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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 #459 Robert Kahn: Looking Ahead To 2025 Geopolitics & Markets

MacroVoices hosts Erik Townsend and Patrick Ceresna welcome, Robert Kahn. They’ll dive into four key geopolitical issues currently shaping the... more

19 Dec 2024 · 1 hour, 11 minutes
MacroVoices #458 David Rosenberg: Lament of A Bear

MacroVoices Erik Townsend & Patrick Ceresna welcome back, David Rosenberg. They’ll discuss his recent piece, “Lament of a Bear,” where... more

12 Dec 2024 · 1 hour, 9 minutes
MacroVoices #457 Justin Huhn: The Fundamentals For Nuclear Keep Getting Better

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Justin Huhn. They’ll explore the nuclear renaissance, Justin’s bold prediction about the... more

05 Dec 2024 · 1 hour, 10 minutes
MacroVoices #456 Jeff Currie: Repricing of Macro Markets

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Jeff Currie. They’ll delve into all things macro, from treasury yields and... more

27 Nov 2024 · 1 hour, 7 minutes
MacroVoices #455 Daniel Lacalle: Is The Trump Trade Over?

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Daniel Lacalle. We'll explore the Trump Trade, whether it's winding down or... more

21 Nov 2024 · 1 hour, 8 minutes
MacroVoices #454 Vincent Deluard: The Five Body Problem

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Vincent Deluard. They’ll discuss secular inflation, the gig economy, and what Vincent... more

14 Nov 2024 · 1 hour, 18 minutes
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
MacroVoices #433 David Rosenberg: Calling The FED’s Bluff

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rosenberg Research founder David Rosenberg. They discuss, the stock market and why... more

20 Jun 2024 · 1 hour, 4 minutes
MacroVoices #432 Jeff Currie: Metals, Energy, Commodity Super Cycle & More

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Carlyle’s Chief Strategy Officer, Jeff Currie. They’ll discuss commodities from precious metals... more

13 Jun 2024 · 1 hour, 7 minutes
MacroVoices #431 Lakshman Achuthan: 2024 Turning Points

MacroVoices Erik Townsend & Patrick Ceresna welcome back, ECRI co-founder Lakshman Achuthan. They’ll discuss growth and inflation cycles, why inflation... more

06 Jun 2024 · 55 minutes
MacroVoices #430 Jim Bianco: Rate Hike On Deck

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Bianco Research founder, Jim Bianco. They’ll discuss inflation, bond yields, precious metals,... more

30 May 2024 · 1 hour, 9 minutes
MacroVoices #429 Dr. Anas Alhajji: Oil Market Outlook, Iran & Energy Geopolitics

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Dr Anas Alhajji. They’ll discuss the energy markets outlook for 2024, the... more

23 May 2024 · 1 hour, 6 minutes
MacroVoices #428 Adam Rozencwajg: AI Demand, Energy & Precious Metals

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Goehring & Rozencwajg co-founder Adam Rozencwajg. They’ll discuss energy markets, precious metals... more

16 May 2024 · 1 hour, 10 minutes
MacroVoices #427 Thomas Jam Pedersen: The Coming Thorium Energy Revolution

MacroVoices hosts Erik Townsend and Patrick Ceresna welcome Thomas Jam Pedersen, founder of Copenhagen Atomics. They will discuss the role... more

09 May 2024 · 1 hour, 30 minutes
MacroVoices #426 Brent Johnson: Dollar Milkshake Update in a World of Global Uncertainty

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Santiago Capital founder Brent Johnson. They discuss the current rally in the... more

02 May 2024 · 1 hour, 10 minutes
MacroVoices #425 Alex Gurevich: Real Rates, Precious Metals, Currencies and More

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Honte investments founder and CIO Alex Gurevich. They’ll discuss whether inflation will... more

25 Apr 2024 · 1 hour, 4 minutes
MacroVoices #424 Rory Johnston: Crude Oil Update: Fundamentals, Geopolitical Risks, and SPR

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Commodity Context Founder, Rory Johnston. Erik & Rory discuss all things crude... more

18 Apr 2024 · 1 hour, 4 minutes
MacroVoices #423 Justin Huhn: Accelerated Demand Growth in Supply Driven Bull Market

MacroVoices Erik Townsend &  Patrick Ceresna welcome back, Uranium Insider Founder, Justin Huhn. Erik & Justin discuss the Uranium bull... more

11 Apr 2024 · 1 hour, 16 minutes
MacroVoices #422 Larry McDonald: How To Listen When Markets Speak

MacroVoices Erik Townsend &  Patrick Ceresna welcome back, Bear Traps Report founder, Larry McDonald. Erik and Larry discuss, why gold’s... more

04 Apr 2024 · 1 hour, 1 minute
MacroVoices #421 Luke Gromen: More Dollar Liquidity To Come…

MacroVoices Erik Townsend &  Patrick Ceresna welcome back Forest for the Trees founder, Luke Gromen. Erik and Luke discuss the... more

28 Mar 2024 · 57 minutes
MacroVoices #420 Ole Hansen: Green Shoots in The Commodity Markets

MacroVoices Erik Townsend &  Patrick Ceresna welcome back Saxo Bank, Commodities Chief, Ole Hansen. Erik & Ole will discuss which... more

21 Mar 2024 · 1 hour, 7 minutes
MacroVoices #419 Arjun Murti: Navigating the 2020s Energy Transition Landscape

MacroVoices Erik Townsend &  Patrick Ceresna welcome former Goldman Sachs Partner and current Veriton partner, Arjun Murti. Erik and Arjun... more

14 Mar 2024 · 1 hour, 6 minutes
MacroVoices #418 Jeff Snider: From Waller Speak to Risk, After Risk, After Risk

MacroVoices Erik Townsend &  Patrick Ceresna welcome back Jeff Snider. Erik & Jeff take a deep dive into the macro... more

07 Mar 2024 · 1 hour, 9 minutes
MacroVoices #417 Jim Bianco: FED Cuts, May, June or Bust?

MacroVoices Erik Townsend & Patrick Ceresna welcome back Jim Bianco. Erik & Jim discuss inflation, fed policy, and why Jim... more

29 Feb 2024 · 1 hour, 2 minutes
MacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway?

MacroVoices Erik Townsend & Patrick Ceresna welcome back Mike Green. Erik & Mike discuss backwardation in commodities markets, where rates... more

22 Feb 2024 · 1 hour, 13 minutes
MacroVoices #415 Tian Yang: Fiscal, Sisyphus or Hercules

MacroVoices Erik Townsend & Patrick Ceresna welcome back Variant Perception CEO, Tian Yang. Erik & Tian will discuss most assets... more

15 Feb 2024 · 1 hour, 3 minutes
MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999

MacroVoices Erik Townsend & Patrick Ceresna welcome back Gavekal Founder, Louis-Vincent Gave. Erik & Louis discuss commodities, China, the Electric... more

08 Feb 2024 · 1 hour, 9 minutes
MacroVoices #413 Darius Dale: Still Bullish

MacroVoices Erik Townsend & Patrick Ceresna welcome back 42 Macro founder, Darius Dale. Erik & Darius discuss markets, inflation, bond... more

01 Feb 2024 · 1 hour, 3 minutes
MacroVoices #412 Dr. Anas Alhajji: 2024 Petroleum Outlook Update

MacroVoices Erik Townsend & Patrick Ceresna welcome back Dr. Anas Alhajji, for a fresh crude oil outlook for 2024. Erik... more

25 Jan 2024 · 1 hour, 10 minutes
MacroVoices #411 Jeroen Blokland: Inflation, Hard/Soft Landing, Geopolitics and More

MacroVoices Erik Townsend & Patrick Ceresna welcome Jeroen Blokland as this weeks guest. Jeroen and Erik discuss inflation, Soft vs.... more

18 Jan 2024 · 55 minutes
MacroVoices #410 Justin Huhn: Investing in All Things Nuclear

MacroVoices Erik Townsend & Patrick Ceresna welcome Justin Huhn as this weeks guest. Erik & Justin focus on the immediate... more

11 Jan 2024 · 1 hour, 30 minutes
MacroVoices #409 Mark Nelson: All Things Nuclear Energy

MacroVoice's Erik Townsend & Patrick Ceresna welcome Mark Nelson as the special holiday guest for the New Year. Erik and... more

04 Jan 2024 · 2 hours, 9 minutes
MacroVoices #408 Lyn Alden: Broken Energy

MacroVoice's Erik Townsend & Patrick Ceresna welcome back Lyn Alden as this years special holiday guest. Erik & Lyn will... more

28 Dec 2023 · 1 hour, 48 minutes
MacroVoices #407 Jim Bianco: Jay Powell’s “word salad”, FOMC Mood Swings, Interest Rate Outlook, Crypto & More

MacroVoice's Erik Townsend & Patrick Ceresna welcome back Jim Bianco. Erik & Jim will discuss the FOMC’s about face on... more

21 Dec 2023 · 1 hour, 31 minutes
MacroVoices #406 Matt Barrie: AI-pocalypse Now

Macrovoice's Erik Townsend & Patrick Ceresna welcome Freelancer Founder, Matt Barrie. Erik and Matt have an interesting discussion about the... more

14 Dec 2023 · 1 hour, 23 minutes
MacroVoices #405 Marko Papic: Investment Implications of Geopolitics Around The Globe

MacroVoice's Erik Townsend and Patrick Ceresna welcome, Clocktower Group Chief Strategist, Marko Papic. Erik and Marko will discuss all of... more

07 Dec 2023 · 1 hour, 26 minutes
MacroVoices #404 David Rosenberg: The Bond Bullion Barbell

MacroVoices Erik Townsend and Patrick Ceresna welcome back Rosenberg Research Founder, David Rosenberg. They discuss Rosie’s two strongest conviction trades... more

30 Nov 2023 · 1 hour, 2 minutes
MacroVoices #403 Daniel Lacalle: EU Economic Outlook, Inflation, Monetary Aggregates, Energy and Much More

MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show. They discuss everything from recession risk to Eurozone... more

22 Nov 2023 · 1 hour, 14 minutes
MacroVoices #402 Lakshman Achuthan: A Soft Landing Still A Dream

MacroVoices Erik Townsend and Patrick Ceresna welcome back Lakshman Achuthan as this weeks  featured guest. They'll discuss ECRI’s leading indicators,... more

16 Nov 2023 · 57 minutes
MacroVoices #401 Leigh Goehring: The Role of Monetary Policy in Commodity Investing​

MacroVoices Erik Townsend and Patrick Ceresna, welcome back Goehring & Rozencwaj Co-Founder Leigh Goehring as this weeks guest. Erik and... more

09 Nov 2023 · 1 hour, 16 minutes
MacroVoices #400 Rory Johnston: All Things Oil

MacroVoices Erik Townsend & Patrick Ceresna welcome Rory Johnston as this weeks guest. Erik & Rory will discuss everything from... more

02 Nov 2023 · 1 hour, 23 minutes
MacroVoices #399 Ole S Hansen: Still Bullish Commodities

MacroVoice's Erik Townsend & Patrick Ceresna welcome Ole S Hansen as this week’s guest. Ole says the bull market has... more

26 Oct 2023 · 1 hour, 14 minutes
MacroVoices #398 Lyn Alden: Broken Money

MacroVoices Erik Townsend and Patrick Ceresna welcome back best-selling author, Lyn Alden. They'll talk about her new book Broken Money,... more

19 Oct 2023 · 1 hour, 29 minutes
MacroVoices #397 Alex Gurevich: The Real Rates Tsunami

MacroVoices Erik Townsend and Patrick Ceresna welcome back, Honte investments fund manager Alex Gurevich. Erik and Alex discuss the reasons... more

12 Oct 2023 · 1 hour, 7 minutes
MacroVoices #396 Luke Gromen: The Dollar Treasury Feedback Loop, Deconstructed

MacroVoices Erik Townsend and Patrick Ceresna welcome back, Forest for the Trees founder Luke Gromen. Luke and Eric will deconstruct... more

05 Oct 2023 · 1 hour, 3 minutes
MacroVoices #395 Simon White: Inflation, Stocks & Why TINA is Coming Back

MacroVoices Erik Townsend and Patrick Ceresna welcome back Bloomberg’s Macro Strategist, Simon White to the show. Simon and Erik will... more

28 Sep 2023 · 1 hour, 19 minutes
MacroVoices #394 Louis-Vincent Gave: China, Energy & More

MacroVoices Erik Townsend and Patrick Ceresna welcome back Gavekal co-founder, Louis-Vincent Gave to the show. Louis and Erik will discuss... more

21 Sep 2023 · 1 hour, 11 minutes
MacroVoices #393 Harley Bassman: Convexity Spells Opportunity

MacroVoices Erik Townsend and Patrick Ceresna welcome Convexity Maven Harley Bassman to the show. Harley says why take credit risk... more

14 Sep 2023 · 1 hour, 9 minutes
MacroVoices #392 Jesse Felder: Questioning the Soft Landing Narrative

MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show. They discuss the many reasons Jesse is questioning... more

07 Sep 2023 · 1 hour, 9 minutes
MacroVoices #391 Brent Johnson: The Dollar Is Not Done

MacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital founder Brent Johnson to the show. They discuss the reasons Brent... more

31 Aug 2023 · 1 hour, 13 minutes
MacroVoices #390 Matt Barrie: The awesome power and risk of Artificial Intelligence

In this summer special episode, Erik Townsend welcomes Freelancer.com CEO Matt Barrie to the show for an extra long interview... more

24 Aug 2023 · 2 hours, 5 minutes
MacroVoices #389 Justin Huhn: Update On All Things Nuclear

MacroVoices Erik Townsend and Patrick Ceresna welcome Uranium Insider founder and publisher Justin Huhn to the show. They begin with... more

17 Aug 2023 · 1 hour, 18 minutes
MacroVoices #388 Lakshman Achuthan: Recession Still On Deck

MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss the business cycle and... more

10 Aug 2023 · 1 hour, 9 minutes
MacroVoices #387 Jeff Snider: On Deflation and Soft Landing

MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show to discuss the inflation story over one of... more

03 Aug 2023 · 1 hour, 13 minutes
MacroVoices #386 Lyn Alden: Energy, Inflation & much more

MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show to take a deep dive on energy, everything... more

27 Jul 2023 · 1 hour, 2 minutes
MacroVoices #385 Dr. Anas Alhajji: 2024 Energy Markets Outlook & More

MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to the show to discuss everything from an update on... more

20 Jul 2023 · 1 hour, 15 minutes
MacroVoices #384 Darius Dale: Blow-Off Top Coming Before Bears Get Validated

MacroVoices Erik Townsend and Patrick Ceresna welcome 42 Macro founder Darius Dale to the show to discuss what the bears... more

13 Jul 2023 · 1 hour, 12 minutes
MacroVoices #383 Juliette Declercq: Update on Immaculate Disinflation Thesis

MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show to discuss why she thinks... more

06 Jul 2023 · 57 minutes
MacroVoices #382 Dr. Pippa Malmgren: A Tale of Two Civil Wars

MacroVoices Erik Townsend and Patrick Ceresna welcome best-selling author and geopolitical commentator Dr. Pippa Malmgren to the show. They discuss... more

29 Jun 2023 · 1 hour, 5 minutes
MacroVoices #381 Leigh Goehring: Global Food Crisis Update

MacroVoices Erik Townsend and Patrick Ceresna welcome Goehring & Rozencwajg founder Leigh Goehring to the show and the topic is... more

22 Jun 2023 · 1 hour, 4 minutes
MacroVoices #380 Jim Bianco: FOMC to China to Dollar to AI

MacroVoices Erik Townsend and Patrick Ceresna welcome Bianco Research founder Jim Bianco to the show to discuss the FOMC statement,... more

15 Jun 2023 · 1 hour, 6 minutes
Macro Voices
MacroVoices #386 Lyn Alden: Energy, Inflation & much more
Macro Voices
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Description

MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show to take a deep dive on energy, everything from crude... more