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 • 370 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 #428 Adam Rozencwajg: AI Demand, Energy & Precious Metals

    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 and much more. https://bit.ly/4bk5pub
     
    ⚫ Follow Adam Rozencwajg on X: https://www.twitter.com/go_rozen
    ⚫ Check Out: https://www.gorozen.com/
     
    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4bFenlx
     
    ✅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 10 min
    MacroVoices #427 Thomas Jam Pedersen: The Coming Thorium Energy Revolution

    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 thorium fission will play in the energy transition and the benefits of molten salt-cooled and liquid-fuelled thorium-burning nuclear reactors over conventional light water reactors fuelled by uranium. https://bit.ly/3QzHtuu
     
    ⚫ Find out More: https://www.copenhagenatomics.com/
     
    ✅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 30 min
    MacroVoices #426 Brent Johnson: Dollar Milkshake Update in a World of Global Uncertainty

    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 dollar against other currencies, the big move in gold, and the looming question of persistent inflation. https://bit.ly/3WiZp0d
     
    ⚫ Follow Brent on X: https://www.twitter.com/SantiagoAuFund
    ⚫ Find out More: https://santiagocapital.com/
     
     
    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4bld0rU
     
    ✅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 10 min
    MacroVoices #425 Alex Gurevich: Real Rates, Precious Metals, Currencies and More

    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 be persistent, Currencies, Precious Metals, Energy Markets, and more. https://bit.ly/3JxA3UP
     
    ⚫ Follow Alex on X: @agurevich23
    ⚫ Find out More: honteinv.com
     
    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3UzhqVJ
     
    ✅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 #424 Rory Johnston: Crude Oil Update: Fundamentals, Geopolitical Risks, and SPR

    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 oil, from fundamentals, to geopolitical risk to the Strategic Petroleum Reserve. https://bit.ly/444LL2L
     
    ⚫ Follow Rory on X: https://www.twitter.com/Rory_Johnston
    ⚫ Find out More: https://www.commoditycontext.com
     
     
    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3vTbbnh
     
    ✅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 #423 Justin Huhn: Accelerated Demand Growth in Supply Driven Bull Market

    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 market, the Uranium mining sector and where it’s headed to next. https://bit.ly/3Jcf9u6
     
    ⚫ Follow Justin on X: @UraniumInsider
    ⚫ Find out More: www.uraniuminsider.com
     
     
    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/43SHq2e
     
    ✅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 16 min

Customer Reviews

4.9 out of 5
370 Ratings

370 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!

Top Podcasts In Business

The Diary Of A CEO with Steven Bartlett
DOAC
She's On The Money
Victoria Devine
Straight Talk with Mark Bouris
Mentored.com.au
The Money Café with Alan Kohler
Eureka Report
Equity Mates Investing Podcast
Equity Mates Media
Chanticleer
Australian Financial Review

You Might Also Like

Forward Guidance
Blockworks
The Market Huddle
Patrick Ceresna & Kevin Muir
Eurodollar University
Jeff Snider
Real Vision Daily Briefing: Finance & Investing
Real Vision Podcast Network
Wealthion - Be Financially Resilient
Wealthion
The Grant Williams Podcast
Grant Williams