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