MacroVoices #531 Louis-Vincent Gave: Semiconductors, AI & Iran Conflict
May 7, 2026 - 79:29
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Radio and PodcastLive Radio & PodcastsMacroVoices Erik Townsend & Patrick Ceresna welcome, Simon White. They discuss the risk-off playbook, food price inflation, the breakdown in private credit, and much more. 🔻Download Big Picture Trading Chartbook 📈📉: ✅...
MacroVoices #524 Simon White: War + Inflation = More Inflation is an episode from Macro Voices by Hedge Fund Manager Erik Townsend. MacroVoices Erik Townsend & Patrick Ceresna welcome, Simon White. They discuss the risk-off playbook, food p...
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Published Mar 19, 2026, 114:31 long, audio available.
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MacroVoices Erik Townsend & Patrick Ceresna welcome, Simon White. They discuss the risk-off playbook, food price inflation, the breakdown in private credit, and much more. 🔻Download Big Picture Trading Chartbook 📈📉: ✅Sign up for a FREE 14-day trial at Big Picture Trading: 🔴
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MacroVoices #524 Simon White: War + Inflation = More Inflation is an episode from Macro Voices by Hedge Fund Manager Erik Townsend.
This episode is 114:31 long.
This episode was published on Mar 19, 2026.
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MacroVoices #524 Simon White: War + Inflation = More Inflation is from Macro Voices by Hedge Fund Manager Erik Townsend.
Published Mar 19, 2026 and 114:31 long