Episodios

  • MacroVoices #527 Adam Rozencwajg: What Comes Next After The Iran Crisis
    Apr 9 2026

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Adam Rozencwajg. They discuss, crude oil, food & fertilisers, uranium, and gold after the Iran conflict. https://bit.ly/4vkd1XX

    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/48BZgtX

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag

    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

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    1 h y 37 m
  • MacroVoices #526 Matt Barrie: Pay To PrAI
    Apr 2 2026

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie & Dr. Anas Alhajji. 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://bit.ly/47Ca0Z5

    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4v7Mq0k

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag

    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

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    2 h y 16 m
  • MacroVoices #525 Lyn Alden: Iran Contagion, Inflation & Private Credit
    Mar 26 2026

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. 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://bit.ly/4rZghp4

    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4lT8ffT

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag

    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

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    1 h y 38 m
  • MacroVoices #524 Simon White: War + Inflation = More Inflation
    Mar 19 2026

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Simon White. They discuss the risk-off playbook, food price inflation, the breakdown in private credit, and much more. https://bit.ly/3PukOlC

    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4sQKUO3

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag

    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

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    1 h y 55 m
  • MacroVoices #523 Jim Bianco: Energy, FED & Economy in the wake of Iran conflict
    Mar 12 2026

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco & Dr. Anas Alhajji. They will discuss everything from the geopolitical situation in Iran to oil prices to precious metals, and much more. https://bit.ly/40MGTyt

    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/46TIhTf

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag

    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

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    1 h y 52 m
  • MacroVoices #522 Matt Loszak: Factory Mass-Production of Advanced Nuclear Power Plants
    Mar 5 2026

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Loszak. 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. https://bit.ly/4aR4ovZ

    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4uct7CA

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag

    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

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    1 h y 13 m
  • MacroVoices #521 Jeff Currie: The Great Rotation
    Feb 26 2026

    MacroVoices Erik Townsend & Patrick Ceresna 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. https://bit.ly/40imDo9

    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4tWtb9t

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag

    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

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    1 h y 2 m
  • MacroVoices #520 Michael Every: USD Stablecoins in The Age of Economic Statecraft
    Feb 19 2026

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every. They dicuss a macro/geopolitics sweep, Warsh, Iran escalation risk and USD stablecoins as economic statecraft https://bit.ly/4apIIH5

    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4qLRvIf

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag

    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

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    1 h y 15 m