Alf welcomes back Brent to the show, and the co-host duo discusses macro data, Fed's Waller speech, Japan and China. But most importantly they share thoughts and observations about the current low volatility market regime, how to approach it trying to avoid the most common macro traders' mistakes, and how to think of risk/reward when looking at insurance tra ... Show More
Mar 2025
Volatility, Divestitures, and IPOs
Today we talk market volatility and inflation, the struggling dollar store industry, and a new AI initial public offering.
Also, Asit and Matt have thoughts on some recent earnings reports, writer Ben Wallace joins us to talk about the history and future of Bitcoin, and, as alwa ... Show More
40m 31s
Jan 2025
Examining FX Volatility, The AI Trade
On today's episode, a look at FX volatility with Ju Wang, Head of Greater China FX & Rates Strategy at BNP Paribas. Plus, we explore how the AI trade is propelling markets with Larry Tentarelli, Chief Technical Strategist at Blue Chip Daily Trend Report.See omnystudio.com/listene ... Show More
16m 20s
Aug 2024
MacroVoices #443 Viktor Shvets: From Central Banks To Assets Classes To Geopolitics & More
<p class="p1">MacroVoices Erik Townsend & Patrick Ceresna welcome back, Viktor Shvets. They discuss a wide range of topics, including global central bank policies and their potential politicization, the risks of a recession, the lack of significant repercussions from the yen ... Show More
1h 6m
Jul 2022
MacroVoices #332 Lyn Alden: Energy, Inflation, The Dollar & More
<p>MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show. They take a deep dive on energy markets and the tug-of-war between recession fears pulling oil prices lower and tight physical markets implying they’re already too low. They also look at inflation, th ... Show More
1h 25m
Apr 2025
This Is What Capitulation Feels Like | Weekly Roundup
This week, Tony Greer and Jared Dillian from Macro Dirt join the roundup to discuss the fallout of Trump’s tariffs, what markets we’re eyeing during this meltdown, and how to manage risk as a trader. We also delve into commodities, tax cuts, Bitcoin’s resilience, and more. Enjoy! ... Show More
47m 53s
Jan 2022
Markets Respond To The Fed And What Risks You Should (Or Shouldn't) Be Taking | WBW
<p>In this episode of Millionaire Mindcast, the dynamic duo is back. Matty A and Ryan Breedwell jump into this past week's updates on world news, real estate, and market updates. The market responds to feds and what risks you should or shouldn't be taking. This and more on today' ... Show More
52m 16s
<p class="p1">MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They discuss deflation, precious metals, equities, China, energy markets, and much more. <a href='https://bit.ly/3VqJY4t'>https://bit.ly/3VqJY4t</a> </p>
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