MacroVoices Erik Townsend welcomes Nomura’s Charlie McElligott to the show to discuss the formative banking crisis, monetary policy including yesterday’s 25 bps hike into the banking crisis, how to trade the Fed boxing itself into a corner, 0DTE options, abysmal performance of Commodity Trend funds in 2023, and much more.
https://bit.ly/3K4aFal
Download Big Picture Trading chartbook 

MacroVoices #368 Charlie McElligott: Banking Crisis, FOMC, 0DTE, CTAs & more

Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC

Business

Investing

Careers

Management & Marketing

Business News

Shopping

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Goehring & Rozencwajg co-founder Adam Rozencwajg. They’ll discuss energy markets, precious metals and much more. https://bit.ly/4bk5pub
 
⚫ Follow Adam Rozencwajg on X: https://www.twitter.com/go_rozen
⚫ Check Out: https://www.gorozen.com/
 


MacroVoices #428 Adam Rozencwajg: AI Demand, Energy & Precious Metals

MacroVoices hosts Erik Townsend and Patrick Ceresna welcome Thomas Jam Pedersen, founder of Copenhagen Atomics. They will discuss the role thorium fission will play in the energy transition and the benefits of molten salt-cooled and liquid-fuelled thorium-burning nuclear reactors over conventional light water reactors fuelled by uranium. https://bit.ly/3QzHtuu
 
⚫ Find out More: https://www.copenhagenatomics.com/
 
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD
 


MacroVoices #427 Thomas Jam Pedersen: The Coming Thorium Energy Revolution

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Santiago Capital founder Brent Johnson. They discuss the current rally in the dollar against other currencies, the big move in gold, and the looming question of persistent inflation. https://bit.ly/3WiZp0d
 
⚫ Follow Brent on X: https://www.twitter.com/SantiagoAuFund
⚫ Find out More: https://santiagocapital.com/
 
 


MacroVoices #426 Brent Johnson: Dollar Milkshake Update in a World of Global Uncertainty

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Honte investments founder and CIO Alex Gurevich. They’ll discuss whether inflation will be persistent, Currencies, Precious Metals, Energy Markets, and more. https://bit.ly/3JxA3UP
 
⚫ Follow Alex on X: @agurevich23
⚫ Find out More: honteinv.com
 


MacroVoices #425 Alex Gurevich: Real Rates, Precious Metals, Currencies and More

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Commodity Context Founder, Rory Johnston. Erik & Rory discuss all things crude oil, from fundamentals, to geopolitical risk to the Strategic Petroleum Reserve. https://bit.ly/444LL2L
 
⚫ Follow Rory on X: https://www.twitter.com/Rory_Johnston
⚫ Find out More: https://www.commoditycontext.com
 
 


MacroVoices #368 Charlie McElligott: Banking Crisis, FOMC, 0DTE, CTAs & more

Download our free app to listen on your phone