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. -5 J

    MacroVoices #513 Why Are All The Rich Guys Moving To New Zealand and What Do They Know?

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Mark Williams, Graham Lawrence & Brendan Goodwin. They discuss why a surprising number of high-profile hedge fund legends and celebrities are establishing residency in New Zealand and what they might know that the rest of us don’t, beyond any doomsday narrative. https://bit.ly/3YiVdNL    ✅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 24 min

  2. 24/12/2025

    MacroVoices #512 David Rosenberg: Will The 2025’s K become 2026’s

    MacroVoices Erik Townsend & Patrick Ceresna welcome, David Rosenberg. They discuss, the U.S. economic outlook, why Rosie’s not concerned about persistent inflation, precious metals, and much more. https://bit.ly/3KJP6iw   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/44Ixhag   ✅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 18 min

  3. 18/12/2025

    MacroVoices #511 Robert Kahn: Geopolitical Outlook For 2026

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Robert Kahn. They will discuss all things geopolitics, from Tariffs to mid-term elections to the price of crude oil to who will be the next Fed chair https://bit.ly/4s9t21C   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/492eOqi   ✅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 17 min

  4. 11/12/2025

    MacroVoices #510 Jim Bianco: From FED Cuts, to inflation, to Gen Z’s Infatuation with Socialism

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They discuss, what just happened and what it means for markets. https://bit.ly/4rRuipR    Register for Big Picture Trading's asymmetric challenge here: https://www.bigpicturetrading.com/challenge    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4pYRalp    ✅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 8 min

  5. 04/12/2025

    MacroVoices #509 Marko Papic: Geo-macro Outlook for 2026

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Marko Papic. We’ll discuss the deteriorating situation in Venezuela, the impacts of a potential Russia-Ukraine peace deal on markets, the spat between Japan and China, and the U.S. mid-term election cycle, considering the market impacts of all these developments. https://bit.ly/442T5gw   Register for Big Picture Trading's asymmetric challenge here: https://www.bigpicturetrading.com/challenge    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4aqSkBK   ✅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 12 min

  6. 26/11/2025

    MacroVoices #508 Laskhman Achuthan: Inflation Cycles Amid Regime Change

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Lakshman Achuthan. They’ll discuss all things cycles, from the current outlook on growth and inflation cycles to how cycles in general perform in times like these when big political and geopolitical headlines are driving markets. https://bit.ly/4iGSes1   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/483OoFv   ✅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 5 min

  7. 20/11/2025

    MacroVoices #507 Michael Howell: Is This The end of the Everything Bubble

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Howell. They’ll discuss the global liquidity cycle, why it has a 65-month periodicity, and where we stand in that cycle right now. https://bit.ly/3X7ZN0J   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4pkiqdI   ✅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 12 min

  8. 13/11/2025

    MacroVoices #506 Mike Green: Volatility, High-Yield, Precious Metals & More

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They’ll discuss everything from the reopening rally to precious metals to energy markets. https://bit.ly/49SQx89   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4o064GN   ✅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/

    58 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

  • Création
    Hedge Fund Manager Erik Townsend
  • Années d’activité
    2016 - 2025
  • Épisodes
    304
  • Classification
    Tous publics
  • Copyright
    Copyright 2019 © Erik Townsend | Macro Voices – All rights reserved
  • Site web de l’émission
    Macro Voices

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