Macro Voices

Macro Voices


Latest Episodes

MacroVoices #411 Jeroen Blokland: Inflation, Hard/Soft Landing, Geopolitics and More
January 18, 2024

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, preciou

MacroVoices #410 Justin Huhn: Investing in All Things Nuclear
January 11, 2024

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 legisla

MacroVoices #409 Mark Nelson: All Things Nuclear Energy
January 04, 2024

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 pot

MacroVoices #408 Lyn Alden: Broken Energy
December 28, 2023

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, in

MacroVoices #407 Jim Bianco: Jay Powell’s “word salad”, FOMC Mood Swings, Interest Rate Outlook, Crypto & More
December 21, 2023

MacroVoice's Erik Townsend & Patrick Ceresna welcome back Jim Bianco. Erik & Jim will discuss the FOMCs about face on monetary policy, why it happened, and what comes next. Jim says peak yiel

MacroVoices #406 Matt Barrie: AI-pocalypse Now
December 14, 2023

Macrovoice's Erik Townsend & Patrick Ceresna welcome Freelancer Founder, Matt Barrie. Erik and Matt have an interesting discussion about the potential human prosperity and existential threat, AI m

MacroVoices #405 Marko Papic: Investment Implications of Geopolitics Around The Globe
December 07, 2023

MacroVoice's Erik Townsend and Patrick Ceresna welcome, Clocktower Group Chief Strategist, Marko Papic. Erik and Marko will discuss all of the geopolitical developments around the globe and their impa

MacroVoices #404 David Rosenberg: The Bond Bullion Barbell
November 30, 2023

MacroVoices Erik Townsend and Patrick Ceresna welcome back Rosenberg Research Founder, David Rosenberg. They discuss Rosies two strongest conviction trades are long duration and long gold and whether

MacroVoices #403 Daniel Lacalle: EU Economic Outlook, Inflation, Monetary Aggregates, Energy and Much More
November 22, 2023

MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show. They discuss everything from recession risk to Eurozone economic weakness and whats causing it, to inflation and why

MacroVoices #402 Lakshman Achuthan: A Soft Landing Still A Dream
November 16, 2023

MacroVoices Erik Townsend and Patrick Ceresna welcome back Lakshman Achuthan as this weeks featured guest. They'll discuss ECRIs leading indicators, growth and inflation, the Hard Landing Lak still