Welcome to Macro Voices

Erik Townsend and Patrick Ceresna welcome Louis-Vincent Gave to MacroVoices. Erik and Louis discuss:

• China recovery expectations
• China/US trade relation 
• De-dollarization and BRICS
• Recent rally in energy markets
• Are we headed toward a bifurcated world?
• Possibility of Russia “weaponizing” energy prices and its implications 
  
  

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Erik Townsend and Patrick Ceresna welcome Harley Bassman to MacroVoices. Erik and Harley discuss:

• Perspective on the inverted yield curve 
• The FED’s master plan for dealing with debt
• Impact of demographics and immigration

• 3 Risk Vectors in the bond market
• Selling convexity in the bond markets
• MBS rates relative to treasury yields 
• S&P500 hedges cheapest in a decade

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We strongly recommend that you download the chart book that accompanies this episode, as Erik and Harley will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Jesse Felder to MacroVoices. Erik and Jesse discuss:

• Bear market & recession
• Macro risks and lack of reaction from equity markets
• Equity valuations, interest rates & “The Buffet Yardstick”
• Macro earnings model
• Beginning of a recovery?
• Stocks and speculators
• The Magnificent 7

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Jesse will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Brent Johnson to MacroVoices. Erik and Brent discuss:

• Geopolitics and its impacts on the US dollar
• BRICS currency initiative
• Possible sanctions US may invoke
• Threats to US dollar’s hegemony and the Eurodollar market
• Where is US dollar headed from here?
• Outlook on European markets
• Russia/Ukraine conflict & energy markets
• Breakdown/weakening of the Yen
• Fiat currency, gold & soft commodities

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Brent will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Matt Barrie to MacroVoices. Erik and Matt discuss:

• Unprecedented growth in Artificial Intelligence
• Complex problem solving using AI
• Transformer technology accelerating AI’s learning from vast datasets
• AI’s potential to transform job markets, bridging skill gaps
• Challenges in automating specialized tasks with AI
• Concerns and legal issues regarding misuse of AI

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Erik Townsend and Patrick Ceresna welcome Justin Huhn to MacroVoices. Erik and Justin discuss:

• US Nuclear Renaissance
• Russia/Ukraine conflict and its impact on energy security
• Nuclear reactor restarts
• Frailties in renewables
• Future of nuclear – where is it headed?
• China’s role in the future of energy

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Justin will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Lakshman Achuthan to MacroVoices. Erik and Lakshmandiscuss:

• Recession outlook
• Where is the market headed from here?
• Inflation cycle
• Slowdown in growth rates
• Geopolitics between US/China
• Which cycle is indicating a credit event ahead

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Lakshman will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Jeff Snider to MacroVoices. Erik and Jeff discuss:

• Price inflation vs. Monetary inflation
• Distinguishing monetary inflation from supply shock
• Why this is not a secular inflation
• Are we headed towards deflation?
• Soft landing – what to expect
• Market going strong despite economic slowdown

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Jeff will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Lyn Alden to MacroVoices. Erik and Lyn discuss:

• Rising AI trend
• Energy is under owned!
• Rally in Energy market, is this the beginning of a big move?
• Shale dynamics
• Is peak oil over?
• Outlook on natural gas & nuclear energy
• Copper and battery metals
• Inflation outlook
• Is there one more rate hike left?

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Lyn will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Click here to register or login for access to supporting materials.

Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to MacroVoices. Erik and Anas discuss:

• Why China reopening didn’t recreate much anticipated demands
• ESG trend impact in long-term
• Unexpected increase in demand that no one expects
• Impacts of OPEC running out of spare production
• Increase in energy prices - 1970’s-like energy crisis on horizon?
• Drawdowns and refilling of U.S. SPR 
• Dark Shipping – its impact on the market and the quality of data

Download the podcast transcript: [Click Here]

Click here to register or login for access to supporting materials.