Macro Voices

MacroVoices #542 Luke Gromen: As The Conflict Turns

MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They discuss how the Strait of Hormuz remained closed for months, why crude oil prices did not respond as expected, and what may h...

2026-07-23

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MacroVoices #541 Dr. Anas Alhajji: Bab el-Mandeb: The Next Oil Chokepoint Nobody's Watching

MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Anas Alhajji. They’ll discuss Anas’s review on how we got into this conflict and why he still believes that it was the goal of the United S...

2026-07-17

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MacroVoices #540 Adam Parker: Beyond the AI Bubble: Diversifying Portfolios in an Earnings-Driven Market

MacroVoices Erik Townsend & Patrick Ceresna welcome, Adam Parker. They discuss the U.S equity market. https://bit.ly/4aK7d1u 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4...

2026-07-10

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MacroVoices #539 Rory Johnston: Hormuz Crisis, is it Really Over?

MacroVoices Erik Townsend & Patrick Ceresna welcome, Rory Johnston. They discuss the Hormuz crisis, China’s role in tempering global oil demand, and the outlook for what comes next as negotiations...

2026-07-03

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MacroVoices #538 Lyn Alden: Is The War Really Over and What’s Next For Markets?

MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They discuss the Hormuz crisis, Fed policy under new leadership, budget deficits, the AI trade, and AI's mounting demands on energy ...

2026-06-26

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MacroVoices #537 Brent Johnson: There’s No Turning Back

MacroVoices Erik Townsend & Patrick Ceresna welcome, Brent Johnson. They’ll discuss the Iran deal, Brent’s outlook for the U.S. dollar, and much more. https://bit.ly/4xRl8ga 🔻Download Big ...

2026-06-19

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MacroVoices #536 Larry Mcdonald: The Migration is Upon us

MacroVoices Erik Townsend & Patrick Ceresna welcome, Larry McDonald. They discuss what’s driven this sell-off, whether the Iran conflict had anything to do with it, and where the opportunities lie...

2026-06-12

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MacroVoices #535 Michael Every: NAFTA and NAPTHA – Warcraft & Fartcraft

MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every & Rory Johnston. They discuss all things Iran from geopolitics to inflation outlook to what it means for China to President T...

2026-06-05

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MacroVoices #534 Dr. Pippa Malmgren: Superpower War or Superpower Hug?

MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Pippa Malmgren & Jim Bianco. They’ll discuss whether AI and Robotics are going to take our jobs, Nuclear Fusion, Disappearing Scientis...

2026-05-28

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MacroVoices #533 Morgan Downey: The Return of Oil 101

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 S...

2026-05-22

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MacroVoices #532 Mike Green: Record Mechanical Flows

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-...

2026-05-15

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MacroVoices #531 Louis-Vincent Gave: Semiconductors, AI & Iran Conflict

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...

2026-05-08

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MacroVoices #530 Daniel Lacalle: China and The Us Will Decide The Outcome of The Iran War

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://...

2026-05-01

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MacroVoices #529 Ole S Hansen: Commodities in The Wake of The Iran Crisis

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 fo...

2026-04-24

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MacroVoices #528 Luke Gromen: Hormuz Could Lead To a 1956 US Suez Moment

MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They discuss the Iran crisis, its knock-on effects, and what it means for inflation looking ahead. https://bit.ly/4ctlZtj 🔻D...

2026-04-17

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MacroVoices #527 Adam Rozencwajg: What Comes Next After The Iran Crisis

MacroVoices Erik Townsend & Patrick Ceresna welcome, Adam Rozencwajg. They discuss, crude oil, food & fertilisers, uranium, and gold after the Iran conflict. https://bit.ly/4vkd1XX 🔻Down...

2026-04-10

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MacroVoices #526 Matt Barrie: Pay To PrAI

MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie & Dr. Anas Alhajji. They discuss the latest developments in AI, their impact on private credit markets, and why emerging pricin...

2026-04-02

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MacroVoices #525 Lyn Alden: Iran Contagion, Inflation & Private Credit

MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They will discuss the Iran conflict, the return to a multi-polar world order, the outlook for persistent inflation, the breakdown in...

2026-03-27

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MacroVoices #524 Simon White: War + Inflation = More Inflation

MacroVoices Erik Townsend & Patrick Ceresna welcome, Simon White. They discuss the risk-off playbook, food price inflation, the breakdown in private credit, and much more. https://bit.ly/3PukOlC ...

2026-03-20

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MacroVoices #523 Jim Bianco: Energy, FED & Economy in the wake of Iran conflict

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco & Dr. Anas Alhajji. They will discuss everything from the geopolitical situation in Iran to oil prices to precious metals, and m...

2026-03-13

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Macro Voices

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