Daniel Lacalle works as a fund manager and as a professor of global economics. He is the author of several popular economics books published by Wiley, Post Hill Press and Business Expert Press, as well as being a columnist and contributor to various print and digital publications.
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Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC
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The most confounding feature of the Caribbean is its rapid decay into stagnation. Rasheed Griffith interviews industry experts and researchers to figure out how we got here and how to reverse the trend in favor of accelerating progress in the Caribbean.
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MacroVoices #440 Louis-Vincent Gave: What Just Happened?
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1:32:19
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Louis-Vincent Gave. They discuss how rate cuts are likely by year’s end, the USD outlook, precious and base metals, uranium miners, China’s long-term energy policy and what this all means to the global economy. https://bit.ly/3WEO8pn ⚫ Follow Louis on X: https://www.x.com/Gave_Vincent ⚫ Find…
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41. Rethinking Sovereignty in the Caribbean - Ivelaw Griffith
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Send us a Text Message. The traditional definition of sovereignty is not afforded to the small island states of the Caribbean and should be redefined in our newly evolved and globalized world. Ivelaw Griffith joins us for another insightful discussion of the political balance of the Caribbean, this time in the context of true independence versus pe…
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MacroVoices #439 Rory Johnston: Discretionary Risks To The Oil Market
1:13:39
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rory Johnston. They discuss all things crude oil, ranging from President Trump’s claim that OPEC is working hard to get Kamala Harris elected to the ultimate growth limits of U.S. Shale. https://bit.ly/4ceTfSV ⚫ Follow Rory Johnston on X: https://www.x.com/Rory_Johnston ⚫ Find Out More: http…
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MacroVoices #438 Marko Papic: U.S. Presidential Race Risks & Complications for Markets
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Marko Papic. They will discuss the recent events in the U.S. and how they translate to an outlook and risk profile for financial markets. https://bit.ly/4fhn5sU ⚫ Follow Marko Papic on X: https://www.x.com/Geo_Papic ⚫ Find Out More: https://www.bcaresearch.com/ 🔻Download Big Picture Trading …
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40. Ghost Economy: What Now For Venezuela? - Parsifal D'Sola
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Send us a Text Message. Economic collapse, the largest native exodus in Latin American history, and border woes with Guyana. In this episode, we sit with political analyst Parsifal D'Sola to unravel the last three decades of Venezuela's tumultuous history and the path ahead for the embattled former juggernaut of South America. Venezuela has fallen …
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MacroVoices #437 Lyn Alden: Energy Security, Precious Metals & More
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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…
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MacroVoices #436 Tian Yang: Left & Right Tails
1:01:14
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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/…
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Send us a Text Message. And we mean that. Rihanna's cultural relevance (despite her foray into cosmetics and fashion) remains deeply rooted in Caribbean society. Behind the generic summer beats and a few questionable lyrics, lies a regional thinker who has created 8 memorable albums, each chronicling her own evolution and development as an artist. …
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MacroVoices #435 Daniel Lacalle: Navigating Monetary Debasement
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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…
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MacroVoices #434 Bill Blain: Will Higher For Longer, Lead To Market Mayhem?
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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…
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38. Milei and the Libertarian Populist Experiment - Iván Carrino
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Send us a Text Message. How do we categorize the Milei administration and its policies? Today on the show, we're joined by Argentinian economist Iván Carrino in a deep dive into political movements throughout the country's history, from the authoritarian economics of Juan Domingo Perón to the controversial interventionism of the Kirchners. Can Mile…
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MacroVoices #433 David Rosenberg: Calling The FED’s Bluff
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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…
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37. The 'Avatar' Effect: Charter City Do's and Don'ts - Patri Friedman
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Send us a Text Message. On this episode, we're joined by Patri Friedman of Pronomos Capital to discuss the more practical facets of building a charter city. What are the building blocks of a viable charter city project? At what milestone can a charter city be deemed successful, and what common mistakes can a nascent city stumble upon? Friedman hims…
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MacroVoices #432 Jeff Currie: Metals, Energy, Commodity Super Cycle & More
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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…
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36. Spain's Fractured Politics - Daniel Lacalle
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Send us a Text Message. In a previous episode (Madrid: the Capital of Capitalism), we explored the nature of governance in Spain's capital. However, the bigger picture for the largest country on the Iberian peninsula is one of political turmoil and deadlock. Economist Daniel Lacalle joins us for a thought-provoking discussion and a somewhat caution…
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MacroVoices #431 Lakshman Achuthan: 2024 Turning Points
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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: 📈📉: …
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MacroVoices #430 Jim Bianco: Rate Hike On Deck
1:09:00
1:09:00
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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…
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