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Macro Voices
Hedge Fund Manager Erik Townsend
Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC
300 episodes tracked Similar shows
37%MacroVoices #547 Daniel Lacalle: The Future of Reserve Currency
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51%MacroVoices #546 Darius Dale: Darius Dale for POTUS 2028
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1h 22m ·
36%MacroVoices #545 Michael Howell: Warsh vs. The Markets
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1h 06m ·
34%MacroVoices #544 Viktor Shvets: How Markets Survive Disruption
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1h 02m ·
54%MacroVoices #543 Jim Bianco: Who Solves Inflation The FED or The Market?
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1h 07m ·
72%MacroVoices #542 Luke Gromen: As The Conflict Turns
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1h 04m ·
47%MacroVoices #541 Dr. Anas Alhajji: Bab el-Mandeb: The Next Oil Chokepoint Nobody's Watching
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1h 56m ·
34%MacroVoices #540 Adam Parker: Beyond the AI Bubble: Diversifying Portfolios in an Earnings-Driven Market
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43%MacroVoices #539 Rory Johnston: Hormuz Crisis, is it Really Over?
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MacroVoices #538 Lyn Alden: Is The War Really Over and What’s Next For Markets?
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MacroVoices #537 Brent Johnson: There’s No Turning Back
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1h 28m ·
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MacroVoices #536 Larry Mcdonald: The Migration is Upon us
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1h 20m ·
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MacroVoices #535 Michael Every: NAFTA and NAPTHA – Warcraft & Fartcraft
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1h 37m ·
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MacroVoices #534 Dr. Pippa Malmgren: Superpower War or Superpower Hug?
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1h 50m ·
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MacroVoices #533 Morgan Downey: The Return of Oil 101
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1h 22m ·
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MacroVoices #532 Mike Green: Record Mechanical Flows
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1h 46m ·
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MacroVoices #531 Louis-Vincent Gave: Semiconductors, AI & Iran Conflict
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1h 19m ·
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MacroVoices #530 Daniel Lacalle: China and The Us Will Decide The Outcome of The Iran War
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1h 14m ·
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MacroVoices #529 Ole S Hansen: Commodities in The Wake of The Iran Crisis
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1h 12m ·
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MacroVoices #528 Luke Gromen: Hormuz Could Lead To a 1956 US Suez Moment
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1h 34m ·
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MacroVoices #527 Adam Rozencwajg: What Comes Next After The Iran Crisis
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1h 37m ·
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MacroVoices #526 Matt Barrie: Pay To PrAI
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2h 15m ·
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MacroVoices #525 Lyn Alden: Iran Contagion, Inflation & Private Credit
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1h 38m ·
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MacroVoices #524 Simon White: War + Inflation = More Inflation
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1h 54m ·
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MacroVoices #523 Jim Bianco: Energy, FED & Economy in the wake of Iran conflict
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1h 52m ·
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MacroVoices #522 Matt Loszak: Factory Mass-Production of Advanced Nuclear Power Plants
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1h 13m ·
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MacroVoices #521 Jeff Currie: The Great Rotation
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1h 01m ·
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MacroVoices #520 Michael Every: USD Stablecoins in The Age of Economic Statecraft
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1h 15m ·
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MacroVoices #519 Alex Gurevich: The Next Perfect Trade
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1h 01m ·
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MacroVoices #518 Dr. Anas Alhajji: Debunking The 2026 Oil Bear Narrative
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1h 29m ·
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MacroVoices #517 Justin Huhn: Uranium at The Tipping Point
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1h 28m ·
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MacroVoices #516 Craig Tindale: Critical Materials, A Strategic Analysis
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1h 06m ·
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MacroVoices #515 Rory Johnston: Why Trump is Keeping The Oil Price High
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1h 10m ·
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MacroVoices #514 Darius Dale: 2026, Fasten Your Seat belts For Take-off
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1h 15m ·
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MacroVoices #513 Why Are All The Rich Guys Moving To New Zealand and What Do They Know?
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1h 24m ·
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MacroVoices #512 David Rosenberg: Will The 2025’s K become 2026’s
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1h 18m ·
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MacroVoices #511 Robert Kahn: Geopolitical Outlook For 2026
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1h 16m ·
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MacroVoices #510 Jim Bianco: From FED Cuts, to inflation, to Gen Z’s Infatuation with Socialism
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1h 07m ·
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MacroVoices #509 Marko Papic: Geo-macro Outlook for 2026
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1h 12m ·
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MacroVoices #508 Laskhman Achuthan: Inflation Cycles Amid Regime Change
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1h 04m ·
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MacroVoices #507 Michael Howell: Is This The end of the Everything Bubble
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1h 12m ·
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MacroVoices #506 Mike Green: Volatility, High-Yield, Precious Metals & More
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MacroVoices #505 Michael Every: Does Anyone Remember PMIs?
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1h 07m ·
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MacroVoices #504 Brent Johnson: The Genius of Stablecoins
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1h 04m ·
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MacroVoices #503 Adam Rozencwajg: Gold, Oil & Uranium
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1h 22m ·
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MacroVoices #502 Tian Yang: A Whiff of Reflation?
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MacroVoices #501 Matt Barrie: AI Caramba?
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1h 09m ·
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MacroVoices #500 Lyn Alden: What Will Stop This Train?
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1h 15m ·
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MacroVoices #499 Has The Luke Gromen Moment Arrived?
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1h 32m ·
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MacroVoices #498 Louis-Vincent Gave: Which Megatrend Will Reshape The World?
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1h 04m ·
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MacroVoices #497 Dr. Anas Alhajji: The Impact of Trump Polices on Russia, China, India & OPEX+
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1h 01m ·
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MacroVoices #496 Jim Bianco: The Post Covid Economy
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1h 08m ·
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MacroVoices #495 Louis-Vincent Gave: Understanding China's Structural Growth Drivers
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1h 02m ·
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MacroVoices #494 Micheal Every: Markets, Policy, Russia & More
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1h 04m ·
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MacroVoices #493 Ole Hansen: Commodities Are Heating Up!
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1h 02m ·
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MacroVoices #492 Daniel Lacalle: The End of American Exceptionalism?
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1h 07m ·
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MacroVoices #491 Rick Rule: Oil, Uranium & Precious Metals
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1h 12m ·
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MacroVoices #490 Dr. Pippa Malmgren: Bessent, Stablecoin & JFK
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1h 23m ·
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MacroVoices #489 Darius Dale: Are You Positioned For The Melt-Up?
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1h 07m ·
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MacroVoices #488 Lyn Alden: Run It Hot!
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1h 15m ·
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MacroVoices #487 Larry McDonald: The Great Migration To Hard Assets
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1h 08m ·
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MacroVoices #486 David Rosenberg: Navigating Choppy Waters
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1h 07m ·
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MacroVoices #485 Jeff Currie: The Joule Order
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1h 09m ·
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MacroVoices #484 Rory Johnston: Crude Oil Forward Curve Conundrum
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1h 09m ·
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MacroVoices #483 Vincent Deluard: MAGA vs. Corporate America
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MacroVoices #482 Mike Green: What The Market Is Not Discounting
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1h 00m ·
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MacroVoices #481 Jim Bianco: This is The End of The Beginning
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1h 06m ·
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MacroVoices #480 Louis-Vincent Gave: What Comes Next After The Trade War Dust Settles
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1h 12m ·
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MacroVoices #479 Anas Alhajji: What Do Saudi Arabia & Allies in OPEC+ Want from Accelerating the Unwinding of Voluntary Cuts?
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1h 18m ·
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MacroVoices #478 Luke Gromen: Trump Tariff Policy Will Drive Gold Even Higher
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1h 13m ·
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MacroVoices #477 Michael Howell: Are We Approaching A Debt Refinancing Crisis
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1h 08m ·
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MacroVoices #475 Daniel Lacalle: Is This The End of The Monetary System As We Know it?
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1h 12m ·
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MacroVoices #475 Simon White: The Dawn of A New Financial Order
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1h 20m ·
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MacroVoices #474 Mike Alkin: Uranium Supply Is In Structural Deficit And The Fuel Buyers Don’t “Get It”!
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1h 30m ·
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MacroVoices #473 Matt Barrie: AI of The Storm
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1h 24m ·
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MacroVoices #472 Lyn Alden: Navigating Headline Driven Markets
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1h 14m ·
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MacroVoices #471 Tian Yang: Tariffs Will Continue Until Morale Improves
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1h 14m ·
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MacroVoices #470 Michael Every: A Week Where Decades Happen?
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1h 01m ·
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MacroVoices #469 Jeff Snider: The Mar-a-Lago Accord Seen Through A Eurodollar Lens
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1h 09m ·
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MacroVoices #468 Darius Dale: Changing World Order
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1h 15m ·
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MacroVoices #467 Jim Bianco: The Mar-a-Lago Accord
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1h 22m ·
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MacroVoices #466 Guy Keller: The Nuclear Story Has Never Been Better
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1h 03m ·
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MacroVoices #465 Rory Johnston: Oil Markets Under Trump 2.0
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1h 07m ·
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MacroVoices #464 Michael Every: Lines on Maps vs Lines on Screens
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1h 07m ·
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MacroVoices #463 Izabella Kaminska: On Why Markets Aren’t Getting The Signal
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1h 13m ·
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MacroVoices #462 Luke Gromen: 2025 Outlook
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1h 00m ·
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MacroVoices #461 Thomas Jam Pedersen: Nuclear Fuels and Fuel Cycles For Energy Transition
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1h 55m ·
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MacroVoices #460 Thomas Jam Pedersen: Advanced Nuclear Reactor Designs For Energy Transition
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1h 57m ·
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MacroVoices #459 Robert Kahn: Looking Ahead To 2025 Geopolitics & Markets
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1h 11m ·
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MacroVoices #458 David Rosenberg: Lament of A Bear
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1h 09m ·
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MacroVoices #457 Justin Huhn: The Fundamentals For Nuclear Keep Getting Better
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1h 10m ·
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MacroVoices #456 Jeff Currie: Repricing of Macro Markets
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1h 07m ·
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MacroVoices #455 Daniel Lacalle: Is The Trump Trade Over?
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1h 08m ·
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MacroVoices #454 Vincent Deluard: The Five Body Problem
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1h 18m ·
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MacroVoices #453 Dr. Pippa Malmgren: Unconventional Insights on US Presidential Election
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1h 31m ·
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MacroVoices #452 Darius Dale: No Difference Between Trump & Harris
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1h 15m ·
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MacroVoices #451 Brent Johnson: Macro Drivers of UST’s, PM’s & The Role of The BRICS
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1h 10m ·
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MacroVoices #450 Dr. Anas Alhajji: Oil, Middle-East Politics & China
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1h 01m ·
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MacroVoices #449 Harley Bassman: The Magic of Mortgages
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55m ·
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MacroVoices #448 Luke Gromen: Why the Gold Recycling Trade is Accelerating
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1h 11m ·
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MacroVoices #447 Eric Peters: US/EU/China, Competitive Outlook
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55m ·
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MacroVoices #446 Matt Barrie: AI’ll Be Back!
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1h 19m ·
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MacroVoices #445 Jim Bianco: Still No Landing, and Inflation is Not Transitory
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1h 10m ·
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MacroVoices #444 Mike Alkin: Uranium Fundamentals Couldn’t Be Better
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1h 21m ·
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MacroVoices #443 Viktor Shvets: From Central Banks To Assets Classes To Geopolitics & More
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1h 06m ·
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MacroVoices #442 Ole Hansen: Year of The Metals
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1h 02m ·
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MacroVoices #441 Diego Parrilla: The Revenge of The Anti-Bubbles
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1h 05m ·
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MacroVoices #440 Louis-Vincent Gave: What Just Happened?
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1h 32m ·
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MacroVoices #439 Rory Johnston: Discretionary Risks To The Oil Market
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1h 13m ·
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MacroVoices #438 Marko Papic: U.S. Presidential Race Risks & Complications for Markets
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1h 25m ·
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MacroVoices #437 Lyn Alden: Energy Security, Precious Metals & More
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1h 05m ·
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MacroVoices #436 Tian Yang: Left & Right Tails
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1h 01m ·
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MacroVoices #435 Daniel Lacalle: Navigating Monetary Debasement
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MacroVoices #434 Bill Blain: Will Higher For Longer, Lead To Market Mayhem?
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1h 04m ·
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MacroVoices #433 David Rosenberg: Calling The FED’s Bluff
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1h 04m ·
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MacroVoices #432 Jeff Currie: Metals, Energy, Commodity Super Cycle & More
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1h 07m ·
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MacroVoices #431 Lakshman Achuthan: 2024 Turning Points
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55m ·
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MacroVoices #430 Jim Bianco: Rate Hike On Deck
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1h 09m ·
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MacroVoices #429 Dr. Anas Alhajji: Oil Market Outlook, Iran & Energy Geopolitics
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1h 06m ·
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MacroVoices #428 Adam Rozencwajg: AI Demand, Energy & Precious Metals
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1h 10m ·
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MacroVoices #427 Thomas Jam Pedersen: The Coming Thorium Energy Revolution
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1h 30m ·
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MacroVoices #426 Brent Johnson: Dollar Milkshake Update in a World of Global Uncertainty
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1h 10m ·
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MacroVoices #425 Alex Gurevich: Real Rates, Precious Metals, Currencies and More
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1h 04m ·
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MacroVoices #424 Rory Johnston: Crude Oil Update: Fundamentals, Geopolitical Risks, and SPR
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1h 04m ·
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MacroVoices #423 Justin Huhn: Accelerated Demand Growth in Supply Driven Bull Market
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1h 16m ·
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MacroVoices #422 Larry McDonald: How To Listen When Markets Speak
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1h 01m ·
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MacroVoices #421 Luke Gromen: More Dollar Liquidity To Come…
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MacroVoices #420 Ole Hansen: Green Shoots in The Commodity Markets
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1h 07m ·
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MacroVoices #419 Arjun Murti: Navigating the 2020s Energy Transition Landscape
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1h 06m ·
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MacroVoices #418 Jeff Snider: From Waller Speak to Risk, After Risk, After Risk
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1h 09m ·
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MacroVoices #417 Jim Bianco: FED Cuts, May, June or Bust?
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1h 02m ·
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MacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway?
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1h 13m ·
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MacroVoices #415 Tian Yang: Fiscal, Sisyphus or Hercules
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1h 03m ·
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MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999
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1h 09m ·
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MacroVoices #413 Darius Dale: Still Bullish
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1h 03m ·
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MacroVoices #412 Dr. Anas Alhajji: 2024 Petroleum Outlook Update
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1h 10m ·
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MacroVoices #411 Jeroen Blokland: Inflation, Hard/Soft Landing, Geopolitics and More
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MacroVoices #410 Justin Huhn: Investing in All Things Nuclear
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1h 30m ·
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MacroVoices #409 Mark Nelson: All Things Nuclear Energy
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2h 09m ·
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MacroVoices #408 Lyn Alden: Broken Energy
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1h 48m ·
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MacroVoices #407 Jim Bianco: Jay Powell’s “word salad”, FOMC Mood Swings, Interest Rate Outlook, Crypto & More
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1h 31m ·
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MacroVoices #406 Matt Barrie: AI-pocalypse Now
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1h 23m ·
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MacroVoices #405 Marko Papic: Investment Implications of Geopolitics Around The Globe
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1h 26m ·
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MacroVoices #404 David Rosenberg: The Bond Bullion Barbell
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1h 02m ·
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MacroVoices #403 Daniel Lacalle: EU Economic Outlook, Inflation, Monetary Aggregates, Energy and Much More
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1h 14m ·
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MacroVoices #402 Lakshman Achuthan: A Soft Landing Still A Dream
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57m ·
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MacroVoices #401 Leigh Goehring: The Role of Monetary Policy in Commodity Investing
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1h 16m ·
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MacroVoices #400 Rory Johnston: All Things Oil
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1h 23m ·
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MacroVoices #399 Ole S Hansen: Still Bullish Commodities
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1h 14m ·
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MacroVoices #398 Lyn Alden: Broken Money
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1h 29m ·
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MacroVoices #397 Alex Gurevich: The Real Rates Tsunami
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1h 07m ·
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MacroVoices #396 Luke Gromen: The Dollar Treasury Feedback Loop, Deconstructed
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1h 03m ·
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MacroVoices #395 Simon White: Inflation, Stocks & Why TINA is Coming Back
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1h 19m ·
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MacroVoices #394 Louis-Vincent Gave: China, Energy & More
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1h 11m ·
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MacroVoices #393 Harley Bassman: Convexity Spells Opportunity
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1h 09m ·
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MacroVoices #392 Jesse Felder: Questioning the Soft Landing Narrative
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1h 09m ·
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MacroVoices #391 Brent Johnson: The Dollar Is Not Done
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1h 13m ·
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MacroVoices #390 Matt Barrie: The awesome power and risk of Artificial Intelligence
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2h 05m ·
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MacroVoices #389 Justin Huhn: Update On All Things Nuclear
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1h 18m ·
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MacroVoices #388 Lakshman Achuthan: Recession Still On Deck
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1h 09m ·
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MacroVoices #387 Jeff Snider: On Deflation and Soft Landing
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1h 13m ·
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MacroVoices #386 Lyn Alden: Energy, Inflation & much more
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1h 02m ·
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MacroVoices #385 Dr. Anas Alhajji: 2024 Energy Markets Outlook & More
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1h 15m ·
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MacroVoices #384 Darius Dale: Blow-Off Top Coming Before Bears Get Validated
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1h 12m ·
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MacroVoices #383 Juliette Declercq: Update on Immaculate Disinflation Thesis
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57m ·
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MacroVoices #382 Dr. Pippa Malmgren: A Tale of Two Civil Wars
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1h 05m ·
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MacroVoices #381 Leigh Goehring: Global Food Crisis Update
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1h 04m ·
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MacroVoices #380 Jim Bianco: FOMC to China to Dollar to AI
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1h 06m ·
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MacroVoices #379 Bill Blain: Inflation, Central Banks, BRICS, Geopolitics, Alternative Assets & more
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1h 01m ·
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MacroVoices #378 Ronnie Stoeferle: In Gold We Trust - Showdown
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1h 08m ·
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MacroVoices #377 Daniel Lacalle: On The Road To Stagflation
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1h 10m ·
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MacroVoices #376 Tian Yang: When the Recession Becomes Obvious
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1h 00m ·
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MacroVoices #375 Mike Green: Banking Crisis, Debt Ceiling, De-dollarization and more
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1h 07m ·
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MacroVoices #374 Chris Whalen: Are More Banks Going To Fail?
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MacroVoices #373 Ole Hansen: Commodities Update
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1h 14m ·
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MacroVoices #372 David Rosenberg: The Bear Market Bottom Is Not In
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MacroVoices #371 Larry McDonald: Fed Will Be Forced To Cut By The End Of The Year
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1h 02m ·
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MacroVoices #370 Adam Rozencwajg: Energy, Gold, Copper & Uranium
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1h 03m ·
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MacroVoices #369 Dr. Pippa Malmgren: Perspective on the Further Geopolitical Escalation
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1h 17m ·
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MacroVoices #368 Charlie McElligott: Banking Crisis, FOMC, 0DTE, CTAs & more
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1h 17m ·
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MacroVoices #367 Luke Gromen: USD Update in the Wake of SVB Collapse
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1h 24m ·
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MacroVoices #366 Louis-Vincent Gave: Staying Humble in Troubling Times
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1h 09m ·
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MacroVoices #365 Dr. Anas Alhajji: Energy Markets and Lessons Learned Since the Russian Invasion
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1h 14m ·
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MacroVoices #364 Julian Brigden: On Opportunistic Disinflation
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1h 18m ·
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MacroVoices #363 Lakshman Achuthan: Immaculate Disinflation Debunked
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1h 05m ·
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ENERGY DOC *NEW REVISED VERSION* Episode 3: Supercritical Deep Geothermal Renewable Energy
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ENERGY DOC *NEW REVISED VERSION* Episode 2: Origins of the mid-2020s Oil & Gas Supply Crisis
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1h 08m ·
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ENERGY DOC *NEW REVISED VERSION* Episode 1: Why Energy Transition is the greatest challenge humanity faces
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1h 08m ·
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MacroVoices #362 Jeff Snider: Soft Landing or Crash Landing?
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1h 18m ·
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Energy Doc Episode #5: Advanced Nuclear Solutions & Prescriptions for Solving the Crisis
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59m ·
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MacroVoices #361 Alex Gurevich: Jay Powell says, “Effects of tightening not yet felt.” Alex says, “No shit, Jay.”
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1h 07m ·
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Energy Doc Episode #4: What’s wrong with Nuclear Energy?
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1h 04m ·
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MacroVoices #360 Viktor Shvets: Inflation, Interest Rates, Equity Outlook & more
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1h 08m ·
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MacroVoices #359 Lyn Alden: 2023 Macro Outlook
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1h 06m ·
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MacroVoices #358 Robert Friedland: Geopolitical outlook & Geothermal Energy Revisited
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1h 38m ·
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MacroVoices #357 Darius Dale: The Recession is Coming But Not Until the Second Half
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1h 10m ·
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MacroVoices #356 Justin Huhn: Investing in All Thing Nuclear
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1h 47m ·
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MacroVoices #355 Mark Nelson: Understanding All Things Nuclear
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2h 34m ·
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MacroVoices #354 Jim Bianco: CPI, FOMC, China & More
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1h 20m ·
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MacroVoices #353 Luke Gromen: The Fed Is Headed For Difficult Decisions
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1h 21m ·
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MacroVoices #352 David Rosenberg: This Bear Market Has A Long Way To Go
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1h 19m ·
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MacroVoices #351 Dr. Pippa Malmgren: Update on All Things Geopolitical
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1h 45m ·
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MacroVoices #350 Mike Green: Investing Opportunity in an Increasingly Uncertain World
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1h 36m ·
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MacroVoices #349 Rory Johnston: Crude Oil Outlook & SPR Discourse
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1h 51m ·
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MacroVoices #348 Eric Peters: On The Road From Mean Reversion To Reflexivity
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1h 17m ·
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MacroVoices #347 Ole Hansen: Commodities Can Go Up Even In Recession
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1h 14m ·
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MacroVoices #346 Louis-Vincent Gave: The Xi Pivot vs. The Powell Pivot
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1h 22m ·
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MacroVoices #345 Daniel Lacalle: The Situation in Europe is Worse Than You Think
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1h 28m ·
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MacroVoices #344 Alex Gurevich: A Deflationary Depression Lies Ahead
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1h 19m ·
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MacroVoices #343 Jeff Snider: Why the Dollar Remains King
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1h 27m ·
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MacroVoices #342 Mike Alkin & Adam Rodman: Can a Nuclear Renaissance Solve the Energy Crisis?
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1h 42m ·
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MacroVoices #341 Jim Bianco: Inflation Is Not Going Away
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1h 18m ·
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MacroVoices #340 Dr. Anas Alhajji: Erik has the Energy Crisis story all wrong. It’s WORSE than he thinks!
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1h 23m ·
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MacroVoices #339 Lakshman Achuthan: Leading Indicators Say The Bear Market Has Not Ended
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55m ·
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MacroVoices #338 Brent Johnson: Why You Can’t Ignore The US Dollar
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1h 04m ·
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MacroVoices #337 Leigh Goehring: The Global Food & Fertilizer Crisis Is Much Bigger Than Russia/Ukraine
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1h 11m ·
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MacroVoices #336 Charlie McElligott: Is There Another Shoe To Drop For Equities?
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1h 25m ·
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MacroVoices #335 David Hay: Why US Energy Prices Can Rise Even In Recession
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1h 20m ·
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MacroVoices #334 Adam Rozencwajg: Understanding the Global Energy Crisis
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1h 43m ·
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MacroVoices #333 Harley Bassman: Inflation, Bond Yields, VIX vs. MOVE, Demographics & More
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1h 40m ·
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MacroVoices #332 Lyn Alden: Energy, Inflation, The Dollar & More
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1h 25m ·
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MacroVoices #331 Jeff Snider: The Eurodollar Curve Says Deflation Not Inflation
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1h 29m ·
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MacroVoices #330 Julian Brigden: Hyper-Financialization Is The New Inflation
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1h 30m ·
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MacroVoices #329 Darius Dale: A Recession Is The Bull Case
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1h 31m ·
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MacroVoices #328 Dr. Anas Alhajji: There Is No Escaping The Coming Energy Crisis
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1h 32m ·
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MacroVoices #327 Luke Gromen: Recession with Rising Yields is Entirely Possible
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1h 27m ·
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MacroVoices #326 Ronnie Stoeferle: In Gold We Trust 2022
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1h 14m ·
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MacroVoices #325 Tian Yang: Is it over yet? What do the data say?
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1h 18m ·
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MacroVoices #324 Louis-Vincent Gave: A Major Geopolitical Transformation Is Underway
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1h 29m ·
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MacroVoices #323 David Rosenberg: The Fed Put Has Expired
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1h 26m ·
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MacroVoices #322 Josh Crumb: The Future of Decentralized Finance
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1h 48m ·
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MacroVoices #321 Ole Hansen: The Commodity Supercycle Has Begun
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1h 26m ·
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MacroVoices #320 Mike Green: Investment Strategies for World War III
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1h 11m ·
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MacroVoices #319 Jim Bianco: The Future of Decentralized Finance
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1h 29m ·
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MacroVoices #318 Bill Blain: Inflation, Bond Yields & ESG
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1h 16m ·
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MacroVoices #317 Philip Verleger: Central Bank Policy Trumps Energy In Economics
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1h 18m ·
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MacroVoices #316 Daniel Lacalle: Energy in the New War Economy
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1h 08m ·
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MacroVoices #315 Joseph Wang: Post-FOMC Rundown
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1h 05m ·
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MacroVoices #314 Lakshman Achuthan: Inflation is Neither Transitory or Secular, it’s Cyclical
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1h 16m ·
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MacroVoices #313 Dr. Pippa Malmgren: WWIII Has Already Started
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1h 19m ·
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MacroVoices #312 Charlie McElligott: Tightening Cycle Is A Headwind Until It Becomes A Tailwind
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1h 18m ·
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MacroVoices #311 Jim Bianco: Has the Fed Signaled a Policy Error?
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1h 25m ·
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MacroVoices #310 Alex Gurevich: The Trades of March 2020
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1h 15m ·
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MacroVoices #309 Izabella Kaminska: What Shape Will the COVID Recovery Take?
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1h 13m ·
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MacroVoices#308 Ronald Stoeferle: Precious Metals Update
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1h 19m ·
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MacroVoices #307 Viktor Shvets: Inflation is still a pendulum but will eventually yield to disinflation
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1h 21m ·
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MacroVoices #306 Darius Dale: Reflation Will Give Way To Deflation
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1h 33m ·
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MacroVoices #305 Grant Williams: Inflation, Putin, Tesla & More
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1h 20m ·
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MacroVoices #304 Louis-Vincent Gave: China, Russia, US Dollar & more
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56m ·
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MacroVoices #303 Jesse Felder Joins Inflation/Deflation Debate
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1h 05m ·
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MacroVoices #302 Francesco Filia: Plotting a Course for Digitization of Financial Markets
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58m ·
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MacroVoices #301 Julian Brigden: There‘s Behind the Curve and There‘s This
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1h 21m ·
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MacroVoices #300 David Rosenberg: Last Disinflationist Standing
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1h 00m ·
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MacroVoices #299 Lyn Alden: Revisiting Inflation/Deflation Signals
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1h 12m ·
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MacroVoices #298 Jeff Snider: I agree with Janet Yellen and Jay Powell
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1h 23m ·
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MacroVoices #297 Ole Hansen: Commodity Sector Outlook
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1h 16m ·
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MacroVoices #296 Mike Green: FOMC + The Future of Digital Currency
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1h 16m ·
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MacroVoices #295 David Hay: The Case for Greenflation
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1h 04m ·
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MacroVoices #294 Luke Gromen: The U.S. Government Cannot Afford Secular Inflation
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1h 04m ·
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MacroVoices #293 Cullen Roche: Debt Ceiling, Interest Rates & Stagflation
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1h 14m ·
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MacroVoices #292 Russell Napier: Knock-on Effects of Secular Inflation
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1h 10m ·
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MacroVoices #291 Jeroen Blokland: Inflation, Bond Yields, Portfolio Allocation & Bitcoin Unpublished
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1h 09m ·
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MacroVoices #290 Juliette Declercq: Are Cyclical Indices Positioned To Outperform?
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55m ·
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MacroVoices #289 Jim Bianco: Persistent Inflation/ Bond Yields/ DeFi
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1h 16m ·
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MacroVoices #288 Paul Krake: Mega themes for 2020s
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1h 07m ·
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MacroVoices #287 Wayne Himelsein: Under the covers of Long Vol
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1h 17m ·
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MacroVoices #286 Summer Special: Digital Currencies & Decentralized Finance Revolution Part 2
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1h 12m ·
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MacroVoices #285 Summer Special: Digital Currencies & Decentralized Finance Revolution Part 1
Macro Voices
1h 24m ·
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MacroVoices #284 Lakshman Achuthan: Economic cycle is turning...but what about assets?
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1h 29m ·
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MacroVoices #283 Brent Johnson: US Dollar Still Not Crashing
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1h 21m ·
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MacroVoices #282 Bill Blain: Consequences of Secular Inflation
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1h 09m ·
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MacroVoices #281 Darius Dale: Inflation is officially on hold but just for now
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1h 05m ·
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MacroVoices #280 Aaran Param: Inflation, Stocks, Dollar, EM, China, Commodities & more
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1h 14m ·
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MacroVoices #279 Viktor Shvets: The Inflation-Deflation Pendulum
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1h 14m ·
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MacroVoices #278 Eric Peters: Secular Inflation and Digital Currency
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1h 11m ·
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MacroVoices #277 Daniel Lacalle: Inflation, Recovery Outlook, Energy, Digital Currency & More
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1h 13m ·
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MacroVoices #276 Philip Verleger: Energy Economics and Inflation
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1h 15m ·
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MacroVoices #275 Steve Keen: Inflation Will Not Run Away
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58m ·
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MacroVoices #274 Marin Katusa: PM Investing for Accredited Investors
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1h 22m ·
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MacroVoices #273 Larry McDonald: Dollar Down & Gold, Oil, Uranium Up
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1h 15m ·
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MacroVoices #272 David Rosenberg: Inflation Will Be Transitory
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1h 20m ·
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MacroVoices #271 Harley Bassman: Hedging a High Interest Future
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1h 05m ·
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MacroVoices #270 Dylan Grice: Are Central Bankers Politicians or Economists?
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1h 05m ·
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MacroVoices #269 Charlie McElligott: The reflation that reversed course in April will reverse course again
Macro Voices
1h 28m ·
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MacroVoices #268 Art Berman: Crude Oil Update
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1h 13m ·
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MacroVoices #267 Jeff Snider: Why Deflation Is The Story, Not Inflation
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1h 17m ·
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MacroVoices #266 Jesse Felder: Macro Roadmap for the S&P500
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1h 08m ·
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MacroVoices #265 Steven Van Metre: The Last Deflationist Standing
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1h 14m ·
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MacroVoices #264 Robert Friedland: Investing in the Green Revolution
Macro Voices
1h 25m ·
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Spotlight #6 Josh Crumb & Joe Raia: Dimensions of Abaxx Technologies
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1h 05m ·
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MacroVoices #263 Juliette Declercq: Why Equities Stand On Much Stronger Ground Than Consensus Seem To Believe
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1h 09m ·
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MacroVoices #262 Diego Parrilla: The End Game Is Inflation But The Path Is Unclear
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1h 21m ·
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MacroVoices #261 Ole Hansen: Commodities Are Back!
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1h 20m ·
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MacroVoices #260 Lyn Alden: Shifting from Monetary to Fiscal Dominance
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1h 28m ·
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MacroVoices #259 Louis-Vincent Gave: As Inflationista As They Come
Macro Voices
1h 19m ·
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MacroVoices #258 Julian Brigden: As Good As It Gets?
Macro Voices
1h 29m ·
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MacroVoices #257 Jim Bianco: Wall Street Bets - Who's Playing Who?
Macro Voices
1h 29m ·
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MacroVoices #256 Russell Napier: Prepare for Secular Inflation
Macro Voices
1h 16m ·
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MacroVoices #255 Mike Green: Bitcoin’s Role in the Future of Digital Currency
Macro Voices
1h 29m ·
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MacroVoices #254 Luke Gromen: The FED Faces No Easy Choices
Macro Voices
1h 29m ·
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