Macro Voices

Erik Townsend

Weekly market commentary by retired Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics.

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35 episodes
weekly
Avg 1 hr 18 min
English

Episodes 35

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#1331
June 25 · 1 hr
MacroVoices #538 Lyn Alden: Is The War Really Over and What’s Next For Markets?
MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They discuss the Hormuz crisis, Fed policy under new leadership, budget deficits, the AI trade, and AI's mounting demands on energy markets. https://bit.ly/4oJoM7q 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3R2YuAL ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
#1330
June 18 · 1 hr 28 min
MacroVoices #537 Brent Johnson: There’s No Turning Back
MacroVoices Erik Townsend & Patrick Ceresna welcome, Brent Johnson. They’ll discuss the Iran deal, Brent’s outlook for the U.S. dollar, and much more. https://bit.ly/4xRl8ga 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4eOilN4 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
#1329
June 11 · 1 hr 20 min
MacroVoices #536 Larry Mcdonald: The Migration is Upon us
MacroVoices Erik Townsend & Patrick Ceresna welcome, Larry McDonald. They discuss what’s driven this sell-off, whether the Iran conflict had anything to do with it, and where the opportunities lie in today’s markets. https://bit.ly/4ebDAHe 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4eeE8fp ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
#1328
June 4 · 1 hr 37 min
MacroVoices #535 Michael Every: NAFTA and NAPTHA – Warcraft & Fartcraft
MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every & Rory Johnston. They discuss all things Iran from geopolitics to inflation outlook to what it means for China to President Trump and Secretary Bessent’s stablecoin statecraft ambitions. https://bit.ly/3RQ4ixB 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3QmubEP ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
#1327
May 28 · 1 hr 50 min
MacroVoices #534 Dr. Pippa Malmgren: Superpower War or Superpower Hug?
MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Pippa Malmgren & Jim Bianco. They’ll discuss whether AI and Robotics are going to take our jobs, Nuclear Fusion, Disappearing Scientists, and much more. https://bit.ly/4tXAlJr 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4nX9PP1 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
#1326
May 21 · 1 hr 22 min
MacroVoices #533 Morgan Downey: The Return of Oil 101
MacroVoices Erik Townsend & Patrick Ceresna welcome, Morgan Downey. They discuss the ongoing crisis, with Morgan warning that all buffers and safety margins have been exhausted, explaining why a Strait closure lasting another month could drive oil prices to $150–$200, and exploring several other critical dimensions of this rapidly evolving situation. https://bit.ly/3Pe3zpa 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4uqG7nW ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
#1325
May 14 · 1 hr 46 min
MacroVoices #532 Mike Green: Record Mechanical Flows
MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They discuss why the Hormuz crisis hasn’t derailed the S&P 500’s surge to new all-time highs, Mike’s disagreement with secular-inflation forecasts, why Kevin Warsh could be more likely to cut rates aggressively than hike, and the unintended consequences of passive investing through index funds. https://bit.ly/3R6TDhH 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4fm8rTu ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
#1324
May 7 · 1 hr 19 min
MacroVoices #531 Louis-Vincent Gave: Semiconductors, AI & Iran Conflict
MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They’ll discuss, what’s going on in the conflict and what it will mean for global markets in the coming months. https://bit.ly/42T7eeW 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3RrSGAv ✅Sign up for a FREE 14-day trial at Big Picture Trading: httphttps://secure.bigpicturetrading.com/membership/signup/fOY4YJYX 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
#1323
April 30 · 1 hr 14 min
MacroVoices #530 Daniel Lacalle: China and The Us Will Decide The Outcome of The Iran War
MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle. They’ll discuss secular inflation, precious metals, the greater risk to Europe from the energy crisis, and much more. https://bit.ly/42Ek4O5. 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4mYorwK ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
#1322
April 23 · 1 hr 12 min
MacroVoices #529 Ole S Hansen: Commodities in The Wake of The Iran Crisis
MacroVoices Erik Townsend & Patrick Ceresna welcome, Ole Hansen. They’ll discuss what comes next in the Iran conflict, what the longer-term implications are for energy markets, what’s coming in food inflation and how to trade it, and a longer term outlook for secular inflation. https://bit.ly/3OXHPNV 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4eC40Ue ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
#1321
April 16 · 1 hr 34 min
MacroVoices #528 Luke Gromen: Hormuz Could Lead To a 1956 US Suez Moment
MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They discuss the Iran crisis, its knock-on effects, and what it means for inflation looking ahead. https://bit.ly/4ctlZtj 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4tbGVMB ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
#1320
April 9 · 1 hr 37 min
MacroVoices #527 Adam Rozencwajg: What Comes Next After The Iran Crisis
MacroVoices Erik Townsend & Patrick Ceresna welcome, Adam Rozencwajg. They discuss, crude oil, food & fertilisers, uranium, and gold after the Iran conflict. https://bit.ly/4vkd1XX 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/48BZgtX ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
#1319
April 2 · 2 hr 15 min
MacroVoices #526 Matt Barrie: Pay To PrAI
MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie & Dr. Anas Alhajji. They discuss the latest developments in AI, their impact on private credit markets, and why emerging pricing models could trigger a dot-com–scale market disruption. https://bit.ly/47Ca0Z5 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4v7Mq0k ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
#1318
March 26 · 1 hr 38 min
MacroVoices #525 Lyn Alden: Iran Contagion, Inflation & Private Credit
MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They will discuss the Iran conflict, the return to a multi-polar world order, the outlook for persistent inflation, the breakdown in private credit markets and much more. https://bit.ly/4rZghp4 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4lT8ffT ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
#1317
March 19 · 1 hr 54 min
MacroVoices #524 Simon White: War + Inflation = More Inflation
MacroVoices Erik Townsend & Patrick Ceresna welcome, Simon White. They discuss the risk-off playbook, food price inflation, the breakdown in private credit, and much more. https://bit.ly/3PukOlC 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4sQKUO3 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Showing 21–35 of 35 episodes