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MacroVoices Erik Townsend 🛢️ & Patrick Ceresna📈📉 welcome, Jeffrey P. 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. bit.ly/4i8hfL4

MacroVoices Erik Townsend 🛢️ & Patrick Ceresna📈📉 welcome, Michael Every. They'll discuss Michael’s prescient advice to “Take President Trump seriously but not necessarily literally” as he unpacks major headlines, from Oval Office antics and tariffs to executive orders, crypto,

MacroVoices Erik Townsend 🛢️ & Patrick Ceresna📈📉 welcome, Tian Yang Variant Perception. They’ll cover LEIs and break down Variant Perception’s outlooks on everything from stocks and fixed income to FX and commodities, including gold. bit.ly/41JzAaB

MacroVoices Erik Townsend 🛢️ & Patrick Ceresna📈📉 welcome, Lyn Alden. They’ll discuss everything from what’s next for the stock market to international diversification strategies to energy, gold, Bitcoin and more. bit.ly/4hrDqLr

MacroVoices Erik Townsend 🛢️ & Patrick Ceresna📈📉 welcome, Mike Alkin Mike Alkin. They’ll begin by exploring how it’s even possible that investor sentiment remains so negative, despite what has arguably been the most bullish year ever for nuclear energy news. From there, they’ll

MacroVoices Erik Townsend 🛢️ & Patrick Ceresna📈📉 welcome, Simon White Simon White. They’ll discuss, the Trump Tariff Tornado, treasuries, why the basis trade is blowing up, and much more. bit.ly/4jaxsAq

MacroVoices Erik Townsend 🛢️ & Patrick Ceresna📈📉 welcome, Daniel Lacalle Daniel Lacalle . They’ll discuss Trump Tariffs as the European investment community sees them, and discuss whether this is the dawn of a new age in terms of monetary and economic policy cooperation between the

MacroVoices Erik Townsend 🛢️ & Patrick Ceresna📈📉 welcome, Michael Howell CrossBorder Capital . They’ll discuss cyclicality of credit markets, why we should think of them as a refinancing system rather than a credit origination system, and what can be learned by taking this street-smart

MacroVoices Erik Townsend 🛢️ & Patrick Ceresna📈📉 welcome, Luke Gromen. They’ll discuss the market’s Trump Tariff Tantrum, as Luke makes the bold case that President Trump could realistically raise enough tariff revenue to exempt the bottom 90% from federal income tax.

MacroVoices Erik Townsend 🛢️ & Patrick Ceresna📈📉 welcome Anas Alhajji to the show to discuss OPEC+ productions increases, the long term outlook for oil & LNG. Anas also explains what’s really going on in Saudi Arabia and the real risks posed by an escalation of tensions in Iran,

MacroVoices Erik Townsend 🛢️ & Patrick Ceresna📈📉 welcome, Louis-Vincent Gave Louis-Vincent Gave. They will discuss the Trump tariffs, what they mean for markets, China, precious metals, and more. bit.ly/43nwN7Z

MacroVoices Erik Townsend 🛢️ & Patrick Ceresna📈📉 welcome, Jim Bianco. They’ll discuss why Jim believes we’re at the “end of the beginning” — a phrase he uses to describe the evolution of Trump-era economic policies. While the initial phase, dominated by tariff strategies, may be

MacroVoices Erik Townsend 🛢️ & Patrick Ceresna📈📉 welcome, Mike Green Michael Green. They’ll discuss the tariffs, what they’re really being used for, and why Mike says the President is contradicting himself every time he talks about them. bit.ly/4kINH8c

MacroVoices Erik Townsend 🛢️ & Patrick Ceresna📈📉 welcome, Vincent Deluard. They’ll discuss why Vincent says recessions have been cancelled by monetary policy, and what he sees on the horizon for asset markets. bit.ly/43OuZVM

MacroVoices Erik Townsend 🛢️ & Patrick Ceresna📈📉 welcome, Rory Johnston. They’ll discuss Rory’s view that the WTI forward curve has taken an unprecedented and bizarre shape, and much more. bit.ly/4jSlHOz

MacroVoices Erik Townsend 🛢️ & Patrick Ceresna📈📉 welcome, Jeff Currie. They’ll discuss what Jeff calls the “New Joule Order” and why Jeff says there’s really no limit to how much higher the price of Gold can go given the current macro backdrop. bit.ly/4na3hvu

MacroVoices Erik Townsend 🛢️ & Patrick Ceresna📈📉 welcome, David Rosenberg David Rosenberg. They discuss the equity market outlook, inflation, precious metals, the U.S. Dollar, and much more. bit.ly/3TJ6MLO

MacroVoices Erik Townsend 🛢️ & Patrick Ceresna📈📉 welcome, Larry McDonald Lawrence McDonald. They’ll discuss everything from copper to the dollar to precious metals. bit.ly/3Gqe0Bt

MacroVoices Erik Townsend 🛢️ & Patrick Ceresna📈📉 welcome, Lyn Alden . They discuss why Lyn believes investors should run their portfolios hot in today’s environment. With fiscal policy now driving market outcomes more than monetary, Lyn argues this backdrop supports further