MacroVoices #420 Ole Hansen: Green Shoots in The Commodity Markets
Macro Voices
by Hedge Fund Manager Erik Townsend
1w ago
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   ⚫ Follow Ole on X: @Ole_S_Hansen   ?Download Big Picture Trading Chartbook: ??: https://bit.ly/3vig2Ox   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD   ? Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   ? Subscribe to Erik's Substack: https://erikto ..read more
Visit website
MacroVoices #419 Arjun Murti: Navigating the 2020s Energy Transition Landscape
Macro Voices
by Hedge Fund Manager Erik Townsend
2w ago
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 transition. https://bit.ly/3IzFxxI   ⚫ Follow Arjun on X: https://www.twitter.com/ArjunNMurti   ?Download Big Picture Trading Chartbook: ??: https://bit.ly/3Pnif1Y   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD   ? Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceres ..read more
Visit website
MacroVoices #418 Jeff Snider: From Waller Speak to Risk, After Risk, After Risk
Macro Voices
by Hedge Fund Manager Erik Townsend
2w ago
  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 is around the corner. https://bit.ly/49DITM0   ⚫ Follow Jeff Snider on X: https://www.twitter.com/jeffsnider_EDU ⚫ Visit EuroDollar University: https://www.eurodollar.university/     ?Download Big Picture Trading Chartbook: ??: https://bit.ly/3wLe4Xn   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://b ..read more
Visit website
MacroVoices #417 Jim Bianco: FED Cuts, May, June or Bust?
Macro Voices
by Hedge Fund Manager Erik Townsend
3w ago
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/4bTgzH4   ⚫ Follow Jim on X: @BiancoResearch ⚫ Check Out Bianco Research: https://www.biancoresearch.com     ?Download Big Picture Trading Chartbook: ??: https://bit.ly/3uGcbus   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD   ? Subscribe to Patrick’s Youtube Channel: https://www.youtube.co ..read more
Visit website
MacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway?
Macro Voices
by Hedge Fund Manager Erik Townsend
1M ago
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 Mike on X: https://www.twitter.com/profplum99 ⚫ Follow Mike on Substack : https://www.yesigiveafig.com/   ?Download Big Picture Trading Chartbook: ??: https://bit.ly/42MYjuW   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD   ? Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@P ..read more
Visit website
MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999
Macro Voices
by Hedge Fund Manager Erik Townsend
1M ago
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/3wgMjFA   ⚫ Follow Louis on X: https://twitter.com/Gave_Vincent ⚫ Find Out More About Gavekal: https://web.gavekal.com/   ?Download Big Picture Trading Chartbook: ??: https://bit.ly/3SOovls   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD   ? Subscribe to Erik's Substack: https://eriktownsend.substa ..read more
Visit website
MacroVoices #412 Dr. Anas Alhajji: 2024 Petroleum Outlook Update
Macro Voices
by Hedge Fund Manager Erik Townsend
2M ago
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     ⚫ Follow Anas on X: https://twitter.com/anasalhajji ⚫ Check Out Anas’s Substack: https://anasalhajjieoa.substack.com/     ? Subscribe to Erik's Substack: https://eriktownsend.substack.com/   ? Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1   ? Nuclear SMRs VS Renewa ..read more
Visit website
MacroVoices #411 Jeroen Blokland: Inflation, Hard/Soft Landing, Geopolitics and More
Macro Voices
by Hedge Fund Manager Erik Townsend
2M ago
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   ⚫ Follow Jeroen Blokland on X: https://twitter.com/jsblokland ⚫ Check Out Jeroen’s Substack: https://trueinsights.substack.com/       ?The Gold Standard of Profits? ????????? ??????? ?? ??? ?????? ???? ???? ??????   Join Patrick Ceresna for a ???? ???? webinar Monday January 22nd, 2024 at 1:00pm ET Register here for ????: https ..read more
Visit website
MacroVoices #410 Justin Huhn: Investing in All Things Nuclear
Macro Voices
by Hedge Fund Manager Erik Townsend
2M ago
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 and Uranium mining shares.   ⚫ Follow Justin Huhn on X: https://twitter.com/uraniuminsider ⚫ Check Out Uranium Insider Newsletter: https://www.uraniuminsider.com     ?The Gold Standard of Profits? ????????? ??????? ?? ??? ?????? ???? ???? ??????   Join Patrick Ceresna for a ???? ???? webinar Monday January 15th, 2024 at 1:00pm ET ..read more
Visit website
MacroVoices #409 Mark Nelson: All Things Nuclear Energy
Macro Voices
by Hedge Fund Manager Erik Townsend
3M ago
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 the contemporary challenges entwined with nuclear regulations. https://bit.ly/3H52Kan   Follow Mark Nelson on X: https://twitter.com/energybants Check Out: https://www.radiantenergygroup.com/   Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Nuclear SMRs VS Renewables: https://energytransitio ..read more
Visit website

Follow Macro Voices on FeedSpot

Continue with Google
Continue with Apple
OR