MacroVoices #187 Eric Peters: The Era of Monetary Dominance will give way to Fiscal Dominance
Erik Townsend and Patrick Ceresna welcome Eric Peters to MacroVoices. They discuss the shift in dominance from monetary to fiscal policy, political drivers of changes in monetary policy and what impact the generational and political gap has on the economy and more. Link: http://bit.ly/2IABbIj
3 Oct 2019
MacroVoices #239 Art Berman: U.S. Production still set to decline…but so is demand
MacroVoices Erik Townsend and Patrick Ceresna welcome back Art Berman to the show to discuss where oil price is headed from here, decreasing price sensitivity to changes in comparative inventory and an update on Art’s previous prediction on U.S. production of oil. Link: https://bit.ly/3d0eYBr
1 Oct 2020
MacroVoices #219 Dr. Ben Hunt: Charting the post COVID-19 economic recovery
MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Ben Hunt to the show to discuss the three narratives of the coronavirus crisis, if there will be a secular shift from deflation to inflation and how Frontline Heroes is supporting healthcare workers. Link: https://bit.ly/3fIMBIG
14 May 2020
MacroVoices #258 Julian Brigden: As Good As It Gets?
MacroVoices Erik Townsend and Patrick Ceresna welcome Julian Brigden to the show to discuss why Julian thinks equity valuations are already stretched and why he shares the inflationary view expressed by Russell Napier and Jim Bianco in recent episodes. Link: https://bit.ly/3rHZfgk
11 Feb 2021
Most Popular Podcasts
Jeff Snider: Eurodollar System Overview
Erik Townsend and Patrick Ceresna welcome Jeff Snider to MacroVoices. Erik and Jeff discuss the history of Eurodollar, Eurodollar as global reserve currency, and how the global economy and the global financial system depend on the Eurodollar system. They also discuss the breakdown of Eurodollar system, the Great Global Monetary Crisis and the effect the Eurodollar squeeze has on the global system.
18 Apr 2019
MacroVoices #248 Jeff Snider: QE Still Isn’t Money Printing, and USD Still Isn’t Crashing
MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show to revisit his dollar-bullish Eurodollar thesis, and consider where the market could be headed from here, and whether or not this week’s move invalidates his prior views. Link: https://bit.ly/2VwzilU
3 Dec 2020
MacroVoices #256 Russell Napier: Prepare for Secular Inflation
MacroVoices Erik Townsend and Patrick Ceresna welcome Russell Napier to the show to discuss how stocks are rallying to new all-time highs amidst the ongoing pandemic and where we stand with regard to the economic outlook generally & much more. Link: https://bit.ly/36ohb7p
28 Jan 2021
MacroVoices #173 Marin Katusa: Everyone’s focused on Gold, but the real buy is in Oil!
Erik Townsend and Patrick Ceresna welcome Marin Katusa to MacroVoices. Erik and Marin discuss his outlook on uranium, perspective on shale oil over the next decade, and how to play the energy sector.
27 Jun 2019
MacroVoices #184 Jeffrey Snider & Luke Gromen : Global U.S. Dollar Shortage Demystified
Erik Townsend and Patrick Ceresna welcome Jeff Snider and Luke Gromen to MacroVoices. They discuss the impact of changing Eurodollar markets, the global dollar liquidity shortage and the future changes in global reserve currencies and more. Link: http://bit.ly/2lOWHQP
12 Sep 2019
Chris Cole: The ‘BIG ONE’ (Vol event) hasn’t happened yet.
Erik Townsend and Patrick Ceresna welcome Chris Cole back to MacroVoices. Erik and Chris dissect the Vol crash in February 2018 and the implicit/explicit short vol risks. They then put perspective on the next phase of the short vol unwind and the impacts of the reduction of central bank balance sheets. They further discuss the link between volatility and the credit cycle and the stock/bond correlation.
11 Jan 2019
MacroVoices #204 Julian Brigden: The Truth about Central Bank Liquidity
MacroVoices Erik Townsend and Patrick Ceresna bring you an amazing double header episode with Julian Brigden talking about central bank liquidity and an update on nCoV with Dr. Chris Martenson Link: http://bit.ly/2u7AkKO
30 Jan 2020
MacroVoices #190 Diego Parrilla: They'll change the rules to bail out the system
Erik Townsend and Patrick Ceresna welcome Diego Parrilla to MacroVoices. They discuss Diego’s contrarian investment thesis, his concept of anti-bubbles, balanced portfolio construction and more. Link: http://bit.ly/2BEKcMn
24 Oct 2019
MacroVoices #178 Mark Cudmore: Bearish global growth and equity markets, expecting an imminent decline in stock prices
Erik Townsend and Patrick Ceresna welcome Mark Cudmore to MacroVoices. Erik and Mark discuss the global growth and economy outlook, US and China trade negotiations, US equity market and its effects on emerging markets. Special postgame guest: Danielle DiMartino BoothLink: http://bit.ly/2YETLYN
1 Aug 2019
MacroVoices #250 Kyle Bass: Commodity Bull Market, Inflation & Singapore
MacroVoices Erik Townsend and Patrick Ceresna welcome Kyle Bass to the show to discuss equity markets, how Joe Biden’s presidency will affect oil prices, and why Singapore will be the big winner as Hong Kong loses its independence from China and more. Link: https://bit.ly/38cpoM1
18 Dec 2020
MacroVoices #197 Juliette Declercq: Inflations is not in the cards
MacroVoices Erik Townsend and Patrick Ceresna welcome Juliette Declercq to the show where Juliette decodes the FOMC statement & macro outlook, and translate that view into actionable trading strategies. Then Jeff Snider joins in the postgame to talk Repo. Link: http://bit.ly/2Pedb1c
12 Dec 2019
MacroVoices #209 Jesse Felder: Pent-up bearish forces were in place before COVID-19
MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show to discuss how COVID-19 has affected the market direction change, if inflation will return in the near future and its systemic risks and more. Link: http://bit.ly/2Iocuy6
6 Mar 2020