Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible b...
MacroVoices #469 Jeff Snider: The Mar-a-Lago Accord Seen Through A Eurodollar Lens
MacroVoices Erik Townsend & Patrick Ceresna welcome, Jeff Snider. They’ll explore Jeff’s criticisms of the current effort and his perspective on how he would approach it differently if he were involved in the Mar-a-Lago discussions. https://bit.ly/4i8hfL4
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🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
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1:09:41
MacroVoices #468 Darius Dale: Changing World Order
MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They will dive into the data intensive slide deck that Darius is best known for and talk about everything from sticky inflation to the growth outlook. https://bit.ly/4b7KviM
🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4hJa0cM
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🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
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🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
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🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
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1:15:39
MacroVoices #467 Jim Bianco: The Mar-a-Lago Accord
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MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They’ll discuss Jim’s opinions on the new ‘Mar-a-Lago Accord,’ which he and others speculate could represent the new monetary world order being considered by the Trump administration. https://bit.ly/4kbt7On
🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/41fAmNq
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✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d
🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
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🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
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🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
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Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
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1:22:27
MacroVoices #466 Guy Keller: The Nuclear Story Has Never Been Better
MacroVoices Erik Townsend & Patrick Ceresna welcome, Guy Keller. They’ll explore all things nuclear—from why spot uranium and uranium miners haven’t kept pace with rising enriched uranium prices to uncovering the best investment opportunities in the sector. https://bit.ly/42K3cXz
🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4aRKek0
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✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d
🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
Â
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
Â
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
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Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
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1:03:35
MacroVoices #465 Rory Johnston: Oil Markets Under Trump 2.0
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rory Johnston. They discuss everything crude oil - from the current fundamental landscape and the impact of Trump’s tariff policies to why crude quality remains crucial and where refineries can source the heavy blend stock needed to process U.S. shale oil. https://bit.ly/42z5yIQ
âš« Follow Rory on X: @Rory_Johnston
🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3WF7BHg
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✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d
Â
🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
Â
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
Â
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
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Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
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