Macro Voices

Release Date

All Episodes

MacroVoices #528 Luke Gromen: Hormuz Could Lead To a 1956 US Suez Moment

MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They discuss the Iran crisis, its knock-on effects, and what it means for inflation looking ahead. https://bit.ly/4ctlZtj 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4tbGVMB ✅Sign up for a FREE 14 ... Show more

. 1h 34min

MacroVoices #527 Adam Rozencwajg: What Comes Next After The Iran Crisis

MacroVoices Erik Townsend & Patrick Ceresna welcome, Adam Rozencwajg. They discuss, crude oil, food & fertilisers, uranium, and gold after the Iran conflict. https://bit.ly/4vkd1XX 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/48BZgtX ✅Sign up for a FREE 14-day tr ... Show more

. 1h 37min

MacroVoices #526 Matt Barrie: Pay To PrAI

MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie & Dr. Anas Alhajji. They discuss the latest developments in AI, their impact on private credit markets, and why emerging pricing models could trigger a dot-com–scale market disruption. https://bit.ly/47Ca0Z5 🔻Downl ... Show more

. 2h 15min

MacroVoices #525 Lyn Alden: Iran Contagion, Inflation & Private Credit

MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They will discuss the Iran conflict, the return to a multi-polar world order, the outlook for persistent inflation, the breakdown in private credit markets and much more. https://bit.ly/4rZghp4 🔻Download Big Picture ... Show more

. 1h 38min

MacroVoices #524 Simon White: War + Inflation = More Inflation

MacroVoices Erik Townsend & Patrick Ceresna welcome, Simon White. They discuss the risk-off playbook, food price inflation, the breakdown in private credit, and much more. https://bit.ly/3PukOlC 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4sQKUO3 ✅Sign up for a ... Show more

. 1h 54min