Macro Voices

By Hedge Fund Manager Erik Townsend

Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Ma... more

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FAQs about Macro Voices:

How many episodes does Macro Voices have?

The podcast currently has 637 episodes available.

Macro Voices episodes:

December 19, 2024 MacroVoices #459 Robert Kahn: Looking Ahead To 2025 Geopolitics & Markets
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 what investors should watch for in the months ahead. https://bit.ly/3DxYd1s

⚫ Check out Eurasia Group: https://www.eurasiagroup.net/

🔻Download Big Picture Trading Chartbook 📈📉:
https://bit.ly/4iL44AU

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d
🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
...more
1h 12min
December 12, 2024 MacroVoices #458 David Rosenberg: Lament of A Bear
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: https://www.x.com/EconGuyRosie

🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3Dg0bnm

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d

🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
...more
1h 10min
December 05, 2024 MacroVoices #457 Justin Huhn: The Fundamentals For Nuclear Keep Getting Better
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/UraniumInsider

🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3ZA8VgB

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d
🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
...more
1h 11min
November 27, 2024 MacroVoices #456 Jeff Currie: Repricing of Macro Markets
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 incoming Trump administration. https://bit.ly/4fKZDUO

🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3OtqAAk

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH

🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
...more
1h 8min
November 21, 2024 MacroVoices #455 Daniel Lacalle: Is The Trump Trade Over?
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/4fZfrCU

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH
🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
...more
1h 9min
November 14, 2024 MacroVoices #454 Vincent Deluard: The Five Body Problem
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: https://www.x.com/VincentDeluard

🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/48NM7No

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH
🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
...more
1h 19min
November 07, 2024 MacroVoices #453 Dr. Pippa Malmgren: Unconventional Insights on US Presidential Election
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: https://drpippa.substack.com/

🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/40Hq5dn

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH
🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
...more
1h 32min
October 31, 2024 MacroVoices #452 Darius Dale: No Difference Between Trump & Harris
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 remain robust, the Fed’s determination to achieve a soft landing, and why he’s confident that market liquidity will keep increasing. https://bit.ly/40qGxyb

⚫ Follow Darius Dale on X: https://www.x.com/DariusDale42

🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3YLjQUr

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH
🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
...more
1h 16min
October 24, 2024 MacroVoices #451 Brent Johnson: Macro Drivers of UST’s, PM’s & The Role of The BRICS
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.ly/3BYjfG1

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH
🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
...more
1h 11min
October 17, 2024 MacroVoices #450 Dr. Anas Alhajji: Oil, Middle-East Politics & China
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: 📈📉: https://bit.ly/3YcQn3Y

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH
🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
...more
1h 2min

FAQs about Macro Voices:

How many episodes does Macro Voices have?

The podcast currently has 637 episodes available.

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