logo
episode-header-image
May 2023
1 h

MacroVoices #376 Tian Yang: When the Rec...

HEDGE FUND MANAGER ERIK TOWNSEND
About this episode
Erik Townsend and Patrick Ceresna welcome Variant Perception CEO Tian Yang to the show to discuss the long-awaited U.S. recession, and the final flush in U.S. equity markets, which Tian says is still to come. Tian will also share a non-concensus view on Gold and much more. https://bit.ly/424aoKl Download Tian's charts here: https://bit.ly/3Oo0AaO Download Bi ... Show More
Up next
Oct 1
MacroVoices #552 David Rosenberg: Navigating The Noise
MacroVoices Erik Townsend & Patrick Ceresna welcome David Rosenberg. They discuss David Rosenberg’s view that energy shocks are unlikely to drive sustained inflation without wage growth, along with the Fed regime shift and higher real yields, potential midterm gridlock and Treasu ... Show More
1h 6m
Sep 25
MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle (Part 2)
They discuss how Iran's threats to extend its strikes into the Indian Ocean and a possible 90-day U.S. diesel export ban could deepen the energy crisis, why Washington is rallying allies like Canada and Latin America into a U.S.-led bloc against a China–Russia–Iran–North Korea ax ... Show More
1h 1m
Sep 24
MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle
MacroVoices Erik Townsend & Patrick Ceresna welcome Michael Every. They discuss how escalating Iran–Middle East and Russia–Ukraine conflicts are weaponizing energy markets, why a looming global diesel crunch could fracture the “one-world” oil system into U.S.-led regional blocs, ... Show More
1h 11m
Recommended Episodes
Mar 2023
E27: Yellen' Past Each Other
<p>Ryan and Sonu provide their insights on the current banking crisis updates, the significance of gold, and the role of the Federal Reserve and chairwoman Janet Yellen in today&apos;s episode.<br/><br/>Hosted by Chief Market Strategist, Ryan Detrick and VP, Global Macro Strategi ... Show More
28m 27s
Apr 2023
204: The Recession is Coming... What Creator's NEED to Know!
<p>In this episode, Sean chats with Nolan &amp; Omar about how the recession is coming and what content creators need to know! ****** WATCH THE FREE ONLINE CLASS with the top 21 video marketing secrets from top creators and business owners! ✅ CLICK HERE 👉 <a href='http://21Video ... Show More
28m 29s
Apr 2025
Are Investors Leaving U.S. Stocks?
The market is waiting for more clarity on tariffs. Fund managers are already making moves. (0:21) Bill Barker and Ricky Mulvey discuss: - How the market could react to tariff liberation day. - The impact from current tariffs for Harley Davidson. - If the motorcycle manufacturer ... Show More
30m 20s
Apr 2024
Navigating the next super cycle
<p>Today on the show, we’re taking the long view, the very long view. Our guest is</p><p>Peter Oppenheimer, the head of macro research in Europe for Goldman Sachs, and the author of <em>Any Happy Returns: Structural Changes and Super Cycles in Markets</em>. We talk with him about ... Show More
21m 14s
Nov 2021
Screwflation is Going to Change Everything. It’s Happening. And a Conversation with David Rosenberg of Rosenberg Research
Guy, Dan and Danny discuss warning signs under the market hood (2:07), oil volatility (8:31), and Thanksgiving day NFL picks (12:14). The co-hosts interview David Rosenberg of Rosenberg Research and discuss the disconnect between the economy and stock market (14:28), investors cr ... Show More
36m 59s
May 2025
Taking the Market's Weight
The Gross Domestic Product of the United States fell last quarter by 0.3%. The big tech giants are still growing. Jason Moser and Asit Sharma join Ricky Mulvey to discuss: - If the U.S. economy is sliding into a recession. - Earnings from Amazon, Meta, Microsoft, and Apple. - If ... Show More
41m 31s
Apr 2024
MM147: Unravelling Interest Rates, Commodities and EV's
<p>In this episode, co-founder Piers Curran provides his latest insight into what's happening in global markets right now.&nbsp;</p><br><p>From fluctuating expectations on when the US central bank will cut interest rates to why commodities like gold and copper have been soaring o ... Show More
47m 20s
Jan 2025
SOTS 2nd Hour: Big Tech Gets Wrecked, A Quantum Slump, the State of Commercial Real Estate 1/8/2025
<p>Carl Quintanilla, Sara Eisen and David Faber began the show with stocks in the red as higher yields continued to bite. Sara broke down the morning’s data – ADP & Jobless Claims – ahead of a big interview with Outgoing Treasury Secretary Janet Yellen, and the team discussed the ... Show More
42m 58s
Aug 2023
Status Check: Single-Stock ETFs, Gold & Global Commodities 8/14/23
<p>CNBC’s Courtney Reagan spoke with Will Rhind, Founder and CEO of GraniteShares, and Dave Nadig, Financial Futurist at VettaFi. They did a deep dive into single-stock ETFs one year after launching in the U.S. - exploring the promise and pitfalls of single-stock bets on and agai ... Show More
14m 43s
Oct 2021
The World According to Gary Vaynerchuk
The original influence marketer and e-commerce pioneer joins the show to talk about his passion for non-fungible tokens, the future of advertising, and why empathy is his guiding principle. Plus, investors brace themselves for earnings season and more choppiness in the capital ma ... Show More
32m 59s