MacroVoices Erik Townsend & Patrick Ceresna welcome back, Marko Papic. They will discuss the recent events in the U.S. and how they translate to an outlook and risk profile for financial markets. https://bit.ly/4fhn5sU
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Jul 2
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 evolve in the middle east. https://bit.ly/4eIFMaO 🔻Download Big Picture Trading Ch ... Show More
58m 17s
Jun 25
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 markets. https://bit.ly/4oJoM7q 🔻Download Big Picture Trading Chartbook 📈📉: https ... Show More
1 h
Jun 18
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 Picture Trading Chartbook 📈📉: https://bit.ly/4eOilN4 ✅Sign up for a FREE 14-day trial at ... Show More
1h 28m
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
Mar 2024
Macro Traders Reflections
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 ... Show More
36m 59s