Macro Voices
Macro Voices
  • Видео 926
  • Просмотров 4 239 763
MacroVoices #433 David Rosenberg: Calling The FED’s Bluff
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rosenberg Research founder David Rosenberg. They discuss, the stock market and why David believes the breadth isn’t there, and the outperformance of SPX is really just three out of the 500 stocks in the index. bit.ly/3VRJtBA
⚫ Check Out Rosenberg Research: www.rosenbergresearch.com/
⚫ Follow David Rosenberg on X: econguyrosie
🔻Download Big Picture Trading Chartbook: 📈📉: bit.ly/3KT5tWi
✅Sign up for a FREE 14-day trial at Big Picture Trading: bit.ly/46Ul2FD
🔴 Subscribe to Patrick’s RUclips Channel: www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on...
Просмотров: 8 411

Видео

9th Inning Price Action - MacroVoices #433
Просмотров 54714 часов назад
🔻Download Big Picture Trading Chartbook: 📈📉: bit.ly/3KT5tWi ✅Sign up for a FREE 14-day trial at Big Picture Trading: bit.ly/46Ul2FD 🔴 Subscribe to Patrick Ceresna's RUclips Channel: www.youtube.com/@Patrick_Ceresna 00:00:00 Intro 00:00:57 Crude Oil 00:02:57 S&P500 00:08:17 Nasdaq 00:09:35 VIX 00:10:28 US dollar 00:11:25 Gold 00:13:16 Uranium 00:15:24 10yr Treasury
Hedging Your Bullishness - MacroVoices #432
Просмотров 1,4 тыс.День назад
🔻Download Big Picture Trading Chartbook: 📈📉: bit.ly/3xgyDLJ ✅SPECIAL FREE LIVE Webinar - Tuesday June 18th, 2024 at 11:00am ET: bit.ly/3XlUITF ✅Sign up for a FREE 14-day trial at Big Picture Trading: bit.ly/46Ul2FD 🔴 Subscribe to Patrick Ceresna's RUclips Channel: www.youtube.com/@Patrick_Ceresna 00:00:00 Intro 00:00:54 Crude Oil 00:02:40 S&P500 00:09:05 US dollar 00:09:40 Gold 00:12:29 Uranium
MacroVoices #432 Jeff Currie: Metals, Energy, Commodity Super Cycle & More
Просмотров 6 тыс.День назад
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Carlyle’s Chief Strategy Officer, Jeff Currie. They’ll discuss commodities from precious metals to energy to softs, including cocoa and coffee and why they’ve seen so much vol recently. bit.ly/3z2Y6cb ⚫ Check Out Carlyle Global Investment Group: www.carlyle.com/ 🔻Download Big Picture Trading Chartbook: 📈📉: bit.ly/3xgyDLJ ✅SPECIAL FREE LI...
MacroVoices #431 Lakshman Achuthan: 2024 Turning Points
Просмотров 5 тыс.14 дней назад
MacroVoices Erik Townsend & Patrick Ceresna welcome back, ECRI co-founder Lakshman Achuthan. They’ll discuss growth and inflation cycles, why inflation is likely to remain sticky, precious metals, energy, and much more. bit.ly/3yPlR7v ⚫ Follow Lakshman on X: businesscycle 🔻Download Big Picture Trading Chartbook: 📈📉: bit.ly/4c7SjjF ✅Sign up for a FREE 14-day trial at Big Picture Trad...
Summer Rally or Doldrums - MacroVoices #431
Просмотров 57514 дней назад
🔻Download Big Picture Trading Chartbook: 📈📉: bit.ly/4c7SjjF ✅Sign up for a FREE 14-day trial at Big Picture Trading: bit.ly/46Ul2FD 🔴 Subscribe to Patrick Ceresna's RUclips Channel: www.youtube.com/@Patrick_Ceresna 00:00:00 Intro 00:00:57 Crude Oil 00:03:35 S&P500 00:05:22 Nasdaq 00:06:41 VIX 00:07:28 US dollar 00:07:55 Gold 00:09:04 Copper 00:09:43 Uranium 00:11:37 10yr T-Note
Divergent Market Breadth - MacroVoices #430
Просмотров 77321 день назад
🔻Download Big Picture Trading Chartbook: 📈📉: bit.ly/3KnqnN6 ✅Sign up for a FREE 14-day trial at Big Picture Trading: bit.ly/46Ul2FD 🔴 Subscribe to Patrick Ceresna's RUclips Channel: www.youtube.com/@Patrick_Ceresna 00:00:00 Intro 00:00:57 Crude Oil 00:02:14 S&P500 00:05:58 Nasdaq 00:07:43 Russell 00:09:14 VIX 00:10:41 US dollar 00:11:31 Gold 00:14:05 Copper 00:15:05 Uranium
MacroVoices #430 Jim Bianco: Rate Hike On Deck
Просмотров 6 тыс.21 день назад
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Bianco Research founder, Jim Bianco. They’ll discuss inflation, bond yields, precious metals, energy prices, geopolitics and more. bit.ly/3x7wP7E ⚫ Follow Jim Bianco on X: BiancoResearch ⚫ Check Out Bianco Research: www.biancoresearch.com 🔻Download Big Picture Trading Chartbook: 📈📉: bit.ly/3KnqnN6 ✅Sign up for a FREE 14-day t...
Warranted Complacency - MacroVoices #429
Просмотров 727Месяц назад
🔻Download Big Picture Trading Chartbook: 📈📉: bit.ly/44YqJD9 ✅Sign up for a FREE 14-day trial at Big Picture Trading: bit.ly/46Ul2FD 🔴 Subscribe to Patrick Ceresna's RUclips Channel: www.youtube.com/@Patrick_Ceresna 00:00:00 Intro 00:00:57 Crude Oil 00:02:55 S&P500 00:04:44 Nasdaq 00:06:19 VIX 00:09:38 US dollar 00:10:29 Gold 00:12:11 Copper 00:13:10 Uranium 00:14:30 US Gov 10y
MacroVoices #429 Dr. Anas Alhajji: Oil Market Outlook, Iran & Energy Geopolitics
Просмотров 7 тыс.Месяц назад
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Dr Anas Alhajji. They’ll discuss the energy markets outlook for 2024, the Iranian President’s death, fake news in Saudi Arabia, and much more. bit.ly/3UVBbqo ⚫ Follow Anas Alhajji on X: AnasAlhajji ⚫ Check Out Anas Alhajji’s Substack: anasalhajjieoa.substack.com/ 🔻Download Big Picture Trading Chartbook: 📈📉: bit.ly/44YqJD9 ✅Si...
MacroVoices #429 Dr. Anas Alhajji: Oil Market Outlook, Iran & Energy Geopolitics
Просмотров 1,6 тыс.12 часов назад
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Dr Anas Alhajji. They’ll discuss the energy markets outlook for 2024, the Iranian President’s death, fake news in Saudi Arabia, and much more. bit.ly/3UVBbqo ⚫ Follow Anas Alhajji on X: AnasAlhajji ⚫ Check Out Anas Alhajji’s Substack: anasalhajjieoa.substack.com/ 🔻Download Big Picture Trading Chartbook: 📈📉: bit.ly/44YqJD9 ✅Si...
MacroVoices #428 Adam Rozencwajg: AI Demand, Energy & Precious Metals
Просмотров 10 тыс.Месяц назад
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Goehring & Rozencwajg co-founder Adam Rozencwajg. They’ll discuss energy markets, precious metals and much more. bit.ly/4bk5pub ⚫ Follow Adam Rozencwajg on X: go_rozen ⚫ Check Out: www.gorozen.com/ 🔻Download Big Picture Trading Chartbook: 📈📉: bit.ly/4bFenlx ✅Sign up for a FREE 14-day trial at Big Picture Trading: bit.ly/46Ul2...
Talking Charts - MacroVoices #428
Просмотров 468Месяц назад
🔻Download Big Picture Trading Chartbook: 📈📉: bit.ly/4bk5pub ✅Sign up for a FREE 14-day trial at Big Picture Trading: bit.ly/46Ul2FD 🔴 Subscribe to Patrick Ceresna's RUclips Channel: www.youtube.com/@Patrick_Ceresna 00:00:00 Postgame - Talking Charts 00:01:00 Crude Oil 00:02:24 S&P500 00:04:16 Nasdaq 00:05:02 VIX 00:06:24 US dollar 00:07:34 Gold 00:08:52 Copper 00:09:40 Uranium 00:10:56 Wheat
MacroVoices #427 Thomas Jam Pedersen: The Coming Thorium Energy Revolution
Просмотров 4 тыс.Месяц назад
MacroVoices hosts Erik Townsend and Patrick Ceresna welcome Thomas Jam Pedersen, founder of Copenhagen Atomics. They will discuss the role thorium fission will play in the energy transition and the benefits of molten salt-cooled and liquid-fuelled thorium-burning nuclear reactors over conventional light water reactors fuelled by uranium. bit.ly/3QzHtuu ⚫ Find out More: www.copenhagenatomics.com...
MacroVoices #427 Thomas Jam Pedersen: The Coming Thorium Energy Revolution
Просмотров 59614 дней назад
MacroVoices hosts Erik Townsend and Patrick Ceresna welcome Thomas Jam Pedersen, founder of Copenhagen Atomics. They will discuss the role thorium fission will play in the energy transition and the benefits of molten salt-cooled and liquid-fuelled thorium-burning nuclear reactors over conventional light water reactors fuelled by uranium. bit.ly/3QzHtuu ⚫ Find out More: www.copenhagenatomics.com...
MacroVoices #426 Brent Johnson: Dollar Milkshake Update in a World of Global Uncertainty
Просмотров 12 тыс.Месяц назад
MacroVoices #426 Brent Johnson: Dollar Milkshake Update in a World of Global Uncertainty
MacroVoices #425 Alex Gurevich: Real Rates, Precious Metals, Currencies and More
Просмотров 6 тыс.2 месяца назад
MacroVoices #425 Alex Gurevich: Real Rates, Precious Metals, Currencies and More
Correction Over or More To Come?- MacroVoices #425
Просмотров 8912 месяца назад
Correction Over or More To Come?- MacroVoices #425
MacroVoices #424 Rory Johnston: Crude Oil Update: Fundamentals, Geopolitical Risks, and SPR
Просмотров 4,5 тыс.2 месяца назад
MacroVoices #424 Rory Johnston: Crude Oil Update: Fundamentals, Geopolitical Risks, and SPR
Sizing Up The Market Selloff - MacroVoices #424
Просмотров 9122 месяца назад
Sizing Up The Market Selloff - MacroVoices #424
MacroVoices #423 Justin Huhn: Accelerated Demand Growth in Supply Driven Bull Market
Просмотров 7 тыс.2 месяца назад
MacroVoices #423 Justin Huhn: Accelerated Demand Growth in Supply Driven Bull Market
Reactions To The Hot Inflation - MacroVoices #423
Просмотров 1,1 тыс.2 месяца назад
Reactions To The Hot Inflation - MacroVoices #423
Key Pivots In The Markets- MacroVoices #422
Просмотров 1,1 тыс.2 месяца назад
Key Pivots In The Markets- MacroVoices #422
MacroVoices #422 Larry McDonald: How To Listen When Markets Speak
Просмотров 6 тыс.2 месяца назад
MacroVoices #422 Larry McDonald: How To Listen When Markets Speak
MacroVoices #421 Luke Gromen: More Dollar Liquidity To Come…
Просмотров 18 тыс.2 месяца назад
MacroVoices #421 Luke Gromen: More Dollar Liquidity To Come…
What is Next for the Markets? - MacroVoices #421 Postgame
Просмотров 7252 месяца назад
What is Next for the Markets? - MacroVoices #421 Postgame
MacroVoices #420 Ole Hansen: Green Shoots in The Commodity Markets
Просмотров 6 тыс.3 месяца назад
MacroVoices #420 Ole Hansen: Green Shoots in The Commodity Markets
Sizing Up The Post FOMC Breakout - MacroVoices #420 Postgame
Просмотров 8163 месяца назад
Sizing Up The Post FOMC Breakout - MacroVoices #420 Postgame
Commodity Breakout? - MacroVoices #419 Postgame
Просмотров 1,4 тыс.3 месяца назад
Commodity Breakout? - MacroVoices #419 Postgame
MacroVoices #419 Arjun Murti: Navigating the 2020s Energy Transition Landscape
Просмотров 4 тыс.3 месяца назад
MacroVoices #419 Arjun Murti: Navigating the 2020s Energy Transition Landscape

Комментарии

  • @markklatt1670
    @markklatt1670 День назад

    The dollar isnt going anywhere anytime soon. MacroVoices one of the few podcasts to tell the truth on that

  • @dmart9529
    @dmart9529 3 дня назад

    I recall this guy agreeing with the FED that inflation is transitory? They forget that we remember.

  • @Mav0585
    @Mav0585 4 дня назад

    This guy was triggered regarding wars are inflationary 😂

  • @tomfonti4618
    @tomfonti4618 4 дня назад

    Bianco vs Rosie...time will tell. Another great interview Eric 👍

  • @brianc9036
    @brianc9036 4 дня назад

    Love the show but after 5-6 years of listening you all are still clueless on Bitcoin. I hate to say this because he is a cheerleader but maybe invite Saylor on the show and grow your audience.

  • @togoni
    @togoni 5 дней назад

    My dog is better than Erik in geopolitics :)

  • @togoni
    @togoni 5 дней назад

    David has been wrong for last 5 years. Boring already to listen to his doomsday predictions.

  • @felixvelo
    @felixvelo 5 дней назад

    Private equity chyster. How do they continue to praise him?

  • @PE-TX
    @PE-TX 5 дней назад

    Outstanding! Thank you!

  • @DaveG-qd6ug
    @DaveG-qd6ug 5 дней назад

    Old interview: DO NOT LISTEN !! 😴

    • @bellakrinkle9381
      @bellakrinkle9381 5 дней назад

      Erik announced CLEARLY at the beginning that this interview was from MAY. Dullard, are you?

  • @SiNKiLLeR_
    @SiNKiLLeR_ 5 дней назад

    This is a rerun

  • @alanmrsic893
    @alanmrsic893 5 дней назад

    Great stuff, thanks again!

  • @detectiveofmoneypolitics
    @detectiveofmoneypolitics 5 дней назад

    Economic investigator Frank G Melbourne Australia is following this very informative content ! The debate has started in our country of Australia so have shared your interview on my " Public Channel " cheers Frank 😊

  • @DeFi-Macrodosing
    @DeFi-Macrodosing 5 дней назад

    Perma bears in shock and awe 😂😂😂

  • @briannewman6216
    @briannewman6216 6 дней назад

    The stock market is now a trailing indicator and not a leading indicator. The stock market is now primarily driven by passive investment. This amplifies the upswings and some postulate may amplify the downswing. The downswing postulate is yet to be fully tested. The passive investment could continue to be fed into the stock market through a recession and a falling stock market.

  • @martintheguitarist
    @martintheguitarist 6 дней назад

    So he doesn’t think anymore inflation is transitory? That’s what he was preaching us here two years ago.

    • @jceepoker3256
      @jceepoker3256 5 дней назад

      Yea he’s been wrong for decades now

  • @TheRustyLM
    @TheRustyLM 6 дней назад

    My girlfriend has a crush on Rosie.

  • @amazaan
    @amazaan 6 дней назад

    Pure deflationista

  • @timsandman
    @timsandman 6 дней назад

    I remember David Rosenbergs steadfast deflation predictor to the recent huge inflation. I agree with Jim Bianco on last performance. Also no mention of currency debasement causing the inflation we just had (and are still having) 🤔

  • @tjvon968
    @tjvon968 6 дней назад

    Ah yes inflation caused by businesses price gauging….. hey David, if inflation hasn’t bottomed out why then with the rapid raise of interest rates for the past 2 years can the Fed not get CPI down to 2 percent?

  • @amandagreen8898
    @amandagreen8898 6 дней назад

    David “Wrong for FOUR straight years” Rosenberg 🤡🥱🤣

  • @bellakrinkle9381
    @bellakrinkle9381 6 дней назад

    I love Patrick's BOLD prediction of NVDA's top signaling the TOP of the S&P. Wow, Bets anyone? This will be fascinating for us Market Junkies.

  • @E_incognito
    @E_incognito 6 дней назад

    He is saying inflation went down since the war with Ukraine, but it's only the fake inflation rate MOM that came down. Not real actual inflation. He is too deep into his theses and he can't back up. Smart guy nevertheless

  • @vincentguerard2656
    @vincentguerard2656 6 дней назад

    Please invite optimists sometimes...

  • @sowelly2808
    @sowelly2808 6 дней назад

    16:45 Genuine question, why is it called price gouging? Wouldn’t that just be called price discovery. If suddenly there is more demand because consumers have more money in their pocket. Wouldn’t that just be the new price equilibrium? I think calling these things price gouging is disingenuous and misleads your avg American into blaming businesses rather than the broader fiscal/monetary policy.

  • @bellakrinkle9381
    @bellakrinkle9381 6 дней назад

    It seems that people are unconscious about future power needs - as if they are irrelevant. Erik always asks the "just right" questions. Energy mostly goes into gas tanks. Now I get it.

  • @davidbaysingar7151
    @davidbaysingar7151 6 дней назад

    It is refreshing to listen to intelligent analysis, and thank you for avoiding the click bait approach to podcasting!

  • @bravo1188
    @bravo1188 6 дней назад

    Thanks

  • @ZenEconomicsChannel
    @ZenEconomicsChannel 8 дней назад

    Still trying to promote negativity and doom for Russia, huh?

  • @mianoj333
    @mianoj333 9 дней назад

    Wish the audio was better

  • @Hattusa
    @Hattusa 10 дней назад

    15:05 Copper is not a superconductor; that's a really basic fact. Skipping the interview so his less obvious idiocy doesn't sneak by.

  • @user-uk3uj6zs1w
    @user-uk3uj6zs1w 10 дней назад

    Everything he says has ti be tempered with the fact that he is an idiot who buys the climate change narrative or just a pawn.

  • @derrickwells333
    @derrickwells333 11 дней назад

    woke bast***

  • @missunique65
    @missunique65 11 дней назад

    dude talks too much..they prolly fired him for being a bore. lol

  • @missunique65
    @missunique65 11 дней назад

    BRICS see how the US can confiscate dollar denominated assets (ie Russia) and says FU

  • @missunique65
    @missunique65 11 дней назад

    BRICS hate the dollar..game over

  • @missunique65
    @missunique65 11 дней назад

    nobody wants yellen's treasuries ..oil is no longer the oil of the past..get over it..stop looking at history.

  • @missunique65
    @missunique65 11 дней назад

    even the chinese aren't stupid enough to buy gold and oil at a ten year high....oil stellar 23% return.. - doh

  • @missunique65
    @missunique65 11 дней назад

    visuals past your skill set? sheesh...

  • @bosund7417
    @bosund7417 11 дней назад

    I thought commodities would fade late in an economic cycle, but Mr Currie says they should be strong. Clearly, I'm no economist, but I have definitely seen and heard some conflicting viewpoints on the business cycle and commodities.

  • @hbodgaf
    @hbodgaf 11 дней назад

    Re: convergence of US and global gas prices. this will never happen bc of the economics of US LNG export facilities. As soon as global prices drop below the short run marginal cost of US exports, facilities shut-in, leaving more US gas in the domestic market. This is especially true given US LNG is the marginal molecule in the global system

  • @JustBob-sw4rf
    @JustBob-sw4rf 12 дней назад

    This is by far the best financial news channel on RUclips and any of its other outlets.

  • @energyfitness5116
    @energyfitness5116 12 дней назад

    "Own the emissions to reduce them"."Policy driven" Shades os Larry Fink , eh? Own the debt/shares, install your guys inbthe Board?

  • @DramaQueen-im8qm
    @DramaQueen-im8qm 12 дней назад

    Jeff Currie on macrocoices! Finally after all these years! Great score guys!

  • @comebackcity1796
    @comebackcity1796 12 дней назад

    Just more evidence @4:09 Erik Townsend remains a naive "gold price discovery" commentator The China PBOC buy halt news was used via London open to induce stop loss busting in GC futures, and tape painting continued throughout last Friday's COMEX hrs controlling the bullion bull via outsized derivative price discovery in order to behave politely is still the paradigm we are in

  • @johnkenneally6283
    @johnkenneally6283 13 дней назад

    Great vid. one of your best.

  • @sketchin6993
    @sketchin6993 13 дней назад

    Boomer mentality. No thank you. I'm dumping my physical metals and cursing the time and effort it takes to sell and then the highway robbery between the buy and sell spreads. Out of my entire portfolio, precious metals and the boomer shitcoin explorers have been horrible under performing. Boomers are dropping like flies and younger speculators put money in crypto...

    • @TeddyBess
      @TeddyBess 13 дней назад

      You're totally right. I hear saylor, calling...

  • @Dandy852
    @Dandy852 13 дней назад

    When I hear climate change I know the person is a liar or moron. This guy is a liar

  • @mutantryeff
    @mutantryeff 13 дней назад

    Silver is a much better superconductor. It can carry something like 110% of the theoretical limit, which is just weird.

  • @bellakrinkle9381
    @bellakrinkle9381 13 дней назад

    Thank you for this week's interview. There are many good ideas and tons of ideas to seriously consider. There is much complacency, everywhere, in these recent markets. I can't decide what is driving it, except, maybe fear, everywhere, due to Gov't policy, or lack thereof..

    • @Optionfinity
      @Optionfinity 13 дней назад

      Institutional investment flows into the largest 10 names, which continues to lift the S&P500 higher.