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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
FAQs about Macro Voices:How many episodes does Macro Voices have?The podcast currently has 364 episodes available.
June 25, 2026MacroVoices #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/...more1h 1minPlay
June 18, 2026MacroVoices #537 Brent Johnson: There’s No Turning BackMacroVoices 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/...more1h 29minPlay
June 11, 2026MacroVoices #536 Larry Mcdonald: The Migration is Upon usMacroVoices 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/ ...more1h 21minPlay
June 04, 2026MacroVoices #535 Michael Every: NAFTA and NAPTHA – Warcraft & FartcraftMacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every & Rory Johnston. They discuss all things Iran from geopolitics to inflation outlook to what it means for China to President Trump and Secretary Bessent’s stablecoin statecraft ambitions. https://bit.ly/3RQ4ixB 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3QmubEP ✅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/...more1h 38minPlay
May 28, 2026MacroVoices #534 Dr. Pippa Malmgren: Superpower War or Superpower Hug?MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Pippa Malmgren & Jim Bianco. They’ll discuss whether AI and Robotics are going to take our jobs, Nuclear Fusion, Disappearing Scientists, and much more. https://bit.ly/4tXAlJr 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4nX9PP1 ✅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/...more1h 51minPlay
May 21, 2026MacroVoices #533 Morgan Downey: The Return of Oil 101MacroVoices Erik Townsend & Patrick Ceresna welcome, Morgan Downey. They discuss the ongoing crisis, with Morgan warning that all buffers and safety margins have been exhausted, explaining why a Strait closure lasting another month could drive oil prices to $150–$200, and exploring several other critical dimensions of this rapidly evolving situation. https://bit.ly/3Pe3zpa 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4uqG7nW ✅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/...more1h 23minPlay
May 14, 2026MacroVoices #532 Mike Green: Record Mechanical FlowsMacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They discuss why the Hormuz crisis hasn’t derailed the S&P 500’s surge to new all-time highs, Mike’s disagreement with secular-inflation forecasts, why Kevin Warsh could be more likely to cut rates aggressively than hike, and the unintended consequences of passive investing through index funds. https://bit.ly/3R6TDhH 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4fm8rTu ✅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/ ...more1h 47minPlay
May 07, 2026MacroVoices #531 Louis-Vincent Gave: Semiconductors, AI & Iran ConflictMacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They’ll discuss, what’s going on in the conflict and what it will mean for global markets in the coming months. https://bit.ly/42T7eeW 🔻Download Big Picture Trading Chartbook 📈📉:https://bit.ly/3RrSGAv ✅Sign up for a FREE 14-day trial at Big Picture Trading: httphttps://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/...more1h 20minPlay
April 30, 2026MacroVoices #530 Daniel Lacalle: China and The Us Will Decide The Outcome of The Iran WarMacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle. They’ll discuss secular inflation, precious metals, the greater risk to Europe from the energy crisis, and much more. https://bit.ly/42Ek4O5. 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4mYorwK ✅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/ ...more1h 15minPlay
April 23, 2026MacroVoices #529 Ole S Hansen: Commodities in The Wake of The Iran CrisisMacroVoices Erik Townsend & Patrick Ceresna welcome, Ole Hansen. They’ll discuss what comes next in the Iran conflict, what the longer-term implications are for energy markets, what’s coming in food inflation and how to trade it, and a longer term outlook for secular inflation. https://bit.ly/3OXHPNV 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4eC40Ue ✅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/ ...more1h 13minPlay
FAQs about Macro Voices:How many episodes does Macro Voices have?The podcast currently has 364 episodes available.