MacroVoices #290 Juliette Declercq: Are Cyclical Indices Positioned To Outperform?
MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show. They discuss the whole macro picture and then translate those ideas to actionable market strat...
23 Sep 202155min
MacroVoices #289 Jim Bianco: Persistent Inflation/ Bond Yields/ DeFi
MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco from Bianco Research to the show to discuss secular inflation, demographics, decentralized finance, and much more. Link: https://bit.l...
16 Sep 20211h 16min
MacroVoices #288 Paul Krake: Mega themes for 2020s
MacroVoices Erik Townsend and this week's guest host Kevin Muir welcome View from the Peak founder Paul Krake to the show to discuss what Paul calls megathematics, the important trends to watch in the...
9 Sep 20211h 7min
MacroVoices #287 Wayne Himelsein: Under the covers of Long Vol
MacroVoices Erik Townsend and Patrick Ceresna welcome Logica Funds founder Wayne Himelsein to the show to discuss trading the long volatility strategy. Link: https://bit.ly/3yJd8hg
2 Sep 20211h 17min
MacroVoices #286 Summer Special: Digital Currencies & Decentralized Finance Revolution Part 2
MacroVoices Erik Townsend welcome Dr. Pippa Malmgren and Clint Cox in this second installment of two-part summer special to discuss digital currency and decentralized finance revolution. Link: htt...
26 Aug 20211h 12min
MacroVoices #285 Summer Special: Digital Currencies & Decentralized Finance Revolution Part 1
MacroVoices Erik Townsend welcome Dr. Pippa Malmgren and Clint Cox in this first installment of two-part summer special to discuss digital currency and decentralized finance revolution. Link: http...
19 Aug 20211h 24min
MacroVoices #284 Lakshman Achuthan: Economic cycle is turning...but what about assets?
MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss how all those economic cycle indicators that were turning up last we spoke with him are s...
12 Aug 20211h 29min
MacroVoices #283 Brent Johnson: US Dollar Still Not Crashing
MacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital's Brent Johnson to the show. Brent says the US dollar isn't really crashing to zero as some have suggested, then goes on to artic...
4 Aug 20211h 21min
