Macro Voices
Latest Episodes
MacroVoices #424 Rory Johnston: Crude Oil Update: Fundamentals, Geopolitical Risks, and SPR
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 Str
MacroVoices #423 Justin Huhn: Accelerated Demand Growth in Supply Driven Bull Market
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 its headed
MacroVoices #422 Larry McDonald: How To Listen When Markets Speak
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Bear Traps Report founder, Larry McDonald. Erik and Larry discuss, why golds correlations to treasury rates and the dollar have broken d
MacroVoices #421 Luke Gromen: More Dollar Liquidity To Come…
MacroVoices Erik Townsend & Patrick Ceresna welcome back Forest for the Trees founder, Luke Gromen. Erik and Luke discuss the dollar, where its headed both short and long term, precious metals,
MacroVoices #420 Ole Hansen: Green Shoots in The Commodity Markets
MacroVoices Erik Townsend & Patrick Ceresna welcome back Saxo Bank, Commodities Chief, Ole Hansen. Erik & Ole will discuss which commodities are hot and whats driving the rally, from softs t
MacroVoices #419 Arjun Murti: Navigating the 2020s Energy Transition Landscape
MacroVoices Erik Townsend & Patrick Ceresna welcome former Goldman Sachs Partner and current Veriton partner, Arjun Murti. Erik and Arjun will discuss Arjuns outlook for where energy markets are
MacroVoices #418 Jeff Snider: From Waller Speak to Risk, After Risk, After Risk
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 Feds Waller REALLY said last Frid
MacroVoices #417 Jim Bianco: FED Cuts, May, June or Bust?
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
MacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway?
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, an
MacroVoices #415 Tian Yang: Fiscal, Sisyphus or Hercules
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: