MacroVoices hosts Erik Townsend and Patrick Ceresna welcome, Robert Kahn. They’ll dive into four key geopolitical issues currently shaping the global investment landscape: Trump 2.0, China, the Russia-Ukraine conflict, and the Israel-Gaza-Iran nexus. Robe

MacroVoices Erik Townsend & Patrick Ceresna welcome back, David Rosenberg. Theyll discuss his recent piece, Lament of a Bear, where he acknowledges his past skepticism of the stock bull market hasnt held up. He explains why hes reconsidering his

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Justin Huhn. Theyll explore the nuclear renaissance, Justins bold prediction about the bottom of the nearly year-long correction in uranium mining stocks, the key fundamentals shaping the sec

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Jeff Currie. Theyll delve into all things macro, from treasury yields and credit spreads to unusual pricing patterns across various asset classes. Theyll also explore energy markets, copper,

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Daniel Lacalle. We'll explore the Trump Trade, whether it's winding down or just gaining momentum, and discuss what lies ahead for the markets. https://bit.ly/3CEID3X ⚫ Follow Daniel Lacalle on

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Vincent Deluard. Theyll discuss secular inflation, the gig economy, and what Vincent calls the 'shadow lending and savings markets.' Hell also share his outlook on precious metals post-electi

MacroVoices Erik Townsend & Patrick Ceresna welcome back best selling author, Dr. Pippa Malmgren. Theyll cover the current election results, potential upcoming challenges, and the anticipated impacts on financial markets and the broader economy. http

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Darius Dale. Darius argues that, for the financial markets, the outcome of next weeks U.S. presidential election is surprisingly inconsequential. Theyll delve into this perspective before exp

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Brent Johnson. Theyll discuss foreign demand for U.S. Treasuries, Brents outlook for the dollar, equities, precious metals, energy, and much more. https://bit.ly/48B8uWt Follow Brent Johnso

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Anas Alhajji. Theyll discuss all things crude oil, starting with the geopolitical risks. https://bit.ly/4eNQytL Follow Anas Alhajji on Substack: https://anasalhajjieoa.substack.com/ Follow