Macro Voices-logo

Macro Voices

Markets and Investing

Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC

Location:

United States

Description:

Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC

Twitter:

@macrovoices

Language:

English


Episodes

MacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway?

2/22/2024
MacroVoices Erik Townsend & Patrick Ceresna welcome back Mike Green. Erik & Mike discuss backwardation in commodities markets, where rates and markets are headed from here, precious metals, and much more. https://bit.ly/3wthEFq โšซ Follow Mike on X: https://www.twitter.com/profplum99 โšซ Follow Mike on Substack : https://www.yesigiveafig.com/ ๐Ÿ”ปDownload Big Picture Trading Chartbook: ๐Ÿ“ˆ๐Ÿ“‰: https://bit.ly/42MYjuW โœ…Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD ๐Ÿ”ด Subscribe to Patrickโ€™s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna ๐Ÿ”ด Subscribe to Erik's Substack: https://eriktownsend.substack.com/ ๐Ÿ”ด Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 ๐Ÿ”ด Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity โœ… Join OptionFinity discord: https://discord.gg/Rvnsv6Y ๐Ÿ”ด Subscribe to Nickโ€™s Medium: https://medium.com/@ngalarnyk Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Duration:01:13:34

MacroVoices #415 Tian Yang: Fiscal, Sisyphus or Hercules

2/15/2024
MacroVoices Erik Townsend & Patrick Ceresna welcome back Variant Perception CEO, Tian Yang. Erik & Tian will discuss most assets classes and the trading opportunities Tian sees in them. https://bit.ly/3SHP9ej โšซ Follow Variant Perception on X: https://www.twitter.com/VrntPerception โšซ Find Out More About Variant Perception: https://www.variantperception.com ๐Ÿ”ปDownload Big Picture Trading Chartbook: ๐Ÿ“ˆ๐Ÿ“‰: https://bit.ly/49gJYcm โœ…Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD ๐Ÿ”ด Subscribe to Erik's Substack: https://eriktownsend.substack.com/ ๐Ÿ”ด Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 ๐Ÿ”ด Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity โœ… Join OptionFinity discord: https://discord.gg/Rvnsv6Y ๐Ÿ”ด Subscribe to Nickโ€™s Medium: https://medium.com/@ngalarnyk ๐Ÿ”ด Subscribe to Patrick Ceresna's Youtube Channel: https://www.youtube.com/@Patrick_Ceresna Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Duration:01:03:17

MacroVoices #414 Louis Vincent Gave: Party Like itโ€™s 1999

2/8/2024
MacroVoices Erik Townsend & Patrick Ceresna welcome back Gavekal Founder, Louis-Vincent Gave. Erik & Louis discuss commodities, China, the Electric Vehicle Implosion, and why Louis says this feels like 1999 all over again. https://bit.ly/3wgMjFA โšซ Follow Louis on X: https://twitter.com/Gave_Vincent โšซ Find Out More About Gavekal: https://web.gavekal.com/ ๐Ÿ”ปDownload Big Picture Trading Chartbook: ๐Ÿ“ˆ๐Ÿ“‰: https://bit.ly/3SOovls โœ…Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD ๐Ÿ”ด Subscribe to Erik's Substack: https://eriktownsend.substack.com/ ๐Ÿ”ด Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 ๐Ÿ”ด Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr ๐Ÿ”ด Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity โœ… Join OptionFinity discord: https://discord.gg/Rvnsv6Y ๐Ÿ”ด Subscribe to Nickโ€™s Medium: https://medium.com/@ngalarnyk Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Duration:01:09:19

MacroVoices #413 Darius Dale: Still Bullish

2/1/2024
MacroVoices Erik Townsend & Patrick Ceresna welcome back 42 Macro founder, Darius Dale. Erik & Darius discuss markets, inflation, bond yields and why Darius is still bullish. ๐Ÿ”ปDownload 42 Macro Chart Book: https://bit.ly/3SeLTXO โšซ Follow Darius on X: https://twitter.com/DariusDale42 โšซ Find Out More About 42 Macro: https://42macro.com/ ๐Ÿ”ด Subscribe to Erik's Substack: https://eriktownsend.substack.com/ ๐Ÿ”ด Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 ๐Ÿ”ด Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr ๐Ÿ”ปDownload Big Picture Trading Chartbook: ๐Ÿ“ˆ๐Ÿ“‰: https://bit.ly/3SFW2ht โœ…Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD ๐Ÿ”ด Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity โœ… Join OptionFinity discord: https://discord.gg/Rvnsv6Y ๐Ÿ”ด Subscribe to Nickโ€™s Medium: https://medium.com/@ngalarnyk Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Duration:01:03:23

MacroVoices #412 Dr. Anas Alhajji: 2024 Petroleum Outlook Update

1/25/2024
MacroVoices Erik Townsend & Patrick Ceresna welcome back Dr. Anas Alhajji, for a fresh crude oil outlook for 2024. Erik & Anas will discuss, crude oil prices, the oil market outlook, geopolitical premiums and much more. https://bit.ly/3Ogl3gT โšซ Follow Anas on X: https://twitter.com/anasalhajji โšซ Check Out Anasโ€™s Substack: https://anasalhajjieoa.substack.com/ ๐Ÿ”ด Subscribe to Erik's Substack: https://eriktownsend.substack.com/ ๐Ÿ”ด Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 ๐Ÿ”ด Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr ๐Ÿ”ปDownload This Episode's Chartbook: ๐Ÿ“ˆ๐Ÿ“‰: https://bit.ly/3vPppVK โœ…Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD ๐Ÿ”ด Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity โœ… Join OptionFinity discord: https://discord.gg/Rvnsv6Y Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Duration:01:10:12

MacroVoices #411 Jeroen Blokland: Inflation, Hard/Soft Landing, Geopolitics and More

1/18/2024
MacroVoices Erik Townsend & Patrick Ceresna welcome Jeroen Blokland as this weeks guest. Jeroen and Erik discuss inflation, Soft vs. Hard Landing, sustainability of U.S. Debt, geopolitics, precious metals and more. https://bit.ly/4b5mOY3 โšซ Follow Jeroen Blokland on X: https://twitter.com/jsblokland โšซ Check Out Jeroenโ€™s Substack: https://trueinsights.substack.com/ ๐ŸŒŸThe Gold Standard of Profits๐ŸŒŸ ๐™๐™ฃ๐™ก๐™ค๐™˜๐™ ๐™ž๐™ฃ๐™œ ๐™‹๐™ง๐™ค๐™›๐™ž๐™ฉ๐™จ ๐™ž๐™ฃ ๐™๐™๐™š ๐˜พ๐™ค๐™ข๐™ž๐™ฃ๐™œ ๐™‚๐™ค๐™ก๐™™ ๐˜ฝ๐™ช๐™ก๐™ก ๐™ˆ๐™–๐™ง๐™ ๐™š๐™ฉ Join Patrick Ceresna for a ๐—™๐—ฅ๐—˜๐—˜ ๐—Ÿ๐—œ๐—ฉ๐—˜ webinar Monday January 22nd, 2024 at 1:00pm ET Register here for ๐—™๐—ฅ๐—˜๐—˜: https://www.bigpicturetrading.com/gold ๐Ÿ”ด Subscribe to Erik's Substack: https://eriktownsend.substack.com/ ๐Ÿ”ด Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 ๐Ÿ”ด Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr ๐Ÿ”ปDownload This Episode's Chartbook: ๐Ÿ“ˆ๐Ÿ“‰: https://bit.ly/3HpyhE0 โœ…Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD ๐Ÿ”ด Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity โœ… Join OptionFinity discord: https://discord.gg/Rvnsv6Y Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Duration:00:55:27

MacroVoices #410 Justin Huhn: Investing in All Things Nuclear

1/11/2024
MacroVoices Erik Townsend & Patrick Ceresna welcome Justin Huhn as this weeks guest. Erik & Justin focus on the immediate investment plays in the uranium mining sector, and how pending legislation only strengthens the bull case for Uranium and Uranium mining shares. โšซ Follow Justin Huhn on X: https://twitter.com/uraniuminsider โšซ Check Out Uranium Insider Newsletter: https://www.uraniuminsider.com ๐ŸŒŸThe Gold Standard of Profits๐ŸŒŸ ๐™๐™ฃ๐™ก๐™ค๐™˜๐™ ๐™ž๐™ฃ๐™œ ๐™‹๐™ง๐™ค๐™›๐™ž๐™ฉ๐™จ ๐™ž๐™ฃ ๐™๐™๐™š ๐˜พ๐™ค๐™ข๐™ž๐™ฃ๐™œ ๐™‚๐™ค๐™ก๐™™ ๐˜ฝ๐™ช๐™ก๐™ก ๐™ˆ๐™–๐™ง๐™ ๐™š๐™ฉ Join Patrick Ceresna for a ๐—™๐—ฅ๐—˜๐—˜ ๐—Ÿ๐—œ๐—ฉ๐—˜ webinar Monday January 15th, 2024 at 1:00pm ET Register here for ๐—™๐—ฅ๐—˜๐—˜: https://www.bigpicturetrading.com/gold ๐Ÿ”ด Subscribe to Erik's Substack: https://eriktownsend.substack.com/ ๐Ÿ”ด Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 ๐Ÿ”ด Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr ๐Ÿ”ปDownload This Episode's Chartbook: ๐Ÿ“ˆ๐Ÿ“‰: https://bit.ly/3vxVG3y โœ…Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD ๐Ÿ”ด Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity โœ… Join OptionFinity discord: https://discord.gg/Rvnsv6Y Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Duration:01:30:30

MacroVoices #409 Mark Nelson: All Things Nuclear Energy

1/4/2024
MacroVoice's Erik Townsend & Patrick Ceresna welcome Mark Nelson as the special holiday guest for the New Year. Erik and Mark will delve into the intricate world of nuclear reactors, exploring potential fuels like Thorium, and shedding light on the contemporary challenges entwined with nuclear regulations. https://bit.ly/3H52Kan Follow Mark Nelson on X: https://twitter.com/energybants Check Out: https://www.radiantenergygroup.com/ Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr Download This Episode's Chartbook: ๐Ÿ“ˆ๐Ÿ“‰: https://bit.ly/3S4KyDS โœ…Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Duration:02:09:51

MacroVoices #408 Lyn Alden: Broken Energy

12/28/2023
MacroVoice's Erik Townsend & Patrick Ceresna welcome back Lyn Alden as this years special holiday guest. Erik & Lyn will discuss the alternative energy sources needed for energy transition, including Nuclear, Hydro, Wind and Solar and some of the complications that may arise with each. https://bit.ly/3RAdIJW Follow Lyn on X: https://twitter.com/LynAldenContact Check Out: https://www.lynalden.com/ Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr Download Lyn Alden's: Broken Energy Chart Book ๐Ÿ“ˆ๐Ÿ“‰: https://bit.ly/3RwBDK6 โœ…Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Duration:01:48:07

MacroVoices #407 Jim Bianco: Jay Powellโ€™s โ€œword saladโ€, FOMC Mood Swings, Interest Rate Outlook, Crypto & More

12/21/2023
MacroVoice's Erik Townsend & Patrick Ceresna welcome back Jim Bianco. Erik & Jim will discuss the FOMCโ€™s about face on monetary policy, why it happened, and what comes next. Jim says peak yields are NOT yet behind us... https://bit.ly/3RQyciC Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook ๐Ÿ“ˆ๐Ÿ“‰: https://bit.ly/3TGqLfc โœ…Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Duration:01:31:07

MacroVoices #406 Matt Barrie: AI-pocalypse Now

12/14/2023
Macrovoice's Erik Townsend & Patrick Ceresna welcome Freelancer Founder, Matt Barrie. Erik and Matt have an interesting discussion about the potential human prosperity and existential threat, AI may give us in a future not too far away. https://bit.ly/476Sauc Read Mattโ€™s โ€˜AI-pocalypseโ€™ Article Here: https://bit.ly/3RIfJor Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook ๐Ÿ“ˆ๐Ÿ“‰: https://bit.ly/3v3bZFq โœ…Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Duration:01:23:58

MacroVoices #405 Marko Papic: Investment Implications of Geopolitics Around The Globe

12/7/2023
MacroVoice's Erik Townsend and Patrick Ceresna welcome, Clocktower Group Chief Strategist, Marko Papic. Erik and Marko will discuss all of the geopolitical developments around the globe and their impact on financial markets. https://bit.ly/3NiHzoR โœ…SPECIAL WEBINAR "Discover Your New Favourite Hedging Strategy" Monday, December 11th, 1pm ET Register For FREE!: https://www.bigpicturetrading.com Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook ๐Ÿ“ˆ๐Ÿ“‰: https://bit.ly/41giQXR โœ…Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J\ Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Duration:01:26:47

MacroVoices #404 David Rosenberg: The Bond Bullion Barbell

11/30/2023
MacroVoices Erik Townsend and Patrick Ceresna welcome back Rosenberg Research Founder, David Rosenberg. They discuss Rosieโ€™s two strongest conviction trades are long duration and long gold and whether the bear market is over in stocks and much more. https://bit.ly/3uEMvOg Rosenberg Research Free Trial โœ…SPECIAL WEBINAR - Register For FREE!: https://www.bigpicturetrading.com/hedge Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook ๐Ÿ“ˆ๐Ÿ“‰:https://bit.ly/3sKrlxI โœ…Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J\ Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Duration:01:02:57

MacroVoices #403 Daniel Lacalle: EU Economic Outlook, Inflation, Monetary Aggregates, Energy and Much More

11/22/2023
MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show. They discuss everything from recession risk to Eurozone economic weakness and whatโ€™s causing it, to inflation and why Daniel says last weekโ€™s CPI print wasnโ€™t necessary as bullish as market participants have perceived, to monetary aggregate contraction to energy prices and the upcoming OPEC+ meeting this Sunday to whatโ€™s happened to public sentiment in Europe relative to nuclear energy. https://bit.ly/47MDHEu Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook ๐Ÿ“ˆ๐Ÿ“‰:https://bit.ly/3sKrlxI โœ…Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J\ Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Duration:01:14:06

MacroVoices #402 Lakshman Achuthan: A Soft Landing Still A Dream

11/16/2023
MacroVoices Erik Townsend and Patrick Ceresna welcome back Lakshman Achuthan as this weeks featured guest. They'll discuss ECRIโ€™s leading indicators, growth and inflation, the Hard Landing Lak still predicts and much more! https://bit.ly/49S2gBN Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Join OptionFinity discord: https://discord.gg/Rvnsv6Y Download Big Picture Trading Chartbook ๐Ÿ“ˆ๐Ÿ“‰: https://bit.ly/3SNA7Wb โœ…Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Duration:00:57:52

MacroVoices #401 Leigh Goehring: The Role of Monetary Policy in Commodity Investingโ€‹

11/9/2023
MacroVoices Erik Townsend and Patrick Ceresna, welcome back Goehring & Rozencwaj Co-Founder Leigh Goehring as this weeks guest. Erik and Leigh will discuss the relationship between monetary policy and commodities investing, gold-backed digital currencies and much more. https://bit.ly/468MiA2 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook ๐Ÿ“ˆ๐Ÿ“‰: https://bit.ly/3QPPxIe โœ…Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Duration:01:16:37

MacroVoices #400 Rory Johnston: All Things Oil

11/2/2023
MacroVoices Erik Townsend & Patrick Ceresna welcome Rory Johnston as this weeks guest. Erik & Rory will discuss everything from the predictions of massive supply shortfalls to the U.S. SPR. https://bit.ly/49hmVPb Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook ๐Ÿ“ˆ๐Ÿ“‰: https://bit.ly/3MOUvCL โœ…Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Duration:01:23:57

MacroVoices #399 Ole S Hansen: Still Bullish Commodities

10/26/2023
MacroVoice's Erik Townsend & Patrick Ceresna welcome Ole S Hansen as this weekโ€™s guest. Ole says the bull market has paused in some commodities, but is set to continue. They also talk about crude oil and the debate over how big the Iran escalation risk is in the Israel conflict. https://bit.ly/46HF07i Ole's Charts: https://bit.ly/3MdGBtm Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook ๐Ÿ“ˆ๐Ÿ“‰: https://bit.ly/477pvpg โœ…Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Duration:01:14:00

MacroVoices #398 Lyn Alden: Broken Money

10/19/2023
MacroVoices Erik Townsend and Patrick Ceresna welcome back best-selling author, Lyn Alden. They'll talk about her new book Broken Money, before moving on to discuss the end of the Peace Dividend, energy scarcity, and much more. https://bit.ly/46VAuBR Lyn Alden's Charts: https://bit.ly/46SXZeT Buy Lyn Alden's Book 'Broken Money' Now: https://bit.ly/3tEu3EX Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook ๐Ÿ“ˆ๐Ÿ“‰: https://bit.ly/46CDzHd โœ…Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Duration:01:29:34

MacroVoices #397 Alex Gurevich: The Real Rates Tsunami

10/12/2023
MacroVoices Erik Townsend and Patrick Ceresna welcome back, Honte investments fund manager Alex Gurevich. Erik and Alex discuss the reasons why Alex is still committed to the long duration trade long-term, and why that trade hasnโ€™t been performing recently. https://bit.ly/3RW7Hcj Alex's Market Note: https://bit.ly/3FhA9xH Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook ๐Ÿ“ˆ๐Ÿ“‰: https://bit.ly/3PTuFOD โœ…Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Duration:01:07:08