Episódios

  • MacroVoices #508 Laskhman Achuthan: Inflation Cycles Amid Regime Change
    Nov 26 2025

    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 📈📉: https://bit.ly/483OoFv

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag

    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

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    1 hora e 5 minutos
  • MacroVoices #507 Michael Howell: Is This The end of the Everything Bubble
    Nov 20 2025

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Howell. They’ll discuss the global liquidity cycle, why it has a 65-month periodicity, and where we stand in that cycle right now. https://bit.ly/3X7ZN0J

    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4pkiqdI

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag

    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

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    1 hora e 12 minutos
  • MacroVoices #505 Michael Every: Does Anyone Remember PMIs?
    Nov 6 2025

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every. They’ll discuss the geopolitical situation and talk about what it means for markets. https://bit.ly/49AFRuQ

    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4973pY2

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag

    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

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    1 hora e 7 minutos
  • MacroVoices #506 Mike Green: Volatility, High-Yield, Precious Metals & More
    Nov 13 2025

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They’ll discuss everything from the reopening rally to precious metals to energy markets. https://bit.ly/49SQx89

    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4o064GN

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag

    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

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    58 minutos
  • MacroVoices #503 Adam Rozencwajg: Gold, Oil & Uranium
    Oct 23 2025

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Adam Rozencwajg. They discuss all things commodities from gold to oil to uranium. https://bit.ly/4oFcfAZ

    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3L28R4t

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag

    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

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    1 hora e 22 minutos
  • MacroVoices #504 Brent Johnson: The Genius of Stablecoins
    Oct 30 2025

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Brent Johnson. They discuss why Brent says Stablecoin is going to be a game changer, even for those who aren’t interested in crypto assets. https://bit.ly/4oMi7IB

    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3X396yV

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag

    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

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    1 hora e 5 minutos
  • MacroVoices #502 Tian Yang: A Whiff of Reflation?
    Oct 16 2025

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Tian Yang. They’ll discuss the leading indicators Variant Perception uses to guide their macro strategy, what they say about growth and inflation, and how that translates to trading opportunities. https://bit.ly/3KUt5Np

    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/478q6Zg

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag

    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

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    53 minutos
  • MacroVoices #500 Lyn Alden: What Will Stop This Train?
    Oct 2 2025

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. Lyn picks up where Luke Gromen left off last week, sharing her views on what it would take to actually stop this train. http://bit.ly/48djn2y

    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4pSOuGU

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag

    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

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    1 hora e 16 minutos