Yesterday
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://bit.ly/42Ek4O5. 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4mYorwK ... Show More
1h 14m
Apr 23
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 food inflation and how to trade it, and a longer term outlook for secular inflation. h ... Show More
1h 12m
Apr 16
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 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4tbGVMB ✅Sign up for a FREE 14 ... Show More
1h 34m
Apr 2025
Kenneth Rogoff: Tariff Impacts, The Dollar's Future and Global Economic Shifts
What challenges lie ahead for the global economy in an era of rising tariffs and geopolitical tension? In this episode, Nicolai Tangen speaks with Kenneth Rogoff, renowned economist and co-author of the seminal book "This Time Is Different," about the shifting economic landscape. ... Show More
1h 9m
Apr 2025
Mark Dow: Tariffs, Trade, and Trump - [Making Markets, EP.59]
My guest today for the second time is Mark Dow. Mark is one of my favourite thinkers on Macro, and his experience at the IMF, the US Treasury, and Wall Street gives him a truly unique perspective for the current moment. As we went through one of the biggest market and policy uphe ... Show More
53m 20s
Aug 2025
Talking Heads – Setting a course for investing in the rest of 2025
With the second half of the year now well underway, what are the prospects for the major economies and financial markets as tariffs remain very much in the headlines? On our podcast, Chief Market Strategist Daniel Morris tells Andrew Craig, Co-head of the Investment Insight Centr ... Show More
8m 59s
Oct 2025
Disruptions In Financial Industry & OpenAI + Walmart w/ @AnthonyPompliano | PBD Podcast | Ep. 667
Patrick Bet-David, Tom Ellsworth, and Adam Sosnick are joined by Anthony Pompliano to discuss major disruptions shaking up the financial industry, OpenAI’s groundbreaking partnership with Walmart, and what these shifts mean for the future of money and innovation.------👞 GET THE ... Show More
2h 14m
Jun 2025
Kristi Noem Shoots Dog, Soros Funds Protests & DeSantis Campaigns For Trump | PBD Podcast | Ep. 404
Patrick Bet-David, Adam Sosnick, Tom Ellsworth & Vincent Oshana discuss Kristi Noem admitting to shooting her puppy Cricket, George Soros funding pro-Palestinian protests at college campuses across the U.S. and Judge Juan Merchan allowing Donald Trump to attend his son Barron's h ... Show More
1h 56m
Feb 2025
Trump Plans to Impose 25% Tariffs on Steel, Aluminum Imports
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News Metals & Mining Reporter Joe Deaux discusses President Trump's plans to impose 25% tariffs on all US imports of steel and aluminum, applying to shipments from all countries, including major suppl ... Show More
43m 49s
Oct 2025
On banks, gold and the USD
US stocks opened higher yesterday, but then reversed course. Small caps underperformed, and market volatility rose amid credit concerns at regional banks. In Europe, Swiss and French equity markets outperformed, supported by positive corporate news and France temporarily avoiding ... Show More
14m 51s
Apr 2025
155. The Fed Isn’t Coming to Save Us Plus Endowment Talk and Big Tech Breakups
Send us Fan MailThis week, we break down the tension between Jerome Powell and Donald Trump—and what it actually means for monetary policy. If you listened to Powell’s latest remarks at the Economic Club of Chicago, you may not have thought much of it, but anyone knows how to dec ... Show More
47m 41s
MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle. They’ll discuss Trump Tariffs as the European investment community sees them, and discuss whether this is the dawn of a new age in terms of monetary and economic policy cooperation between the United States and Europe. https://bit.ly/43XhGUI
🔻Download Big Picture Trading Chartbook 📈📉 ... Show More
<p>(0:00) The Besties welcome Joe Lonsdale!</p> <p>(3:51) Jason recaps an eventful week in Washington</p> <p>(8:29) Trump's tariffs: endgame, impact, chaos, master plan</p> <p>(26:25) DOGE, IRA grifting, do campaign contributions need to be capped?</p> <p>(53:42) CoreWeave IPO</p ... Show More
