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Macro Voices episodes
- 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 strategies.
Link: https://bit.ly/3kDuN6t
56 min - 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.ly/3AjypQq
1 hr 17 min - 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 current macro environment.
Link: https://bit.ly/3yZmuWz
1 hr 8 min - 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
1 hr 18 min - 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: https://bit.ly/2UpC53g
1 hr 13 min - 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: https://bit.ly/3gd5yoN
1 hr 25 min - 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 starting to turn down now, meaning the risk of an economic cycle downturn is heightened now. Then Grant Williams joins the postgame discussion.
Link: https://bit.ly/37DMICM
1 hr 30 min - 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 articulate a balanced view on the inflation/deflation debate. They also discuss commodities including precious metals, and why Brent thinks the soft commodities may be a good play if prices pull back.
Link: https://bit.ly/37kB4fL
1 hr 22 min - MacroVoices #282 Bill Blain: Consequences of Secular Inflation
MacroVoices Erik Townsend and Patrick Ceresna welcome Shard Capital Strategist and Alternative Investments chief Bill Blain to the show. Bill says secular inflation is here to stay, then goes on to explain several less obvious nuances of the finance industry's readiness for the coming change and much more.
Link: https://bit.ly/3fax7hW
1 hr 10 min - MacroVoices #281 Darius Dale: Inflation is officially on hold but just for now
MacroVoices Erik Townsend and Patrick Ceresna welcome 42 Macro founder Darius Dale to the show to discuss why he is a secular inflationist long-term even though his models predict disinflation in coming months.
Link: https://bit.ly/3eI2nok
1 hr 6 min
About Macro Voices
From the publisher's feed
Weekly market commentary by retired Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics.