The premiere weekly financial podcast, with hedge fund manager @ErikSTownsend, interviewing the brightest minds in finance and macroeconomics.
Joined January 2016
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MacroVoices @ErikSTownsend & @PatrickCeresna welcome Luke Gromen @LukeGromen. They discuss why the economic fallout from the prolonged Strait of Hormuz disruption has been slower than expected, with China’s reduced oil demand and coordinated strategic reserve releases helping cushion the supply shock, and why the bigger credit risk from AI may sit with the consumer. bit.ly/4sufi1M
MacroVoices @ErikSTownsend & @PatrickCeresna welcome Dr. Anas Alhajji @anasalhajji and Louis-Vincent Gave @gave_vincent. 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 chains. We also have Louis discussing the recent developments in France. bit.ly/4yZbUOR
MacroVoices @ErikSTownsend & @PatrickCeresna welcome Yasir Arafat @yasir_fission. They discuss Aalo Atomics’ plan to mass-produce small nuclear reactors, initially for AI data centers, and the scale of the power demand the company hopes to serve. Arafat describes how factory production and repeated designs could lower costs, while identifying supply-chain growth as a major challenge. They also discuss using low-enriched uranium in the near term, the longer-term potential of fast-spectrum reactors and fuel recycling, changing U.S. policies on nuclear energy, and competition with China. bit.ly/3TTkNdH
MacroVoices @ErikSTownsend & @PatrickCeresna welcome Brent Johnson @SantiagoAuFund . They discuss the dollar’s recent strength and Johnson’s longer-term bullish outlook, while allowing for a short-term pullback. They consider gold’s support level and the possibility of further declines if the dollar rises, alongside Johnson’s view that the current area could be a buying opportunity. Johnson also outlines his thesis that the Fed and Treasury may work more closely together, including the theoretical possibility of revaluing U.S. gold holdings. bit.ly/3Wg8EjB
MacroVoices @ErikSTownsend & @PatrickCeresna welcome back Michael Every @TheMichaelEvery . They discuss how Iran's threats to extend its strikes into the Indian Ocean and a possible 90-day U.S. diesel export ban could deepen the energy crisis, why Washington is rallying allies like Canada and Latin America into a U.S.-led bloc against a China–Russia–Iran–North Korea axis, and how fears of a 2027 Taiwan move, AI supremacy, and tactical nuclear escalation are reshaping markets, capital flows, and national security.
Check out part 2: bit.ly/4hKnTts
MacroVoices @ErikSTownsend & @PatrickCeresna welcome Michael Every @TheMichaelEvery. They discuss how escalating Iran–Middle East and Russia–Ukraine conflicts are weaponizing energy markets, why a looming global diesel crunch could fracture the “one-world” oil system into U.S.-led regional blocs, and how Washington may increasingly use tools like export bans, Arctic basing rights, and even dollar stablecoins as instruments of geopolitical statecraft against China and other rivals. bit.ly/4iRZKlX
MacroVoices @ErikSTownsend & @PatrickCeresna welcome, @matt_barrie . They discuss the rise of agentic AI and cheap open‑source models, how running AI on your own hardware will reshape enterprises and how this shift will massively disrupt white‑collar work. bit.ly/4xi2soc
MacroVoices @ErikSTownsend & @PatrickCeresna welcome, Carly Anderson . They discuss the coming “nuclear renaissance” driven by small modular reactors and mass manufacturing and how deep‑tech venture investing and industrial robotics can accelerate this energy transition. bit.ly/3Up1SaC
MacroVoices @ErikSTownsend & @PatrickCeresna welcome, Daniel Lacalle @dlacalle_IA. They discuss sovereign debt, inflation, and the rise of cryptocurrencies and stablecoins forcing a shift toward more decentralised monetary systems. bit.ly/4gB8xpo
MacroVoices @ErikSTownsend & @PatrickCeresna welcome, Darius Dale @DariusDale42. They discuss how fourth-turning dynamics, debt “disease,” and policy manipulation are reshaping bond markets. bit.ly/4cSYSJI
MacroVoices @ErikSTownsend & @PatrickCeresna welcome, Michael Howell @crossbordercap. They discuss the 65-month global liquidity cycle, where we stand currently, and what comes next. bit.ly/3UfVKBc
MacroVoices @ErikSTownsend & @PatrickCeresna welcome, Viktor Shvets @ViktorShvets. They discuss everything from Hormuz to Inflation signals to precious metals to the k-shaped economy. bit.ly/4wHXdyt
MacroVoices @ErikSTownsend & @PatrickCeresna welcome, Jim Bianco @biancoresearch. They will discuss this weeks FOMC meeting. bit.ly/4wz7e16
MacroVoices @ErikSTownsend & @PatrickCeresna welcome, @LukeGromen. They discuss how the Strait of Hormuz remained closed for months, why crude oil prices did not respond as expected, and what may happen as the conflict re-escalates. They also cover precious metals, inflation, monetary policy, and other major macroeconomic developments. bit.ly/45gBPnZ
MacroVoices @ErikSTownsend & @PatrickCeresna welcome, Dr. @anasalhajji . They’ll discuss Anas’s review on how we got into this conflict and why he still believes that it was the goal of the United States to close Hormuz. bit.ly/4wKIgvh
MacroVoices @ErikSTownsend & @PatrickCeresna welcome, Adam Parker. They discuss the U.S equity market. bit.ly/4aK7d1u
MacroVoices @ErikSTownsend & @PatrickCeresna 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. bit.ly/4eIFMaO
MacroVoices @ErikSTownsend & @PatrickCeresna welcome, @LynAldenContact. They discuss the Hormuz crisis, Fed policy under new leadership, budget deficits, the AI trade, and AI's mounting demands on energy markets.
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