MacroVoices Podcast

MacroVoices @ErikSTownsend & @PatrickCeresna welcome, @LukeGromen & @Rory_Johnston. They discuss the Iran crisis, its knock-on effects, and what it means for inflation looking ahead. bit.ly/4ctlZtj

MacroVoices @ErikSTownsend & @PatrickCeresna welcome, Adam Rozencwajg @Go_Rozen & @biancoresearch. They discuss, crude oil, food & fertilisers, uranium, and gold after the Iran conflict. bit.ly/4vkd1XX

Please enjoy the interview with @ErikSTownsend and @anasalhajji discussing the breaking situation in the middle-east. youtu.be/Wh9318EAriE

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. bit.ly/47Ca0Z5

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. bit.ly/4rZghp4

MacroVoices @ErikSTownsend & @PatrickCeresna welcome, Simon White @LondonSW . They discuss the risk-off playbook, food price inflation, the breakdown in private credit, and much more. bit.ly/3PukOlC

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. bit.ly/40MGTyt

MacroVoices @ErikSTownsend & @PatrickCeresna welcome, @MattLoszak . They’ll discuss big picture of what the advanced nuclear industry needs to  do in order to bring the cost of nuclear energy down to the cost of energy from fossil fuels. bit.ly/4aR4ovZ

MacroVoices @ErikSTownsend & @PatrickCeresna welcome, Jeff Currie. They’ll discuss the commodity bull market, why metals are outperforming almost everything else, energy demand from AI and data centers, China stockpiling commodities, and much more. bit.ly/40imDo9

MacroVoices @ErikSTownsend & @PatrickCeresna welcome, Michael Every @TheMichaelEvery. They dicuss a macro/geopolitics sweep, Warsh, Iran escalation risk and USD stablecoins as economic statecraft bit.ly/4apIIH5

MacroVoices @ErikSTownsend & @PatrickCeresna welcome, Alex Gurevich @agurevich23. They’ll discuss, fixed income, energy, precious metals, the Japanese Yen, and Alex’s new book just released on Amazon. bit.ly/4tzXAdi

MacroVoices @ErikSTownsend & @PatrickCeresna welcome, @anasalhajji . They’ll discuss the events that have transpired in energy markets since Dr. Alhajji’s last interview in November. They’ll cover all the big geopolitical risks, and then end on the three big events he’s watching in this week’s energy markets. bit.ly/4qfojcf

@ErikSTownsend @PatrickCeresna @uraniuminsider Justin's slide deck is now available to download. We apologise for the delay.

MacroVoices @ErikSTownsend & @PatrickCeresna welcome, Justin Huhn @uraniuminsider . They’ll discuss the outlook for nuclear energy generally and for uranium markets in particular bit.ly/4rgcNyd

MacroVoices @ErikSTownsend & @PatrickCeresna welcome, Craig Tindale @ctindale. They’ll discuss why China is holding all the cards, and how those cards were served them, not only on a “silver platter”, but on a platter made from silver mined elsewhere but refined in China. bit.ly/3LZRwKf

MacroVoices @ErikSTownsend & @PatrickCeresna welcome, @Rory_Johnston. They will discuss all things crude oil, starting with the Venezuela news and what it means for markets, then moving on to Iran, the U.S. Strategic Petroleum Reserve, and much more bit.ly/4qnVjQs

MacroVoices @ErikSTownsend & @PatrickCeresna welcome, @DariusDale42. They discuss why Darius thinks that one year from now in January 2027, we’ll probably look back on 2026 as an up year for most financial markets. But Darius says put your seat belt on for the first few months of the year, which he thinks could be quite turbulent. bit.ly/49LhPNe

MacroVoices @ErikSTownsend & @PatrickCeresna welcome, Mark Williams , Graham Lawrence & Brendan Goodwin. They discuss why a surprising number of high-profile hedge fund legends and celebrities are establishing residency in New Zealand and what they might know that the rest of us don’t, beyond any doomsday narrative. bit.ly/3YiVdNL