MacroVoices #535 Michael Every: NAFTA and NAPTHA – Warcraft & Fartcraft

MacroVoices #535 Michael Every: NAFTA and NAPTHA – Warcraft & Fartcraft

MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every & Rory Johnston. They discuss all things Iran from geopolitics to inflation outlook to what it means for China to President Trump and Secretary Bessent’s stablecoin statecraft ambitions. https://bit.ly/3RQ4ixB [https://bit.ly/3RQ4ixB]    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3QmubEP [https://bit.ly/3QmubEP]   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX [https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX]   🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna [https://www.youtube.com/@Patrick_Ceresna]   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ [https://eriktownsend.substack.com/]

MacroVoices #534 Dr. Pippa Malmgren: Superpower War or Superpower Hug?

MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Pippa Malmgren & Jim Bianco.  They’ll discuss whether AI and Robotics are going to take our jobs, Nuclear Fusion, Disappearing Scientists, and much more. https://bit.ly/4tXAlJr [https://bit.ly/4tXAlJr]    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4nX9PP1 [https://bit.ly/4nX9PP1]   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX [https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX]   🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna [https://www.youtube.com/@Patrick_Ceresna]   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ [https://eriktownsend.substack.com/]

MacroVoices #533 Morgan Downey: The Return of Oil 101

MacroVoices Erik Townsend & Patrick Ceresna welcome, Morgan Downey. They discuss the ongoing crisis, with Morgan warning that all buffers and safety margins have been exhausted, explaining why a Strait closure lasting another month could drive oil prices to $150–$200, and exploring several other critical dimensions of this rapidly evolving situation. https://bit.ly/3Pe3zpa [https://bit.ly/3Pe3zpa]    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4uqG7nW [https://bit.ly/4uqG7nW]   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX [https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX]   🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna [https://www.youtube.com/@Patrick_Ceresna]   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ [https://eriktownsend.substack.com/]

MacroVoices #532 Mike Green: Record Mechanical Flows

MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They discuss why the Hormuz crisis hasn’t derailed the S&P 500’s surge to new all-time highs, Mike’s disagreement with secular-inflation forecasts, why Kevin Warsh could be more likely to cut rates aggressively than hike, and the unintended consequences of passive investing through index funds. https://bit.ly/3R6TDhH [https://bit.ly/3R6TDhH]    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4fm8rTu [https://bit.ly/4fm8rTu]   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX [https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX]   🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna [https://www.youtube.com/@Patrick_Ceresna]   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ [https://eriktownsend.substack.com/]

MacroVoices #531 Louis-Vincent Gave: Semiconductors, AI & Iran Conflict

MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They’ll discuss, what’s going on in the conflict and what it will mean for global markets in the coming months. https://bit.ly/42T7eeW [https://bit.ly/42T7eeW]    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3RrSGAv [https://bit.ly/3RrSGAv]    ✅Sign up for a FREE 14-day trial at Big Picture Trading: httphttps://secure.bigpicturetrading.com/membership/signup/fOY4YJYX  [https://bit.ly/4d1fcag]   🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna [https://www.youtube.com/@Patrick_Ceresna]   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ [https://eriktownsend.substack.com/]