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

Download on the App Store

Download on the App Store

Get it on Google Play

FAQs about Macro Voices:

How many episodes does Macro Voices have?

The podcast currently has 371 episodes available.

Macro Voices episodes:

August 13, 2026 MacroVoices #545 Michael Howell: Warsh vs. The Markets
MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Howell. They discuss the 65-month global liquidity cycle, where we stand currently, and what comes next. https://bit.ly/3UfVKBc

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX

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

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
...more
1h 7min
August 06, 2026 MacroVoices #544 Viktor Shvets: How Markets Survive Disruption
MacroVoices Erik Townsend & Patrick Ceresna welcome, Viktor Shvets. They discuss everything from Hormuz to Inflation signals to precious metals to the k-shaped economy. https://bit.ly/4wHXdyt

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX

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

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
...more
1h 3min
July 30, 2026 MacroVoices #543 Jim Bianco: Who Solves Inflation The FED or The Market?
MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They will discuss this weeks FOMC meeting. https://bit.ly/4wz7e16

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX

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

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
...more
1h 8min
July 23, 2026 MacroVoices #542 Luke Gromen: As The Conflict Turns
MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They discuss how the Strait of Hormuz remained closed for months, why crude oil prices did not respond as expected, and what may happen as the conflict re-escalates. They also cover precious metals, inflation, monetary policy, and other major macroeconomic developments. https://bit.ly/45gBPnZ

🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4wSy4AT

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX

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

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
...more
1h 5min
July 16, 2026 MacroVoices #541 Dr. Anas Alhajji: Bab el-Mandeb: The Next Oil Chokepoint Nobody's Watching
MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Anas Alhajji. They’ll discuss Anas’s review on how we got into this conflict and why he still believes that it was the goal of the United States to close Hormuz. https://bit.ly/4wKIgvh

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

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX

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

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
...more
1h 57min
July 09, 2026 MacroVoices #540 Adam Parker: Beyond the AI Bubble: Diversifying Portfolios in an Earnings-Driven Market
MacroVoices Erik Townsend & Patrick Ceresna welcome, Adam Parker. They discuss the U.S equity market. https://bit.ly/4aK7d1u

🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4btGdn1

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX

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

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
...more
42min
July 02, 2026 MacroVoices #539 Rory Johnston: Hormuz Crisis, is it Really Over?
MacroVoices Erik Townsend & Patrick Ceresna welcome, Rory Johnston. They discuss the Hormuz crisis, China’s role in tempering global oil demand, and the outlook for what comes next as negotiations evolve in the middle east. https://bit.ly/4eIFMaO

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

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX

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

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
...more
59min
June 25, 2026 MacroVoices #538 Lyn Alden: Is The War Really Over and What’s Next For Markets?
MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They discuss the Hormuz crisis, Fed policy under new leadership, budget deficits, the AI trade, and AI's mounting demands on energy markets. https://bit.ly/4oJoM7q

🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3R2YuAL

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX

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

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
...more
1h 1min
June 18, 2026 MacroVoices #537 Brent Johnson: There’s No Turning Back
MacroVoices Erik Townsend & Patrick Ceresna welcome, Brent Johnson. They’ll discuss the Iran deal, Brent’s outlook for the U.S. dollar, and much more. https://bit.ly/4xRl8ga

🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4eOilN4

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX

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

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
...more
1h 29min
June 11, 2026 MacroVoices #536 Larry Mcdonald: The Migration is Upon us
MacroVoices Erik Townsend & Patrick Ceresna welcome, Larry McDonald. They discuss what’s driven this sell-off, whether the Iran conflict had anything to do with it, and where the opportunities lie in today’s markets. https://bit.ly/4ebDAHe

🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4eeE8fp

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX

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

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

...more
1h 21min

FAQs about Macro Voices:

How many episodes does Macro Voices have?

The podcast currently has 371 episodes available.