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
Variant Perception: https://variantperception.com/macro-pack/
🔻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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MacroVoices #501 Matt Barrie: AI Caramba?
MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie. They discuss all things AI in this week’s feature interview. Is it a bubble about to burst, or a new secular trend that will soon be bigger than the Internet itself? https://bit.ly/4h3y1f3
🔻Download Big Picture Trading Chartbook 📈📉: http://bit.ly/435x6ot
✅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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1:09:02
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1:09:02
MacroVoices #500 Lyn Alden: What Will Stop This Train?
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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1:15:44
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1:15:44
MacroVoices #499 Has The Luke Gromen Moment Arrived?
MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They’ll discuss gold to bitcoin to stocks. And of course no Luke Gromen interview would be complete without an update on Luke’s outlook for the U.S. Dollar. https://bit.ly/4nn8U9t
🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/46B94Tk
✅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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1:32:18
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1:32:18
MacroVoices #498 Louis-Vincent Gave: Which Megatrend Will Reshape The World?
MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They discuss deflation, precious metals, equities, China, energy markets, and much more. https://bit.ly/3VqJY4t
🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3KsOX25
✅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/
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
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