Macro Voices

Macro Voices

By Hedge Fund Manager Erik TownsendBusinessInvesting
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Macro Voices episodes

  • MacroVoices #485 Jeff Currie: The Joule Order

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Jeff Currie. They’ll discuss what Jeff calls the “New Joule Order” and why Jeff says there’s really no limit to how much higher the price of Gold can go given the current macro backdrop. https://bit.ly/4na3hvu

     

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

     

    ✅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/

     

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

    1 hr 10 min
  • MacroVoices #484 Rory Johnston: Crude Oil Forward Curve Conundrum

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Rory Johnston. They’ll discuss Rory’s view that the WTI forward curve has taken an unprecedented and bizarre shape, and much more. https://bit.ly/4jSlHOz

     

    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4kWdMk2

     

    ✅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/

     

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

    1 hr 10 min
  • MacroVoices #483 Vincent Deluard: MAGA vs. Corporate America

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Vincent Deluard. They’ll discuss why Vincent says recessions have been cancelled by monetary policy, and what he sees on the horizon for asset markets. https://bit.ly/43OuZVM


    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3HtO1Jx

     

    ✅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/

     

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

    59 min
  • MacroVoices #482 Mike Green: What The Market Is Not Discounting

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They’ll discuss the tariffs, what they’re really being used for, and why Mike says the President is contradicting himself every time he talks about them. https://bit.ly/4kINH8c


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

     

    ✅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/

     

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

    1 hr 1 min
  • MacroVoices #481 Jim Bianco: This is The End of The Beginning

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They’ll discuss why Jim believes we’re at the “end of the beginning” — a phrase he uses to describe the evolution of Trump-era economic policies. While the initial phase, dominated by tariff strategies, may be winding down, Jim warns that this is just the opening act. https://bit.ly/3Zw8Bip 


    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/43rhaMz

     

    ✅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/

     

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

    1 hr 7 min
  • MacroVoices #480 Louis-Vincent Gave: What Comes Next After The Trade War Dust Settles

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They will discuss the Trump tariffs, what they mean for markets, China, precious metals, and more. https://bit.ly/43nwN7Z


    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4miq87u

     

    ✅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/

     

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

     

    1 hr 13 min
  • MacroVoices #479 Anas Alhajji: What Do Saudi Arabia & Allies in OPEC+ Want from Accelerating the Unwinding of Voluntary Cuts?

    Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to the show to discuss OPEC+ production increase & market reactions, Trump’s visit and oil politics, and the long-term outlook for oil and LNG  & much more. https://bit.ly/43ldvBg

    What Do Saudi Arabia & Allies in OPEC+ Want from Accelerating the Unwinding of Voluntary Cuts? - Anas Alhajji 

     

    🔻Download Big Picture Trading Chartbook 📈📉: http://bit.ly/4d4I4hO

     

    ✅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/

     

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

     

    1 hr 19 min
  • MacroVoices #478 Luke Gromen: Trump Tariff Policy Will Drive Gold Even Higher

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They’ll discuss the market’s Trump Tariff Tantrum, as Luke makes the bold case that President Trump could realistically raise enough tariff revenue to exempt the bottom 90% from federal income tax. https://bit.ly/3EOiD7t

     

    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4iEGX9K

     

    ✅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/

     

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

    1 hr 14 min
  • MacroVoices #477 Michael Howell: Are We Approaching A Debt Refinancing Crisis

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Howell. They’ll discuss cyclicality of credit markets, why we should think of them as a refinancing system rather than a credit origination system, and what can be learned by taking this street-smart approach to credit market analysis. https://bit.ly/42F9PsA


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

     

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d

    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

     

    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

     

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

    1 hr 9 min
  • MacroVoices #475 Daniel Lacalle: Is This The End of The Monetary System As We Know it?

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle. They’ll discuss Trump Tariffs as the European investment community sees them, and discuss whether this is the dawn of a new age in terms of monetary and economic policy cooperation between the United States and Europe. https://bit.ly/43XhGUI


    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/42Cijkj

     

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d

    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

     

    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

     

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

    1 hr 13 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.