MacroVoices #306 Darius Dale: Reflation Will Give Way To Deflation
MacroVoices Erik Townsend and guest host Kevin Muir welcome 42 Macro founder Darius Dale to the show where he says the reflation trade is making a come-back, but that it will eventually yield to defla...
13 Jan 20221h 33min
MacroVoices #305 Grant Williams: Inflation, Putin, Tesla & More
MacroVoices Erik Townsend and Patrick Ceresna welcome "Things That Make You Go Hmm..." author Grant Williams as the first feature interview guest of the new year. They discuss what lays ahead as we di...
6 Jan 20221h 20min
MacroVoices #304 Louis-Vincent Gave: China, Russia, US Dollar & more
MacroVoices Erik Townsend and Patrick Ceresna welcome Gavekal Research co-founder Louis Vincent Gave as 2021’s final feature interview guest. They discuss the big picture of where the world of macro s...
30 Des 202156min
MacroVoices #303 Jesse Felder Joins Inflation/Deflation Debate
MacroVoices Erik Townsend and Patrick Ceresna welcome The Felder Report founder Jesse Felder to the show. Jesse disagrees with the disinflationary views David Rosenberg and others have expressed on Ma...
23 Des 20211h 5min
MacroVoices #302 Francesco Filia: Plotting a Course for Digitization of Financial Markets
MacroVoices Erik Townsend and Patrick Ceresna welcome Fasanara Capital founder Francesco Filia to the show. Fracesco has prepared a chart deck quite different than those he’s shared with us in the pas...
16 Des 202158min
MacroVoices #301 Julian Brigden: There‘s Behind the Curve and There‘s This
MacroVoices Erik Townsend and Patrick Ceresna welcome MI2 Partners founder Julian Brigden to the show. Julian explains in great detail why he disagrees with the transitory inflation argument posed by ...
9 Des 20211h 21min
MacroVoices #300 David Rosenberg: Last Disinflationist Standing
MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show. David describes the reasons the inflation we’ve already seen has occurred, and why he doesn’t think it will last. The...
2 Des 20211h
MacroVoices #299 Lyn Alden: Revisiting Inflation/Deflation Signals
MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show where she weighs in on where she agrees and where she disagrees with the views Jeff Snider shared with us on last week’s pod...
24 Nov 20211h 12min
