Macro Voices

Macro Voices


Latest Episodes

MacroVoices #406 Matt Barrie: AI-pocalypse Now
December 14, 2023

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 m

MacroVoices #405 Marko Papic: Investment Implications of Geopolitics Around The Globe
December 07, 2023

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 impa

MacroVoices #404 David Rosenberg: The Bond Bullion Barbell
November 30, 2023

MacroVoices Erik Townsend and Patrick Ceresna welcome back Rosenberg Research Founder, David Rosenberg. They discuss Rosies two strongest conviction trades are long duration and long gold and whether

MacroVoices #403 Daniel Lacalle: EU Economic Outlook, Inflation, Monetary Aggregates, Energy and Much More
November 22, 2023

MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show. They discuss everything from recession risk to Eurozone economic weakness and whats causing it, to inflation and why

MacroVoices #402 Lakshman Achuthan: A Soft Landing Still A Dream
November 16, 2023

MacroVoices Erik Townsend and Patrick Ceresna welcome back Lakshman Achuthan as this weeks featured guest. They'll discuss ECRIs leading indicators, growth and inflation, the Hard Landing Lak still

MacroVoices #401 Leigh Goehring: The Role of Monetary Policy in Commodity Investing​
November 09, 2023

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

MacroVoices #400 Rory Johnston: All Things Oil
November 02, 2023

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. ht

MacroVoices #399 Ole S Hansen: Still Bullish Commodities
October 26, 2023

MacroVoice's Erik Townsend & Patrick Ceresna welcome Ole S Hansen as this weeks guest. Ole says the bull market has paused in some commodities, but is set to continue. They also talk about crude

MacroVoices #398 Lyn Alden: Broken Money
October 19, 2023

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, ener

MacroVoices #397 Alex Gurevich: The Real Rates Tsunami
October 12, 2023

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-