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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 349 episodes available.
November 03, 2022MacroVoices #348 Eric Peters: On The Road From Mean Reversion To ReflexivityOne River Asset Management founder & CIO Eric Peters returns as this week’s feature interview guest. We’ll discuss why Eric thinks that post-pandemic patterns in everything from inflation to supply chain disruptions yields a conclusion that we’ve moved from a paradigm of mean reversion to a new paradigm of reflexivity. https://bit.ly/3DZbcY7 Download Big Picture Trading chartbook 📈📉https://bit.ly/3FHtH4g ✅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://bit.ly/3SqTy45 Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials...more1h 18minPlay
October 27, 2022MacroVoices #347 Ole Hansen: Commodities Can Go Up Even In RecessionSaxo Bank commodities guru Ole Hansen is back as this week’s feature interview guest. Ole says that with structural inflation, commodity prices really can rise even in recession. Erik and Ole talk about the energy crisis, base metals, precious metals, and much more. https://bit.ly/3FjkhfiDownload Ole's charts: https://bit.ly/3DbCxo5Download Big Picture Trading chartbook 📈📉 https://bit.ly/3gGAeBP✅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 15minPlay
October 20, 2022MacroVoices #346 Louis-Vincent Gave: The Xi Pivot vs. The Powell PivotMacroVoices welcomes Gavekal co-founder, Louis-Vincent Gave to the show. Louis says when China’s Xi Jinping pivots from zero COVID policy to re-opening the Chinese economy, it will send a macroeconomic shock wave through global markets that will re-ignite inflation and have more overall effect than the Fed pivot most market participants are obsessed with. https://bit.ly/3SlOm0qDownload Big Picture Trading chartbook 📈📉 https://bit.ly/3TIFe7r✅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/Optionfinity Join OptionFinity discord: https://bit.ly/3SqTy45 Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials...more1h 23minPlay
October 13, 2022MacroVoices #345 Daniel Lacalle: The Situation in Europe is Worse Than You ThinkMacroVoices welcomes Tressis Chief Economist, Daniel Lacalle to the show. They discuss the Macro outlook in Europe and Daniel says the dire economic situation in Europe is entirely the making of EU policymakers, not Vladimir Putin. https://bit.ly/3VoY9FSDownload Big Picture Trading chartbook 📈📉 https://bit.ly/3CSUx7M✅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/Optionfinity Join OptionFinity discord: https://bit.ly/3SqTy45Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials...more1h 28minPlay
October 06, 2022MacroVoices #344 Alex Gurevich: A Deflationary Depression Lies AheadMacroVoices welcomes HonTe Investments founder Alex Gurevich to the show where Alex shares why he agrees with the view that the macro risks are quite substantial now and why he thinks we're headed toward a deflationary depression.https://bit.ly/3RN2Bv4Download Alex's Charts: https://bit.ly/3fPgCLBDownload Big Picture Trading chartbook 📈📉 https://bit.ly/3EnRLZj✅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/Optionfinity Join OptionFinity discord: https://bit.ly/3SqTy45 Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials...more1h 20minPlay
September 29, 2022MacroVoices #343 Jeff Snider: Why the Dollar Remains KingMacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show. With the USD appreciating to levels few predicted, it was time to bring back someone who predicted the move. So this week’s feature interview will focus on what the factors are that drive the U.S. Dollar. We’re also introducing a new show format this week, which includes adding a new personality to our postgame segment to keep things interesting. https://bit.ly/3LX9bxYDownload Jeff’s slide deck: https://bit.ly/3SK5mygDownload Big Picture Trading chartbook 📈📉 https://bit.ly/3dWjtSf✅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/Optionfinity Join OptionFinity discord: https://bit.ly/3SqTy45 Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials...more1h 28minPlay
September 22, 2022MacroVoices #342 Mike Alkin & Adam Rodman: Can a Nuclear Renaissance Solve the Energy Crisis?In this interview-only episode, MacroVoices Erik Townsend welcomes Mike Alkin (Sachem Cove Partners) and Adam Rodman (Segra Capital) to the show to expand on the energy crisis discussion and whether a nuclear renaissance could solve our global energy problem. https://bit.ly/3R5zAdz Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials ...more1h 43minPlay
September 15, 2022MacroVoices #341 Jim Bianco: Inflation Is Not Going AwayMacroVoices Erik Townsend and Patrick Ceresna welcome Bianco Research founder Jim Bianco to revisit the inflation debate, and Jim says inflation isn’t going away any time soon. They also discuss the equity market outlook, precious metals, and much more. https://bit.ly/3QO1Ml9 Download Big Picture Trading chartbook 📈📉https://bit.ly/3BhRi81✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7JPlease visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials...more1h 19minPlay
September 08, 2022MacroVoices #340 Dr. Anas Alhajji: Erik has the Energy Crisis story all wrong. It’s WORSE than he thinks!MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to the show to discuss the role of the petrodollar system and what the implications would be if other nations settled oil trades in currencies other than the USD. They also discuss the Russian crude price cap proposal and why it can’t possibly work. https://bit.ly/3QDd8IU Download Big Picture Trading chartbook 📈📉https://bit.ly/3x9ZjuB ✅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 24minPlay
September 01, 2022MacroVoices #339 Lakshman Achuthan: Leading Indicators Say The Bear Market Has Not EndedMacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss the technical definition of recession, why we’re already in one, and why Lak says there more risk to the downside than to the upside for equities. https://bit.ly/3AzFbTeDownload ECRI charts: https://bit.ly/3RdHC5a ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7JPlease visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials...more56minPlay
FAQs about Macro Voices:How many episodes does Macro Voices have?The podcast currently has 349 episodes available.