MacroVoices Erik Townsend & Patrick Ceresna welcome, Jeff Currie. They’ll discuss what Jeff calls the “New Joule Order” and why Jeff says there’s really no limit to how much higher the price of Gold can go given the current macro backdrop. https://bit.ly/4na3hvu 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/44lfjdT ✅Sign up for a FREE …

MacroVoices Erik Townsend & Patrick Ceresna welcome, Rory Johnston. They’ll discuss Rory’s view that the WTI forward curve has taken an unprecedented and bizarre shape, and much more. https://bit.ly/4jSlHOz 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4kWdMk2 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1f…

MacroVoices Erik Townsend & Patrick Ceresna welcome, Vincent Deluard. They’ll discuss why Vincent says recessions have been cancelled by monetary policy, and what he sees on the horizon for asset markets. https://bit.ly/43OuZVM 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3HtO1Jx ✅Sign up for a FREE 14-day trial at Big Picture Trading…

MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They’ll discuss the tariffs, what they’re really being used for, and why Mike says the President is contradicting himself every time he talks about them. https://bit.ly/4kINH8c 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4khdGDN ✅Sign up for a FREE 14-day trial at Big P…

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They’ll discuss why Jim believes we’re at the “end of the beginning” — a phrase he uses to describe the evolution of Trump-era economic policies. While the initial phase, dominated by tariff strategies, may be winding down, Jim warns that this is just the opening act. https://bit.ly/3…

MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They will discuss the Trump tariffs, what they mean for markets, China, precious metals, and more. https://bit.ly/43nwN7Z 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4miq87u ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscr…

Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to the show to discuss OPEC+ production increase & market reactions, Trump’s visit and oil politics, and the long-term outlook for oil and LNG & much more. https://bit.ly/43ldvBg What Do Saudi Arabia & Allies in OPEC+ Want from Accelerating the Unwinding of Voluntary Cuts? - Anas Alhajji 🔻D…

MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They’ll discuss the market’s Trump Tariff Tantrum, as Luke makes the bold case that President Trump could realistically raise enough tariff revenue to exempt the bottom 90% from federal income tax. https://bit.ly/3EOiD7t 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4iEG…

MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Howell. They’ll discuss cyclicality of credit markets, why we should think of them as a refinancing system rather than a credit origination system, and what can be learned by taking this street-smart approach to credit market analysis. https://bit.ly/42F9PsA 🔻Download Big Picture Trading …

MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle. They’ll discuss Trump Tariffs as the European investment community sees them, and discuss whether this is the dawn of a new age in terms of monetary and economic policy cooperation between the United States and Europe. https://bit.ly/43XhGUI 🔻Download Big Picture Trading Chartbook…

MacroVoices Erik Townsend & Patrick Ceresna welcome, Simon White. They’ll discuss, the Trump Tariff Tornado, treasuries, why the basis trade is blowing up, and much more. https://bit.ly/4jaxsAq 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3YoXiIk ✅Sign …

MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Alkin. They’ll begin by exploring how it’s even possible that investor sentiment remains so negative, despite what has arguably been the most bullish year ever for nuclear energy news. From there, they’ll dive into a range of topics currently shaping the uranium market. https://bit.ly/42fV8f…

MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie. We’ll discuss the shifting business models in both hardware and software, the emergence of AI agents, the puzzling lack of profitability among AI companies, even at the $200/month Pro tier for tools like ChatGPT, and what the future of AI looks like, particularly when it comes to per…