MacroVoices Erik Townsend & Patrick Ceresna welcome back, Lyn Alden. They’ll discuss topics ranging from inflation to interest rates to advanced nuclear reactors and AI. https://bit.ly/4d3UOUK ⚫ Follow Lyn Alden on X: https://www.x.com/lynaldencontact ⚫ Find Out More: https://www.lynalden.com 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit…

In this episode of the Skip the Lines podcast, host Jonathan Mitchell, we dive deep into commercial real estate with top-ranked broker Steven Silverman from Detroit, Michigan. Steven shares his journey, which includes handling distressed properties, auctioning real estate, and his transition from consulting to becoming a leading figure in commercia…

MacroVoices Erik Townsend & Patrick Ceresna welcome back,Variant Perception CEO Tian Yang. They’ll discuss the leading indicators, and what Tian thinks are the best trades to put on right now. https://bit.ly/3S2Q6Pc ⚫ Follow Tian Yang on X: https://www.x.com/VrntPerception ⚫ Find Out More About Variant Perception: https://www.variantperception.com/…

In this episode of the Skip the Lines podcast, Jonathan interviews Alex Inabnet from Inabnet Contracting. Alex shares his journey from growing up in Louisiana, gaining valuable construction experience in San Diego, to working across Austin and Tampa. He provides insights into the complexities of multifamily development, market differences, and the …

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Daniel Lacalle. They discuss monetary debasement, why it will be a primary strategy of governments, and how investment professionals can defend their portfolios from its ill effects. https://bit.ly/4eRtM4P ⚫ Follow Daniel on X: https://www.x.com/DLacalle_IA ✅Sign up for a FREE 14-day trial a…

In this episode of the Skip the Lines podcast, host Jonathan Mitchell chats with Erik Egelko, a real estate entrepreneur and founder of Palm Tree Properties. Erik discusses his journey from a hectic life of meetings to discovering opportunities in real estate and property management. He shares insights from his upbringing, educational background, a…

MacroVoices Erik Townsend & Patrick Ceresna welcome back, WindShift Capital Founder, Bill Blain. They discuss everything from the equity market melt-up to inflation to bond yields. https://bit.ly/3VJ0bBH ⚫ Check Out Bill Blain’s Morning Porridge: https://morningporridge.com/ ⚫ Follow Bill on X: https://www.x.com/bill_blain 🔻Download Big Picture Tra…

In this episode of the Skip The Lines Podcast, Jonathan Mitchell interviews Ethan Gao, a multifaceted professional with expertise in corporate and real estate law, life insurance, and investing. They delve into Ethan's diverse career path, including his transition from Wall Street to real estate and his role at Croc Lending. They discuss topics suc…

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rosenberg Research founder David Rosenberg. They discuss, the stock market and why David believes the breadth isn’t there, and the outperformance of SPX is really just three out of the 500 stocks in the index. https://bit.ly/3VRJtBA ⚫ Check Out Rosenberg Research: https://www.rosenbergresear…

In this episode of the Skip the Lines podcast, host Jonathan Mitchell engages with Andy Rosenberg, an experienced entrepreneur and investor from Oahu, Hawaii. The conversation delves into Andy's journey through his family's longstanding court reporting business, his diverse investment strategies, and his passion for networking. They explore the sig…

In this episode, I speak with Kip Ulhorn, singer and guitarist of the seminal hardcore band, The Red Scare. Hailing from Knoxville, The Red Scare had a profound impact on the sonic landscape of punk and hardcore in the late 90s. In this conversation, Kip and I discuss: A shared love for California Social and governmental neglect The importance of c…

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Carlyle’s Chief Strategy Officer, Jeff Currie. They’ll discuss commodities from precious metals to energy to softs, including cocoa and coffee and why they’ve seen so much vol recently. https://bit.ly/3z2Y6cb ⚫ Check Out Carlyle Global Investment Group: https://www.carlyle.com/ 🔻Download Big…

Join host Jonathan Mitchell on the Skip the Lines podcast as he sits down with TJ Burns from Burns Capital to explore his remarkable journey from MIT engineering to real estate success. Discover how TJ raises significant capital, navigates the multifamily market, and implements AI in his operations while building investor trust and transparency. Le…

MacroVoices Erik Townsend & Patrick Ceresna welcome back, ECRI co-founder Lakshman Achuthan. They’ll discuss growth and inflation cycles, why inflation is likely to remain sticky, precious metals, energy, and much more. https://bit.ly/3yPlR7v ⚫ Follow Lakshman on X: https://www.twitter.com/businesscycle 🔻Download Big Picture Trading Chartbook: 📈📉: …

In this episode of the Skip the Lines podcast hosted by Jonathan Mitchell, guests Jeff and Dan Bommarito share their story of building Bommarito Art, a premier art studio based in San Diego. They dive into their upbringing in Oregon, their individual journeys, and how they came together to create a thriving business that ships to all 50 states and …

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Bianco Research founder, Jim Bianco. They’ll discuss inflation, bond yields, precious metals, energy prices, geopolitics and more. https://bit.ly/3x7wP7E ⚫ Follow Jim Bianco on X: https://www.twitter.com/BiancoResearch ⚫ Check Out Bianco Research: https://www.biancoresearch.com 🔻Download Big…

In this episode of Skip the Lines Podcast with Jonathan Mitchell interviews legendary real estate tax expert Billy Withers. They discuss Billy's fascinating journey from Army brat to renowned tax strategist, covering his extensive background in accounting and taxation. The conversation delves into valuable tax-saving strategies including ADUs, depr…

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Dr Anas Alhajji. They’ll discuss the energy markets outlook for 2024, the Iranian President’s death, fake news in Saudi Arabia, and much more. https://bit.ly/3UVBbqo ⚫ Follow Anas Alhajji on X: https://www.twitter.com/AnasAlhajji ⚫ Check Out Anas Alhajji’s Substack: https://anasalhajjieoa.su…

In this episode of 'Skip the Lines with Jonathan Mitchell,' Jonathan welcomes Hamilton Don Mello, a San Diego native turned real estate developer with a remarkable journey from driving for Uber to breaking ground in the development industry. During the conversation, Hamilton shares insights on his background, the pivotal moments that shifted his ca…

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Goehring & Rozencwajg co-founder Adam Rozencwajg. They’ll discuss energy markets, precious metals and much more. https://bit.ly/4bk5pub ⚫ Follow Adam Rozencwajg on X: https://www.twitter.com/go_rozen ⚫ Check Out: https://www.gorozen.com/ 🔻Download Big Picture Trading Chartbook: 📈📉: https://b…