Macro Voices · Investment

Macro Voices

Episodes

MacroVoices #514 Darius Dale: 2026, Fasten Your Seat belts For Take-off

08 Jan 2026

1h 15m

MacroVoices #513 Why Are All The Rich Guys Moving To New Zealand and What Do They Know?

31 Dec 2025

1h 24m

MacroVoices #513 Why Are All The Rich Guys Moving To New Zealand and What Do They Know?

31 Dec 2025

1h 24m

Trade of The Week - MacroVoices #512

24 Dec 2025

28m

AI processed

In this episode of Macro Voices, Erik and Patrick discuss potential investment strategies and market outlooks. Patrick outlines a long Yen trade based on Rosie's insights, focusing on potential deflation and compressing US-Japan rate differentials, while Erik shares his long-term perspective on the AI trend, comparing ...

MacroVoices #512 David Rosenberg: Will The 2025’s K become 2026’s

24 Dec 2025AI processed

In this episode of Macro Voices, Erik Townsend interviews David Rosenberg about the U.S. economic outlook, Fed policy, and investment strategies for 2026. Rosenberg expresses concerns about a potential policy error by the Fed, emphasizing the importance of forward-looking indicators rather than lagging data. He highlig...

MacroVoices #512 David Rosenberg: Will The 2025’s K become 2026’s

24 Dec 2025

1h 18m

AI processed

Macro Voices Episode 512 features an interview with economist David Rosenberg, who discusses his differing views on secular inflation with host Erik Townsend. The episode covers the U.S. economic outlook, the Fed's potential policy errors, labor markets, equity markets, and precious metals. Rosenberg expresses concerns...