Macro Voices

Hedge Fund Manager Erik Townsend

5.0 (21)
INVESTING
UPDATED WEEKLY

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

8 HR AGO

MacroVoices #456 Jeff Currie: Repricing of Macro Markets

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Jeff Currie. They’ll delve into all things macro, from treasury yields and credit spreads to unusual pricing patterns across various asset classes. They’ll also explore energy markets, copper, nuclear energy, and the implications of Chris Wright’s potential role as Energy Secretary in the incoming Trump administration. https://bit.ly/4fKZDUO 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3OtqAAk ✅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 Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

1h 8m
6 DAYS AGO

MacroVoices #455 Daniel Lacalle: Is The Trump Trade Over?

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Daniel Lacalle. We'll explore the Trump Trade, whether it's winding down or just gaining momentum, and discuss what lies ahead for the markets. https://bit.ly/3CEID3X ⚫ Follow Daniel Lacalle on X: https://www.x.com/DLacalle_IA 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4fZfrCU ✅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 Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

1h 9m
14 NOV

MacroVoices #454 Vincent Deluard: The Five Body Problem

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Vincent Deluard. They’ll discuss secular inflation, the gig economy, and what Vincent calls the 'shadow lending and savings markets.' He’ll also share his outlook on precious metals post-election and introduce a new theory: The '5-Body Problem.' https://bit.ly/3UT7cQN ⚫ Follow Vincent on X: https://www.x.com/VincentDeluard 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/48NM7No ✅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 Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

1h 19m
7 NOV

MacroVoices #453 Dr. Pippa Malmgren: Unconventional Insights on US Presidential Election

MacroVoices Erik Townsend & Patrick Ceresna welcome back best selling author, Dr. Pippa Malmgren. They’ll cover the current election results, potential upcoming challenges, and the anticipated impacts on financial markets and the broader economy. https://bit.ly/4hzLvyX ⚫ Follow Pippa X: https://www.x.com/DrPippaM ⚫ Subscribe To Pippa’s Substack: https://drpippa.substack.com/ 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/40Hq5dn ✅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 Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

1h 31m
31 OCT

MacroVoices #452 Darius Dale: No Difference Between Trump & Harris

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Darius Dale. Darius argues that, for the financial markets, the outcome of next week’s U.S. presidential election is surprisingly inconsequential. They’ll delve into this perspective before exploring the drivers behind persistent inflation, the reasons for expecting the U.S. economy to remain robust, the Fed’s determination to achieve a soft landing, and why he’s confident that market liquidity will keep increasing. https://bit.ly/40qGxyb ⚫ Follow Darius Dale on X: https://www.x.com/DariusDale42🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3YLjQUr ✅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 Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

1h 15m
24 OCT

MacroVoices #451 Brent Johnson: Macro Drivers of UST’s, PM’s & The Role of The BRICS

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Brent Johnson. They’ll discuss foreign demand for U.S. Treasuries, Brent’s outlook for the dollar, equities, precious metals, energy, and much more. https://bit.ly/48B8uWt ⚫ Follow Brent Johnson on X: https://www.x.com/SantiagoAuFund🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3BYjfG1 ✅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 Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

1h 10m
17 OCT

MacroVoices #450 Dr. Anas Alhajji: Oil, Middle-East Politics & China

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Anas Alhajji. They’ll discuss all things crude oil, starting with the geopolitical risks. https://bit.ly/4eNQytL⚫ Follow Anas Alhajji on Substack: https://anasalhajjieoa.substack.com/ ⚫ Follow Anas Alhajji on X: https://www.x.com/AnasAlhajji🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3YcQn3Y ✅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 Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

1h 2m
10 OCT

MacroVoices #449 Harley Bassman: The Magic of Mortgages

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Harley Bassman. They will discuss mortgage backed securities and the best way to trade them. https://bit.ly/4ezISv9 ⚫ Follow Harley Bassman on X: https://www.x.com/ConvexityMaven🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4dARobW ✅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 Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

56 min

See All (304)

5

out of 5

21 Ratings

Top quality

9 Aug

GaetanoGargiuloParis

Great, lean but comprehensive analysis, best in class guests.
Best in class

06/11/2020

The Crazy & Mad One

Erik Townsend is the host of the best podcast on financial matters attracting a wide range of experts on different matters and different asset-class. I’ve been listening to Marco Voices for years and the quality of it has remained the same: excellent. Please go on!
Excellent source of Macro Views

31/10/2020

MiltonU

Erik Townsend, the podcast’s host, brings every week a guest and discusses some interesting aspect of the markets or an emerging trend. Erik brings to the podcast a deep understanding of the oil market.
Simply the best !

23/08/2020

Lord Richard Head

I listen to dozens of different financial and economic podcasts. MacroVoices is SIMPLY THE BEST! Thanks so much to Erik and Patrick for their generosity. The insight and guidance they have shared with people like me over the past 4-5 years is priceless.

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

Creator

Hedge Fund Manager Erik Townsend
Years Active

2016 - 2024
Episodes

304
Rating

Clean
Show Website

Macro Voices

Investing

Investing

Every two weeks
Investing

Investing

Every two weeks
Investing

Investing

Updated daily
Investing

Investing

Updated daily
Investing

Investing

Every two months
Business

Business

Updated twice weekly
Investing

Investing

Updated daily

Macro Voices

MacroVoices #456 Jeff Currie: Repricing of Macro Markets

MacroVoices #455 Daniel Lacalle: Is The Trump Trade Over?

MacroVoices #454 Vincent Deluard: The Five Body Problem

MacroVoices #453 Dr. Pippa Malmgren: Unconventional Insights on US Presidential Election

MacroVoices #452 Darius Dale: No Difference Between Trump & Harris

MacroVoices #451 Brent Johnson: Macro Drivers of UST’s, PM’s & The Role of The BRICS

MacroVoices #450 Dr. Anas Alhajji: Oil, Middle-East Politics & China

MacroVoices #449 Harley Bassman: The Magic of Mortgages

Hosts & Guests

Erik Townsend

Patrick Ceresna

Marko Papic

Top quality

Best in class

Excellent source of Macro Views

Simply the best !

About

Information

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Macro Voices

Episodes

MacroVoices #456 Jeff Currie: Repricing of Macro Markets

MacroVoices #455 Daniel Lacalle: Is The Trump Trade Over?

MacroVoices #454 Vincent Deluard: The Five Body Problem

MacroVoices #453 Dr. Pippa Malmgren: Unconventional Insights on US Presidential Election

MacroVoices #452 Darius Dale: No Difference Between Trump & Harris

MacroVoices #451 Brent Johnson: Macro Drivers of UST’s, PM’s & The Role of The BRICS

MacroVoices #450 Dr. Anas Alhajji: Oil, Middle-East Politics & China

MacroVoices #449 Harley Bassman: The Magic of Mortgages

Hosts & Guests

Erik Townsend

Patrick Ceresna

Marko Papic

Ratings & Reviews

Top quality

Best in class

Excellent source of Macro Views

Simply the best !

About

Information

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