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 354 episodes available.

Macro Voices episodes:

April 16, 2026 MacroVoices #528 Luke Gromen: Hormuz Could Lead To a 1956 US Suez Moment
MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They discuss the Iran crisis, its knock-on effects, and what it means for inflation looking ahead. https://bit.ly/4ctlZtj

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

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag

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

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

...more
1h 35min
April 09, 2026 MacroVoices #527 Adam Rozencwajg: What Comes Next After The Iran Crisis
MacroVoices Erik Townsend & Patrick Ceresna welcome, Adam Rozencwajg. They discuss, crude oil, food & fertilisers, uranium, and gold after the Iran conflict. https://bit.ly/4vkd1XX

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

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag

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

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
...more
1h 38min
April 02, 2026 MacroVoices #526 Matt Barrie: Pay To PrAI
MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie & Dr. Anas Alhajji. They discuss the latest developments in AI, their impact on private credit markets, and why emerging pricing models could trigger a dot-com–scale market disruption. https://bit.ly/47Ca0Z5

🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4v7Mq0k

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag

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

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

...more
2h 16min
March 26, 2026 MacroVoices #525 Lyn Alden: Iran Contagion, Inflation & Private Credit
MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They will discuss the Iran conflict, the return to a multi-polar world order, the outlook for persistent inflation, the breakdown in private credit markets and much more. https://bit.ly/4rZghp4

🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4lT8ffT

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag

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

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
...more
1h 39min
March 19, 2026 MacroVoices #524 Simon White: War + Inflation = More Inflation
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. https://bit.ly/3PukOlC

🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4sQKUO3

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag

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

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
...more
1h 55min
March 12, 2026 MacroVoices #523 Jim Bianco: Energy, FED & Economy in the wake of Iran conflict
MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco & Dr. Anas Alhajji. They will discuss everything from the geopolitical situation in Iran to oil prices to precious metals, and much more. https://bit.ly/40MGTyt

🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/46TIhTf

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag

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

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
...more
1h 53min
March 05, 2026 MacroVoices #522 Matt Loszak: Factory Mass-Production of Advanced Nuclear Power Plants
MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Loszak. They’ll discuss big picture of what the advanced nuclear industry needs to do in order to bring the cost of nuclear energy down to the cost of energy from fossil fuels. https://bit.ly/4aR4ovZ

🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4uct7CA

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag

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

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
...more
1h 14min
February 26, 2026 MacroVoices #521 Jeff Currie: The Great Rotation
MacroVoices Erik Townsend & Patrick Ceresna welcome, Jeff Currie. They’ll discuss the commodity bull market, why metals are outperforming almost everything else, energy demand from AI and data centers, China stockpiling commodities, and much more. https://bit.ly/40imDo9

🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4tWtb9t

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag

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

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
...more
1h 2min
February 19, 2026 MacroVoices #520 Michael Every: USD Stablecoins in The Age of Economic Statecraft
MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every. They dicuss a macro/geopolitics sweep, Warsh, Iran escalation risk and USD stablecoins as economic statecraft https://bit.ly/4apIIH5

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

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag

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

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
...more
1h 16min
February 12, 2026 MacroVoices #519 Alex Gurevich: The Next Perfect Trade
MacroVoices Erik Townsend & Patrick Ceresna welcome, Alex Gurevich. They’ll discuss, fixed income, energy, precious metals, the Japanese Yen, and Alex’s new book just released on Amazon. https://bit.ly/4tzXAdi

Buy Alex's new book 'The Next Perfect Trade' available on Amazon
🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3OgmkY0

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag

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

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
...more
1h 2min

FAQs about Macro Voices:

How many episodes does Macro Voices have?

The podcast currently has 354 episodes available.