Macro Voices

Macro Voices

By Hedge Fund Manager Erik TownsendBusinessInvesting
Download on the App Store

Macro Voices episodes

  • MacroVoices #435 Daniel Lacalle: Navigating Monetary Debasement

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Daniel Lacalle. They discuss monetary debasement, why it will be a primary strategy of governments, and how investment professionals can defend their portfolios from its ill effects. https://bit.ly/4eRtM4P

     

    ⚫ Follow Daniel on X: https://www.x.com/DLacalle_IA

     

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 

     

    🔴 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

    🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

    ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y

    🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk

     

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    56 min
  • MacroVoices #434 Bill Blain: Will Higher For Longer, Lead To Market Mayhem?

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, WindShift Capital Founder, Bill Blain. They discuss everything from the equity market melt-up to inflation to bond yields. https://bit.ly/3VJ0bBH

     

    ⚫ Check Out Bill Blain’s Morning Porridge: https://morningporridge.com/

    ⚫ Follow Bill on X: https://www.x.com/bill_blain

     

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

     

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 

     

    🔴 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

     

    🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

     

    ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y

     

    🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk

     

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    1 hr 5 min
  • MacroVoices #433 David Rosenberg: Calling The FED’s Bluff

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rosenberg Research founder David Rosenberg. They discuss, the stock market and why David believes the breadth isn’t there, and the outperformance of SPX is really just three out of the 500 stocks in the index. https://bit.ly/3VRJtBA

     

    ⚫ Check Out Rosenberg Research: https://www.rosenbergresearch.com/

    ⚫ Follow David Rosenberg on X: https://www.twitter.com/econguyrosie

     

    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3KT5tWi

     

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 

     

    🔴 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

     

    🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

     

    ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y

     

    🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk

     

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    1 hr 5 min
  • MacroVoices #432 Jeff Currie: Metals, Energy, Commodity Super Cycle & More

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Carlyle’s Chief Strategy Officer, Jeff Currie. They’ll discuss commodities from precious metals to energy to softs, including cocoa and coffee and why they’ve seen so much vol recently. https://bit.ly/3z2Y6cb

     

    ⚫ Check Out Carlyle Global Investment Group: https://www.carlyle.com/

     

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

     

    ✅SPECIAL FREE LIVE Webinar - Tuesday June 18th, 2024 at 11:00am ET: https://bit.ly/3XlUITF

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 

     

    🔴 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

     

    🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

     

    ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y

     

    🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk

     

     

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    1 hr 8 min
  • MacroVoices #431 Lakshman Achuthan: 2024 Turning Points

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, ECRI co-founder Lakshman Achuthan. They’ll discuss growth and inflation cycles, why inflation is likely to remain sticky, precious metals, energy, and much more. https://bit.ly/3yPlR7v

     

    ⚫ Follow Lakshman on X: https://www.twitter.com/businesscycle

     

    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4c7SjjF

     

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 

     

    🔴 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

     

    🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

     

    ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y

     

    🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk

     

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    56 min
  • MacroVoices #430 Jim Bianco: Rate Hike On Deck

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Bianco Research founder, Jim Bianco. They’ll discuss inflation, bond yields, precious metals, energy prices, geopolitics and more. https://bit.ly/3x7wP7E

     

    ⚫ Follow Jim Bianco on X: https://www.twitter.com/BiancoResearch

    ⚫ Check Out Bianco Research: https://www.biancoresearch.com

     

    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3KnqnN6

     

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 

     

    🔴 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

     

    🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

     

    ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y

     

    🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk

     

     

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    1 hr 9 min
  • MacroVoices #429 Dr. Anas Alhajji: Oil Market Outlook, Iran & Energy Geopolitics

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Dr Anas Alhajji. They’ll discuss the energy markets outlook for 2024, the Iranian President’s death, fake news in Saudi Arabia, and much more. https://bit.ly/3UVBbqo

     

    ⚫ Follow Anas Alhajji on X: https://www.twitter.com/AnasAlhajji

    ⚫ Check Out Anas Alhajji’s Substack: https://anasalhajjieoa.substack.com/

     

    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/44YqJD9

     

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 

     

    🔴 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

     

    🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

     

    ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y

     

    🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk

     

     

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    1 hr 7 min
  • MacroVoices #428 Adam Rozencwajg: AI Demand, Energy & Precious Metals

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Goehring & Rozencwajg co-founder Adam Rozencwajg. They’ll discuss energy markets, precious metals and much more. https://bit.ly/4bk5pub

     

    ⚫ Follow Adam Rozencwajg on X: https://www.twitter.com/go_rozen

    ⚫ Check Out: https://www.gorozen.com/

     

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

     

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

     

    🔴 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

     

    🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

     

    ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y

     

    🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk

     

     

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    1 hr 11 min
  • MacroVoices #427 Thomas Jam Pedersen: The Coming Thorium Energy Revolution

    MacroVoices hosts Erik Townsend and Patrick Ceresna welcome Thomas Jam Pedersen, founder of Copenhagen Atomics. They will discuss the role thorium fission will play in the energy transition and the benefits of molten salt-cooled and liquid-fuelled thorium-burning nuclear reactors over conventional light water reactors fuelled by uranium. https://bit.ly/3QzHtuu

     

    ⚫ Find out More: https://www.copenhagenatomics.com/

     

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

     

    🔴 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

     

    🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

     

    ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y

     

    🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk

     

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    1 hr 31 min
  • MacroVoices #426 Brent Johnson: Dollar Milkshake Update in a World of Global Uncertainty

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Santiago Capital founder Brent Johnson. They discuss the current rally in the dollar against other currencies, the big move in gold, and the looming question of persistent inflation. https://bit.ly/3WiZp0d

     

    ⚫ Follow Brent on X: https://www.twitter.com/SantiagoAuFund

    ⚫ Find out More: https://santiagocapital.com/

     

     

    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4bld0rU

     

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

     

    🔴 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

     

    🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

     

    ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y

     

    🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk

     

     

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    1 hr 11 min

About Macro Voices

From the publisher's feed

Weekly market commentary by retired Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics.