Najlepsze podcasty z kategorii: Rory Townsend (2024)

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MacroVoices #444 Mike Alkin: Uranium Fundamentals Couldn’t Be Better 1:21:07

21h ago1:21:07

1:21:07

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Mike Alkin. They'll cover all aspects of the uranium market, from its structure and the absence of a liquid futures contract, to how utility buyers are compensated and why they tend to remain complacent despite increasing concerns over global uranium supply. https://bit.ly/47eqEfK ⚫ Follow S…

1
Cycling Talk Podcast - The Becky Storrie Episode 1:42:37

1d ago1:42:37

1:42:37

In this episode, I am joined by rider for DSM Firmenich PostNL, Becky Storrie. Becky started her sporting interests with triathlon on the Isle Of Man, which took her to a high level and got her a scholarship at the University of Stirling. Becky's battles with chronic fatigue syndrome during her time at uni ultimately lead to her placing her focus o…

1
MacroVoices #443 Viktor Shvets: From Central Banks To Assets Classes To Geopolitics & More 1:06:54

8d ago1:06:54

1:06:54

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Viktor Shvets. They discuss a wide range of topics, including global central bank policies and their potential politicization, the risks of a recession, the lack of significant repercussions from the yen carry trade unwind, as well as various aspects of politics and geopolitics. Additionally…

1
MacroVoices #442 Ole Hansen: Year of The Metals 1:02:04

15d ago1:02:04

1:02:04

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Ole Hansen. They’ll discuss commodities from precious metals to uranium to energy to agriculture, and get Ole’s outlook on whether the deep correction we’ve seen in the commodity supercycle is over or not. https://bit.ly/3T3rypx ⚫ Follow Ole on X: https://www.x.com/Ole_S_Hansen 🔻Download Big…

1
Cycling Talk Podcast - The Matteo Trentin Episode 1:02:32

20d ago1:02:32

1:02:32

In this episode Matteo Trentin joins me to share his amazing cycling life story. Matteo has raced pretty much every road race you can think of throughout his career and is one of a select group of riders to have won stages in all 3 Grand Tours. We chat about his progression from racing Road and Cyclocross in Italy as a Junior to heading all over th…

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MacroVoices #441 Diego Parrilla: The Revenge of The Anti-Bubbles 1:05:45

22d ago1:05:45

1:05:45

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Quadriga CIO and noted author Diego Parilla. They’ll discuss all the usual macro suspects, from whether the recent equity market dislocation was a flash in the pan or the start of a new bear market, Diego’s outlook for inflation, commodities, precious metals, and more. https://bit.ly/3X4Bd1p…

1
MacroVoices #440 Louis-Vincent Gave: What Just Happened? 1:32:19

29d ago1:32:19

1:32:19

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Louis-Vincent Gave. They discuss how rate cuts are likely by year’s end, the USD outlook, precious and base metals, uranium miners, China’s long-term energy policy and what this all means to the global economy. https://bit.ly/3WEO8pn ⚫ Follow Louis on X: https://www.x.com/Gave_Vincent ⚫ Find…

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Cycling Talk Podcast - The Flora Perkins Episode 1:06:14

1M ago1:06:14

1:06:14

In this episode I am joined by current Under 23 British National Road Race Champion and rider for Fenix-Deceuninck, Flora Perkins. After racing on the road and track as a youth, Flora's time on the bike as a Junior was affected by the Covid pandemic but success in the Netherlands at the end of 2021 led Flora to join Le Col Wahoo the following year.…

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MacroVoices #439 Rory Johnston: Discretionary Risks To The Oil Market 1:13:39

1M ago1:13:39

1:13:39

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rory Johnston. They discuss all things crude oil, ranging from President Trump’s claim that OPEC is working hard to get Kamala Harris elected to the ultimate growth limits of U.S. Shale. https://bit.ly/4ceTfSV ⚫ Follow Rory Johnston on X: https://www.x.com/Rory_Johnston ⚫ Find Out More: http…

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MacroVoices #438 Marko Papic: U.S. Presidential Race Risks & Complications for Markets 1:25:53

1M ago1:25:53

1:25:53

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Marko Papic. They will discuss the recent events in the U.S. and how they translate to an outlook and risk profile for financial markets. https://bit.ly/4fhn5sU ⚫ Follow Marko Papic on X: https://www.x.com/Geo_Papic ⚫ Find Out More: https://www.bcaresearch.com/ 🔻Download Big Picture Trading …

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Cycling Talk Podcast - The Josh Giddings Episode 1:25:33

2M ago1:25:33

1:25:33

For this episode I am joined by British rider Josh Giddings. Currently riding for Lotto Dstny Development Team, Josh has recently signed a 2 year Pro contract and is stepping up the Lotto Dstny World Tour team. Josh grew up riding and racing on the road and on the track and had success in both as a youth including winning the Youth Tour of Assen an…

1
MacroVoices #437 Lyn Alden: Energy Security, Precious Metals & More 1:05:10

2M ago1:05:10

1:05:10

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Lyn Alden. They’ll discuss topics ranging from inflation to interest rates to advanced nuclear reactors and AI. https://bit.ly/4d3UOUK ⚫ Follow Lyn Alden on X: https://www.x.com/lynaldencontact ⚫ Find Out More: https://www.lynalden.com 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit…

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MacroVoices #436 Tian Yang: Left & Right Tails 1:01:14

2M ago1:01:14

1:01:14

MacroVoices Erik Townsend & Patrick Ceresna welcome back,Variant Perception CEO Tian Yang. They’ll discuss the leading indicators, and what Tian thinks are the best trades to put on right now. https://bit.ly/3S2Q6Pc ⚫ Follow Tian Yang on X: https://www.x.com/VrntPerception ⚫ Find Out More About Variant Perception: https://www.variantperception.com/…

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Cycling Talk Podcast - The Harrison Wood Episode 57:37

2M ago57:37

57:37

I'm excited to be back with a brand new episode of Cycling Talk Podcast and to be joined by a rider from my home county of Devon and rider for Cofidis, Harrison Wood. Harrison and I chat about growing up riding and racing in Devon and what its like to go from racing a small mixed age group field around Torbay Velopark for Mid Devon Cycling Club to …

1
MacroVoices #435 Daniel Lacalle: Navigating Monetary Debasement 55:09

2M ago55:09

55:09

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Daniel Lacalle. They discuss monetary debasement, why it will be a primary strategy of governments, and how investment professionals can defend their portfolios from its ill effects. https://bit.ly/4eRtM4P ⚫ Follow Daniel on X: https://www.x.com/DLacalle_IA ✅Sign up for a FREE 14-day trial a…

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MacroVoices #434 Bill Blain: Will Higher For Longer, Lead To Market Mayhem? 1:04:06

2M ago1:04:06

1:04:06

MacroVoices Erik Townsend & Patrick Ceresna welcome back, WindShift Capital Founder, Bill Blain. They discuss everything from the equity market melt-up to inflation to bond yields. https://bit.ly/3VJ0bBH ⚫ Check Out Bill Blain’s Morning Porridge: https://morningporridge.com/ ⚫ Follow Bill on X: https://www.x.com/bill_blain 🔻Download Big Picture Tra…

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MacroVoices #433 David Rosenberg: Calling The FED’s Bluff 1:04:45

3M ago1:04:45

1:04:45

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. https://bit.ly/3VRJtBA ⚫ Check Out Rosenberg Research: https://www.rosenbergresear…

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1
MacroVoices #444 Mike Alkin: Uranium Fundamentals Couldn’t Be Better 1:21:07

1
Cycling Talk Podcast - The Becky Storrie Episode 1:42:37

1
MacroVoices #443 Viktor Shvets: From Central Banks To Assets Classes To Geopolitics & More 1:06:54

1
MacroVoices #442 Ole Hansen: Year of The Metals 1:02:04

1
Cycling Talk Podcast - The Matteo Trentin Episode 1:02:32

1
MacroVoices #441 Diego Parrilla: The Revenge of The Anti-Bubbles 1:05:45

1
MacroVoices #440 Louis-Vincent Gave: What Just Happened? 1:32:19

1
Cycling Talk Podcast - The Flora Perkins Episode 1:06:14

1
MacroVoices #439 Rory Johnston: Discretionary Risks To The Oil Market 1:13:39

1
MacroVoices #438 Marko Papic: U.S. Presidential Race Risks & Complications for Markets 1:25:53

1
Cycling Talk Podcast - The Josh Giddings Episode 1:25:33

1
MacroVoices #437 Lyn Alden: Energy Security, Precious Metals & More 1:05:10

1
MacroVoices #436 Tian Yang: Left & Right Tails 1:01:14

1
Cycling Talk Podcast - The Harrison Wood Episode 57:37

1
MacroVoices #435 Daniel Lacalle: Navigating Monetary Debasement 55:09

1
MacroVoices #434 Bill Blain: Will Higher For Longer, Lead To Market Mayhem? 1:04:06

1
MacroVoices #433 David Rosenberg: Calling The FED’s Bluff 1:04:45

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