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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
Macro Voices
MacroVoices #442 Ole Hansen: Year of The Metals
Macro Voices
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Description

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