MacroVoices Podcast

The premiere weekly financial podcast, with hedge fund manager @ErikSTownsend, interviewing the brightest minds in finance and macroeconomics.

[MacroVoices Podcast @MacroVoices]

MacroVoices @ErikSTownsend & @PatrickCeresna welcome, Larry Mcdonald @BearTrapsReport. They discuss what’s driven this sell-off, whether the Iran conflict had anything to do with it, and where the opportunities lie in today’s markets.
https://t.co/YuG4zrwD33

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MacroVoices @ErikSTownsend & @PatrickCeresna welcome, @TheMichaelEvery & @Rory_Johnston. They discuss all things Iran from geopolitics to inflation outlook to what it means for China to President Trump and Secretary Bessent’s stablecoin statecraft ambitions. https://t.co/JPCXdiBKL7

[MacroVoices Podcast @MacroVoices]

MacroVoices @ErikSTownsend & @PatrickCeresna welcome, Dr. Pippa Malmgren @DrPippaM & Jim Bianco @biancoresearch.  They’ll discuss whether AI and Robotics are going to take our jobs, Nuclear Fusion, Disappearing Scientists, and much more. https://t.co/u9agStOHXW

[MacroVoices Podcast @MacroVoices]

MacroVoices @ErikSTownsend & @PatrickCeresna welcome, Morgan Downey @morgan_downey. They discuss the ongoing crisis, with Morgan warning that all buffers and safety margins have been exhausted, explaining why a Strait closure lasting another month could drive oil prices to $150–$200, and exploring several other critical dimensions of this rapidly evolving situation. https://t.co/wLrDjHsJFn

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@ErikSTownsend @PatrickCeresna @profplum99 @Rory_Johnston also joins us for our special post-game gues to give us an update on the US/Iran conflict.

[MacroVoices Podcast @MacroVoices]

MacroVoices @ErikSTownsend & @PatrickCeresna welcome, Mike Green @profplum99. They discuss why the Hormuz crisis hasn’t derailed the S&P 500’s surge to new all-time highs, Mike’s disagreement with secular-inflation forecasts, why Kevin Warsh could be more likely to cut rates aggressively than hike, and the unintended consequences of passive investing through index funds. https://t.co/qJs3ldkzrc

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MacroVoices @ErikSTownsend & @PatrickCeresna welcome, Louis-Vincent Gave @Gavekal @gave_vincent. They’ll discuss, what’s going on in the conflict and what it will mean for global markets in the coming months. https://t.co/fpK69o1b8p

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MacroVoices @ErikSTownsend & @PatrickCeresna welcome, Daniel Lacalle @dlacalle_IA.  They’ll discuss secular inflation, precious metals, the greater risk to Europe from the energy crisis, and much more. https://t.co/wZCw6H1wyt.

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MacroVoices @ErikSTownsend & @PatrickCeresna welcome, @Ole_S_Hansen They’ll discuss what comes next in the Iran conflict, what the longer-term implications are for energy markets, what’s coming in food inflation and how to trade it, and a longer term outlook for secular inflation. https://t.co/Djt4xq9n28

[MacroVoices Podcast @MacroVoices]

MacroVoices @ErikSTownsend & @PatrickCeresna welcome, @LukeGromen & @Rory_Johnston. They discuss the Iran crisis, its knock-on effects, and what it means for inflation looking ahead. https://t.co/j33MJJP3zr

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MacroVoices @ErikSTownsend & @PatrickCeresna welcome, Adam Rozencwajg @Go_Rozen & @biancoresearch. They discuss, crude oil, food & fertilisers, uranium, and gold after the Iran conflict. https://t.co/l2ORKbwFAo

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Please enjoy the interview with @ErikSTownsend and @anasalhajji discussing the breaking situation in the middle-east.
https://t.co/AiCeruC15P

[MacroVoices Podcast @MacroVoices]

MacroVoices @ErikSTownsend & @PatrickCeresna welcome, @matt_barrie & Dr.@anasalhajji . They discuss the latest developments in AI, their impact on private credit markets, and why emerging pricing models could trigger a dot-com–scale market disruption. https://t.co/CwYruBWWuJ

[MacroVoices Podcast @MacroVoices]

MacroVoices @ErikSTownsend & @PatrickCeresna welcome, @LynAldenContact & @TheMichaelEvery. They will discuss the Iran conflict, the return to a multi-polar world order, the outlook for persistent inflation, the breakdown in private credit markets and much more. https://t.co/ekw1HOOc7I

[MacroVoices Podcast @MacroVoices]

MacroVoices @ErikSTownsend & @PatrickCeresna welcome, Simon White @LondonSW . They discuss the risk-off playbook, food price inflation, the breakdown in private credit, and much more. https://t.co/Pw2Bnd7rxC

[MacroVoices Podcast @MacroVoices]

MacroVoices @ErikSTownsend & @PatrickCeresna welcome, @biancoresearch & @anasalhajji. They will discuss everything from the geopolitical situation in Iran to oil prices to precious metals, and much more. https://t.co/IB14wJGUMu