MacroVoices #330 Julian Brigden: Hyper-Financialization Is The New Inflation
MacroVoices Erik Townsend and Patrick Ceresna welcome MI2 Partners founder Julian Brigden to the show. Julian was one of the first MacroVoices guests to sound the warning bell on Inflation, and now he...
30 Kesä 20221h 30min
MacroVoices #329 Darius Dale: A Recession Is The Bull Case
MacroVoices Erik Townsend and Patrick Ceresna welcome 42 Macro founder Darius Dale to the show. Darius says a U.S. recession is the “bull case”, and that the worst is yet to come for markets. They als...
23 Kesä 20221h 31min
MacroVoices #328 Dr. Anas Alhajji: There Is No Escaping The Coming Energy Crisis
MacroVoices Erik Townsend and Patrick Ceresna welcome energy markets guru Dr. Anas Alhajji to the show to take a deep dive on energy markets – particularly oil and gas. They discuss Russia’s war campa...
16 Kesä 20221h 32min
MacroVoices #327 Luke Gromen: Recession with Rising Yields is Entirely Possible
MacroVoices Erik Townsend and Patrick Ceresna welcome Luke Gromen to the show to discuss foreign divestiture of U.S. assets, inflation, precious metals, Luke’s outlook for the USD, and much more. http...
9 Kesä 20221h 27min
MacroVoices #326 Ronnie Stoeferle: In Gold We Trust 2022
MacroVoices Erik Townsend and Patrick Ceresna welcome Incrementum fund manager, Ronnie Stoeferle to the show. In Gold We Trust 2022 is out, and the theme is Stagflation. They take a dive into that sub...
2 Kesä 20221h 14min
MacroVoices #325 Tian Yang: Is it over yet? What do the data say?
MacroVoices Erik Townsend and Patrick Ceresna welcome Variant Perception CEO and head of market research Tian Yang to the show. They go through VP’s latest leading economic indicator research, and dis...
26 Touko 20221h 18min
MacroVoices #324 Louis-Vincent Gave: A Major Geopolitical Transformation Is Underway
MacroVoices Erik Townsend and Patrick Ceresna welcome Gavekal co-founder Louis-Vincent Gave to the show. Louis has a different take on the impact of U.S. seizure of foreign-owned assets, and he also s...
19 Touko 20221h 29min
MacroVoices #323 David Rosenberg: The Fed Put Has Expired
MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show. In his previous appearance, David expressed serious concerns about the stock market, and was being ridiculed at the t...
12 Touko 20221h 26min
