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Macro Voices
Macro Voices
Hedge Fund Manager Erik Townsend

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

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Episodes

MacroVoices #453 Dr. Pippa Malmgren: Unconventional Insights on US Presidential Election

MacroVoices Erik Townsend & Patrick Ceresna welcome back best selling author, Dr. Pippa Malmgren. They’ll cover the current election results,... more

07 Nov 2024 · 1 hour, 31 minutes
MacroVoices #452 Darius Dale: No Difference Between Trump & Harris

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Darius Dale. Darius argues that, for the financial markets, the outcome of... more

31 Oct 2024 · 1 hour, 15 minutes
MacroVoices #451 Brent Johnson: Macro Drivers of UST’s, PM’s & The Role of The BRICS

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Brent Johnson. They’ll discuss foreign demand for U.S. Treasuries, Brent’s outlook for... more

24 Oct 2024 · 1 hour, 10 minutes
MacroVoices #450 Dr. Anas Alhajji: Oil, Middle-East Politics & China

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Anas Alhajji. They’ll discuss all things crude oil, starting with the geopolitical... more

17 Oct 2024 · 1 hour, 1 minute
MacroVoices #449 Harley Bassman: The Magic of Mortgages

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Harley Bassman. They will discuss mortgage backed securities and the best way... more

10 Oct 2024 · 55 minutes
MacroVoices #448 Luke Gromen: Why the Gold Recycling Trade is Accelerating

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Luke Gromen. They’ll discuss the dollar, inflation, monetary policy, China, energy, precious... more

03 Oct 2024 · 1 hour, 11 minutes
MacroVoices #447 Eric Peters: US/EU/China, Competitive Outlook

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Eric Peters. They’ll discuss all the usual macro suspects from secular inflation... more

26 Sep 2024 · 55 minutes
MacroVoices #446 Matt Barrie: AI’ll Be Back!

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Matt Barrie. They’ll discuss everything AI, exploring recent developments and what the... more

19 Sep 2024 · 1 hour, 19 minutes
MacroVoices #445 Jim Bianco: Still No Landing, and Inflation is Not Transitory

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Jim Bianco. They’ll discuss why Jim thinks the Fed has become political... more

12 Sep 2024 · 1 hour, 10 minutes
MacroVoices #444 Mike Alkin: Uranium Fundamentals Couldn’t Be Better

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Mike Alkin. They'll cover all aspects of the uranium market, from its... more

05 Sep 2024 · 1 hour, 21 minutes
MacroVoices #443 Viktor Shvets: From Central Banks To Assets Classes To Geopolitics & More

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Viktor Shvets. They discuss a wide range of topics, including global central... more

29 Aug 2024 · 1 hour, 6 minutes
MacroVoices #442 Ole Hansen: Year of The Metals

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Ole Hansen. They’ll discuss commodities from precious metals to uranium to energy... more

22 Aug 2024 · 1 hour, 2 minutes
MacroVoices #441 Diego Parrilla: The Revenge of The Anti-Bubbles

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Quadriga CIO and noted author Diego Parilla. They’ll discuss all the usual... more

15 Aug 2024 · 1 hour, 5 minutes
MacroVoices #440 Louis-Vincent Gave: What Just Happened?

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Louis-Vincent Gave. They discuss how rate cuts are likely by year’s end,... more

08 Aug 2024 · 1 hour, 32 minutes
MacroVoices #439 Rory Johnston: Discretionary Risks To The Oil Market

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rory Johnston. They discuss all things crude oil, ranging from President Trump’s... more

01 Aug 2024 · 1 hour, 13 minutes
MacroVoices #438 Marko Papic: U.S. Presidential Race Risks & Complications for Markets

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Marko Papic. They will discuss the recent events in the U.S. and... more

25 Jul 2024 · 1 hour, 25 minutes
MacroVoices #437 Lyn Alden: Energy Security, Precious Metals & More

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Lyn Alden. They’ll discuss topics ranging from inflation to interest rates to... more

18 Jul 2024 · 1 hour, 5 minutes
MacroVoices #436 Tian Yang: Left & Right Tails

MacroVoices Erik Townsend & Patrick Ceresna welcome back,Variant Perception CEO Tian Yang. They’ll discuss the leading indicators, and what Tian... more

12 Jul 2024 · 1 hour, 1 minute
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... more

03 Jul 2024 · 55 minutes
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... more

27 Jun 2024 · 1 hour, 4 minutes
Macro Voices
MacroVoices #437 Lyn Alden: Energy Security, Precious Metals & More
Macro Voices
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Description

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Lyn Alden. They’ll discuss topics ranging from inflation to interest rates to advanced nuclear... more