MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show to discuss the secular transition from deflation to inflation, hard assets generally, precious metals, the stock market outlook, and much more. Link: https://bit.ly/2ZsMf3g
May 21, 2020•2 hr 38 min•Ep. 994
Fine Art investing expert Scott Lynn, founder of Masterworks.io joins Erik Townsend for an in-depth discussion of fine art investing including the securitized approach to investing in blue chip classic artworks being pioneered by Masterworks.io Link: https://bit.ly/2LBhXmM
May 18, 2020•27 min•Ep. 993
All-Star Juliette Declercq returns to discuss views on deflation vs. inflation, if MMT is what makes the difference between depression and reflation and post-crisis equity outlook. Link: https://bit.ly/2AFOUwd
May 18, 2020•18 min•Ep. 992
MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Ben Hunt to the show to discuss the three narratives of the coronavirus crisis, if there will be a secular shift from deflation to inflation and how Frontline Heroes is supporting healthcare workers. Link: https://bit.ly/3fIMBIG
May 14, 2020•1 hr 26 min•Ep. 991
All-star Brent Johnson joins Erik Townsend for an update on the US Dollar, S&P 500, Gold, Gold mining shares, and commodities generally in the COVID19 aftermath. Link: https://bit.ly/2SW5aPP
May 11, 2020•13 min•Ep. 990
MacroVoices Erik Townsend and Patrick Ceresna welcome Lakshman Achuthan to the show to discuss what cycle need to be focused on during this crisis, the three D’s of recession, and what economic cycles teach us about what to expect next. Link: https://bit.ly/2Wce4dY
May 07, 2020•2 hr 38 min•Ep. 989
MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Lacy Hunt to the show to discuss his core thesis on interest rates and inflation, how to interpret FED policy on inflation and perspectives on the FED bailing out the high yield market Link: https://bit.ly/2xrUpgO
Apr 30, 2020•2 hr 46 min•Ep. 988
All-Star Jeff Snider is back! Jay Powell has added $1.5 trillion in bank reserves in just eight weeks, so where's all the money? It's conspicuously missing from all the places it should be showing up.
Apr 29, 2020•26 min•Ep. 987
The two guys who predicted the Coronavirus Pandemic back in January, Jim Bianco and Erik Townsend say there could be another crisis brewing in the Crude Oil Market! Link: https://bit.ly/2zuF2ok
Apr 27, 2020•51 min•Ep. 986
MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show to discuss the general market outlook, investment strategies to navigate market volatility and impacts of COVID-19 crisis on emerging markets and more. Link: https://bit.ly/2S4WOoF
Apr 23, 2020•2 hr 33 min•Ep. 985
All-Star Louis-Vincent Gave returns with his perspective as to what lays ahead after the #COVID19 crisis. Link: https://bit.ly/3cChnRl
Apr 20, 2020•24 min•Ep. 984
All-star @JulianMI2 returns to discuss the post-crisis direction of the dollar and the stock market Link: https://bit.ly/2Xx20VL
Apr 13, 2020•16 min•Ep. 982
MacroVoices Erik Townsend and Patrick Ceresna welcome Eric Peters from One River Asset Management to talk about the impacts of coronavirus on the recent market dislocation and the implications of the recent record-setting monetary intervention and more. Link: https://bit.ly/3c7Doaa
Apr 09, 2020•2 hr 46 min•Ep. 981
CPM Group founder Jeff Christian debunks popular myths and explains how the physical precious metals market really works. Link: https://bit.ly/3dYyCO2
Apr 08, 2020•1 hr 10 min•Ep. 980
All-Star Dr. Pippa Malmgren returns to share her insights on whether the virus or the government ‘cure’ will be worse, and what lies ahead for the U.S. economy Link: https://bit.ly/2JO2FKE
Apr 07, 2020•45 min•Ep. 979
Petroleum Geologist Art Berman and Prof. Nate Hagens join Erik Townsend for an oil market special. We start with the current OPEC+ deal breakdown and outlook then move on to the long-term picture. Link: https://bit.ly/34gkbkc
Apr 06, 2020•1 hr 18 min•Ep. 978
MacroVoices Erik Townsend and Patrick Ceresna welcome Josh Crumb to the show to discuss gold-oil ratio, pricing models for gold relative to both crude oil and real interest rates, and what lies ahead for precious metals & much more. Link: https://bit.ly/2R6iGj0
Apr 02, 2020•1 hr 28 min•Ep. 977
All-Star Louis-Vincent Gave returns to explain why the markets are currently enthralled in not just one but three simultaneous crises. Link: https://bit.ly/3avksSv
Mar 30, 2020•15 min•Ep. 976
MacroVoices Erik Townsend and Patrick Ceresna welcome Simon White to the show to talk about the implications of the FED’s recent QE, if the stocks and bonds will both start selling off and how the asset markets will be impacted by the US governments reaction to COVID-19 crisis. Link: https://bit.ly/3akVx3S
Mar 26, 2020•1 hr 26 min•Ep. 975
Florida physician Dr. Steve Bickell and Tematica Research global macro strategist Lenore Hawkins join Erik Townsend for this week’s COVID19 update podcast Link: https://bit.ly/2UdwF8I
Mar 24, 2020•48 min•Ep. 974
All-star Luke Gromen says the only way for stocks to trade is down unless the Fed buys an unlimited amount of debt. P.S. both of those things are happening as we release this episode! Link: https://bit.ly/2QHpAuR
Mar 23, 2020•30 min•Ep. 973
MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show to talk about the impact of COVID-19 on the economy and markets, the systemic risks to markets and impact on dealers & more. Then Kevin Muir joins in the postgame to talk about the imploding risk parity. Link: https://bit.ly/2wdj5ZW
Mar 19, 2020•2 hr 35 min•Ep. 972
Once again, host Erik Townsend gives a detailed update on the evolving #COVID19 crisis in this full-length special report. Link: http://bit.ly/2vB07fo
Mar 18, 2020•1 hr 2 min•Ep. 971
All-Star Jeff Snider says the Fed keeps using a bigger bazooka but no one seems to care and the global dollar shortage takes on 2008 proportions. Link: http://bit.ly/3b3PBfN
Mar 16, 2020•40 min•Ep. 970
Reporting live from Ground Zero in Northern Italy, Lenore Hawkins joins Erik Townsend with a situation report on life in Italy before and after the COVID-19 crisis struck the region. Link: http://bit.ly/38RyBrp
Mar 15, 2020•43 min•Ep. 969
Energy Week co-star Tracy Shuchart joins Erik to reflect on what the COVID19 crisis and the OPEC+ falling out with Russia will mean for energy markets, including impact on U.S. Shale. Link: http://bit.ly/2xB1tr8
Mar 13, 2020•39 min•Ep. 968
Host Erik Townsend gives his most bearish and dire outlook yet for the COVID19 crisis, predicting the United States and all of Europe will soon experience what Italy is now experiencing. Link: http://bit.ly/2Q9ZRLk
Mar 12, 2020•53 min•Ep. 967
MacroVoices Erik Townsend and Patrick Ceresna welcome Axel Merk to the show to discuss how COVID-19 is driving bonds to new all-time highs, perspectives on possible bail-out for shale oil producers and outlook on gold & more. Link: http://bit.ly/38DZlLT
Mar 11, 2020•1 hr 26 min•Ep. 966
All-star Juliette Declercq is back for an update on the COVID19 Crisis and how to trade it. Bonus: Subscriber report download Link: http://bit.ly/2VWZI1B
Mar 09, 2020•30 min•Ep. 965
MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show to discuss how COVID-19 has affected the market direction change, if inflation will return in the near future and its systemic risks and more. Link: http://bit.ly/2Iocuy6
Mar 06, 2020•2 hr 36 min•Ep. 964