MacroVoices Erik Townsend and Patrick Ceresna welcome Logica Funds founder Wayne Himelsein to the show to discuss trading the long volatility strategy.
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MacroVoices #299 Lyn Alden: Revisiting Inflation/Deflation Signals
1:12:35MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show where she weighs in on where she agrees and where she disagrees with the views Jeff Snider shared with us on last week’s podcast. Link: https://bit.ly/3nN7rfZ
MacroVoices #298 Jeff Snider: I agree with Janet Yellen and Jay Powell
1:23:48MacroVoices Erik Townsend and Patrick Ceresna welcome Alhambra Investments' CIO Jeffrey Snider to the show. Jeff gives the first truly credible counter-argument to date for the secular inflation thesis that so many of our previous expert guests have come around to in the last couple of years. Link: https://bit.ly/30JPTZF
MacroVoices #297 Ole Hansen: Commodity Sector Outlook
1:16:08MacroVoices Erik Townsend and Patrick Ceresna welcome Saxo Bank Commodity Strategy chief Ole Hansen to the show to discuss the outlook for commodities with the macro backdrop of secular inflation, which Ole sees on the near horizon, and whether gold, copper, or other commodities will be the best inflation hedge for what lies ahead. Link: https://bit.ly/3H8BcQh
MacroVoices #296 Mike Green: FOMC + The Future of Digital Currency
1:16:25MacroVoices Erik Townsend and Patrick Ceresna welcome to the show, Simplify Asset Management Chief Strategist and portfolio manager Mike Green. They start the discussion with a review of this week’s Federal Reserve announcements regarding inflation and asset purchase tapering, then move on to the question of where digital currency is headed, and who will be in control. Link: https://bit.ly/2ZQuCww
MacroVoices #295 David Hay: The Case for Greenflation
1:04:12MacroVoices Erik Townsend and Patrick Ceresna welcome Evergreen Gavekal CIO David Hay to the show to discuss what David calls Greenflation, along with the usual macro suspects such as stocks, precious metals, and bond yields. Link: https://bit.ly/3CryxOG
MacroVoices #294 Luke Gromen: The U.S. Government Cannot Afford Secular Inflation
1:04:13MacroVoices Erik Townsend and Patrick Ceresna welcome Forest For The Trees (FFTT) founder Luke Gromen to the show. They discuss the U.S. Dollar, inflation, what the consequences of inflation will be, and much more. Link: https://bit.ly/3AYPIWh
MacroVoices #293 Cullen Roche: Debt Ceiling, Interest Rates & Stagflation
1:14:49MacroVoices Erik Townsend and Patrick Ceresna welcome Cullen Roche to the show to discuss the debt ceiling debate, why a platinum coin supposedly solves perpetual motion and buys a free lunch for deficit spending, where inflation is headed, and much more. Link: https://bit.ly/3p50wjA
MacroVoices #292 Russell Napier: Knock-on Effects of Secular Inflation
1:10:43MacroVoices Erik Townsend and Patrick Ceresna welcome Russell Napier to the show. They explore whether the developing situation in China changes the inflation calculus, then go on to talk about rates, inflation, and where this whole macro picture is headed. Link: https://bit.ly/3DlRqTn
MacroVoices #291 Jeroen Blokland: Inflation, Bond Yields, Portfolio Allocation & Bitcoin Unpublished
1:09:30MacroVoices Erik Townsend and Patrick Ceresna welcome True Insights founder Jeroen Blokland to the show to discuss inflation, the FED’s dot plot and where interest rates are headed, portfolio allocations, and much more. Link: https://bit.ly/3onjHEU
MacroVoices #290 Juliette Declercq: Are Cyclical Indices Positioned To Outperform?
55:44MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show. They discuss the whole macro picture and then translate those ideas to actionable market strategies. Link: https://bit.ly/3kDuN6t