MacroVoices Erik Townsend & Patrick Ceresna welcome, Lakshman Achuthan. They’ll discuss all things cycles, from the current outlook on growth and inflation cycles to how cycles in general perform in times like these when big political and geopolitical headlines are driving markets. https://bit.ly/4iGSes1
🔻Download Big Picture Trading Chartbook 📈📉: ... Show More
Oct 22
MacroVoices #554 Dr. Anas Alhajji + Louis-Vincent Gave: Developing Crises in Middle-East and France
MacroVoices Erik Townsend & Patrick Ceresna welcome Dr. Anas Alhajji and Louis-Vincent Gave. They discuss Anas’s takeaways from the Riyadh Energy Week conferences and how the “three seas crisis” in the Gulf, Red Sea, and Black Sea, is reshaping energy security and global supply c ... Show More
1h 39m
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
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
Guess Who's Back (Ep. 119)
<p>The investing world is buzzing as markets rally, inflation softens, and a familiar political figure makes headlines.</p><p>How do these factors shape the current economic picture? What are the implications for portfolios and policies in the months ahead?</p><p>In this episode, ... Show More
38m 21s
Jul 2024
Cem Karsan on The Economy's Path Forward (2024)
🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41tyn6M
Cem Karsan, founder of Kai Volatility Advisors, joins Ash Bennington to share his long-term macro framework. Cem analyzes the potential societal and market implications of current monetary policy, highlighting key dates a ... Show More
59m 19s
<p>Co-founder Piers Curran returns to the Friday show to discuss:</p><p><br></p><ul><li>US interest rate expectations - Has the market gone too far, what does an inverted yield curve imply, and why a resilient economy is actually bad news for markets!</li></ul><p><br></p><ul><li> ... Show More
