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MacroVoices
The episodes Chorus has covered, newest first: what was said, by whom, with verified quotes.
MacroVoices #556 Luke Gromen: US Midterms & Beyond
Luke Gromen and Patrick Ceresna, with host Erik Townsend, cover the Iran conflict, Treasury supply and yields, the US midterms and fiscal policy, and AI-related credit risk.
MacroVoices #554 Dr. Anas Alhajji + Louis-Vincent Gave: Developing Crises in Middle-East and France
Anas Alhajji and Louis-Vincent Gave, with hosts Erik Townsend and Patrick Ceresna, examined a diesel and refining squeeze tied to the Middle East war and Hormuz disruption, plus a fiscal and…
MacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants
MacroVoices #554 features Yasir Arafat, CEO of Oklo, arguing that mass-manufactured small modular reactors can meet the surge in AI data center power demand.
MacroVoices #553 Brent Johnson: Disparate Housewives
Brent Johnson and Erik Townsend, with Patrick Ceresna on market technicals, discuss a dollar-centred macro outlook in which Johnson expects the US dollar to stay strong because the world still needs…
MacroVoices #552 David Rosenberg: Navigating The Noise
David Rosenberg argues that US inflation is not the threat markets fear: tariff increases never passed through to core goods CPI, which has fallen to a four-year low, and an energy shock will not…
MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle (Part 2)
Michael Every, in part two of his MacroVoices interview with Erik Townsend, argues that the Iran war has tightened global energy and military constraints.