the topic is an update on the formative global food crisis resulting from more of the world’s economies advancing to the point where far more people eat meat all over the world. https://bit.ly/3Pr09wU Download Big Picture Trading chartbook 📈📉 https://bit.ly/3CHC4u5 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check out Nick's YouTube channel:...
Jun 22, 2023•1 hr 4 min•Ep. 1173
MacroVoices Erik Townsend and Patrick Ceresna welcome Bianco Research founder Jim Bianco to the show to discuss the FOMC statement, the Fed’s hawkish pause, where rates and stock prices are headed, and much more. https://bit.ly/3Cy5V84 Download Big Picture Trading chartbook 📈📉 https://bit.ly/42FY3fC ✅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.g...
Jun 15, 2023•1 hr 7 min•Ep. 1172
MacroVoices Erik Townsend and Patrick Ceresna welcome Bill Blain to the show to discuss whether inflation is transitory, sticky, or secular, the outlook for yields and equity markets, artificial intelligence, precious metals, and much more. https://bit.ly/42KlbcZ Download Big Picture Trading chartbook 📈📉 https://bit.ly/43u8tzU ✅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 gai...
Jun 08, 2023•1 hr 1 min•Ep. 1171
MacroVoices Erik Townsend and Patrick Ceresna welcome Ronnie Stoeferle to the show to discuss all things precious metals - from the fundamental outlook to likely possibility of an even deeper correction than we’ve seen so far before the yellow metal makes an assault on new all-time highs in U.S. dollar terms. https://bit.ly/3WLKYQu IGWT – Showdown: https://bit.ly/3oAxb2H In Gold We Trust Report: https://bit.ly/42qB4VO IGWT – Compact Version: https://bit.ly/3C4iQ1x Download Big Picture Trading ch...
Jun 01, 2023•1 hr 9 min•Ep. 1170
MacroVoices Erik Townsend and Patrick Ceresna welcome Tressis chief economist Daniel Lacalle to the show to discuss the European macroeconomic situation, where markets and the economy are headed in the 2nd half of 2023, China and Taiwan, the emergent BRICS currency system, and much more. https://bit.ly/43va5t7 Check out Daniel's YouTube channel: https://www.youtube.com/@DanielLacalleInEnglish Download Big Picture Trading chartbook 📈📉 https://bit.ly/3oz0LFF ✅Sign up for a FREE 14-day trial at B...
May 25, 2023•1 hr 10 min•Ep. 1169
Erik Townsend and Patrick Ceresna welcome Variant Perception CEO Tian Yang to the show to discuss the long-awaited U.S. recession, and the final flush in U.S. equity markets, which Tian says is still to come. Tian will also share a non-concensus view on Gold and much more. https://bit.ly/424aoKl Download Tian's charts here: https://bit.ly/3Oo0AaO Download Big Picture Trading chartbook 📈📉 https://bit.ly/3Oo0Ma2 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Chec...
May 18, 2023•1 hr•Ep. 1168
MacroVoices Erik Townsend and Patrick Ceresna welcome Simplify Asset Management’s chief market strategist Mike Green to the show to discuss the banking crisis, the debt ceiling debacle, de-dollarization, artificial intelligence and much more. https://bit.ly/3VWbLsW Vanguard's trillion-dollar man leads a fixed-income revolution 📃 https://bit.ly/41twl4U Mike’s Substack: https://michaelwgreen.substack.com/ Download Big Picture Trading chartbook 📈📉 https://bit.ly/3MkpBCl ✅Sign up for a FREE 14-da...
May 11, 2023•1 hr 8 min•Ep. 1167
MacroVoices Erik Townsend and Patrick Ceresna welcome Whalen Global Advisors founder Chris Whalen to the show to discuss the formative banking crisis, what’s driving it, and what comes next. They also touch on the outlooks for stocks and precious metals. https://bit.ly/414Qj5S The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/ Download Big Picture Trading chartbook 📈📉 https://bit.ly/4170abB ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7...
May 04, 2023•59 min•Ep. 1166
MacroVoices Erik Townsend welcomes Saxo Bank Chief Commodities strategist Ole Hansen to the show to discuss the broader commodities bull market and the role interest rates play in contango and backwardation. Then they drill down on specific commodities including crude oil, gold, copper, grains and more. https://bit.ly/3LADP1y Download Ole's charts: https://bit.ly/3VjCPC3 Download Big Picture Trading chartbook 📈📉 https://bit.ly/44c0k4e ✅Sign up for a FREE 14-day trial at Big Picture Trading: ht...
Apr 27, 2023•1 hr 14 min•Ep. 1165
MacroVoices Erik Townsend and Patrick Ceresna welcome Rosenberg Research founder David Rosenberg to the show. Rosie says the bottom isn’t in yet for the stock market, and the long-awaited recession has finally begun now. They also discuss precious metals, bond yields and FOMC policy. https://bit.ly/43MiHMK Rosenberg Research Free Trial: https://bit.ly/3L3yWKM Download Big Picture Trading chartbook 📈📉 https://bit.ly/3NhUlF1 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly...
Apr 20, 2023•56 min•Ep. 1164
MacroVoices Erik Townsend and Patrick Ceresna welcome best selling author and The Bear Traps Report editor Larry Mcdonald to the show to discuss the upcoming debt ceiling debate and how it will play into Federal Reserve policy, as well as the outlook for energy markets and energy stocks. https://bit.ly/41ijPWA Get access to The Bear Traps Report: https://bit.ly/3zVsGlb Download Big Picture Trading chartbook 📈📉 https://bit.ly/3mtikG9 ✅Sign up for a FREE 14-day trial at Big Picture Trading: http...
Apr 13, 2023•1 hr 3 min•Ep. 1163
MacroVoices Erik Townsend and Patrick Ceresna welcome Goehring & Rozencwajg co-founder Adam Rozencwajg to the show to discuss energy, gold, copper and much more. https://bit.ly/3ZO72Kf Download Big Picture Trading chartbook 📈📉 https://bit.ly/3KiW7CA ✅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....
Apr 06, 2023•1 hr 3 min•Ep. 1162
MacroVoices Erik Townsend welcomes Dr. Pippa Malmgren to the show to discuss the escalating geopolitical situation, including Pippa’s views that the Pentagon played a role in orchestrating the Silicon Valley Bank bailout to protect defense technology interests, and that China rather than Russia has been the principal aggressor from the beginning of the Ukraine conflict. https://bit.ly/3ntCYGn Visit Dr. Pippa's substack: https://drpippa.substack.com/ Download Big Picture Trading chartbook 📈📉 ht...
Mar 29, 2023•1 hr 17 min•Ep. 1161
MacroVoices Erik Townsend welcomes Nomura’s Charlie McElligott to the show to discuss the formative banking crisis, monetary policy including yesterday’s 25 bps hike into the banking crisis, how to trade the Fed boxing itself into a corner, 0DTE options, abysmal performance of Commodity Trend funds in 2023, and much more. https://bit.ly/3K4aFal Download Big Picture Trading chartbook 📈📉 https://bit.ly/3z0u7ON ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check ...
Mar 23, 2023•1 hr 17 min•Ep. 1160
MacroVoices Erik Townsend welcomes Forest for the Trees founder Luke Gromen to the show to discuss how the US Dollar has fared in the wake of central bank divestitures and Luke’s outlook for the dollar and other markets in the wake of Silicon Valley Bank’s collapse after the biggest bank run in U.S. history last Thursday. https://bit.ly/3mZTwVT Download Big Picture Trading chartbook 📈📉 https://bit.ly/40dDKW0 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check ...
Mar 16, 2023•1 hr 24 min•Ep. 1159
