Macro Voices
Latest Episodes
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-
MacroVoices #396 Luke Gromen: The Dollar Treasury Feedback Loop, Deconstructed
MacroVoices Erik Townsend and Patrick Ceresna welcome back, Forest for the Trees founder Luke Gromen. Luke and Eric will deconstruct the dollar-bond yield relationship and discuss TSY yields running a
MacroVoices #395 Simon White: Inflation, Stocks & Why TINA is Coming Back
MacroVoices Erik Townsend and Patrick Ceresna welcome back Bloombergs Macro Strategist, Simon White to the show. Simon and Erik will discuss inflation, deflation and stock bond correlation.https://b
MacroVoices #394 Louis-Vincent Gave: China, Energy & More
MacroVoices Erik Townsend and Patrick Ceresna welcome back Gavekal co-founder, Louis-Vincent Gave to the show. Louis and Erik will discuss the economic situation in China, inflation, energy prices, an
MacroVoices #393 Harley Bassman: Convexity Spells Opportunity
MacroVoices Erik Townsend and Patrick Ceresna welcome Convexity Maven Harley Bassman to the show. Harley says why take credit risk when the market is paying traders who understand convexity more hands
MacroVoices #392 Jesse Felder: Questioning the Soft Landing Narrative
MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show. They discuss the many reasons Jesse is questioning the soft landing narrative and expecting more turbulence for the stoc
MacroVoices #391 Brent Johnson: The Dollar Is Not Done
MacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital founder Brent Johnson to the show. They discuss the reasons Brent thinks the U.S. Dollar bull market isnt over yet, and why Bren
MacroVoices #390 Matt Barrie: The awesome power and risk of Artificial Intelligence
In this summer special episode, Erik Townsend welcomes Freelancer.com CEO Matt Barrie to the show for an extra long interview to discuss the macro impacts and knock-on effects of Artificial Intelligen
MacroVoices #389 Justin Huhn: Update On All Things Nuclear
MacroVoices Erik Townsend and Patrick Ceresna welcome Uranium Insider founder and publisher Justin Huhn to the show. They begin with a review of the near-to-medium term bull case for uranium mining st