MacroVoices Erik Townsend & Patrick Ceresna welcome back, Ole Hansen. They’ll discuss commodities from precious metals to uranium to energy to agriculture, and get Ole’s outlook on whether the deep correction we’ve seen in the commodity supercycle is over or not. https://bit.ly/3T3rypx ⚫ Follow Ole on X: https://www.x.com/Ole_S_Hansen 🔻Download Big…

In this riveting episode of the Skip the Lines podcast, host Jonathan Mitchell reconnects with lifelong friend Robby Cobbs. They reminisce about their rugged upbringing in El Cajon, San Diego, and their globe-trotting adventures, peppered with humor and life-changing lessons. Robby shares his fascinating journey from an unconventional childhood to …

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Quadriga CIO and noted author Diego Parilla. They’ll discuss all the usual macro suspects, from whether the recent equity market dislocation was a flash in the pan or the start of a new bear market, Diego’s outlook for inflation, commodities, precious metals, and more. https://bit.ly/3X4Bd1p…

In this episode of 'Skip the Lines Podcast,' host Jonathan Mitchell welcomes Tom Kadar from Legacy Keller Williams in Costa Mesa, Southern California. Tom's journey from a UC Irvine economics graduate to a successful investor and broker. Tom shares insights on his early ventures in e-commerce, challenges in life insurance, and his transition to com…

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…

151113213In this episode of the 'Skip the Lines' podcast, host Jonathan Mitchell interviews Grayson Stewart, a rising star in the San Diego real estate market. They discuss the 90/10 rule in real estate, Grayson's background in soccer, the importance of networking, and practical career strategies. Key topics include market conditions, the impact of…

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…

In this episode of the 'Skip the Lines Podcast,' host Jonathan Mitchell interviews Wangzhong Sheng, a PhD scientist who transitioned into a successful real estate investor. Wang shares his intriguing journey from earning his undergraduate degree at Cornell and PhD at UCSD to working in pharmaceutical research and eventually moving into real estate.…

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 …

In this episode of the Skip the Lines Podcast, hosted by Jonathan Mitchell, guest Shawn DiMartile shares his extensive journey and insightful strategies in the real estate industry. The discussion includes Shawn’s background, the paramount role of hustle and mentorship, and critical concepts of effective communication and capital reserves managemen…

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…