MacroVoices Erik Townsend & Patrick Ceresna welcome back, Jim Bianco. They’ll discuss why Jim thinks the Fed has become political and risks a policy error, they also cover long-term inflationary trends, the role of precious metals in today's economy, and more. https://bit.ly/4d372MT ⚫ Follow Jim Bianco on X: https://www.x.com/biancoresearch 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3z6celr ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴...
Sep 12, 2024•1 hr 11 min•Ep. 1238
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Mike Alkin. They'll cover all aspects of the uranium market, from its structure and the absence of a liquid futures contract, to how utility buyers are compensated and why they tend to remain complacent despite increasing concerns over global uranium supply. https://bit.ly/47eqEfK ⚫ Follow Sachem Cove Partners on X: https://www.x.com/SachemCove 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4eehoKL ✅Sign up for a FREE ...
Sep 05, 2024•1 hr 21 min•Ep. 1237
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Viktor Shvets. They discuss a wide range of topics, including global central bank policies and their potential politicization, the risks of a recession, the lack of significant repercussions from the yen carry trade unwind, as well as various aspects of politics and geopolitics. Additionally, they delve into commodities and, naturally, the U.S. stock market. https://bit.ly/3X438xm ⚫ Follow Viktor on X: https://www.x.com/ViktorShvets �...
Aug 29, 2024•1 hr 7 min•Ep. 1236
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Ole Hansen. They’ll discuss commodities from precious metals to uranium to energy to agriculture, and get Ole’s outlook on whether the deep correction we’ve seen in the commodity supercycle is over or not. https://bit.ly/3T3rypx ⚫ Follow Ole on X: https://www.x.com/Ole_S_Hansen 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3XdTJED ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴 Subsc...
Aug 22, 2024•1 hr 2 min•Ep. 1235
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Quadriga CIO and noted author Diego Parilla. They’ll discuss all the usual macro suspects, from whether the recent equity market dislocation was a flash in the pan or the start of a new bear market, Diego’s outlook for inflation, commodities, precious metals, and more. https://bit.ly/3X4Bd1p ⚫ Follow Diego on X: https://www.x.com/ParrillaDiego 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3M9XNzD ✅Sign up for a FREE 1...
Aug 15, 2024•1 hr 6 min•Ep. 1234
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Louis-Vincent Gave. They discuss how rate cuts are likely by year’s end, the USD outlook, precious and base metals, uranium miners, China’s long-term energy policy and what this all means to the global economy. https://bit.ly/3WEO8pn ⚫ Follow Louis on X: https://www.x.com/Gave_Vincent ⚫ Find Out More: https://web.gavekal.com/ 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4dACC5j ✅Sign up for a FREE 14-day trial at Big...
Aug 08, 2024•2 hr 32 min•Ep. 1233
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rory Johnston. They discuss all things crude oil, ranging from President Trump’s claim that OPEC is working hard to get Kamala Harris elected to the ultimate growth limits of U.S. Shale. https://bit.ly/4ceTfSV ⚫ Follow Rory Johnston on X: https://www.x.com/Rory_Johnston ⚫ Find Out More: https://www.commoditycontext.com/ 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3Ag1QaI ✅Sign up for a FREE 14-day trial at Big Pictu...
Aug 01, 2024•1 hr 14 min•Ep. 1232
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Marko Papic. They will discuss the recent events in the U.S. and how they translate to an outlook and risk profile for financial markets. https://bit.ly/4fhn5sU ⚫ Follow Marko Papic on X: https://www.x.com/Geo_Papic ⚫ Find Out More: https://www.bcaresearch.com/ 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3Yk6iPQ ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴 Subscribe to Patrick’s...
Jul 25, 2024•1 hr 26 min•Ep. 1231
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Lyn Alden. They’ll discuss topics ranging from inflation to interest rates to advanced nuclear reactors and AI. https://bit.ly/4d3UOUK ⚫ Follow Lyn Alden on X: https://www.x.com/lynaldencontact ⚫ Find Out More: https://www.lynalden.com 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3WbYmgH ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 🔴 Subscribe to Patrick’s Youtube Channel: https://...
Jul 18, 2024•1 hr 5 min•Ep. 1230
MacroVoices Erik Townsend & Patrick Ceresna welcome back,Variant Perception CEO Tian Yang. They’ll discuss the leading indicators, and what Tian thinks are the best trades to put on right now. https://bit.ly/3S2Q6Pc ⚫ Follow Tian Yang on X: https://www.x.com/VrntPerception ⚫ Find Out More About Variant Perception: https://www.variantperception.com/ 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4eWdN5o ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46...
Jul 12, 2024•1 hr 1 min•Ep. 1229
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Daniel Lacalle. They discuss monetary debasement, why it will be a primary strategy of governments, and how investment professionals can defend their portfolios from its ill effects. https://bit.ly/4eRtM4P ⚫ Follow Daniel on X: https://www.x.com/DLacalle_IA ✅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_Ceresna 🔴 Subscribe to ...
Jul 03, 2024•55 min•Ep. 1228
MacroVoices Erik Townsend & Patrick Ceresna welcome back, WindShift Capital Founder, Bill Blain. They discuss everything from the equity market melt-up to inflation to bond yields. https://bit.ly/3VJ0bBH ⚫ Check Out Bill Blain’s Morning Porridge: https://morningporridge.com/ ⚫ Follow Bill on X: https://www.x.com/bill_blain 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3zlNrJI ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 🔴 Subscribe to Patr...
Jun 27, 2024•1 hr 4 min•Ep. 1227
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rosenberg Research founder David Rosenberg. They discuss, the stock market and why David believes the breadth isn’t there, and the outperformance of SPX is really just three out of the 500 stocks in the index. https://bit.ly/3VRJtBA ⚫ Check Out Rosenberg Research: https://www.rosenbergresearch.com/ ⚫ Follow David Rosenberg on X: https://www.twitter.com/econguyrosie 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3KT5tWi...
Jun 20, 2024•1 hr 5 min•Ep. 1226
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Carlyle’s Chief Strategy Officer, Jeff Currie. They’ll discuss commodities from precious metals to energy to softs, including cocoa and coffee and why they’ve seen so much vol recently. https://bit.ly/3z2Y6cb ⚫ Check Out Carlyle Global Investment Group: https://www.carlyle.com/ 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3xgyDLJ ✅SPECIAL FREE LIVE Webinar - Tuesday June 18th, 2024 at 11:00am ET: https://bit.ly/3XlUI...
Jun 13, 2024•1 hr 8 min•Ep. 1225
MacroVoices Erik Townsend & Patrick Ceresna welcome back, ECRI co-founder Lakshman Achuthan. They’ll discuss growth and inflation cycles, why inflation is likely to remain sticky, precious metals, energy, and much more. https://bit.ly/3yPlR7v ⚫ Follow Lakshman on X: https://www.twitter.com/businesscycle 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4c7SjjF ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 🔴 Subscribe to Patrick’s Youtube Channe...
Jun 06, 2024•55 min•Ep. 1224
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Bianco Research founder, Jim Bianco. They’ll discuss inflation, bond yields, precious metals, energy prices, geopolitics and more. https://bit.ly/3x7wP7E ⚫ Follow Jim Bianco on X: https://www.twitter.com/BiancoResearch ⚫ Check Out Bianco Research: https://www.biancoresearch.com 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3KnqnN6 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 🔴 Subsc...
May 30, 2024•1 hr 9 min•Ep. 1223
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Dr Anas Alhajji. They’ll discuss the energy markets outlook for 2024, the Iranian President’s death, fake news in Saudi Arabia, and much more. https://bit.ly/3UVBbqo ⚫ Follow Anas Alhajji on X: https://www.twitter.com/AnasAlhajji ⚫ Check Out Anas Alhajji’s Substack: https://anasalhajjieoa.substack.com/ 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/44YqJD9 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https:...
May 23, 2024•1 hr 7 min•Ep. 1222
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Goehring & Rozencwajg co-founder Adam Rozencwajg. They’ll discuss energy markets, precious metals and much more. https://bit.ly/4bk5pub ⚫ Follow Adam Rozencwajg on X: https://www.twitter.com/go_rozen ⚫ Check Out: https://www.gorozen.com/ 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4bFenlx ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 🔴 Subscribe to Patrick’s Youtube Channel: ht...
May 16, 2024•1 hr 11 min•Ep. 1221
MacroVoices hosts Erik Townsend and Patrick Ceresna welcome Thomas Jam Pedersen, founder of Copenhagen Atomics. They will discuss the role thorium fission will play in the energy transition and the benefits of molten salt-cooled and liquid-fuelled thorium-burning nuclear reactors over conventional light water reactors fuelled by uranium. https://bit.ly/3QzHtuu ⚫ Find out More: https://www.copenhagenatomics.com/ ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 🔴 Su...
May 09, 2024•2 hr 30 min•Ep. 1220
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
