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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
Macro Voices
MacroVoices #413 Darius Dale: Still Bullish
Macro Voices
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Description

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