MacroVoices #312 Charlie McElligott: Tightening Cycle Is A Headwind Until It Becomes A Tailwind

MacroVoices #296 Mike Green: FOMC + The Future of Digital Currency: MacroVoices Erik Townsend and Patrick Ceresna welcome to the show, Simplify Asset Management Chief Strategist and portfolio manager Mike Green. They start the discussion with a review of this week’s Federal Reserve announcements regarding inflation and a... by Macro Voices

76 min listen

MacroVoices #245 Lakshman Achuthan: Brace For Inflation: MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI's Lakshman Achuthan to the show to talk about why he sees an inflation cycle on the near horizon and where we stand in the economic cycle and the outlook for markets. Link: https://bit.ly/35o7h5A by Macro Voices

85 min listen

MacroVoices #269 Charlie McElligott: The reflation that reversed course in April will reverse course again: MacroVoices Erik Townsend and Patrick Ceresna welcome Charlie McElligott from Nomura to the show. Charlie says the reflation trade that reversed in April is likely to reverse again, with more reflation still to come. They talk about everything from infla... by Macro Voices

89 min listen

MacroVoices #217 Dr. Lacy Hunt: The Road Through Deflation Toward Eventual Hyperinflation: MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Lacy Hunt to the show to discuss his core thesis on interest rates and inflation, how to interpret FED policy on inflation and perspectives on the FED bailing out the high yield market Link: http... by Macro Voices

106 min listen

MacroVoices #226 Charlie McElligott Explains the Upside Catalyst for Equity Market: MacroVoices Erik Townsend and Patrick Ceresna welcome Charlie McElligott to the show to discuss what’s keeping stock prices elevated in the face of a global pandemic, treasury yields, and much more. And be sure to stay tuned for our postgame segment, whe... by Macro Voices

88 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

MacroVoices #244 Marin Katusa: How to Play the Secular Gold Bull Market: MacroVoices Erik Townsend and Patrick Ceresna welcome Marin Katusa to the show to discuss everything from MMT and how it will drive a secular bull market in precious metals to why some of the best mining companies are only listed on Canadian exchanges to... by Macro Voices

112 min listen

MacroVoices #314 Lakshman Achuthan: Inflation is Neither Transitory or Secular, it’s Cyclical: MacroVoices Erik Townsend and Patrick Ceresna welcome Economic Cycles guru, Lakshman Achuthan to the show to explain why a Fed policy error is now almost a certainty, and what ECRI’s indicators portend for economic cycles in the year ahead. Download ECRI... by Macro Voices

76 min listen

MacroVoices #212 Simon White: Aftermath of the biggest monetary policy intervention in world history: MacroVoices Erik Townsend and Patrick Ceresna welcome Simon White to the show to talk about the implications of the FED’s recent QE, if the stocks and bonds will both start selling off and how the asset markets will be impacted by the US governments reac... by Macro Voices

86 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

MacroVoices #218 Lakshman Achuthan: What cycles teach us about what to expect post coronavirus: MacroVoices Erik Townsend and Patrick Ceresna welcome Lakshman Achuthan to the show to discuss what cycle need to be focused on during this crisis, the three D’s of recession, and what economic cycles teach us about what to expect next. Link: https://bit... by Macro Voices

98 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 #320 Mike Green: Investment Strategies for World War III: MacroVoices Erik Townsend and Patrick Ceresna welcome Simplify Asset Management’s Mike Green to the show to discuss why he thinks World War III had begun long before this year, what he see on the horizon and what it means for investors and markets. https... by Macro Voices

72 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

MacroVoices #292 Russell Napier: Knock-on Effects of Secular Inflation: MacroVoices Erik Townsend and Patrick Ceresna welcome Russell Napier to the show. They explore whether the developing situation in China changes the inflation calculus, then go on to talk about rates, inflation, and where this whole macro picture is head... by Macro Voices

71 min listen

MacroVoices #307 Viktor Shvets: Inflation is still a pendulum but will eventually yield to disinflation: MacroVoices Erik Townsend and Patrick Ceresna welcome Macquarie Chief Macro and Asia-Pacific strategist Viktor Shvets to the show. They touch on inflation and then move on to what’s driving various macro asset classes around the globe. *Please note that ... by Macro Voices

81 min listen

MacroVoices #316 Daniel Lacalle: Energy in the New War Economy: MacroVoices Erik Townsend and Patrick Ceresna welcome Tressis Chief Economist Daniel Lacalle to the show to discuss everything from inflation to bond yields to the dollar’s role as reserve currency. https://bit.ly/3iB4fRg Download Big Picture Trading C... by Macro Voices

69 min listen

MacroVoices #198 Jim Bianco: Deep dive into fixed income: Erik Townsend and Patrick Ceresna welcome Jim Bianco to MacroVoices. They discuss Jim’s views on Zoltan Pozsar’s theory of repo dislocation, if QE4 is imminent in the near future and what’s on the horizon for the bond market and the fixed income market ... by Macro Voices

86 min listen

2020 MITRE ATT&CK Malware Trends - Greg Foss - PSW #653: The MITRE ATT&CK framework has had a major impact on the cybersecurity industry and has given a defenders a haystack in which to focus their defensive efforts. What’s most interesting, perhaps, is where and how these TTPs intersect and how we... by Security Weekly Podcast Network (Video)

48 min listen

MacroVoices#308 Ronald Stoeferle: Precious Metals Update: MacroVoices Erik Townsend and Patrick Ceresna welcome precious metals guru Ronald Stoeferle to the show to discuss the big picture of what's going on with the Fed and this past week's equity market volatility, before moving on to precious metals update. ... by Macro Voices

80 min listen

MacroVoices #237 Juliette Declercq: U.S. Election Outlook, U.S. Dollar, Real Yields and more: MacroVoices Erik Townsend and Patrick Ceresna welcome Juliette Declercq to the show to discuss the potential outcomes of the U.S. Presidential election and their impact on markets, inflation, the US Dollar, and much more. Link: https://bit.ly/3mvrQU9 by Macro Voices

71 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 #236 Mike Green: Passive Investing Dynamics, Inflation vs. Hyperinflation, Digital Currencies & more: MacroVoices Erik Townsend and Patrick Ceresna welcome Mike Green to the show to discuss the reflexive effects of passive investing on market price action, before moving on to the US dollar, inflation, gold, digital reserve currencies and much more. Link:... by Macro Voices

80 min listen

MacroVoices #214 Eric Peters: Knock-on effects of the Coronavirus Crisis: MacroVoices Erik Townsend and Patrick Ceresna welcome Eric Peters from One River Asset Management to talk about the impacts of coronavirus on the recent market dislocation and the implications of the recent record-setting monetary intervention and more. ... by Macro Voices

106 min listen

MacroVoices #222 Vikram Mansharamani: Post-COVID19 Economic Outlook: MacroVoices Erik Townsend and Patrick Ceresna welcome Vikram Mansharamani to the show to discuss how supply chains are restructuring in the wake of the COVID19 pandemic, the coming secular shift from deflation to inflation, and much more. Link: https://b... by Macro Voices

91 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

MacroVoice #311 Jim Bianco: Has the Fed Signaled a Policy Error?: MacroVoices Erik Townsend and Patrick Ceresna welcome Bianco Research founder Jim Bianco to the show. Their discussion includes everything from inflation to bond yields to the equity market outlook, and even touches on what the decentralized finance revo... by Macro Voices

86 min listen

MacroVoices #254 Luke Gromen: The FED Faces No Easy Choices: MacroVoices Erik Townsend and Patrick Ceresna welcome Luke Gromen to the show to discuss whether if this is the beginning of a trend reversal to the upside or just a dead cat bounce, where the dollar is headed and what that will mean for the markets & mo... by Macro Voices

89 min listen

MacroVoices #336 Charlie McElligott: Is There Another Shoe To Drop For Equities?: MacroVoices Erik Townsend and Patrick Ceresna welcome Nomura quant, Charlie McElligott to the show. Charlie shares whether there’s another shoe to drop for this equity market, and if so, when it’s coming. They also discuss rates and the gamma effects pla... by Macro Voices

86 min listen

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 econo... by Macro Voices

90 min listen

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MacroVoices #312 Charlie McElligott: Tightening Cycle Is A Headwind Until It Becomes A Tailwind

MacroVoices #312 Charlie McElligott: Tightening Cycle Is A Headwind Until It Becomes A Tailwind

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