MacroVoices #419 Arjun Murti: Navigating the 2020s Energy Transition Landscape

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Honte investments founder and CIO Alex Gurevich. They’ll discuss whether inflation will be persistent, Currencies, Precious Metals, Energy Markets, and more. https://bit.ly/3JxA3UP   ⚫ Follow Alex on X: @agurevich23 ⚫ Find out More: honteinv.com   🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3UzhqVJ   ✅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://eriktownsend.substack.com/   🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1   🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity   ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y   🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk   Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Commodity Context Founder, Rory Johnston. Erik & Rory discuss all things crude oil, from fundamentals, to geopolitical risk to the Strategic Petroleum Reserve. https://bit.ly/444LL2L   ⚫ Follow Rory on X: https://www.twitter.com/Rory_Johnston ⚫ Find out More: https://www.commoditycontext.com     🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3vTbbnh   ✅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://eriktownsend.substack.com/   🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1   🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity   ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y   🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk     Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

MacroVoices Erik Townsend &  Patrick Ceresna welcome back, Uranium Insider Founder, Justin Huhn. Erik & Justin discuss the Uranium bull market, the Uranium mining sector and where it’s headed to next. https://bit.ly/3Jcf9u6   ⚫ Follow Justin on X: @UraniumInsider ⚫ Find out More: www.uraniuminsider.com     🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/43SHq2e   ✅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://eriktownsend.substack.com/   🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1   🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity   ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y   🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk     Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

MacroVoices Erik Townsend &  Patrick Ceresna welcome back, Bear Traps Report founder, Larry McDonald. Erik and Larry discuss, why gold’s correlations to treasury rates and the dollar have broken down, the inflation outlook, energy, and much more. https://bit.ly/3U2DGrP   ⚫ Click To Purchase Larry’s book ‘How To Listen When Markets Speak’: https://bit.ly/4cLXOFO ⚫ Follow Larry on X: @Convertbond ⚫ Find out More: thebeartrapsreport.com   🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/49weM8E   ✅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://eriktownsend.substack.com/   🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1   🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity   ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y   🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk     Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials  

MacroVoices Erik Townsend &  Patrick Ceresna welcome back Forest for the Trees founder, Luke Gromen. Erik and Luke discuss the dollar, where it’s headed both short and long term, precious metals, bitcoin and more. https://bit.ly/3PES8np   ⚫ Follow Luke on X: @LukeGromen   🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3IXSBgC   ✅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://eriktownsend.substack.com/   🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1   🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity   ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y   🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk     Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

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://eriktownsend.substack.com/   🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1   🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity   ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y   🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk   Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

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_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/   🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1   🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity   ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y   🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk     Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

  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://bit.ly/46Ul2FD   🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/   🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1   🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity   ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y   🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk     Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

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.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/   🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1   🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity   ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y   🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk     Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials  

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/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/   🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1   🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity   ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y   🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk     Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials