Macro Voices

Macro Voices

By Hedge Fund Manager Erik TownsendBusinessInvesting
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Macro Voices episodes

  • 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/

    1 hr 39 min
  • 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/

    1 hr 55 min
  • 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/

    1 hr 53 min
  • 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/

    1 hr 14 min
  • 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/

    1 hr 2 min
  • 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/

    1 hr 16 min
  • 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/

    1 hr 2 min
  • MacroVoices #518 Dr. Anas Alhajji: Debunking The 2026 Oil Bear Narrative

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Anas Alhajji. They’ll discuss the events that have transpired in energy markets since Dr. Alhajji’s last interview in November. they'll also cover all the big geopolitical risks, and then end on the three big events he’s watching in this week’s energy markets. https://bit.ly/4qfojcf

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

     

    ✅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/

    1 hr 30 min
  • MacroVoices #517 Justin Huhn: Uranium at The Tipping Point

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Justin Huhn. They’ll discuss the outlook for nuclear energy generally and for uranium markets in particular https://bit.ly/4rgcNyd 

     

     🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4qRKO8v

     

    ✅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/

    1 hr 29 min
  • MacroVoices #516 Craig Tindale: Critical Materials, A Strategic Analysis

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Craig Tindale. They’ll discuss why China is holding all the cards, and how those cards were served them, not only on a “silver platter”, but on a platter made from silver mined elsewhere but refined in China. https://bit.ly/3LZRwKf

     

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

     

    ✅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/

     

     

     

    1 hr 7 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.