MacroVoices #286 Summer Special: Digital Currencies & Decentralized Finance Revolution Part 2

MacroVoices #286 Summer Special: Digital Curr...

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 

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 

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 

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 

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 heig ...  Show more

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 commo ...  Show more

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 c ...  Show more

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 

MacroVoices #280 Aaran Param: Inflation, Stocks, Dollar, EM, China, Commodities & more

MacroVoices Erik Townsend and Patrick Ceresna welcome Aaran Param from Variant Perception to the show to discuss whether inflation is secular or transitory, Stocks, Bond Yields, Commodities, and much more. Link: https://bit.ly/3xKio4I 

MacroVoices #279 Viktor Shvets: The Inflation-Deflation Pendulum

MacroVoices Erik Townsend and Patrick Ceresna welcome Viktor Shvets to the show to discuss in detail why he disagrees with the view that we're beginning a 1970's scale secular inflation event.   Link: https://bit.ly/3wrQOYo 

MacroVoices #278 Eric Peters: Secular Inflation and Digital Currency

MacroVoices Erik Townsend and Patrick Ceresna welcome back One River Asset Management CIO Eric Peters to the show. Eric has been in the news quite a bit lately, as his new venture One River Digital has become one of the most voracious buyers of Bitcoin. Eric returns as this week’ ...  Show more

MacroVoices #277 Daniel Lacalle: Inflation, Recovery Outlook, Energy, Digital Currency & More

MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show. Daniel says inflation is coming, but he doesn’t worry about it running away or becoming a major economic challenge. They also explore Daniel’s thoughts on both cryptocurrency and sovereign digital c ...  Show more

MacroVoices #276 Philip Verleger: Energy Economics and Inflation

MacroVoices Erik Townsend and Patrick Ceresna welcome Philip Verleger to the show to give us a different perspective on the economics of the energy industry, including his views on the coming secular inflation. Link: https://bit.ly/3vApK91 

MacroVoices #275 Steve Keen: Inflation Will Not Run Away

MacroVoices Erik Townsend and Patrick Ceresna welcome Steve Keen to the show. Steve says inflation is definitely coming, but it won’t be the runaway inflation feared by many people, nor will it be the hyperinflation some folks fear.  Link: https://bit.ly/2Tkfrby 

MacroVoices #274 Marin Katusa: PM Investing for Accredited Investors

MacroVoices Erik Townsend and Patrick Ceresna welcome back Marin Katusa to the show. This week’s interview focuses specifically on the private equity deals that are only offered to accredited investors, allowing them to buy precious metals mining stocks directly from the issuing ...  Show more

MacroVoices #273 Larry McDonald: Dollar Down & Gold, Oil, Uranium Up

MacroVoices Erik Townsend and Patrick Ceresna welcome Larry McDonald from The Bear Traps Report to the show to discuss inflation, bond yields, market outlooks, and much more. Link: https://bit.ly/3hZZMbY 

MacroVoices #272 David Rosenberg: Inflation Will Be Transitory

MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show where he explains why he still sees deflation as the governing force, and why he disagrees with the suddenly all-popular inflation narrative. Free 30-Day Trial to Rosenberg Research: https://bit.ly/ ...  Show more

MacroVoices #271 Harley Bassman: Hedging a High Interest Future

MacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman to the show. For years Harley has been on a personal mission to figure out how to make institutional hedging tools available to retail investors, because Harley sees a risk of long-term interest rates backing up ...  Show more

MacroVoices #270 Dylan Grice: Are Central Bankers Politicians or Economists?

MacroVoices Erik Townsend and Patrick Ceresna welcome Dylan Grice to the show to discuss everything from inflation vs. deflation to how far bond yields can go to the outlook for asset markets. Link: https://bit.ly/3xUCNEq