300 episodes

Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC

Macro Voices Hedge Fund Manager Erik Townsend

    • Business
    • 4.9 • 371 Ratings

Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC

    MacroVoices #438 Marko Papic: U.S. Presidential Race Risks & Complications for Markets

    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 how they translate to an outlook and risk profile for financial markets. https://bit.ly/4fhn5sU
     
    ⚫ Follow Marko Papic on X: https://www.x.com/Geo_Papic
    ⚫ Find Out More: https://www.bcaresearch.com/
    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3Yk6iPQ
     
    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH
     
    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
     
    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
     
    🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
     
    🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
     
    ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y
     
    🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk
     
    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    • 1 hr 25 min
    MacroVoices #437 Lyn Alden: Energy Security, Precious Metals & More

    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 advanced nuclear reactors and AI. https://bit.ly/4d3UOUK
     
    ⚫ Follow Lyn Alden on X: https://www.x.com/lynaldencontact
    ⚫ Find Out More: https://www.lynalden.com
    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3WbYmgH
     
    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 
     
    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
     
    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
     
    🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
     
    🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
     
    ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y
     
    🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk
     
    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    • 1 hr 5 min
    MacroVoices #436 Tian Yang: Left & Right Tails

    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 thinks are the best trades to put on right now. https://bit.ly/3S2Q6Pc
     
    ⚫ Follow Tian Yang on X: https://www.x.com/VrntPerception
    ⚫ Find Out More About Variant Perception: https://www.variantperception.com/
     
    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4eWdN5o
     
    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 
     
    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
     
    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
     
    🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
     
    🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
     
    ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y
     
    🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk
     
    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    • 1 hr 1 min
    MacroVoices #435 Daniel Lacalle: Navigating Monetary Debasement

    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 strategy of governments, and how investment professionals can defend their portfolios from its ill effects. https://bit.ly/4eRtM4P
     
    ⚫ Follow Daniel on X: https://www.x.com/DLacalle_IA
     
    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 
     
    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
    🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
    🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
    ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y
    🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk
     
    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    • 55 min
    MacroVoices #434 Bill Blain: Will Higher For Longer, Lead To Market Mayhem?

    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 melt-up to inflation to bond yields. https://bit.ly/3VJ0bBH
     
    ⚫ Check Out Bill Blain’s Morning Porridge: https://morningporridge.com/
    ⚫ Follow Bill on X: https://www.x.com/bill_blain
     
    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3zlNrJI
     
    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 
     
    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
     
    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
     
    🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
     
    🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
     
    ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y
     
    🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk
     
    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    • 1 hr 4 min
    MacroVoices #433 David Rosenberg: Calling The FED’s Bluff

    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 David believes the breadth isn’t there, and the outperformance of SPX is really just three out of the 500 stocks in the index. https://bit.ly/3VRJtBA
     
    ⚫ Check Out Rosenberg Research: https://www.rosenbergresearch.com/
    ⚫ Follow David Rosenberg on X: https://www.twitter.com/econguyrosie
     
    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3KT5tWi
     
    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 
     
    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
     
    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
     
    🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
     
    🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
     
    ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y
     
    🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk
     
    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    • 1 hr 4 min

Customer Reviews

4.9 out of 5
371 Ratings

371 Ratings

flynn_df ,

Excellent insights

By far one of the best financial and macro podcasts available and what I would have expected to have paywall access when I worked at Merrills. Guests are always top shelf and Patrick regular asks them to challenge and critique his own views.

Plus every podcast has its own free PDF slide deck.

Excellent and love the 2023 initiative to explain the logical and rational reasons for the global energy crisis and why green energy can not and will not be the solution.

Douey Duck ,

Content & Guests

Why MacroVoices is not behind a paywall is amazing. The guests and content is unparalleled to other financial podcasts. Thank you Eric & Patrick

Tonycheeze ,

Best one this year

Adam was on another level. The depth of his knowledge of energy market makes me question why am I trying to invest in my own. Great show!

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