Macro Voices

Hedge Fund Manager Erik Townsend
  • 4,7 (40)
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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. 2 dage siden

    MacroVoices #539 Rory Johnston: Hormuz Crisis, is it Really Over?

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Rory Johnston. They discuss the Hormuz crisis, China’s role in tempering global oil demand, and the outlook for what comes next as negotiations evolve in the middle east. https://bit.ly/4eIFMaO    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4fbzxMJ   ✅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/

    58 min.

  2. 25. jun.

    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/

    1 t. 1 m.

  3. 18. jun.

    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/

    1 t. 28 min.

  4. 11. jun.

    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/

    1 t. 20 min.

  5. 4. jun.

    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/

    1 t. 37 min.

  6. 28. maj

    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/

    1 t. 50 min.

  7. 21. maj

    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/

    1 t. 23 min.

  8. 14. maj

    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/

    1 t. 47 min.
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Om

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

Oplysninger

  • Skaber
    Hedge Fund Manager Erik Townsend
  • Aktive år
    2016 - 2026
  • Episoder
    304
  • Vurdering
    Ikke anstødeligt
  • Copyright
    Copyright 2019 © Erik Townsend | Macro Voices – All rights reserved
  • Websted for serie
    Macro Voices

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