Category: Macro Voices

MacroVoices Erik Townsend and guest host Kevin Muir welcome 42 Macro founder Darius Dale to the show where he says the reflation trade is making a come-back, but…

MacroVoices Erik Townsend and Patrick Ceresna welcome “Things That Make You Go Hmm…” author Grant Williams as the first feature interview guest of the new year. They discuss…

MacroVoices Erik Townsend and Patrick Ceresna welcome Gavekal Research co-founder Louis Vincent Gave as 2021’s final feature interview guest. They discuss the big picture of where the world…

MacroVoices Erik Townsend and Patrick Ceresna welcome The Felder Report founder Jesse Felder to the show. Jesse disagrees with the disinflationary views David Rosenberg and others have expressed…

MacroVoices Erik Townsend and Patrick Ceresna welcome Fasanara Capital founder Francesco Filia to the show. Fracesco has prepared a chart deck quite different than those he’s shared with…

MacroVoices Erik Townsend and Patrick Ceresna welcome MI2 Partners founder Julian Brigden to the show. Julian explains in great detail why he disagrees with the transitory inflation argument…

MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show. David describes the reasons the inflation we’ve already seen has occurred, and why he doesn’t think…

MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show where she weighs in on where she agrees and where she disagrees with the views Jeff…

MacroVoices Erik Townsend and Patrick Ceresna welcome Alhambra Investments’ CIO Jeffrey Snider to the show. Jeff gives the first truly credible counter-argument to date for the secular inflation…

MacroVoices Erik Townsend and Patrick Ceresna welcome Saxo Bank Commodity Strategy chief Ole Hansen to the show to discuss the outlook for commodities with the macro backdrop of…