Macro Voices
Latest Episodes
MacroVoices #406 Matt Barrie: AI-pocalypse Now
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
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
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
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
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
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
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
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
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
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-