MacroVoices #266 Jesse Felder: Macro Roadmap for the S&P500
MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show. Jesse sees inflation on the horizon and has quite a bit to say about macro risk factors and where the S&P500 may be head...
8 Apr 20211h 8min
MacroVoices #265 Steven Van Metre: The Last Deflationist Standing
MacroVoices Erik Townsend and Patrick Ceresna welcome Steven Van Metre to the show to talk about why the outlook really is still deflationary unless and until private credit expansion returns with a v...
1 Apr 20211h 14min
MacroVoices #264 Robert Friedland: Investing in the Green Revolution
MacroVoices Erik Townsend and Patrick Ceresna welcome billionaire Canadian financier Robert Friedland to the show. Robert already gave a terrific two-part interview on the Smarter Markets podcast, on ...
25 Mar 20211h 25min
Spotlight #6 Josh Crumb & Joe Raia: Dimensions of Abaxx Technologies
Remember when Kyle Bass appeared on MacroVoices and suggested that Erik should get Josh Crumb on the show to explain all the various dimensions of Abaxx Technologies and how the company plans to disru...
19 Mar 20211h 5min
MacroVoices #263 Juliette Declercq: Why Equities Stand On Much Stronger Ground Than Consensus Seem To Believe
MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show to discuss everything from secular inflation to how far the long end of the treasury curve can ...
18 Mar 20211h 9min
MacroVoices #262 Diego Parrilla: The End Game Is Inflation But The Path Is Unclear
MacroVoices Erik Townsend and Patrick Ceresna welcome Diego Parrilla to the show to talk about what the inflation trend means for bond yields, equity markets and commodities, as well as gold, the VIX,...
11 Mar 20211h 21min
MacroVoices #261 Ole Hansen: Commodities Are Back!
MacroVoices Erik Townsend and Patrick Ceresna welcome Ole Hansen to the show to discuss the return of a commodity bull market, which commodity will benefit from the Green Revolution and outlook on agr...
5 Mar 20211h 20min
MacroVoices #260 Lyn Alden: Shifting from Monetary to Fiscal Dominance
MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show to discuss everything from inflation to the long term debt cycle to broad money supply growth to gold & even Bitcoin. Link:...
25 Feb 20211h 28min
