MacroVoices Erik Townsend & Patrick Ceresna welcome, Viktor Shvets. They discuss everything from Hormuz to Inflation signals to precious metals to the k-shaped economy. https://bit.ly/4wHXdyt
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Aug 20
MacroVoices #546 Darius Dale: Darius Dale for POTUS 2028
MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They discuss how fourth-turning dynamics, debt “disease,” and policy manipulation are reshaping bond markets. https://bit.ly/4cSYSJI ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpictur ... Show More
1h 22m
Aug 13
MacroVoices #545 Michael Howell: Warsh vs. The Markets
MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Howell. They discuss the 65-month global liquidity cycle, where we stand currently, and what comes next. https://bit.ly/3UfVKBc ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.c ... Show More
1h 6m
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)
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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