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Erik Townsend and Patrick Ceresna welcome Michael Every to MacroVoices. Erik and Michael discuss:

  • Impact of Kevin Warsh on Federal Reserve and Economic Statecraft
  • China's Role in the Oil Market and Geopolitical Implications
  • US Midterm Elections and Oil Prices
  • Gold Market and Economic Statecraft
  • Scenarios for US Loss in the Iran Crisis

Download the podcast transcript: [Click Here]

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SPECIAL POST GAME GUEST- Rory Johnston

Supporting Materials for Download are listed below - click to open or download.

Big Picture Trading Chart Book June 4 2026

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Erik Townsend and Patrick Ceresna welcome Dr. Pippa Malmgren to MacroVoices. Erik and Pippa discuss:

  • Iran Conflict and Geopolitical Negotiations
  • Global Energy Market and US Strategy
  • AI and Robotics: Productivity Enhancers or Job Destroyers?
  • Declassification and Technological Breakthroughs
  • AI and Non-Human Intelligence

 

Download the podcast transcript: [Click Here]

Supporting Materials for Download are listed below - click to open or download.

Big Picture Trading Chart Book May 28 2026

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Erik Townsend and Patrick Ceresna welcome Morgan Downey to MacroVoices. Erik and Morgan discuss:

  • Strategic Petroleum Reserves and Inventory Efficiencies
  • Floating Storage and Demand Destruction
  • Global Energy Markets and ESG Investment
  • Historical Comparisons and Market Reactions
  • Economic Impact and Stress Testing

 

Download the podcast transcript: [Click Here]

 

Supporting Materials for Download are listed below - click to open or download.

Big Picture Trading Chart Book May 21 2026

https://morgandowney.com/

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Erik Townsend and Patrick Ceresna welcome Mike Green to MacroVoices. Erik and Mike discuss:

  • Energy Prices and Market Behavior
  • Impact of Passive Investment Strategies
  • Global Energy Dislocation and Market Reactions
  • China's Role in the Iran Conflict
  • UAE's Exit from OPEC and Global Oil Market

 

Download the podcast transcript: [Click Here]

 

SPECIAL POST GAME GUEST- Rory Johnstonmale silhouette

 

 

 

 

Supporting Materials for Download are listed below - click to open or download.

Big Picture Trading Chart Book May 14 2026 

Mike Green: Stacked 1-Month Rolling U.S Equity Flow

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Erik Townsend and Patrick Ceresna welcome Louis-Vincent Gave to MacroVoices. Erik and Louis discuss:

  • Iran Situation and Market Reactions
  • Potential Economic Impact of $100 Oil
  • Saudi Arabia's Role and Market Assumptions
  • AI and Semiconductor Market Dynamics
  • Trump-Xi Summit and Market Implications
  • Economic and Political Dynamics of the Iran Conflict

 

Download the podcast transcript: [Click Here]

Supporting Materials for Download are listed below - click to open or download.

Big Picture Trading Chart Book May 7 2026

Erik Townsend: The Race To Reactor 53 

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Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to MacroVoices. Erik and Daniel discuss:

  • Iran Negotiations Collapse and Market Reactions
  • European Perspective and Political Landscape
  • Price Controls and Economic Policies
  • Oil Prices and Market Dynamics
  • Gold and Currency Markets
  • Fertilizer Shortages and Food Inflation

 

Download the podcast transcript: [Click Here]

Supporting Materials for Download are listed below - click to open or download.

 Big Picture Trading Chart Book April 30 2026

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Erik Townsend and Patrick Ceresna welcome Ole Hansen to MacroVoices. Erik and Ole discuss:

  • Logistical Challenges and Market Dynamics
  • Commodity Trading Strategies and Market Performance
  • Forward Curve Analysis and Market Predictions
  • Fertilizer Deficit and Agricultural Markets
  • Copper and Other Commodity Markets

 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Ole will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Supporting Materials for Download are listed below - click to open or download.

Big Picture Trading Chart Book April 23 2026

Signals You Can't Ignore - Ole S Hansen

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Erik Townsend and Patrick Ceresna welcome Luke Gromen to MacroVoices. Erik and Luke discuss:

  • Iran Conflict and Market Implications
  • Supply Chain Disruptions and Market Reactions
  • Gold and Market Manipulation
  • Inflation and Deflation Dynamics
  • US Fiscal Crisis and Global Reserve Currency

Download the podcast transcript: [Click Here]

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SPECIAL POST GAME GUEST- Rory Johnston

Supporting Materials for Download are listed below - click to open or download.

Big Picture Trading Chart Book April 16 2026

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Erik Townsend and Patrick Ceresna welcome Adam Rozencwajg to MacroVoices. Erik and Adam discuss:

  • Situation in the Oil Market and Physical Dislocation
  • Investment Strategies and Market Recovery
  • Impact on Food Prices and Inflation
  • Nuclear Energy and Uranium Market
  • Gold Market and Investment Considerations

Download the podcast transcript: [Click Here]

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SPECIAL POST GAME GUEST- Jim Bianco 

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Big Picture Trading Chart Book April 9 2026

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Erik Townsend and Patrick Ceresna welcome Matt Barrie to MacroVoices. Erik and Matt discuss:

  • Details of OpenAI's Financing and Strategy
  • Challenges in AI Business Model Sustainability
  • Comparison to the Dot-Com Bubble
  • Impact of AI on Jobs and Market Dynamics
  • Private Credit and AI's Impact on SaaS Businesses

Download the podcast transcript: [Click Here]

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SPECIAL POST GAME GUEST- Dr. Anas Alhajji

Supporting Materials for Download are listed below - click to open or download.

Big Picture Trading Chart Book April 2 2026

Matt Barrie - Pay Per PrAI 

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Erik Townsend and Patrick Ceresna welcome Lyn Alden to MacroVoices. Erik and Lyn discuss:

  • Iran Conflict and Multipolar World
  • Precious Metals and Bitcoin Performance
  • Economic Impact of Higher Oil Prices
  • Multipolar World and Geopolitical Conflicts
  • Food Inflation and Emerging Markets
  • Private Credit Crisis

Download the podcast transcript: [Click Here]

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SPECIAL POST GAME GUEST- Michael Every

Supporting Materials for Download are listed below - click to open or download.

Big Picture Trading Chart Book March 26 2026

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Erik Townsend and Patrick Ceresna welcome Simon White to MacroVoices. Erik and Simon discuss:

  • Inflation and the Three-Act Play
  • Comparing the 1970s and Present Inflation
  • Gold as a Hedge and Market Complacency
  • Rewriting the Risk-Off Playbook
  • The Strength of the Economy and Private Credit Risk

Download the podcast transcript: [Click Here]

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SPECIAL POST GAME GUEST - Rory Johnston 

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Simon will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Supporting Materials for Download are listed below - click to open or download.

Simon White Chart Book

Big Picture Trading Chart Book March 19 2026

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Erik Townsend and Patrick Ceresna welcome Jim Bianco to MacroVoices. Erik and Jim discuss:

  • Impact of Iran Conflict on Financial Markets
  • Kevin Warsh's Potential Impact on the Fed
  • Gold and Precious Metals Market Reaction
  • Stablecoins and the US Dollar's Dominance
  • Artificial Intelligence and Its Impact on Jobs

Download the podcast transcript: [Click Here]

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SPECIAL POST GAME GUEST- Dr. Anas Alhajji

Supporting Materials for Download are listed below - click to open or download.

Big Picture Trading Chart Book March 12 2026

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Erik Townsend and Patrick Ceresna welcome Matt Loszak to MacroVoices. Erik and Matt discuss:

  • Advanced Nuclear Technology and Operational History
  • The Role of Breeder Reactors in Nuclear Energy
  • Nuclear Waste and Public Perception
  • The Potential of Small Modular Reactors (SMRs)
  • Industrial Process Heat and Advanced Nuclear Reactors
  • The Future of Nuclear Energy and Mass Production

 

Download the podcast transcript: [Click Here]

Supporting Materials for Download are listed below - click to open or download.

Big Picture Trading Chart Book March 5 2026

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Erik Townsend and Patrick Ceresna welcome Jeff Currie to MacroVoices. Erik and Jeff discuss:

  • Commodity Super Cycle and Macro Drivers
  • AI and Energy Demand
  • Silver's Role in Electrification
  • Inflation and Currency Weakness
  • Liquidity Explosion and Technological Innovation

 

Download the podcast transcript: [Click Here]

Supporting Materials for Download are listed below - click to open or download.

Big Picture Trading Chart Book Feb 26 2026

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Erik Townsend and Patrick Ceresna welcome Michael Every to MacroVoices. Erik and Michael discuss:

  • Kevin Warsh's Nomination
  • Historical Context of the Fed's Role
  • Trump's Diplomacy and Iran Tensions
  • Economic Statecraft and Midterm Elections
  • Stable Coins and US Trade Deals

 

Download the podcast transcript: [Click Here]

Supporting Materials for Download are listed below - click to open or download.

Big Picture Trading Chart Book Feb 19 2026

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Erik Townsend and Patrick Ceresna welcome Alex Gurevich to MacroVoices. Erik and Alex discuss:

  • Fixed Income Market Outlook
  • Fed Policy and Inflation Concerns
  • AI's Impact on the Economy
  • Precious Metals Market Analysis
  • Japanese Yen and Interest Rates

Download the podcast transcript: [Click Here]

Supporting Materials for Download are listed below - click to open or download.

Big Picture Trading Chart Book Feb 12 2026

Buy 'The Next Perfect Trade' on Amazon 

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Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to MacroVoices. Erik and Anas discuss:

  • Impact of Production Cuts & Surplus Concerns
  • OPEC’s Production Decisions & Market Dynamics
  • Geopolitical Implications & Outlook
  • Iran, Russia, Ukraine & Shale Peaking 
  • Energy market Predictions 

Download the podcast transcript: [Click Here]

Supporting Materials for Download are listed below - click to open or download.

 Big Picture Trading Chart Book Feb 05 2026 

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Erik Townsend and Patrick Ceresna welcome Justin Huhn to MacroVoices. Erik and Justin discuss:

  • Uranium Market Overview and Recent Developments
  • Nuclear Growth Projections and Political Risks
  • Enrichment Capacity and Technological Advancements
  • Strategic Uranium Reserve and Government Policy
  • Kazakhstan's Production and Market Impact

 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Justin will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Supporting Materials for Download are listed below - click to open or download.

Big Picture Trading Chart Book January 29 2026

Justin Huhn - Uranium Insider

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Erik Townsend and Patrick Ceresna welcome Craig Tindale to MacroVoices. Erik and Craig discuss:

  • Critical Materials and Strategic Implications
  • China's Control Over Critical Metals
  • The Feedstock Paradox and Strategic Assets
  • Silver's Strategic Importance
  • Trading Opportunities in Critical Materials

Download the podcast transcript: [Click Here]

Supporting Materials for Download are listed below - click to open or download.

Craig Tindale: The Return of Matter: Western Democracies' Material Impairment 

Big Picture Trading Chart Book January 22 2026

Subcategories

Macro Voices All-Stars 110

MACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those of the participants. MACRO VOICES, its producers, and hosts Erik Townsend and Patrick Ceresna shall NOT be liable for losses resulting from investment decisions based on information or viewpoints presented on MACRO VOICES.

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