Macro Voices Podcasts

Erik Townsend and Patrick Ceresna welcome Arjun Murti to MacroVoices. Erik and Arjun discuss:

• Oil Demand and Industry Investment
• Oil Production Growth and Potential Challenges 
• Energy Transition, Geopolitics and Climate Change 
• Oil and Gas Energy Prices and Demand Growth
• Energy Sector Profitability and Potential 
• Nuclear and Renewable Energies

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

• FED Rate Cut Expectations 
• US Economy and FED’s Actions 
• Economic Indicators and Potential Recession
• US Labor Market Data and Economic Risks
• Potential Risks in Commercial Real Estate Market 
• US Debt, Inflation and Economic Growth
• Trends in China, Europe and US

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).

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:

• Inflation, Housing Market and Supply Chain Issues
• FED Rate Cuts and Market Complacency
• Interest Rates and Their Impact on The Stock Market
• Economic Data and its Impact on The US Dollar
• US Economy, Gold Prices and Fixed Income Investments

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

• Inflation, Geopolitical Tensions and Monetary Policy 
• Inflation Expectations and Market Reactions
• Passive Investing and Market Distortion
• Financial Risk and Market Dynamics
• Commodities and Gold Investments
• Inflation Dynamics and Misconceptions

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Erik Townsend and Patrick Ceresna welcome Tian Yang to MacroVoices. Erik and Tian discuss:

• Financial Indicators and Their Market Potentials
• US Economic Data, Liquidity and Volatility 
• Earnings Growth and Pricing Power
• Market Bubbles and The Impact of AI Technologies 
• US Election and Potential Impact on Markets

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Tian 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 Louis-Vincent Gave to MacroVoices. Erik and Louis discuss:

• Market Trends and Risk Management
• Electric Vehicles, ESG and the Chinese Supply Growth
• Commodity Markets and Stock Market Performance
• China’s Economy
• Nuclear Energy, China’s Progress and The Future of Power

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

• Market Outlook and Economic Indicators
• Inflation, Economic Growth, and Investment Strategies
• Inflation Trends and its Potential Impact on Investments
• Interest Rates and Fiscal Policy
• China’s Economic Growth and Liquidity Dynamics
• US Economy’s Balance Sheet Dynamics

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 Dr. Anas Alhajji to MacroVoices. Erik and Anas discuss:

• Energy Market Changes and Geopolitical Impacts in The Red Sea
• Egypt’s Economic Collapse and Potential Risks
• Oil Market Forecast and Geopolitical Premium
• Oil Demand and Supply
• The Energy Trends in 2023
• Oil Market Outlook and Petrochemical Demand

Download the podcast transcript: [Click Here]

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Erik Townsend and Patrick Ceresna welcome Jeroen Blokland to MacroVoices. Erik and Jeroen discuss:

• Inflation and Economic Growth in The US
• Fed Policy and Debt Sustainability
• Gold Investment and The Gold Market
• Geopolitics, Energy Prices, and Global Economic Trends

Download the podcast transcript: [Click Here]

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

• Uranium Bull Market and Market Trends
• Uranium Supply and Demand
• Kazakhstan’s Uranium Production
• Uranium Market Dynamics and Geopolitical Factors
• Russian Nuclear Services and Potential Retaliation
• Uranium Mining and ESG Investing
• Uranium Investment Strategy and Potential Risks

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 Mark Nelson to MacroVoices. Erik and Mark discuss:

• COP28
• Nuclear Energy Technologies
• Molten Salt Reactors & Their Safety
• Thorium as Nuclear Fuel And Its Potential Benefits and Drawbacks
• SMRs And Their Potential For Cost-Effective Nuclear
• Nuclear Regulation And Its Impact on Innovation
• Pebble Bed Reactors And Their Pros and Cons
• China’s Nuclear Energy Advancements
• Streamlining Nuclear Regulation for Global Energy Transition

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Mark 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 Lyn Alden to MacroVoices. Erik and Lyn discuss:

• Energy Systems’ Flaws
• Energy Security, Efficiency and Policy 
• Climate Change and Standard of Living
• Energy Price, Consumption and Sustainability 
• Politics and The Impact on Energy Transition
• Energy Sources, Alternatives and Their Limitations
• Energy Return on Investment and Time
• Renewable Energy and its Limitations
• Harnessing Hydro Energy 
• Nuclear Energy and its Potential to Replace Fossil Fuels

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 Jim Bianco to MacroVoices. Erik and Jim discuss:

• FED’s Inconsistencies 
• FED Politics and Election-Year Pressure
• US Economy, Inflation, and Interest Rates
• FED’s Future Rate Cuts
• Interest Rate Impacts on The General Population
• Yield Curve Inversion and Its Implications
• Potential Impact of Bitcoin ETF Approval
• Government Regulation of Cryptocurrency 

Download the podcast transcript: [Click Here]

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

• AI Technology and its Rapid Advancement 
• Advancements in The Visual Spectrum 
• Impact on Hollywood and Creative Industries
• Potential For Fraud and Scams
• Data Protection and AI Regulation
• AI Advancements and its Effect on Society 

Download the podcast transcript: [Click Here]

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Erik Townsend and Patrick Ceresna welcome Marko Papic to MacroVoices. Erik and Marko discuss:

• Ukraine-Russia Conflict and The West
• Israel-Gaza Conflict and its Potential Global Implications
• US-Iran Conflict Impact on Markets
• Geopolitical Risk in South America
• China-Taiwan's Potential Conflict and US Supply Dependence 
• US Election and How it Could Affect Markets

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

• Outlook on Equity Markets
• Inflation, Interest Rates
• Bond Market Trends
• Oil Prices and Market Impacts
• Geopolitical Risks and Investment Stratergies

Rosenberg Research Free Trial 

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

• Economic Recession and Market Performance
• Market Trends
• Economic Growth and Inflation
• The Market Outlook
• Energy Prices and Supply and Demand
• Nuclear Energy in Europe

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

• Economic Growth and Recession Indicators
• Trends and Inflation
• The FED's Goals
• Inflation and Interest Rates
• Global Economic Trends
• Economic Cycles and Geopolitical Trends

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).

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

Erik Townsend and Patrick Ceresna welcome Leigh Goehring to MacroVoices. Erik and Leigh discuss:

• Commodity Prices
• Commodity Investing 
• Commodity Market Trends
• Gold & Oil Prices
• Potential Monetary Regime Change
• Gold-Backed Digital Currencies 

Download the podcast transcript: [Click Here]

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Erik Townsend and Patrick Ceresna welcome Rory Johnston to MacroVoices. Erik and Rory discuss:

• Supply/Demand Dynamics
• China's Oil Demand
• Oil Market and Geopolitcal Risk
• Tensions in The Middle East and Oil Sanctions
• OPEC's Response if Tensions in The Region Expand
• Oil Market and Crack Spreads
• Energy Transition and Crack Spreads
• SPR Refills

Download the podcast transcript: [Click Here]

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