Macro Voices

Hedge Fund Manager Erik Townsend
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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

  1. -6 J

    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/

    1 h 13 min

  2. 16 AVR.

    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/

    1 h 34 min

  3. 9 AVR.

    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/

    1 h 37 min

  4. 2 AVR.

    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/

    2 h 16 min

  5. 26 MARS

    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/

    1 h 38 min

  6. 19 MARS

    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/

    1 h 55 min

  7. 12 MARS

    MacroVoices #523 Jim Bianco: Energy, FED & Economy in the wake of Iran conflict

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco & Dr. Anas Alhajji. They will discuss everything from the geopolitical situation in Iran to oil prices to precious metals, and much more. https://bit.ly/40MGTyt    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/46TIhTf   ✅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/

    1 h 52 min

  8. 5 MARS

    MacroVoices #522 Matt Loszak: Factory Mass-Production of Advanced Nuclear Power Plants

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Loszak. They’ll discuss big picture of what the advanced nuclear industry needs to  do in order to bring the cost of nuclear energy down to the cost of energy from fossil fuels. https://bit.ly/4aR4ovZ    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4uct7CA   ✅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/

    1 h 13 min
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À propos

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

Informations

  • Créateur
    Hedge Fund Manager Erik Townsend
  • Années d’activité
    2016 - 2026
  • Épisodes
    304
  • Classement
    Tout public
  • Copyright
    Copyright 2019 © Erik Townsend | Macro Voices – All rights reserved
  • Site Web de l’émission
    Macro Voices

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