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MacroVoices #252 Holiday Special Part 2

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...

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MacroVoices #251 Holiday Special Part 1

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...

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MacroVoices #248 Jeff Snider: QE Still Isn’t Money Printing, and USD Still Isn’t Crashing

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?...

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MacroVoices #245 Lakshman Achuthan: Brace For Inflation

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...

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Spotlight #5 The Democratization of Alternative Investments – Art & Farmland

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...

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MacroVoices #240 Dr. Pippa Malmgren: U.S. Election Outlook

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...

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MacroVoices #239 Art Berman: U.S. Production still set to decline…but so is demand

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...

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MacroVoices #237 Juliette Declercq: U.S. Election Outlook, U.S. Dollar, Real Yields and more.

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....