Category: Macro Voices Podcast

Macro Voices Podcast Erik Townsend and Patrick Ceresna welcome Mike Green to MacroVoices. Erik and Mike discuss: Are we finally headed toward a global digital currency? Benefits of secure digital bearer asset currency  Lack of discussion regarding the adoption of the technology behind Bitcoin Will the governments eventually accept the use of...

Macro Voices Podcast Erik Townsend and Patrick Ceresna welcome Luke Gromen to MacroVoices. Erik and Luke discuss: Is this the beginning of the end for the U.S. dollar as the global reserve currency? Relative decline to other fiat currencies or loss of purchasing power? Democratic control of the Senate – how does this...

Macro Voices Podcast Erik Townsend and Patrick Ceresna welcome Art Berman to MacroVoices. Erik and Art discuss: Saudi Arabia’s production cut decision and what this means Will U.S. shale industry recover? Expected decline in demand in oil Analysis of current comparative inventory report Pandemic and U.S. consumption recovery – what does...

Macro Voices Podcast Erik Townsend and Patrick Ceresna welcome Ronald Stoeferle and Grant Williams to MacroVoices. Erik and the panlists discuss: How to trade a fiat currency debasement Hedging or trading inflation Gold, silver, platinum and palladium  Hard assets like real estate including farmland Copper and iron ore and the battery...

Macro Voices Podcast Erik Townsend and Patrick Ceresna welcome Ronald Stoeferle and Grant Williams to MacroVoices. Erik and the panelists discuss: Fiat currency debasement Yellen, MMT and debasement, how could it play out differently Commodities and different ways to hedge Cryptocurrencies, Bitcoin and its role as a debasement hedge Download the...

Macro Voices Podcast Erik Townsend and Patrick Ceresna welcome Kyle Bass to MacroVoices. Erik and Kyle discuss: All-time highs despite the pandemic – are we shifting into a new paradigm? Impending inflation and how to trade it  Is gold still the best hedge against fiat debasement? Is the bond bull market finally done...

Macro Voices Podcast Erik Townsend and Patrick Ceresna welcome Dr. Pippa Malmgren to MacroVoices. Erik and Pippa discuss: Update on President Trump may start his own news network Why Trump running a news network may be more powerful than being the President  Upcoming meeting of the electors – how will this impact President Trump’s actions ...

Macro Voices Podcast Erik Townsend and Patrick Ceresna welcome Jeff Snider to MacroVoices. Erik and Jeff discuss: DXY reaching multi-year lows – is this the beginning of the dollar crash? Basics of US dollar crash and related Treasury market destruction Has quantitative easing been successful? Japanese Inflation & QE – Is US monetary policy following the Japanese model?...

Macro Voices Podcast Erik Townsend and Patrick Ceresna welcome David Rosenberg to MacroVoices. Erik and David discuss: Has the market  priced in the vaccine news? How does this translate into the stock market Shift to secular inflation or return to deflation? Where is the stock market headed from here? Will US Treasury...

Macro Voices Podcast Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to MacroVoices. Erik and Daniel discuss: Perspective on recent rally in market amidst the pandemic and U.S. Elections Spike in COVID cases, are things going to get worse before it gets better? Would expectation of more government stimulus lead to lower yields? Likelihood...

Macro Voices Podcast Erik Townsend and Patrick Ceresna welcome Lakshman Achuthan to MacroVoices. Erik and Lakshman discuss: All-time highs in the stock market despite the pandemic – what cycle does this reflect? What cycle is driving the recovery? How to manage cycle risks What does USFIG (U.S. Future Inflation Gauge)suggest comes next? When to...

Macro Voices Podcast Erik Townsend and Patrick Ceresna welcome Marin Katusa to MacroVoices. Erik and Marin discuss: Perspectives on MMT and how it affects the gold market How far are we in the gold bull market cycle What would change the investment mindset on gold with MMT on the horizon? Why investors need to...

Macro Voices Podcast Erik Townsend welcomes Artem Milinchuck, Founder & CEO of FarmTogether and Scott Lynn, Founder & CEO of Masterworks.io to MacroVoices. Erik, Artem and Scott discuss: Democratizing Alternatives: What inspired the creation of Masterworks.io and FarmTogether.com Why these asset classes were previously reserved to the ultra-wealthy Profile of the typical farmland...

Macro Voices Podcast Erik Townsend and Patrick Ceresna welcome Stephanie Kelton to MacroVoices. Erik and Stephanie discuss: Why using taxes to pay for government spending is a myth If the government can print money, why are taxes still necessary? What measures does MMT use to overcome inflation risk? Debunking the myth that...

Macro Voices Podcast Erik Townsend and guest co-host Kevin Muir welcome Mike Alkin & Guy Keller to MacroVoices. Erik, Mike and Guy discuss: Future of nuclear power industry How big is the Uranium mining industry post-Fukushima Collapse of market capitalization of Uranium mining How Uranium market works Investment opportunities in Uranium...

Macro Voices Podcast Erik Townsend and Patrick Ceresna welcome Dr. Pippa Malmgren to MacroVoices. Erik and Pippa discuss: Perspectives on recent Presidential debate Supreme court legal precedent Doespolitical uncertainty in the U.S. create an opportunity for China? Accuracy of polls and how investors should consider them Possible outcomes and what that...

Macro Voices Podcast Erik Townsend and Patrick Ceresna welcome Art Berman to MacroVoices. Erik and Art discuss: Update on Art’s 2020 U.S.oil production narrative How big of a decline in production should we expect? Supply in demand imbalance – where is oil price headed from here? What investors should look for in anticipation of resumption...

Macro Voices Podcast Erik Townsend and Patrick Ceresna welcome Alex Gurevich to MacroVoices. Erik and Alex discuss: Is the bond bull market finally coming to an end? Possibility of negative rates Secular shift from disinflation toward inflation US dollar outlook – beginning of a secular decline? Perspectives on gold and equity...

Macro Voices Podcast Erik Townsend and Patrick Ceresna welcome Juliette Declercq to MacroVoices. Erik and Juliette discuss: Prognosis on the U.S. Presidential Election Why the Republicans have not yet folded on the next relief package? Vicious circle from lower confidence to higher unemployment What would a contested election mean for the markets? U.S....

Macro Voices Podcast Erik Townsend and Patrick Ceresna welcome Mike Green to MacroVoices. Erik and Mike discuss: Active vs passive investing dynamics Is QE what’s driving the stock market and how does MMT fit in Will MMT bring runaway inflation and what are the implications? Is the bond bull market coming to...