Macro Voices Podcasts

Erik Townsend and Patrick Ceresna welcome Robert Kahn to MacroVoices. Erik and Robert discuss:

• Trump 2.0 & Market Expectations
• US-China Relations & Trade Disruptions 
• Geopolitics & Market Outlook
• Populist Movement in Europe

Download the podcast transcript: [Click Here]

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

Erik Townsend and Patrick Ceresna welcome David Rosenberg to MacroVoices. Erik and David discuss:

• Comparing The AI & The Dot-Com Bubbles
• Impact of Trump’s Victory on The Stock Market
• Potential Risks to The AI-Driven Bull Market
• Concerns About Market Positioning & Sentiment 
• Inflation Outlook 

Download the podcast transcript: [Click Here]

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

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

• Uranium Market Insights
• Understanding The Spot & Term Markets
• Big Tech’s Embrace of Nuclear
• Geopolitics & Uranium Supply
• Advanced Nuclear Tech & Market Growth

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).

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

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

• Post-Trump Market Anomalies 
• Dollar, Bitcoin & Safe Haven Assets
• Natural Gas as Marginal Energy 
• Potential Nuclear Policy Shift
• Copper & Uranium Demand

Download the podcast transcript: [Click Here]

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

Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to MacroVoices. Erik and Daniel discuss:

• US Dollar Outlook
• Geopolitical Tensions & Market Implications
• US-China Trade War
• Inflation & Economic Policy Under Trump
• Monetary Policy Shifts

Download the podcast transcript: [Click Here]

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

Erik Townsend and Patrick Ceresna welcome Vincent Deluard to MacroVoices. Erik and Vincent discuss:

• Secular Inflation & The Pandemic
• President Trump’s Policies & Their Impacts 
• Gold & Crypto Markets
• Shadow Economy & Their Role
• US Dollar, China Stimulus & Nuclear Energy

Download the podcast transcript: [Click Here]

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

Erik Townsend and Patrick Ceresna welcome Dr. Pippa Malmgren to MacroVoices. Erik and Pippa discuss:

• Trump’s Election Victory & Its Complications
• Cultural Shifts & Political Polarisation 
• Technology & Government Transparency 
• Geopolitical Implications & Markets
• Legalisation of Cryptocurrencies

Download the podcast transcript: [Click Here]

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

Erik Townsend and Patrick Ceresna welcome Darius Dale to MacroVoices. Erik and Darius discuss:

• Election Investment Implications
• Fourth Turning & Fiscal Policy 
• Populism & Sovereign Debt
• Inflation & Business Cycle
• Gold Liquidity & US Liquidity

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Darius 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 Brent Johnson to MacroVoices. Erik and Brent discuss:

• BRICS & US Dollar
• Foreign Holders of US Treasuries
• Central Banks & Precious Metals
• US Equities & Fixed Income
• Oil Market Outlook

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).

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:

• Middle East Tensions and Oil Market Impact
• Israel and Iran Tensions 
• Long-Term Oil Market Outlook
• Decline in Oil Prices Despite Supply Reductions
• China/Russia Impact on Oil Markets

Download the podcast transcript: [Click Here]

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

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

• Understanding Mortgage Backed Securities (MBS)
• Strategies For Investing in MBS
• Current Market Conditions & Outlook
• Creditworthiness & Government Backstop
• Regulatory Changes & ETF Innovations

Download the podcast transcript: [Click Here]

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).

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

Erik Townsend and Patrick Ceresna welcome Luke Gromen to MacroVoices. Erik and Luke discuss:

• China’s Economic Strategy & Market Performance
• The Taylor Rule & FED’s Policy Shift
• Impact of Hedge Funds on U.S Treasury Markets
• Energy Demand & Financial Strain
• Gold Forecast & Market Outlook

Download the podcast transcript: [Click Here]

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

Erik Townsend and Patrick Ceresna welcome Eric Peters to MacroVoices. Erik and Eric discuss:

• FED Policy & US Dollar
• Global Economic Tensions
• Dollar’s Role as Global Reserve Currency
• Inflation & Central Banks
• Digital Assets & Precious Metals
• Commodities & Market Outlook

Download the podcast transcript: [Click Here]

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

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

• Breakthroughs in AI
• Economic Constraints & The Future of AI Models
• The Future of AI in Software Development 
• The Impact of AI on Fraud and Scams
• The Role of AI in Energy 
• Potential of AI in Warfare

Download the podcast transcript: [Click Here]

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

Erik Townsend and Patrick Ceresna welcome Jim Bianco to MacroVoices. Erik and Jim discuss:

• The FED’s Political Position 
• Rate Cut Predictions 
• China’s Economic Impact on Global Markets
• US Economic Outlook & Inflation Concerns
• Long-term Interest Rates & Gold 

Download the podcast transcript: [Click Here]

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

Erik Townsend and Patrick Ceresna welcome Mike Alkin to MacroVoices. Erik and Mike discuss:

• Understanding The Uranium Market Structure
• Uranium Fuel Cycle & Market Dynamics
• Challenges in The Uranium Market
• Kazatomprom’s Production Challenges 
• Geopolitical Risks & Market Complacency 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Mike 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 Viktor Shvets to MacroVoices. Erik and Viktor discuss:

• Central Bank & Policy Errors
• Excess Capital & Instantaneous Risk Repricing
• Yen Carry Trade & BOJ Policy
• Geopolitical Conflicts & Impacts on Markets
• Copper & Commodity Markets

Download the podcast transcript: [Click Here]

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

Erik Townsend and Patrick Ceresna welcome Ole Hansen to MacroVoices. Erik and Ole discuss:

• Commodity Market Overview
• Super Cycle & Commodity Outlook
• Gold, Silver & Copper Market Dynamics
• Uranium & Crude Oil Outlook
• Agricultural Commodities & Geopolitics

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Ole 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 Diego Parrilla to MacroVoices. Erik and Diego discuss:

• Japan’s Economic Situation
• Market Volatility, Carry Trade and Economic RisksTopic 2
• Inflation & Debt
• Central Banks Monetary Policies
• Inflation, Energy Prices & Geopolitical Tensions
• Investment Strategies & Market Dynamics

Download the podcast transcript: [Click Here]

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

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

• Market Correction & Bear Market Potential
• AI Bubble Bursting & Its Impact on The Market
• Gold Prices & Emerging Markets
• Uranium & Copper Markets
• China’s Energy Superiority
• FED Rate Cuts 

Download the podcast transcript: [Click Here]

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