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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 #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
Macro Voices
MacroVoices #454 Vincent Deluard: The Five Body Problem
Macro Voices
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