Macro Voices · Investment

Macro Voices

Episodes

MacroVoices #553 Brent Johnson: Disparate Housewives

08 Oct 2026

MacroVoices #552 David Rosenberg: Navigating The Noise

01 Oct 2026AI processed

The current economic landscape is defined by a shift toward fiscal gridlock following the upcoming midterm elections, which historically correlates with slowing economic growth, lower inflation, and declining bond yields. Rosenberg Research Founder David Rosenberg argues that inflation is not the systemic threat pundit...

MacroVoices #552 David Rosenberg: Navigating The Noise

01 Oct 2026AI processed

Inflation is not the systemic threat currently projected by market pundits, as the absence of a wage-price spiral and deflationary pressures in housing and global competition suggest a cooling economy. David Rosenberg, founder of Rosenberg Research, contends that historical patterns indicate national election gridlock ...

MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle (Part 2)

25 Sep 2026AI processed

The intensifying U.S.-China Cold War is reshaping global geopolitics, forcing nations to navigate a zero-sum competition for energy security and technological dominance. The U.S. is increasingly utilizing economic tools, such as potential diesel export bans, to consolidate its sphere of influence and ensure that allies...

MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle

24 Sep 2026AI processed

Geopolitical instability and its profound impact on global energy markets and financial policy define the current economic landscape. Global strategist Michael Every argues that the conflicts in the Middle East and the Russia-Ukraine war are increasingly conflated, creating severe risks for global diesel supply chains....

Trading Desk - September 24th 2026

24 Sep 2026AI processed

Rising bond yields, with the 10-year Treasury reaching levels unseen since 2007, are driving tighter financial conditions and pressuring global equity valuations. While the S&P 500 maintains a bullish technical appearance, market breadth is dangerously narrow, as a few mega-cap stocks mask widespread weakness in small ...

MacroVoices #550 Harley Bassman: In FED We Trust

17 Sep 2026AI processed

The Federal Reserve’s recent hawkish rate hike signals a deliberate effort to regain market trust and abandon reliance on forward guidance. While inflation expectations remain anchored, market volatility reflects deep-seated concerns regarding U.S. fiscal sustainability and the government’s inability to manage a 6% def...

MacroVoices #549 Matt Barrie: AI-gent Provocateur

10 Sep 2026

MacroVoices #547 Daniel Lacalle: The Future of Reserve Currency

27 Aug 2026AI processed

The U.S. dollar’s long-standing role as the global reserve currency faces existential threats as governments exceed critical economic, fiscal, and inflationary limits. Daniel Lacalle, Chief Economist at Tressis, argues that the traditional centralized financial system is failing because sovereign debt no longer provide...

MacroVoices #546 Darius Dale: Darius Dale for POTUS 2028 (Updated Slide deck)

25 Aug 2026AI processed

The current "fourth turning" regime is accelerating global economic instability, characterized by a geopolitically driven supply-demand imbalance in the U.S. Treasury market. Darius Dale, founder of 42 Macro, argues that this structural crisis forces policymakers into increasingly aggressive, decisive interventions—suc...

MacroVoices #531 Louis-Vincent Gave: Semiconductors, AI & Iran Conflict

07 May 2026AI processed

The Iran conflict and the potential closure of the Strait of Hormuz signal a structural shift toward global commodity stockpiling, as nations move away from reliance on just-in-time supply chains and US-guaranteed maritime security. While equity markets remain buoyed by an AI-driven semiconductor rally, the physical re...

MacroVoices #523 Jim Bianco: Energy, FED & Economy in the wake of Iran conflict.

12 Mar 2026

1h 52m

AI processed

The Macro Voices podcast explores the financial market implications of the Iran conflict, focusing on potential oil price spikes and inflation. Jim Bianco, founder of Bianco Research, analyzes the Strait of Hormuz blockage, the backwardation in crude oil futures, and the potential for sustained inflation above 3%, limi...