MacroVoices #201 Marin Katusa: How To Play the Gold Bull Market

FromMacro Voices

Start listening View podcast show

MacroVoices #201 Marin Katusa: How To Play the Gold Bull Market

FromMacro Voices

ratings:

Length:

94 minutes

Released:

Jan 9, 2020

Format:

Podcast episode

Description

Erik Townsend and Patrick Ceresna welcome Marin Katusa to MacroVoices. They discuss the outlook on gold, updates on previous investments, how private placements work and what to expect at the upcoming VRIC and more.

Link: http://bit.ly/2Tazd7i

Released:

Jan 9, 2020

Format:

Podcast episode

Titles in the series (100)

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

Skip carousel

All-Stars #78 Jeff Snider : Market complacency is misplaced!: All-Star Jeff Snider says markets are breathing a sigh of relief that the recession scare is over, but this complacency is misplaced! Link: http://bit.ly/32ZfU29 by Macro Voices
27 min listen
All-Stars #71 Julian Brigden: Geopolitical risks, Chinese liquidity dynamics & “not” QE: All-Star Julian Brigden weighs in on the Saudi Arabia oil infrastructure attacks, Chinese liquidity, and the Fed’s QE that isn’t QE according to the Fed Link: http://bit.ly/33CcXFC by Macro Voices
14 min listen
All-Stars #75 Dr. Pippa Malmgren: Decoding the global explosion of civil unrest: All-Star Dr. Pippa Malmgren explains why the explosion in civil unrest around the globe is all about breakdown of the social contract. Also Trump News Network and market outlook. Link: http://bit.ly/2CazFJ1 by Macro Voices
33 min listen
MacroVoices #194 Peter Boockvar: Inflation is Not a Prerequisite for Central Banks Changing Policy: Erik Townsend and Patrick Ceresna welcome Peter Boockvar to MacroVoices. They discuss if the US will get to negative interest rates, the inevitability of inflation and its effects on central banks, outlook on US/China trade negotiations and more. Link: h... by Macro Voices
74 min listen
All-Stars #73 Prof. Steve Keen: Rising Populism & Brexit update: All-Star Prof. Steve Keen is back with an update on the recent surge in populism around the globe and Steve’s outlook for the resolution of the Brexit dilemma Link: http://bit.ly/31Amewu by Macro Voices
14 min listen
MacroVoices #191 Alex Gurevich: Stop this conversation and pause this interview, go buy gold!: Erik Townsend and Patrick Ceresna welcome Alex Gurevich to MacroVoices. They discuss the latest FOMC meeting, if it’s time to go long in the treasury market, outlook on gold and more. Link: http://bit.ly/2JC44nC by Macro Voices
66 min listen
MacroVoices #203 Russell Napier: The coming credit crisis will be outside the U.S.: Erik Townsend and Patrick Ceresna welcome Russell Napier to MacroVoices. They discuss why we should expect a credit crisis, what will come out of MMT & helicopter money, and how to prepare for runaway inflation and more. Link: http://bit.ly/2tOWNfJ by Macro Voices
87 min listen
All-Stars #77 Luke Gromen: You’re a conspiracy theorist if you call monetization ‘monetization’!: All-Star Luke Gromen returns with an update on monetary policy and market outlook. Link: http://bit.ly/2qSMRje by Macro Voices
16 min listen
MacroVoices #190 Diego Parrilla: They'll change the rules to bail out the system: Erik Townsend and Patrick Ceresna welcome Diego Parrilla to MacroVoices. They discuss Diego’s contrarian investment thesis, his concept of anti-bubbles, balanced portfolio construction and more. Link: http://bit.ly/2BEKcMn by Macro Voices
72 min listen
MacroVoices #192 Keith McCullough : Inflation Accelerating: Erik Townsend and Patrick Ceresna welcome Keith McCullough to MacroVoices. They discuss the macro themes of the last quarter of 2019, what is next for the Chinese economy, long short pairs trade in software industry and more. Link: http://bit.ly/2JYhb2E by Macro Voices
93 min listen
All-Stars #72 Jeff Snider: The Supply-side of the Eurodollar equation: All-Star Jeff Snider is back with more perspective on the global dollar liquidity situation, this time focusing on the supply rather than demand side of the equation. Link: http://bit.ly/2Jb9aXV by Macro Voices
26 min listen
All-Stars #105 Juliette Declercq: Post-crisis economic recovery: All-Star Juliette Declercq returns to discuss views on deflation vs. inflation, if MMT is what makes the difference between depression and reflation and post-crisis equity outlook. Link: https://bit.ly/2AFOUwd by Macro Voices
18 min listen
All-Stars #88 Jeff Snider: The Fed is avoiding the real issue driving divergences in their models: All-Star Jeff Snider says the Fed is behind the 8 ball. Jeff says the ailing global Eurodollar system is the real reason the economy underperforms against its potential. Link: http://bit.ly/2Nn3e0e by Macro Voices
30 min listen
MacroVoices #195 Jeffrey Christian: Electric Vehicle Outlook and Precious Metals Update: Erik Townsend and Patrick Ceresna welcome Jeffrey Christian to MacroVoices. They discuss the uptrend of electric vehicles, what is going to be the mode of power in the future and how it will be delivered, and how replacing petroleum may impact geopolitic... by Macro Voices
74 min listen
MacroVoices #189 Stephanie Pomboy: S&P Earnings Do Not Equal Corporate Profits: Erik Townsend and Patrick Ceresna welcome Stephanie Pomboy to MacroVoices. They discuss the expansion of the FED’s balance sheet, the significance of the recent liquidity shock and the divergence between corporate profits and S&P and much more. In postga... by Macro Voices
84 min listen
All-Stars #79 Louis-Vincent Gave : Civil Unrest in Hong Kong and Around the Globe in Perspective: All-Star Louis-Vincent Gave weighs in on latest developments at HK Poly University and Civil Unrest more generally around the globe, then concludes with market outlook Link: http://bit.ly/2O3C7Yt by Macro Voices
21 min listen
MacroVoices #200 Dr. Pippa Malmgren: Knowledge Doubling Curve and its Consequences and Implications: Erik Townsend and Patrick Ceresna welcome Dr.Pippa Malmgren to MacroVoices. They discuss the knowledge doubling curve, collection and monetization of personal data, ephemeralization and its consequences & how autonomous vehicles will change the future. ... by Macro Voices
80 min listen
MacroVoices #201 Marin Katusa: How To Play the Gold Bull Market: Erik Townsend and Patrick Ceresna welcome Marin Katusa to MacroVoices. They discuss the outlook on gold, updates on previous investments, how private placements work and what to expect at the upcoming VRIC and more. Link: http://bit.ly/2Tazd7i by Macro Voices
94 min listen
All-Stars #76 Juliette Declercq: Equity rally set to continue: All-star Juliette Declercq returns with an update on her views on monetary policy and the equity market rally, which she says is set to continue higher. Link: http://bit.ly/2rrh5Ky by Macro Voices
17 min listen
All-Stars #92 Jeff Snider: Did anything really get “better” last September?: All-star Jeff Snider takes on why the yield curve inversion last august (so far) hasn’t led to a recession, and what might have changed in the global economy since September Link: http://bit.ly/2Sg4W54 by Macro Voices
24 min listen
All-Stars #84 Louis-Vincent Gave : Tech stocks are at the same % of SPX Composition as the 1999 high: All-Star Louis-Vincent Gave returns for an update on the S&P Christmas Rally, why Apple has outperformed despite the trade war, & Much more! Link: http://bit.ly/35sZUri by Macro Voices
18 min listen
MacroVoices #196 Mark Gordon: Why the age of oil abundance is about to end: Erik Townsend and Patrick Ceresna welcome Mark Gordon to MacroVoices. They discuss why inventory is not what drives the price, the regime change from the age of peak oil to the age of oil abundance and possible impacts the recession will have on oil pric... by Macro Voices
97 min listen
MacroVoices #193 Charlie McElligott: Bond rally correction appears to be over: Erik Townsend and Patrick Ceresna welcome Charlie McElligott to MacroVoices. They discuss late cycle dynamics, how the CTA position estimating model works and if it’s time to buy gold & more. Link: http://bit.ly/2KoEGCh by Macro Voices
77 min listen
All-Stars #74 Brent Johnson: Expect ECB’s Christine Lagarde to take office and take action quickly!: All-Star Brent Johnson expects Christine Lagarde to hit the ground running as she takes the helm of the ECB this week. Also stock and gold market outlooks. Link: http://bit.ly/2Jqf7QQ by Macro Voices
14 min listen
All-Stars #82 Dr. Pippa Malmgren: Rule of Law, Hong Kong protests, Bullish on Innovation: All-star Dr.Pippa Malmgren is back with an update on the rule of Law and the Hong Kong protests, plus why Pippa remains bullish on innovation and global growth Link: http://bit.ly/2OLPvAZ by Macro Voices
20 min listen
Hot Topic #6: COVID-19 Pandemic Update: This week we’re re-broadcasting our Jan. 30th interview with Dr. Chris Martenson which proved incredibly prescient. Erik Townsend then offers an update on what’s changed since that interview. Link: http://bit.ly/2TtNbje by Macro Voices
76 min listen
MacroVoices #205 Art Berman: Will the crude oil market catch the Coronavirus?: MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show. They discuss the 2020 demand growth, how oversold is the price of oil and what effect the over-reaction to Coronavirus has on world oil demand. Then Kevin Muir joins postgame s... by Macro Voices
97 min listen
MacroVoices #197 Juliette Declercq: Inflations is not in the cards: MacroVoices Erik Townsend and Patrick Ceresna welcome Juliette Declercq to the show where Juliette decodes the FOMC statement & macro outlook, and translate that view into actionable trading strategies. Then Jeff Snider joins in the postgame to talk Repo... by Macro Voices
86 min listen
All-Stars #99 Louis-Vincent Gave: We’re experiencing three crises disguised as one!: All-Star Louis-Vincent Gave returns to explain why the markets are currently enthralled in not just one but three simultaneous crises. Link: https://bit.ly/3avksSv by Macro Voices
15 min listen
All-Stars #90 Juliette Declercq: Still bullish, but slightly less so than Q4: All-Star Juliette Declercq is back with the 2020 outlook. Juliette remains cautiously bullish, but perhaps not quite as bullish as she was in late 2019 Link: http://bit.ly/30Y3W9G by Macro Voices
17 min listen

More Episodes from Macro Voices

Skip carousel

MacroVoices #428 Adam Rozencwajg: AI Demand, Energy & Precious Metals: 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.twi... by Macro Voices
71 min listen
MacroVoices #427 Thomas Jam Pedersen: The Coming Thorium Energy Revolution: 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 th... by Macro Voices
90 min listen
MacroVoices #426 Brent Johnson: Dollar Milkshake Update in a World of Global Uncertainty: 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... by Macro Voices
70 min listen
MacroVoices #425 Alex Gurevich: Real Rates, Precious Metals, Currencies and More: 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 ⚫ Fol... by Macro Voices
65 min listen
MacroVoices #424 Rory Johnston: Crude Oil Update: Fundamentals, Geopolitical Risks, and SPR: 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 ... by Macro Voices
65 min listen
MacroVoices #423 Justin Huhn: Accelerated Demand Growth in Supply Driven Bull Market: 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 ... by Macro Voices
77 min listen
MacroVoices #422 Larry McDonald: How To Listen When Markets Speak: 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.... by Macro Voices
61 min listen
MacroVoices #421 Luke Gromen: More Dollar Liquidity To Come…: 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 ⚫ Follo... by Macro Voices
58 min listen
MacroVoices #420 Ole Hansen: Green Shoots in The Commodity Markets: MacroVoices Erik Townsend & Patrick Ceresna welcome back Saxo Bank, Commodities Chief, Ole Hansen. Erik & Ole will discuss which commodities are hot and what’s driving the rally, from softs to AGS to metals to energy. https://bit.ly/43wIZmn ... by Macro Voices
67 min listen
MacroVoices #419 Arjun Murti: Navigating the 2020s Energy Transition Landscape: MacroVoices Erik Townsend & Patrick Ceresna welcome former Goldman Sachs Partner and current Veriton partner, Arjun Murti. Erik and Arjun will discuss Arjun’s outlook for where energy markets are and where they’re headed in the coming energy tra... by Macro Voices
67 min listen
MacroVoices #418 Jeff Snider: From Waller Speak to Risk, After Risk, After Risk: MacroVoices Erik Townsend & Patrick Ceresna welcome back Jeff Snider. Erik & Jeff take a deep dive into the macro risks in all the major markets, what the Fed’s Waller REALLY said last Friday & whether it could mean another round of QE... by Macro Voices
70 min listen
MacroVoices #417 Jim Bianco: FED Cuts, May, June or Bust?: MacroVoices Erik Townsend & Patrick Ceresna welcome back Jim Bianco. Erik & Jim discuss inflation, fed policy, and why Jim thinks the Fed has to start cutting in May or June or else not cut at all before the November election. https://bit.ly/... by Macro Voices
63 min listen
MacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway?: MacroVoices Erik Townsend & Patrick Ceresna welcome back Mike Green. Erik & Mike discuss backwardation in commodities markets, where rates and markets are headed from here, precious metals, and much more. https://bit.ly/3wthEFq ⚫ Follow M... by Macro Voices
74 min listen
MacroVoices #415 Tian Yang: Fiscal, Sisyphus or Hercules: MacroVoices Erik Townsend & Patrick Ceresna welcome back Variant Perception CEO, Tian Yang. Erik & Tian will discuss most assets classes and the trading opportunities Tian sees in them. https://bit.ly/3SHP9ej ⚫ Follow Variant Perception on ... by Macro Voices
63 min listen
MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999: 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/3wgM... by Macro Voices
69 min listen
MacroVoices #413 Darius Dale: Still Bullish: MacroVoices Erik Townsend & Patrick Ceresna welcome back 42 Macro founder, Darius Dale. Erik & Darius discuss markets, inflation, bond yields and why Darius is still bullish. ?Download 42 Macro Chart Book: https://bit.ly/3SeLTXO ⚫ Follow ... by Macro Voices
63 min listen
MacroVoices #412 Dr. Anas Alhajji: 2024 Petroleum Outlook Update: MacroVoices Erik Townsend & Patrick Ceresna welcome back Dr. Anas Alhajji, for a fresh crude oil outlook for 2024. Erik & Anas will discuss, crude oil prices, the oil market outlook, geopolitical premiums and much more. https://bit.ly/3Ogl3gT... by Macro Voices
70 min listen
MacroVoices #411 Jeroen Blokland: Inflation, Hard/Soft Landing, Geopolitics and More: MacroVoices Erik Townsend & Patrick Ceresna welcome Jeroen Blokland as this weeks guest. Jeroen and Erik discuss inflation, Soft vs. Hard Landing, sustainability of U.S. Debt, geopolitics, precious metals and more. https://bit.ly/4b5mOY3 ⚫ Foll... by Macro Voices
55 min listen
MacroVoices #410 Justin Huhn: Investing in All Things Nuclear: MacroVoices Erik Townsend & Patrick Ceresna welcome Justin Huhn as this weeks guest. Erik & Justin focus on the immediate investment plays in the uranium mining sector, and how pending legislation only strengthens the bull case for Uranium an... by Macro Voices
91 min listen
MacroVoices #409 Mark Nelson: All Things Nuclear Energy: MacroVoice's Erik Townsend & Patrick Ceresna welcome Mark Nelson as the special holiday guest for the New Year. Erik and Mark will delve into the intricate world of nuclear reactors, exploring potential fuels like Thorium, and shedding light on t... by Macro Voices
130 min listen
MacroVoices #408 Lyn Alden: Broken Energy: MacroVoice's Erik Townsend & Patrick Ceresna welcome back Lyn Alden as this years special holiday guest. Erik & Lyn will discuss the alternative energy sources needed for energy transition, including Nuclear, Hydro, Wind and Solar and some of... by Macro Voices
108 min listen
MacroVoices #407 Jim Bianco: Jay Powell’s “word salad”, FOMC Mood Swings, Interest Rate Outlook, Crypto & More: MacroVoice's Erik Townsend & Patrick Ceresna welcome back Jim Bianco. Erik & Jim will discuss the FOMC’s about face on monetary policy, why it happened, and what comes next. Jim says peak yields are NOT yet behind us... https://bit.ly/3RQyciC... by Macro Voices
91 min listen
MacroVoices #406 Matt Barrie: AI-pocalypse Now: Macrovoice's Erik Townsend & Patrick Ceresna welcome Freelancer Founder, Matt Barrie. Erik and Matt have an interesting discussion about the potential human prosperity and existential threat, AI may give us in a future not too far away. https://b... by Macro Voices
84 min listen
MacroVoices #405 Marko Papic: Investment Implications of Geopolitics Around The Globe: MacroVoice's Erik Townsend and Patrick Ceresna welcome, Clocktower Group Chief Strategist, Marko Papic. Erik and Marko will discuss all of the geopolitical developments around the globe and their impact on financial markets. https://bit.ly/3NiHzoR ... by Macro Voices
87 min listen
MacroVoices #404 David Rosenberg: The Bond Bullion Barbell: MacroVoices Erik Townsend and Patrick Ceresna welcome back Rosenberg Research Founder, David Rosenberg. They discuss Rosie’s two strongest conviction trades are long duration and long gold and whether the bear market is over in stocks and much more. ... by Macro Voices
63 min listen
MacroVoices #403 Daniel Lacalle: EU Economic Outlook, Inflation, Monetary Aggregates, Energy and Much More: MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show. They discuss everything from recession risk to Eurozone economic weakness and what’s causing it, to inflation and why Daniel says last week’s CPI print wasn’t necessary... by Macro Voices
74 min listen
MacroVoices #402 lakshman Achuthan: A Soft Landing Still A Dream: MacroVoices Erik Townsend and Patrick Ceresna welcome back Lakshman Achuthan as this weeks featured guest. They'll discuss ECRI’s leading indicators, growth and inflation, the Hard Landing Lak still predicts and much more! https://bit.ly/49S2gBN C... by Macro Voices
58 min listen
MacroVoices #401 Leigh Goehring: The Role of Monetary Policy in Commodity Investing: MacroVoices Erik Townsend and Patrick Ceresna, welcome back Goehring & Rozencwaj Co-Founder Leigh Goehring as this weeks guest. Erik and Leigh will discuss the relationship between monetary policy and commodities investing, gold-backed digital cu... by Macro Voices
77 min listen
MacroVoices #400 Rory Johnston: All Things Oil: MacroVoices Erik Townsend & Patrick Ceresna welcome Rory Johnston as this weeks guest. Erik & Rory will discuss everything from the predictions of massive supply shortfalls to the U.S. SPR. https://bit.ly/49hmVPb Check out Energy Transition... by Macro Voices
84 min listen
MacroVoices #399 Ole S Hansen: Still Bullish Commodities: MacroVoice's Erik Townsend & Patrick Ceresna welcome Ole S Hansen as this week’s guest. Ole says the bull market has paused in some commodities, but is set to continue. They also talk about crude oil and the debate over how big the Iran escalatio... by Macro Voices
74 min listen

Discover this podcast and so much more

MacroVoices #201 Marin Katusa: How To Play the Gold Bull Market

MacroVoices #201 Marin Katusa: How To Play the Gold Bull Market

Description

Titles in the series (100)

More Episodes from Macro Voices