Episodes
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Carlyle’s Chief Strategy Officer, Jeff Currie. They’ll discuss commodities from precious metals to energy to softs, including cocoa and coffee and why they’ve seen so much vol recently. https://bit.ly/3z2Y6cb
⚫ Check Out Carlyle Global Investment Group: https://www.carlyle.com/
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✅SPECIAL FREE LIVE Webinar - Tuesday June 18th, 2024 at 11:00am ET:...
Published 06/13/24
MacroVoices Erik Townsend & Patrick Ceresna welcome back, ECRI co-founder Lakshman Achuthan. They’ll discuss growth and inflation cycles, why inflation is likely to remain sticky, precious metals, energy, and much more. https://bit.ly/3yPlR7v
⚫ Follow Lakshman on X: https://www.twitter.com/businesscycle
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Published 06/06/24
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Bianco Research founder, Jim Bianco. They’ll discuss inflation, bond yields, precious metals, energy prices, geopolitics and more. https://bit.ly/3x7wP7E
⚫ Follow Jim Bianco on X: https://www.twitter.com/BiancoResearch
⚫ Check Out Bianco Research: https://www.biancoresearch.com
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Published 05/30/24
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Dr Anas Alhajji. They’ll discuss the energy markets outlook for 2024, the Iranian President’s death, fake news in Saudi Arabia, and much more. https://bit.ly/3UVBbqo
⚫ Follow Anas Alhajji on X: https://www.twitter.com/AnasAlhajji
⚫ Check Out Anas Alhajji’s Substack: https://anasalhajjieoa.substack.com/
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Published 05/23/24
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Goehring & Rozencwajg co-founder Adam Rozencwajg. They’ll discuss energy markets, precious metals and much more. https://bit.ly/4bk5pub
⚫ Follow Adam Rozencwajg on X: https://www.twitter.com/go_rozen
⚫ Check Out: https://www.gorozen.com/
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Published 05/16/24
MacroVoices hosts Erik Townsend and Patrick Ceresna welcome Thomas Jam Pedersen, founder of Copenhagen Atomics. They will discuss the role thorium fission will play in the energy transition and the benefits of molten salt-cooled and liquid-fuelled thorium-burning nuclear reactors over conventional light water reactors fuelled by uranium. https://bit.ly/3QzHtuu
⚫ Find out More: https://www.copenhagenatomics.com/
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Published 05/09/24
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Santiago Capital founder Brent Johnson. They discuss the current rally in the dollar against other currencies, the big move in gold, and the looming question of persistent inflation. https://bit.ly/3WiZp0d
⚫ Follow Brent on X: https://www.twitter.com/SantiagoAuFund
⚫ Find out More: https://santiagocapital.com/
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Published 05/02/24
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Honte investments founder and CIO Alex Gurevich. They’ll discuss whether inflation will be persistent, Currencies, Precious Metals, Energy Markets, and more. https://bit.ly/3JxA3UP
⚫ Follow Alex on X: @agurevich23
⚫ Find out More: honteinv.com
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Published 04/25/24
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Commodity Context Founder, Rory Johnston. Erik & Rory discuss all things crude oil, from fundamentals, to geopolitical risk to the Strategic Petroleum Reserve. https://bit.ly/444LL2L
⚫ Follow Rory on X: https://www.twitter.com/Rory_Johnston
⚫ Find out More: https://www.commoditycontext.com
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Published 04/18/24
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Uranium Insider Founder, Justin Huhn. Erik & Justin discuss the Uranium bull market, the Uranium mining sector and where it’s headed to next. https://bit.ly/3Jcf9u6
⚫ Follow Justin on X: @UraniumInsider
⚫ Find out More: www.uraniuminsider.com
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Published 04/11/24
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Bear Traps Report founder, Larry McDonald. Erik and Larry discuss, why gold’s correlations to treasury rates and the dollar have broken down, the inflation outlook, energy, and much more. https://bit.ly/3U2DGrP
⚫ Click To Purchase Larry’s book ‘How To Listen When Markets Speak’: https://bit.ly/4cLXOFO
⚫ Follow Larry on X: @Convertbond
⚫ Find out More: thebeartrapsreport.com
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Published 04/04/24
MacroVoices Erik Townsend & Patrick Ceresna welcome back Forest for the Trees founder, Luke Gromen. Erik and Luke discuss the dollar, where it’s headed both short and long term, precious metals, bitcoin and more. https://bit.ly/3PES8np
⚫ Follow Luke on X: @LukeGromen
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Published 03/28/24
MacroVoices Erik Townsend & Patrick Ceresna welcome back Saxo Bank, Commodities Chief, Ole Hansen. Erik & Ole will discuss which commodities are hot and what’s driving the rally, from softs to AGS to metals to energy. https://bit.ly/43wIZmn
⚫ Follow Ole on X: @Ole_S_Hansen
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Published 03/21/24
MacroVoices Erik Townsend & Patrick Ceresna welcome former Goldman Sachs Partner and current Veriton partner, Arjun Murti. Erik and Arjun will discuss Arjun’s outlook for where energy markets are and where they’re headed in the coming energy transition. https://bit.ly/3IzFxxI
⚫ Follow Arjun on X: https://www.twitter.com/ArjunNMurti
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🔴...
Published 03/14/24
MacroVoices Erik Townsend & Patrick Ceresna welcome back Jeff Snider. Erik & Jeff take a deep dive into the macro risks in all the major markets, what the Fed’s Waller REALLY said last Friday & whether it could mean another round of QE is around the corner. https://bit.ly/49DITM0
⚫ Follow Jeff Snider on X: https://www.twitter.com/jeffsnider_EDU
⚫ Visit EuroDollar University: https://www.eurodollar.university/
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Published 03/07/24
MacroVoices Erik Townsend & Patrick Ceresna welcome back Jim Bianco. Erik & Jim discuss inflation, fed policy, and why Jim thinks the Fed has to start cutting in May or June or else not cut at all before the November election. https://bit.ly/4bTgzH4
⚫ Follow Jim on X: @BiancoResearch
⚫ Check Out Bianco Research: https://www.biancoresearch.com
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Published 02/29/24
MacroVoices Erik Townsend & Patrick Ceresna welcome back Mike Green. Erik & Mike discuss backwardation in commodities markets, where rates and markets are headed from here, precious metals, and much more. https://bit.ly/3wthEFq
⚫ Follow Mike on X: https://www.twitter.com/profplum99
⚫ Follow Mike on Substack : https://www.yesigiveafig.com/
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Published 02/22/24
MacroVoices Erik Townsend & Patrick Ceresna welcome back Variant Perception CEO, Tian Yang. Erik & Tian will discuss most assets classes and the trading opportunities Tian sees in them. https://bit.ly/3SHP9ej
⚫ Follow Variant Perception on X: https://www.twitter.com/VrntPerception
⚫ Find Out More About Variant Perception: https://www.variantperception.com
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Published 02/15/24
MacroVoices Erik Townsend & Patrick Ceresna welcome back Gavekal Founder, Louis-Vincent Gave. Erik & Louis discuss commodities, China, the Electric Vehicle Implosion, and why Louis says this feels like 1999 all over again. https://bit.ly/3wgMjFA
⚫ Follow Louis on X: https://twitter.com/Gave_Vincent
⚫ Find Out More About Gavekal: https://web.gavekal.com/
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Published 02/08/24
MacroVoices Erik Townsend & Patrick Ceresna welcome back 42 Macro founder, Darius Dale. Erik & Darius discuss markets, inflation, bond yields and why Darius is still bullish.
🔻Download 42 Macro Chart Book: https://bit.ly/3SeLTXO
⚫ Follow Darius on X: https://twitter.com/DariusDale42
⚫ Find Out More About 42 Macro: https://42macro.com/
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube:...
Published 02/01/24
MacroVoices Erik Townsend & Patrick Ceresna welcome back Dr. Anas Alhajji, for a fresh crude oil outlook for 2024. Erik & Anas will discuss, crude oil prices, the oil market outlook, geopolitical premiums and much more. https://bit.ly/3Ogl3gT
⚫ Follow Anas on X: https://twitter.com/anasalhajji
⚫ Check Out Anas’s Substack: https://anasalhajjieoa.substack.com/
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube:...
Published 01/25/24
MacroVoices Erik Townsend & Patrick Ceresna welcome Jeroen Blokland as this weeks guest. Jeroen and Erik discuss inflation, Soft vs. Hard Landing, sustainability of U.S. Debt, geopolitics, precious metals and more. https://bit.ly/4b5mOY3
⚫ Follow Jeroen Blokland on X: https://twitter.com/jsblokland
⚫ Check Out Jeroen’s Substack: https://trueinsights.substack.com/
🌟The Gold Standard of Profits🌟
𝙐𝙣𝙡𝙤𝙘𝙠𝙞𝙣𝙜 𝙋𝙧𝙤𝙛𝙞𝙩𝙨 𝙞𝙣 𝙏𝙝𝙚 𝘾𝙤𝙢𝙞𝙣𝙜 𝙂𝙤𝙡𝙙 𝘽𝙪𝙡𝙡 𝙈𝙖𝙧𝙠𝙚𝙩
Join Patrick Ceresna for a 𝗙𝗥𝗘𝗘 𝗟𝗜𝗩𝗘...
Published 01/18/24
MacroVoices Erik Townsend & Patrick Ceresna welcome Justin Huhn as this weeks guest. Erik & Justin focus on the immediate investment plays in the uranium mining sector, and how pending legislation only strengthens the bull case for Uranium and Uranium mining shares.
⚫ Follow Justin Huhn on X: https://twitter.com/uraniuminsider
⚫ Check Out Uranium Insider Newsletter: https://www.uraniuminsider.com
🌟The Gold Standard of Profits🌟
𝙐𝙣𝙡𝙤𝙘𝙠𝙞𝙣𝙜 𝙋𝙧𝙤𝙛𝙞𝙩𝙨 𝙞𝙣 𝙏𝙝𝙚 𝘾𝙤𝙢𝙞𝙣𝙜 𝙂𝙤𝙡𝙙 𝘽𝙪𝙡𝙡...
Published 01/11/24
MacroVoice's Erik Townsend & Patrick Ceresna welcome Mark Nelson as the special holiday guest for the New Year. Erik and Mark will delve into the intricate world of nuclear reactors, exploring potential fuels like Thorium, and shedding light on the contemporary challenges entwined with nuclear regulations. https://bit.ly/3H52Kan
Follow Mark Nelson on X: https://twitter.com/energybants
Check Out: https://www.radiantenergygroup.com/
Check out Energy Transition Crisis on YouTube:...
Published 01/04/24
MacroVoice's Erik Townsend & Patrick Ceresna welcome back Lyn Alden as this years special holiday guest. Erik & Lyn will discuss the alternative energy sources needed for energy transition, including Nuclear, Hydro, Wind and Solar and some of the complications that may arise with each. https://bit.ly/3RAdIJW
Follow Lyn on X: https://twitter.com/LynAldenContactCheck Out: https://www.lynalden.com/
Check out Energy Transition Crisis on YouTube:...
Published 12/28/23