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
    • 5.0 • 30 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 #336 Charlie McElligott: Is There Another Shoe To Drop For Equities?

    MacroVoices #336 Charlie McElligott: Is There Another Shoe To Drop For Equities?

    MacroVoices Erik Townsend and Patrick Ceresna welcome Nomura quant, Charlie McElligott to the show. Charlie shares whether there’s another shoe to drop for this equity market, and if so, when it’s coming. They also discuss rates and the gamma effects playing out this week. https://bit.ly/3Afi9C9

     

    Download Charlie's slides: https://bit.ly/3BZze4t

    Download Big Picture Trading chartbook 📈📉https://bit.ly/3SJLw73

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

     

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    • 1 hr 25 min
    MacroVoices #335 David Hay: Why US Energy Prices Can Rise Even In Recession

    MacroVoices #335 David Hay: Why US Energy Prices Can Rise Even In Recession

    MacroVoices Erik Townsend and Patrick Ceresna welcome Evergreen Gavekal's David Hay to the show to give us an update on the Greenflation trend, talk in detail about the formative global energy crisis and where it’s headed, and also discuss equities and precious metals. https://bit.ly/3d0T6tv

     

    Download David's charts: https://bit.ly/3OYUhqS

    Check out David's newsletter Haymaker 

    David's audio book - Bubble 3.0 (get 33% off with code MacroV33)

     

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

     

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    • 1 hr 20 min
    MacroVoices #334 Adam Rozencwajg: Understanding the Global Energy Crisis

    MacroVoices #334 Adam Rozencwajg: Understanding the Global Energy Crisis

    MacroVoices Erik Townsend and Patrick Ceresna welcome Adam Rozencwajg to the show to discuss how the world has entered the early stages of a global energy crisis that will take many years to resolve, and he brings some absolutely fascinating insights about U.S. natural gas prices and much more. https://bit.ly/3S8nClc

     

    Download Goehring & Rozencwajg Market Commentary Q1 2022: https://bit.ly/3S9seYA

     

    Download Big Picture Trading chartbook 📈📉https://bit.ly/3oCJ04B

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

     

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    • 1 hr 43 min
    MacroVoices #333 Harley Bassman: Inflation, Bond Yields, VIX vs. MOVE, Demographics & More

    MacroVoices #333 Harley Bassman: Inflation, Bond Yields, VIX vs. MOVE, Demographics & More

    MacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman (Convexity Maven) to the show to discuss the relationship between inflation and bond yields, why the stock market has been so resilient in the face of worsening macro data, and much more. https://bit.ly/3zkH2Mp

    Download Harley’s slidedeck 📈📉 https://bit.ly/3aYGHpq

    Download Big Picture Trading chartbook 📈📉https://bit.ly/3Oq3FDw

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

     

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    • 1 hr 40 min
    MacroVoices #332 Lyn Alden: Energy, Inflation, The Dollar & More

    MacroVoices #332 Lyn Alden: Energy, Inflation, The Dollar & More

    MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show. They take a deep dive on energy markets and the tug-of-war between recession fears pulling oil prices lower and tight physical markets implying they’re already too low. They also look at inflation, the U.S. dollar, treasury yields and what Lyn expects them to do if inflation worsens, and much more. https://bit.ly/3Od3VFM

     

    Download Lyn's Slide deck 📈📉 https://bit.ly/3z2H6jL

    Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3RCmqqc

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

     

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    • 1 hr 25 min
    MacroVoices #331 Jeff Snider: The Eurodollar Curve Says Deflation Not Inflation

    MacroVoices #331 Jeff Snider: The Eurodollar Curve Says Deflation Not Inflation

    MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show. Jeff says that monetary inflation is NOT the cause of out-of-control consumer prices, and he doesn’t see stagflation as a big risk. They discuss all of that and much more in this week’s feature interview. https://bit.ly/3uvwbMI

    Download Jeff's Charts 📈📉 https://bit.ly/3c1vHrD

    Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3NQoN5u

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

     

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

     

    • 1 hr 29 min

Customer Reviews

5.0 out of 5
30 Ratings

30 Ratings

Ecolitics ,

Great interviews and analysis

One of the leading macro podcasts out there.

The name's Bob, just Bob. ,

I love this podcast

Very educational, great overview of what's going on in the markets, and a wonderful line up of guests. If I was stranded on a desert island and could only take three podcasts with me, this would be one of them (The Compound with Josh Brown, and Freakonomics with Stephen Dubner would be the other two in case you were wondering).

badgreendevil ,

Best Podcast Ever

Best Podcast Ever

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