Macro Voices
Latest Episodes
MacroVoices #448 Luke Gromen: Why the Gold Recycling Trade is Accelerating
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Luke Gromen. They’ll discuss the dollar, inflation, monetary policy, China, energy, precious metals, and much more. https://bit.ly/3TW9f65 ⚫ Follow Luke Gromen on X: https://www.x.com/LukeGrome
MacroVoices #447 Eric Peters: US/EU/China, Competitive Outlook
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Eric Peters. Theyll discuss all the usual macro suspects from secular inflation to competitiveness of the U.S, EU, and China, the USD, De-globalization, and much more. https://bit.ly/3TN3vvp
MacroVoices #446 Matt Barrie: AI’ll Be Back!
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Matt Barrie. Theyll discuss everything AI, exploring recent developments and what the future holds. https://bit.ly/3XslYP3 Follow Matt Barrie on X: https://www.x.com/Matt_BarrieSign up
MacroVoices #445 Jim Bianco: Still No Landing, and Inflation is Not Transitory
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Jim Bianco. Theyll 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,
MacroVoices #444 Mike Alkin: Uranium Fundamentals Couldn’t Be Better
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 c
MacroVoices #443 Viktor Shvets: From Central Banks To Assets Classes To Geopolitics & More
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 fr
MacroVoices #442 Ole Hansen: Year of The Metals
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Ole Hansen. Theyll discuss commodities from precious metals to uranium to energy to agriculture, and get Oles outlook on whether the deep correction weve seen in the commodity supercycle is
MacroVoices #441 Diego Parrilla: The Revenge of The Anti-Bubbles
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Quadriga CIO and noted author Diego Parilla. Theyll 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 ma
MacroVoices #440 Louis-Vincent Gave: What Just Happened?
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Louis-Vincent Gave. They discuss how rate cuts are likely by years end, the USD outlook, precious and base metals, uranium miners, Chinas long-term energy policy and what this all means to th
MacroVoices #439 Rory Johnston: Discretionary Risks To The Oil Market
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rory Johnston. They discuss all things crude oil, ranging from President Trumps claim that OPEC is working hard to get Kamala Harris elected to the ultimate growth limits of U.S. Shale. https: