Best Asset Class Commentary Podcasts (2025)

1
MacroVoices #478 Luke Gromen: Trump Tariff Policy Will Drive Gold Even Higher 1:13:28

1h ago1:13:28

1:13:28

MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They’ll discuss the market’s Trump Tariff Tantrum, as Luke makes the bold case that President Trump could realistically raise enough tariff revenue to exempt the bottom 90% from federal income tax. https://bit.ly/3EOiD7t 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4iEG…

1
MacroVoices #477 Michael Howell: Are We Approaching A Debt Refinancing Crisis 1:08:03

7d ago1:08:03

1:08:03

MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Howell. They’ll discuss cyclicality of credit markets, why we should think of them as a refinancing system rather than a credit origination system, and what can be learned by taking this street-smart approach to credit market analysis. https://bit.ly/42F9PsA 🔻Download Big Picture Trading …

1
MacroVoices #475 Daniel Lacalle: Is This The End of The Monetary System As We Know it? 1:12:44

14d ago1:12:44

1:12:44

MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle. They’ll discuss Trump Tariffs as the European investment community sees them, and discuss whether this is the dawn of a new age in terms of monetary and economic policy cooperation between the United States and Europe. https://bit.ly/43XhGUI 🔻Download Big Picture Trading Chartbook…

1
MacroVoices #475 Simon White: The Dawn of A New Financial Order 1:20:11

21d ago1:20:11

1:20:11

MacroVoices Erik Townsend & Patrick Ceresna welcome, Simon White. They’ll discuss, the Trump Tariff Tornado, treasuries, why the basis trade is blowing up, and much more. https://bit.ly/4jaxsAq 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3YoXiIk ✅Sign …

1
MacroVoices #474 Mike Alkin: Uranium Supply Is In Structural Deficit And The Fuel Buyers Don’t “Get It”! 1:30:24

28d ago1:30:24

1:30:24

MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Alkin. They’ll begin by exploring how it’s even possible that investor sentiment remains so negative, despite what has arguably been the most bullish year ever for nuclear energy news. From there, they’ll dive into a range of topics currently shaping the uranium market. https://bit.ly/42fV8f…

1
Emerging Unscathed: Featuring Ali Akay 34:18

1M ago34:18

34:18

In this episode of the FEG Insight Bridge Podcast, Greg Dowling sits down with Ali Akay, Founder and CIO of Carrhae Capital and experienced emerging markets investor. Ali shares his journey from central bank consultant to founder of a successful investment firm, embodying his personal mantra, "Struggling, I emerge." His perspective on macroeconomic…

1
MacroVoices #473 Matt Barrie: AI of The Storm 1:24:19

1M ago1:24:19

1:24:19

MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie. We’ll discuss the shifting business models in both hardware and software, the emergence of AI agents, the puzzling lack of profitability among AI companies, even at the $200/month Pro tier for tools like ChatGPT, and what the future of AI looks like, particularly when it comes to per…

1
MacroVoices #472 Lyn Alden: Navigating Headline Driven Markets 1:14:41

1M ago1:14:41

1:14:41

MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They’ll discuss everything from what’s next for the stock market to international diversification strategies to energy, gold, Bitcoin and more. https://bit.ly/4hrDqLr Click Here To Register and Watch Stock Repair Strategies using Options Webinar: https://www.bigpicturetrading.com 🔻Down…

1
MacroVoices #471 Tian Yang: Tariffs Will Continue Until Morale Improves 1:14:29

2M ago1:14:29

1:14:29

MacroVoices Erik Townsend & Patrick Ceresna welcome, Tian Yang. They’ll cover LEIs and break down Variant Perception’s outlooks on everything from stocks and fixed income to FX and commodities, including gold. https://bit.ly/41JzAaB Click Here To Register FREE to Big Picture Trading's Hedging Webinar: https://www.bigpicturetrading.com 🔻Download Big…

1
MacroVoices #470 Michael Every: A Week Where Decades Happen? 1:01:03

2M ago1:01:03

1:01:03

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Michael Every. They'll discuss Michael’s prescient advice to “Take President Trump seriously but not necessarily literally” as he unpacks major headlines, from Oval Office antics and tariffs to executive orders, crypto, global populism, and U.S.-China relations. https://bit.ly/41szF2j 🔻Downl…

1
The Winner's Mindset with Jason Fowler 28:19

2M ago28:19

28:19

In March’s episode of the FEG Insight Bridge Podcast, Greg Dowling talks to Jason Fowler about what it takes to develop the mindset of a winner. From his devastating motocross injury as a teenager to his path to overcoming obstacles, to his success as an adaptive sports champion, coach and mentor, Jason’s search for his “true north” can help and in…

1
MacroVoices #469 Jeff Snider: The Mar-a-Lago Accord Seen Through A Eurodollar Lens 1:09:41

2M ago1:09:41

1:09:41

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jeff Snider. They’ll explore Jeff’s criticisms of the current effort and his perspective on how he would approach it differently if he were involved in the Mar-a-Lago discussions. https://bit.ly/4i8hfL4 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3DlZfxT ✅Sign up for a FREE 14-day …

1
MacroVoices #468 Darius Dale: Changing World Order 1:15:39

2M ago1:15:39

1:15:39

MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They will dive into the data intensive slide deck that Darius is best known for and talk about everything from sticky inflation to the growth outlook. https://bit.ly/4b7KviM 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4hJa0cM ✅Sign up for a FREE 14-day trial at Big Pic…

1
MacroVoices #467 Jim Bianco: The Mar-a-Lago Accord 1:22:27

3M ago1:22:27

1:22:27

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They’ll discuss Jim’s opinions on the new ‘Mar-a-Lago Accord,’ which he and others speculate could represent the new monetary world order being considered by the Trump administration. https://bit.ly/4kbt7On 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/41fAmNq ✅Sign up fo…

1
MacroVoices #466 Guy Keller: The Nuclear Story Has Never Been Better 1:03:35

3M ago1:03:35

1:03:35

MacroVoices Erik Townsend & Patrick Ceresna welcome, Guy Keller. They’ll explore all things nuclear—from why spot uranium and uranium miners haven’t kept pace with rising enriched uranium prices to uncovering the best investment opportunities in the sector. https://bit.ly/42K3cXz 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4aRKek0 ✅S…

1
Hear the Bengal Growling: Featuring Malabar Investments 44:04

3M ago44:04

44:04

In the February episode of the FEG Insight Bridge Podcast, Malabar Investments Advisors Sumeet Nagar and Akshay Mansukhani join FEG CIO Greg Dowling in an in-depth discussion. This month they analyze the differentiating quality of the Indian market versus other emerging markets and the importance - and benefit - of a comprehensive understanding of …

1
MacroVoices #465 Rory Johnston: Oil Markets Under Trump 2.0 1:07:57

3M ago1:07:57

1:07:57

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rory Johnston. They discuss everything crude oil - from the current fundamental landscape and the impact of Trump’s tariff policies to why crude quality remains crucial and where refineries can source the heavy blend stock needed to process U.S. shale oil. https://bit.ly/42z5yIQ ⚫ Follow Ror…

1
MacroVoices #464 Michael Every: Lines on Maps vs Lines on Screens 1:07:53

3M ago1:07:53

1:07:53

MacroVoices Erik Townsend & Patrick Ceresna welcome, Chief Market Strategist Michael Every. They discuss why Michael thinks Volatility will be at the centre of the Trump 2.0 Presidency, and that when global leaders start moving lines on maps, we should expect some big moves in the lines on our financial charts. https://bit.ly/40JBhp9 ⚫ Follow Micha…

1
MacroVoices #463 Izabella Kaminska: On Why Markets Aren’t Getting The Signal 1:13:51

3M ago1:13:51

1:13:51

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Izabella Kaminska. They discuss the evolving landscape of the media and the ripple effects of Bidenomics to the spread of populism across Europe. https://bit.ly/4h00sd4 ⚫ Follow Izabella on X: @izakaminska 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3C9qMSO ✅Sign up for a FREE…

1
MacroVoices #462 Luke Gromen: 2025 Outlook 1:00:28

4M ago1:00:28

1:00:28

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Luke Gromen. They’ll explore the outlook for the new year and examine its implications for macroeconomics and markets, covering everything from the dollar and treasury yields to bitcoin and precious metals. https://bit.ly/3WdsysV ⚫ Follow Luke on X: https://x.com/LukeGromen 🔻Download Big Pic…

1
The Thoughtful Contrarian: Featuring Ben Inker 49:00

4M ago49:00

49:00

Discover a fresh perspective: Ben Inker of GMO examines market trends and potential investment strategies for 2025. On this episode of the FEG Insight Bridge Podcast, we are joined by Ben Inker, Co-Head of Asset Allocation and Portfolio Manager at GMO, in a conversation exploring market trends and investment strategies for 2025. Ben and FEG CIO Gre…

1
MacroVoices #461 Thomas Jam Pedersen: Nuclear Fuels and Fuel Cycles For Energy Transition 1:55:00

4M ago1:55:00

1:55:00

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Thomas Jam Pedersen for the second instalment of this year’s long-form episodes. This week they’ll be taking a deep dive into nuclear fuels and fuel cycles, exploring critical topics such as the economics of Thorium-based nuclear power compared to traditional Uranium-fired reactors. https://…

1
MacroVoices #460 Thomas Jam Pedersen: Advanced Nuclear Reactor Designs For Energy Transition 1:57:33

4M ago1:57:33

1:57:33

MacroVoices hosts Erik Townsend and Patrick Ceresna welcome, Copenhagen Atomics Founder, Thomas Jam Pedersen. This episode is the first of two special holiday editions featuring extended double-length interviews. In this in-depth discussion, we explore Advanced Nuclear Energy Technologies and their critical role in driving the emerging Nuclear Rena…

1
MacroVoices #459 Robert Kahn: Looking Ahead To 2025 Geopolitics & Markets 1:11:16

4M ago1:11:16

1:11:16

MacroVoices hosts Erik Townsend and Patrick Ceresna welcome, Robert Kahn. They’ll dive into four key geopolitical issues currently shaping the global investment landscape: Trump 2.0, China, the Russia-Ukraine conflict, and the Israel-Gaza-Iran nexus. Robert will share expert insights on how these major events are influencing financial markets and w…

1
MacroVoices #458 David Rosenberg: Lament of A Bear 1:09:31

5M ago1:09:31

1:09:31

MacroVoices Erik Townsend & Patrick Ceresna welcome back, David Rosenberg. They’ll discuss his recent piece, “Lament of a Bear,” where he acknowledges his past skepticism of the stock bull market hasn’t held up. He explains why he’s reconsidering his outlook, factoring in AI and other emerging trends. https://bit.ly/3ZNxjvn ⚫ Follow David on X: htt…

1
MacroVoices #457 Justin Huhn: The Fundamentals For Nuclear Keep Getting Better 1:10:58

5M ago1:10:58

1:10:58

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Justin Huhn. They’ll explore the nuclear renaissance, Justin’s bold prediction about the bottom of the nearly year-long correction in uranium mining stocks, the key fundamentals shaping the sector's future, and much more. https://bit.ly/3Vobdgm ⚫ Follow Justin on X: https://www.x.com/Uranium…

1
The Golden Age with Max Belmont 37:52

5M ago37:52

37:52

On this episode of the FEG Insight Bridge Podcast, CIO Greg Dowling welcomes Max Belmont, Portfolio Manager and Senior Research Analyst at First Eagle Investments. Max discusses the growing interest in gold amid global economic uncertainties, exploring its role as a potential hedge against inflation and currency devaluation. The discussion also cov…

1
MacroVoices #456 Jeff Currie: Repricing of Macro Markets 1:07:57

5M ago1:07:57

1:07:57

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Jeff Currie. They’ll delve into all things macro, from treasury yields and credit spreads to unusual pricing patterns across various asset classes. They’ll also explore energy markets, copper, nuclear energy, and the implications of Chris Wright’s potential role as Energy Secretary in the in…

1
MacroVoices #455 Daniel Lacalle: Is The Trump Trade Over? 1:08:37

5M ago1:08:37

1:08:37

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Daniel Lacalle. We'll explore the Trump Trade, whether it's winding down or just gaining momentum, and discuss what lies ahead for the markets. https://bit.ly/3CEID3X ⚫ Follow Daniel Lacalle on X: https://www.x.com/DLacalle_IA 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4fZfr…

1
MacroVoices #454 Vincent Deluard: The Five Body Problem 1:18:52

6M ago1:18:52

1:18:52

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Vincent Deluard. They’ll discuss secular inflation, the gig economy, and what Vincent calls the 'shadow lending and savings markets.' He’ll also share his outlook on precious metals post-election and introduce a new theory: The '5-Body Problem.' https://bit.ly/3UT7cQN ⚫ Follow Vincent on X: …

1
MacroVoices #453 Dr. Pippa Malmgren: Unconventional Insights on US Presidential Election 1:31:18

6M ago1:31:18

1:31:18

MacroVoices Erik Townsend & Patrick Ceresna welcome back best selling author, Dr. Pippa Malmgren. They’ll cover the current election results, potential upcoming challenges, and the anticipated impacts on financial markets and the broader economy. https://bit.ly/4hzLvyX ⚫ Follow Pippa X: https://www.x.com/DrPippaM ⚫ Subscribe To Pippa’s Substack: ht…

1
MacroVoices #452 Darius Dale: No Difference Between Trump & Harris 1:15:24

6M ago1:15:24

1:15:24

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Darius Dale. Darius argues that, for the financial markets, the outcome of next week’s U.S. presidential election is surprisingly inconsequential. They’ll delve into this perspective before exploring the drivers behind persistent inflation, the reasons for expecting the U.S. economy to remai…

1
Does The Sun Rise Again? with Howard Smith 46:19

6M ago46:19

46:19

On this episode of the FEG Insight Bridge Podcast, CIO Greg Dowling welcomes Howard Smith, Partner at Indus Capital Partners and Portfolio Manager for the Indus Japan Strategies. Howard shares his extensive experience investing in Japan, discussing the country’s economic resurgence, corporate reforms, and strategic positioning as an alternative to …

1
MacroVoices #451 Brent Johnson: Macro Drivers of UST’s, PM’s & The Role of The BRICS 1:10:03

6M ago1:10:03

1:10:03

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Brent Johnson. They’ll discuss foreign demand for U.S. Treasuries, Brent’s outlook for the dollar, equities, precious metals, energy, and much more. https://bit.ly/48B8uWt ⚫ Follow Brent Johnson on X: https://www.x.com/SantiagoAuFund 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.l…

1
MacroVoices #450 Dr. Anas Alhajji: Oil, Middle-East Politics & China 1:01:57

7M ago1:01:57

1:01:57

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Anas Alhajji. They’ll discuss all things crude oil, starting with the geopolitical risks. https://bit.ly/4eNQytL ⚫ Follow Anas Alhajji on Substack: https://anasalhajjieoa.substack.com/ ⚫ Follow Anas Alhajji on X: https://www.x.com/AnasAlhajji 🔻Download Big Picture Trading Chartbook: 📈📉: http…

1
MacroVoices #449 Harley Bassman: The Magic of Mortgages 55:42

7M ago55:42

55:42

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Harley Bassman. They will discuss mortgage backed securities and the best way to trade them. https://bit.ly/4ezISv9 ⚫ Follow Harley Bassman on X: https://www.x.com/ConvexityMaven 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4dARobW ✅Sign up for a FREE 14-day trial at Big Pictu…

1
MacroVoices #448 Luke Gromen: Why the Gold Recycling Trade is Accelerating 1:11:18

7M ago1:11:18

1:11:18

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Luke Gromen. They’ll discuss the dollar, inflation, monetary policy, China, energy, precious metals, and much more. https://bit.ly/3TW9f65 ⚫ Follow Luke Gromen on X: https://www.x.com/LukeGromen 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4erbNRT ✅Sign up for a FREE 14-day tr…

1
PE Health Checkup with Oliver Moses 42:09

7M ago42:09

42:09

On this episode of the FEG Insight Bridge Podcast, CIO Greg Dowling welcomes Oliver Moses, Managing Partner of WindRose Health Investors. Moses shares his journey into healthcare investing and the evolution of private equity's role in the sector. The two discuss the rapid growth of healthcare, post-COVID challenges like labor shortages, and how tec…

1
MacroVoices #447 Eric Peters: US/EU/China, Competitive Outlook 55:55

7M ago55:55

55:55

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Eric Peters. They’ll discuss all the usual macro suspects from secular inflation to competitiveness of the U.S, EU, and China, the USD, De-globalization, and much more. https://bit.ly/3TN3vvp 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3TIqpnK ✅Sign up for a FREE 14-day trial…

1
MacroVoices #446 Matt Barrie: AI’ll Be Back! 1:19:09

7M ago1:19:09

1:19:09

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Matt Barrie. They’ll discuss everything AI, exploring recent developments and what the future holds. https://bit.ly/3XslYP3 ⚫ Follow Matt Barrie on X: https://www.x.com/Matt_Barrie ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴 Subscribe to Patrick’s Youtub…

1
MacroVoices #445 Jim Bianco: Still No Landing, and Inflation is Not Transitory 1:10:46

8M ago1:10:46

1:10:46

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Jim Bianco. They’ll discuss why Jim thinks the Fed has become political and risks a policy error, they also cover long-term inflationary trends, the role of precious metals in today's economy, and more. https://bit.ly/4d372MT ⚫ Follow Jim Bianco on X: https://www.x.com/biancoresearch 🔻Downlo…

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

8M 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
Inside the Curve with Dan Ivascyn 42:55

8M ago42:55

42:55

On this episode of the FEG Insight Bridge Podcast, CIO Greg Dowling welcomes Dan Ivascyn, CIO of PIMCO, as he reflects on his 26-year career at PIMCO, from trading structured products to leading their portfolio management. Dan discusses the firm’s evolution, the shift from traditional to alternative fixed income strategies, and the current appeal o…

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

8M 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

8M 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
MacroVoices #441 Diego Parrilla: The Revenge of The Anti-Bubbles 1:05:45

9M 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

9M 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…

1
Inside The Counting House with Gary Sernovitz 40:33

9M ago40:33

40:33

On this episode of the FEG Insight Bridge Podcast, CIO Greg Dowling welcomes Gary Sernovitz as they delve into Gary’s dual careers as author and Managing Director at Lime Rock. Gary shares insights into his latest book, The Counting House, and its relevance to institutional investors. Approaching investment from an innovative, semi-fictional perspe…

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

9M 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…

1
Tax Professionals Share Challenges, Offer Advice, and Reject a Stereotype 24:54

9M ago24:54

24:54

Tax professionals thrive at a lightning-fast pace, dodging landmines and welcoming serendipity to achieve success. They also carve out interesting personal lives – so don’t call them “boring.” Guests Albert Chang, David Peck, Eric Sloan, Rachel L. Cantor, Phillip DeSalvo, Sean Brennan, and David Schnabel give these and other insights about the worl…

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Asset Class Commentary Podcasts

Podcasts Worth a Listen