Macro Voices

MacroVoices Erik Townsend & Patrick Ceresna welcome, Morgan Downey. They discuss the ongoing crisis, with Morgan warning that all buffers and safety margins have been exhausted, explaining why a Strait closure lasting another month could drive oil prices to $150–$200, and exploring several other critical dimensions of this rapidly evolving situation. https://bit.ly/3Pe3zpa

 

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MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They discuss why the Hormuz crisis hasn’t derailed the S&P 500’s surge to new all-time highs, Mike’s disagreement with secular-inflation forecasts, why Kevin Warsh could be more likely to cut rates aggressively than hike, and the unintended consequences of passive investing through index funds. https://bit.ly/3R6TDhH

 

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MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They’ll discuss, what’s going on in the conflict and what it will mean for global markets in the coming months. https://bit.ly/42T7eeW

 

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https://bit.ly/3RrSGAv 

 

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MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle.  They’ll discuss secular inflation, precious metals, the greater risk to Europe from the energy crisis, and much more. https://bit.ly/42Ek4O5.

 

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✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag   

 

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🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

MacroVoices Erik Townsend & Patrick Ceresna welcome, Ole Hansen. They’ll discuss what comes next in the Iran conflict, what the longer-term implications are for energy markets, what’s coming in food inflation and how to trade it, and a longer term outlook for secular inflation. https://bit.ly/3OXHPNV

 

 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4eC40Ue

 

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag   

 

🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

 

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/