MacroVoices Erik Townsend & Patrick Ceresna welcome back, Santiago Capital founder Brent Johnson. They discuss the current rally in the dollar against other currencies, the big move in gold, and the looming question of persistent inflation. https://bit.ly/3WiZp0d ⚫ Follow Brent on X: https://www.twitter.com/SantiagoAuFund ⚫ Find out More: https://santiagocapital.com/ 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4bld0rU ✅Sign up for a FREE 14-day trial at Big Picture Trading...
May 02, 2024•1 hr 10 min•Ep. 1219
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Honte investments founder and CIO Alex Gurevich. They’ll discuss whether inflation will be persistent, Currencies, Precious Metals, Energy Markets, and more. https://bit.ly/3JxA3UP ⚫ Follow Alex on X: @agurevich23 ⚫ Find out More: honteinv.com 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3UzhqVJ ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 🔴 Subscribe to Patrick’s Youtube Channel: ...
Apr 25, 2024•1 hr 5 min•Ep. 1218
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Commodity Context Founder, Rory Johnston. Erik & Rory discuss all things crude oil, from fundamentals, to geopolitical risk to the Strategic Petroleum Reserve. https://bit.ly/444LL2L ⚫ Follow Rory on X: https://www.twitter.com/Rory_Johnston ⚫ Find out More: https://www.commoditycontext.com 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3vTbbnh ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/...
Apr 18, 2024•1 hr 5 min•Ep. 1217
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Uranium Insider Founder, Justin Huhn. Erik & Justin discuss the Uranium bull market, the Uranium mining sector and where it’s headed to next. https://bit.ly/3Jcf9u6 ⚫ Follow Justin on X: @UraniumInsider ⚫ Find out More: www.uraniuminsider.com 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/43SHq2e ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 🔴 Subscribe to Patrick’s Youtube Channe...
Apr 11, 2024•1 hr 17 min•Ep. 1216
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Bear Traps Report founder, Larry McDonald. Erik and Larry discuss, why gold’s correlations to treasury rates and the dollar have broken down, the inflation outlook, energy, and much more. https://bit.ly/3U2DGrP ⚫ Click To Purchase Larry’s book ‘How To Listen When Markets Speak’: https://bit.ly/4cLXOFO ⚫ Follow Larry on X: @Convertbond ⚫ Find out More: thebeartrapsreport.com 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.l...
Apr 04, 2024•1 hr 1 min•Ep. 1215
MacroVoices Erik Townsend & Patrick Ceresna welcome back Forest for the Trees founder, Luke Gromen. Erik and Luke discuss the dollar, where it’s headed both short and long term, precious metals, bitcoin and more. https://bit.ly/3PES8np ⚫ Follow Luke on X: @LukeGromen 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3IXSBgC ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_C...
Mar 28, 2024•58 min•Ep. 1214
MacroVoices Erik Townsend & Patrick Ceresna welcome back Saxo Bank, Commodities Chief, Ole Hansen. Erik & Ole will discuss which commodities are hot and what’s driving the rally, from softs to AGS to metals to energy. https://bit.ly/43wIZmn ⚫ Follow Ole on X: @Ole_S_Hansen 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3vig2Ox ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/...
Mar 21, 2024•1 hr 7 min•Ep. 1213
MacroVoices Erik Townsend & Patrick Ceresna welcome former Goldman Sachs Partner and current Veriton partner, Arjun Murti. Erik and Arjun will discuss Arjun’s outlook for where energy markets are and where they’re headed in the coming energy transition. https://bit.ly/3IzFxxI ⚫ Follow Arjun on X: https://www.twitter.com/ArjunNMurti 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3Pnif1Y ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 🔴 Subscrib...
Mar 14, 2024•1 hr 7 min•Ep. 1212
MacroVoices Erik Townsend & Patrick Ceresna welcome back Jeff Snider. Erik & Jeff take a deep dive into the macro risks in all the major markets, what the Fed’s Waller REALLY said last Friday & whether it could mean another round of QE is around the corner. https://bit.ly/49DITM0 ⚫ Follow Jeff Snider on X: https://www.twitter.com/jeffsnider_EDU ⚫ Visit EuroDollar University: https://www.eurodollar.university/ 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3wLe4Xn ✅Sig...
Mar 07, 2024•1 hr 10 min•Ep. 1211
MacroVoices Erik Townsend & Patrick Ceresna welcome back Jim Bianco. Erik & Jim discuss inflation, fed policy, and why Jim thinks the Fed has to start cutting in May or June or else not cut at all before the November election. https://bit.ly/4bTgzH4 ⚫ Follow Jim on X: @BiancoResearch ⚫ Check Out Bianco Research: https://www.biancoresearch.com 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3uGcbus ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul...
Feb 29, 2024•1 hr 3 min•Ep. 1210
MacroVoices Erik Townsend & Patrick Ceresna welcome back Mike Green. Erik & Mike discuss backwardation in commodities markets, where rates and markets are headed from here, precious metals, and much more. https://bit.ly/3wthEFq ⚫ Follow Mike on X: https://www.twitter.com/profplum99 ⚫ Follow Mike on Substack : https://www.yesigiveafig.com/ 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/42MYjuW ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD ...
Feb 22, 2024•1 hr 14 min•Ep. 1209
MacroVoices Erik Townsend & Patrick Ceresna welcome back Variant Perception CEO, Tian Yang. Erik & Tian will discuss most assets classes and the trading opportunities Tian sees in them. https://bit.ly/3SHP9ej ⚫ Follow Variant Perception on X: https://www.twitter.com/VrntPerception ⚫ Find Out More About Variant Perception: https://www.variantperception.com 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/49gJYcm ✅Sign up for a FREE 14-day trial at Big Picture Trading: https:...
Feb 15, 2024•1 hr 3 min•Ep. 1208
MacroVoices Erik Townsend & Patrick Ceresna welcome back Gavekal Founder, Louis-Vincent Gave. Erik & Louis discuss commodities, China, the Electric Vehicle Implosion, and why Louis says this feels like 1999 all over again. https://bit.ly/3wgMjFA ⚫ Follow Louis on X: https://twitter.com/Gave_Vincent ⚫ Find Out More About Gavekal: https://web.gavekal.com/ 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3SOovls ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://...
Feb 08, 2024•1 hr 9 min•Ep. 1207
MacroVoices Erik Townsend & Patrick Ceresna welcome back 42 Macro founder, Darius Dale. Erik & Darius discuss markets, inflation, bond yields and why Darius is still bullish. 🔻Download 42 Macro Chart Book: https://bit.ly/3SeLTXO ⚫ Follow Darius on X: https://twitter.com/DariusDale42 ⚫ Find Out More About 42 Macro: https://42macro.com/ 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ 🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTrans...
Feb 01, 2024•1 hr 3 min•Ep. 1206
MacroVoices Erik Townsend & Patrick Ceresna welcome back Dr. Anas Alhajji, for a fresh crude oil outlook for 2024. Erik & Anas will discuss, crude oil prices, the oil market outlook, geopolitical premiums and much more. https://bit.ly/3Ogl3gT ⚫ Follow Anas on X: https://twitter.com/anasalhajji ⚫ Check Out Anas’s Substack: https://anasalhajjieoa.substack.com/ 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ 🔴 Check out Energy Transition Crisis on YouTube: https://www.y...
Jan 25, 2024•1 hr 10 min•Ep. 1205
MacroVoices Erik Townsend & Patrick Ceresna welcome Jeroen Blokland as this weeks guest. Jeroen and Erik discuss inflation, Soft vs. Hard Landing, sustainability of U.S. Debt, geopolitics, precious metals and more. https://bit.ly/4b5mOY3 ⚫ Follow Jeroen Blokland on X: https://twitter.com/jsblokland ⚫ Check Out Jeroen’s Substack: https://trueinsights.substack.com/ 🌟The Gold Standard of Profits🌟 𝙐𝙣𝙡𝙤𝙘𝙠𝙞𝙣𝙜 𝙋𝙧𝙤𝙛𝙞𝙩𝙨 𝙞𝙣 𝙏𝙝𝙚 𝘾𝙤𝙢𝙞𝙣𝙜 𝙂𝙤𝙡𝙙 𝘽𝙪𝙡𝙡 𝙈𝙖𝙧𝙠𝙚𝙩 Join Pa...
Jan 18, 2024•55 min•Ep. 1204
MacroVoices Erik Townsend & Patrick Ceresna welcome Justin Huhn as this weeks guest. Erik & Justin focus on the immediate investment plays in the uranium mining sector, and how pending legislation only strengthens the bull case for Uranium and Uranium mining shares. ⚫ Follow Justin Huhn on X: https://twitter.com/uraniuminsider ⚫ Check Out Uranium Insider Newsletter: https://www.uraniuminsider.com 🌟The Gold Standard of Profits🌟 𝙐𝙣𝙡𝙤𝙘𝙠𝙞𝙣𝙜 𝙋𝙧𝙤𝙛𝙞𝙩𝙨 𝙞𝙣 𝙏𝙝𝙚 𝘾𝙤𝙢𝙞𝙣𝙜 ...
Jan 11, 2024•1 hr 31 min•Ep. 1203
MacroVoice's Erik Townsend & Patrick Ceresna welcome Mark Nelson as the special holiday guest for the New Year. Erik and Mark will delve into the intricate world of nuclear reactors, exploring potential fuels like Thorium, and shedding light on the contemporary challenges entwined with nuclear regulations. https://bit.ly/3H52Kan Follow Mark Nelson on X: https://twitter.com/energybants Check Out: https://www.radiantenergygroup.com/ Check out Energy Transition Crisis on YouTube: https://www.yo...
Jan 04, 2024•2 hr 10 min•Ep. 1202
MacroVoice's Erik Townsend & Patrick Ceresna welcome back Lyn Alden as this years special holiday guest. Erik & Lyn will discuss the alternative energy sources needed for energy transition, including Nuclear, Hydro, Wind and Solar and some of the complications that may arise with each. https://bit.ly/3RAdIJW Follow Lyn on X: https://twitter.com/LynAldenContact Check Out: https://www.lynalden.com/ Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCris...
Dec 28, 2023•1 hr 48 min•Ep. 1201
MacroVoice's Erik Townsend & Patrick Ceresna welcome back Jim Bianco. Erik & Jim will discuss the FOMC’s about face on monetary policy, why it happened, and what comes next. Jim says peak yields are NOT yet behind us... https://bit.ly/3RQyciC Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3TGqLfc ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD Check...
Dec 21, 2023•1 hr 31 min•Ep. 1200
Macrovoice's Erik Townsend & Patrick Ceresna welcome Freelancer Founder, Matt Barrie. Erik and Matt have an interesting discussion about the potential human prosperity and existential threat, AI may give us in a future not too far away. https://bit.ly/476Sauc Read Matt’s ‘AI-pocalypse’ Article Here: https://bit.ly/3RIfJor Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3v3bZFq ✅Sign up...
Dec 14, 2023•1 hr 24 min•Ep. 1199
MacroVoice's Erik Townsend and Patrick Ceresna welcome, Clocktower Group Chief Strategist, Marko Papic. Erik and Marko will discuss all of the geopolitical developments around the globe and their impact on financial markets. https://bit.ly/3NiHzoR ✅SPECIAL WEBINAR "Discover Your New Favourite Hedging Strategy" Monday, December 11th, 1pm ET Register For FREE!: https://www.bigpicturetrading.com Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download...
Dec 07, 2023•1 hr 27 min•Ep. 1198
MacroVoices Erik Townsend and Patrick Ceresna welcome back Rosenberg Research Founder, David Rosenberg. They discuss Rosie’s two strongest conviction trades are long duration and long gold and whether the bear market is over in stocks and much more. https://bit.ly/3uEMvOg Rosenberg Research Free Trial ✅SPECIAL WEBINAR - Register For FREE!: https://www.bigpicturetrading.com/hedge Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture T...
Nov 30, 2023•1 hr 3 min•Ep. 1197
MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show. They discuss everything from recession risk to Eurozone economic weakness and what’s causing it, to inflation and why Daniel says last week’s CPI print wasn’t necessary as bullish as market participants have perceived, to monetary aggregate contraction to energy prices and the upcoming OPEC+ meeting this Sunday to what’s happened to public sentiment in Europe relative to nuclear energy. https://bit.ly/47MDHEu Check...
Nov 22, 2023•1 hr 14 min•Ep. 1196
MacroVoices Erik Townsend and Patrick Ceresna welcome back Lakshman Achuthan as this weeks featured guest. They'll discuss ECRI’s leading indicators, growth and inflation, the Hard Landing Lak still predicts and much more! https://bit.ly/49S2gBN Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Join OptionFinity discord: https://discord.gg/Rvnsv6Y Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3SNA7Wb ✅Sign up for a FREE 14-day trial at ...
Nov 16, 2023•58 min•Ep. 1195
MacroVoices Erik Townsend and Patrick Ceresna, welcome back Goehring & Rozencwaj Co-Founder Leigh Goehring as this weeks guest. Erik and Leigh will discuss the relationship between monetary policy and commodities investing, gold-backed digital currencies and much more. https://bit.ly/468MiA2 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3QPPxIe ✅Sign up for a FREE 14-day trial at Big...
Nov 09, 2023•1 hr 17 min•Ep. 1194
MacroVoices Erik Townsend & Patrick Ceresna welcome Rory Johnston as this weeks guest. Erik & Rory will discuss everything from the predictions of massive supply shortfalls to the U.S. SPR. https://bit.ly/49hmVPb Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3MOUvCL ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https://ww...
Nov 02, 2023•1 hr 24 min•Ep. 1193
MacroVoice's Erik Townsend & Patrick Ceresna welcome Ole S Hansen as this week’s guest. Ole says the bull market has paused in some commodities, but is set to continue. They also talk about crude oil and the debate over how big the Iran escalation risk is in the Israel conflict. https://bit.ly/46HF07i Ole's Charts: https://bit.ly/3MdGBtm Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook 📈📉: https://bit.ly/...
Oct 26, 2023•1 hr 14 min•Ep. 1192
MacroVoices Erik Townsend and Patrick Ceresna welcome back best-selling author, Lyn Alden. They'll talk about her new book Broken Money, before moving on to discuss the end of the Peace Dividend, energy scarcity, and much more. https://bit.ly/46VAuBR Lyn Alden's Charts: https://bit.ly/46SXZeT Buy Lyn Alden's Book 'Broken Money' Now: https://bit.ly/3tEu3EX Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook 📈📉: h...
Oct 19, 2023•1 hr 30 min•Ep. 1191
MacroVoices Erik Townsend and Patrick Ceresna welcome back, Honte investments fund manager Alex Gurevich. Erik and Alex discuss the reasons why Alex is still committed to the long duration trade long-term, and why that trade hasn’t been performing recently. https://bit.ly/3RW7Hcj Alex's Market Note: https://bit.ly/3FhA9xH Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3PTuFOD ✅Sign up for...
Oct 12, 2023•1 hr 7 min•Ep. 1190
