Episodes

  • MacroVoices #465 Rory Johnston: Oil Markets Under Trump 2.0
    Jan 30 2025

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rory Johnston. They discuss everything crude oil - from the current fundamental landscape and the impact of Trump’s tariff policies to why crude quality remains crucial and where refineries can source the heavy blend stock needed to process U.S. shale oil. https://bit.ly/42z5yIQ

    ⚫ Follow Rory on X: @Rory_Johnston

    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3WF7BHg

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d

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

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

    🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    Show More Show Less
    1 hr and 8 mins
  • MacroVoices #464 Michael Every: Lines on Maps vs Lines on Screens
    Jan 23 2025

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Chief Market Strategist Michael Every. They discuss why Michael thinks Volatility will be at the centre of the Trump 2.0 Presidency, and that when global leaders start moving lines on maps, we should expect some big moves in the lines on our financial charts. https://bit.ly/40JBhp9

    ⚫ Follow Michael on X: @themichaelevery

    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4jp8VrJ

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d

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

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

    🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    Show More Show Less
    1 hr and 8 mins
  • MacroVoices #463 Izabella Kaminska: On Why Markets Aren’t Getting The Signal
    Jan 16 2025

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Izabella Kaminska. They discuss the evolving landscape of the media and the ripple effects of Bidenomics to the spread of populism across Europe. https://bit.ly/4h00sd4

    ⚫ Follow Izabella on X: @izakaminska

    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3C9qMSO

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d

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

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

    🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    Show More Show Less
    1 hr and 14 mins
  • MacroVoices #462 Luke Gromen: 2025 Outlook
    Jan 8 2025

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Luke Gromen. They’ll explore the outlook for the new year and examine its implications for macroeconomics and markets, covering everything from the dollar and treasury yields to bitcoin and precious metals. https://bit.ly/3WdsysV

    ⚫ Follow Luke on X: https://x.com/LukeGromen

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

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d

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

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

    🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    Show More Show Less
    1 hr
  • MacroVoices #461 Thomas Jam Pedersen: Nuclear Fuels and Fuel Cycles For Energy Transition
    Dec 31 2024

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Thomas Jam Pedersen for the second instalment of this year’s long-form episodes. This week they’ll be taking a deep dive into nuclear fuels and fuel cycles, exploring critical topics such as the economics of Thorium-based nuclear power compared to traditional Uranium-fired reactors. https://bit.ly/3VI4bTK

    ⚫ Check out Copenhagen Atomics: https://www.copenhagenatomics.com/

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d

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

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

    🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    Show More Show Less
    1 hr and 55 mins
  • MacroVoices #460 Thomas Jam Pedersen: Advanced Nuclear Reactor Designs For Energy Transition
    Dec 24 2024

    MacroVoices hosts Erik Townsend and Patrick Ceresna welcome, Copenhagen Atomics Founder, Thomas Jam Pedersen. This episode is the first of two special holiday editions featuring extended double-length interviews. In this in-depth discussion, we explore Advanced Nuclear Energy Technologies and their critical role in driving the emerging Nuclear Renaissance. https://bit.ly/3ZKN9FI

    ⚫ Check out Copenhagen Atomics: https://www.copenhagenatomics.com/

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d

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

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

    🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    Show More Show Less
    1 hr and 58 mins
  • MacroVoices #459 Robert Kahn: Looking Ahead To 2025 Geopolitics & Markets
    Dec 19 2024

    MacroVoices hosts Erik Townsend and Patrick Ceresna welcome, Robert Kahn. They’ll dive into four key geopolitical issues currently shaping the global investment landscape: Trump 2.0, China, the Russia-Ukraine conflict, and the Israel-Gaza-Iran nexus. Robert will share expert insights on how these major events are influencing financial markets and what investors should watch for in the months ahead. https://bit.ly/3DxYd1s

    ⚫ Check out Eurasia Group: https://www.eurasiagroup.net/

    🔻Download Big Picture Trading Chartbook 📈📉:

    https://bit.ly/4iL44AU

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d

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

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

    🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    Show More Show Less
    1 hr and 11 mins