MacroVoices Erik Townsend & Patrick Ceresna welcome back Gavekal Founder, Louis-Vincent Gave. Erik & Louis discuss commodities, China, the Electric Vehicle Implosion, and why Louis says this feels like 1999 all over again. https://bit.ly/3wgMjFA
 
⚫ Follow Louis on X: https://twitter.com/Gave_Vincent
⚫ Find Out More About Gavekal: https://web.gavekal.com/
 


MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999

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

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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 #424 Rory Johnston: Crude Oil Update: Fundamentals, Geopolitical Risks, and SPR

MacroVoices Erik Townsend &  Patrick Ceresna welcome back, Uranium Insider Founder, Justin Huhn. Erik & Justin discuss the Uranium bull market, the Uranium mining sector and where it’s headed to next. https://bit.ly/3Jcf9u6
 
⚫ Follow Justin on X: @UraniumInsider
⚫ Find out More: www.uraniuminsider.com
 
 


MacroVoices #423 Justin Huhn: Accelerated Demand Growth in Supply Driven Bull Market

MacroVoices Erik Townsend &  Patrick Ceresna welcome back, Bear Traps Report founder, Larry McDonald. Erik and Larry discuss, why gold’s correlations to treasury rates and the dollar have broken down, the inflation outlook, energy, and much more. https://bit.ly/3U2DGrP
 
⚫ Click To Purchase Larry’s book ‘How To Listen When Markets Speak’: https://bit.ly/4cLXOFO
⚫ Follow Larry on X: @Convertbond
⚫ Find out More: thebeartrapsreport.com
 


MacroVoices #422 Larry McDonald: How To Listen When Markets Speak

MacroVoices Erik Townsend &  Patrick Ceresna welcome back Forest for the Trees founder, Luke Gromen. Erik and Luke discuss the dollar, where it’s headed both short and long term, precious metals, bitcoin and more. https://bit.ly/3PES8np
 
⚫ Follow Luke on X: @LukeGromen
 


MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999

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