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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.
October 19, 2023MacroVoices #398 Lyn Alden: Broken MoneyMacroVoices Erik Townsend and Patrick Ceresna welcome back best-selling author, Lyn Alden. They'll talk about her new book Broken Money, before moving on to discuss the end of the Peace Dividend, energy scarcity, and much more. https://bit.ly/46VAuBRLyn Alden's Charts: https://bit.ly/46SXZeTBuy Lyn Alden's Book 'Broken Money' Now: https://bit.ly/3tEu3EXCheck out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1Download Big Picture Trading Chartbook 📈📉: https://bit.ly/46CDzHd✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials...more1h 30minPlay
October 12, 2023MacroVoices #397 Alex Gurevich: The Real Rates TsunamiMacroVoices Erik Townsend and Patrick Ceresna welcome back, Honte investments fund manager Alex Gurevich. Erik and Alex discuss the reasons why Alex is still committed to the long duration trade long-term, and why that trade hasn’t been performing recently. https://bit.ly/3RW7HcjAlex's Market Note: https://bit.ly/3FhA9xHCheck out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3PTuFOD✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials...more1h 8minPlay
October 05, 2023MacroVoices #396 Luke Gromen: The Dollar Treasury Feedback Loop, DeconstructedMacroVoices Erik Townsend and Patrick Ceresna welcome back, Forest for the Trees founder Luke Gromen. Luke and Eric will deconstruct the dollar-bond yield relationship and discuss TSY yields running away this week, and where they’re headed next. Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6YCheck out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1Download Big Picture Trading chartbook 📈📉 https://bit.ly/3RFXd0u✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials...more1h 4minPlay
September 28, 2023MacroVoices #395 Simon White: Inflation, Stocks & Why TINA is Coming BackMacroVoices Erik Townsend and Patrick Ceresna welcome back Bloomberg’s Macro Strategist, Simon White to the show. Simon and Erik will discuss inflation, deflation and stock bond correlation.https://bit.ly/3tbJEeYDownload Simon's Charts: Simon White - MacroVoices 28 2023 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1Download Big Picture Trading chartbook 📈📉 https://bit.ly/3RBr8a0✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials...more1h 20minPlay
September 21, 2023MacroVoices #394 Louis-Vincent Gave: China, Energy & MoreMacroVoices Erik Townsend and Patrick Ceresna welcome back Gavekal co-founder, Louis-Vincent Gave to the show. Louis and Erik will discuss the economic situation in China, inflation, energy prices, and much more. https://bit.ly/3rlVlizCheck out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1Download Big Picture Trading chartbook 📈📉 https://bit.ly/3sVfw7q✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials ...more1h 12minPlay
September 14, 2023MacroVoices #393 Harley Bassman: Convexity Spells OpportunityMacroVoices Erik Townsend and Patrick Ceresna welcome Convexity Maven Harley Bassman to the show. Harley says why take credit risk when the market is paying traders who understand convexity more handsomely. They also discuss inflation and the other usual macro suspects. https://bit.ly/3ZeEsmFDownload Harley's charts: https://bit.ly/45TT516Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1Download Big Picture Trading chartbook 📈📉 https://bit.ly/3sRkWAq✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials...more1h 10minPlay
September 07, 2023MacroVoices #392 Jesse Felder: Questioning the Soft Landing NarrativeMacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show. They discuss the many reasons Jesse is questioning the soft landing narrative and expecting more turbulence for the stock market. Then Erik shares his exciting commodity trade idea before moving onto postgame with Patrick. https://bit.ly/45I2ysd Download Jesse’s charts: https://bit.ly/3Eu9PQt Download Big Picture Trading chartbook 📈📉 https://bit.ly/3RbCyRu ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials...more1h 10minPlay
August 31, 2023MacroVoices #391 Brent Johnson: The Dollar Is Not DoneMacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital founder Brent Johnson to the show. They discuss the reasons Brent thinks the U.S. Dollar bull market isn’t over yet, and why Brent thinks new highs for the dollar index are still to come. https://bit.ly/3EjuaYB Download Brent’s charts: https://bit.ly/44xYY2rDownload Big Picture Trading chartbook 📈📉 https://bit.ly/3sEGm3s ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials...more1h 14minPlay
August 24, 2023MacroVoices #390 Matt Barrie: The awesome power and risk of Artificial IntelligenceIn this summer special episode, Erik Townsend welcomes Freelancer.com CEO Matt Barrie to the show for an extra long interview to discuss the macro impacts and knock-on effects of Artificial Intelligence. Market wrap and postgame segment will resume next week. https://bit.ly/3OMuWlWAI know what you did last summer. - Matt Barrie Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials...more2h 6minPlay
August 17, 2023MacroVoices #389 Justin Huhn: Update On All Things NuclearMacroVoices Erik Townsend and Patrick Ceresna welcome Uranium Insider founder and publisher Justin Huhn to the show. They begin with a review of the near-to-medium term bull case for uranium mining stocks before moving on to a longer-term discussion about advanced nuclear technologies. https://bit.ly/45uBR9Y Download Justin’s slide deck: https://bit.ly/3YEle9w Download Big Picture Trading chartbook 📈📉 https://bit.ly/3KKFCAb✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check out Nick's YouTube channel: https://www.youtube.com/c/OptionfinityJoin OptionFinity discord: https://discord.gg/Rvnsv6YPlease visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials...more1h 19minPlay
FAQs about Macro Voices:How many episodes does Macro Voices have?The podcast currently has 364 episodes available.