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

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 #433 David Rosenberg: Calling The FED’s Bluff

    MacroVoices #433 David Rosenberg: Calling The FED’s Bluff

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rosenberg Research founder David Rosenberg. They discuss, the stock market and why David believes the breadth isn’t there, and the outperformance of SPX is really just three out of the 500 stocks in the index. https://bit.ly/3VRJtBA
     
    ⚫ Check Out Rosenberg Research: https://www.rosenbergresearch.com/
    ⚫ Follow David Rosenberg on X: https://www.twitter.com/econguyrosie
     
    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3KT5tWi
     
    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 
     
    🔴 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
     
    🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
     
    ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y
     
    🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk
     
    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    • 1 hr 4 min
    MacroVoices #432 Jeff Currie: Metals, Energy, Commodity Super Cycle & More

    MacroVoices #432 Jeff Currie: Metals, Energy, Commodity Super Cycle & More

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Carlyle’s Chief Strategy Officer, Jeff Currie. They’ll discuss commodities from precious metals to energy to softs, including cocoa and coffee and why they’ve seen so much vol recently. https://bit.ly/3z2Y6cb
     
    ⚫ Check Out Carlyle Global Investment Group: https://www.carlyle.com/
     
    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3xgyDLJ
     
    ✅SPECIAL FREE LIVE Webinar - Tuesday June 18th, 2024 at 11:00am ET: https://bit.ly/3XlUITF
    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 
     
    🔴 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
     
    🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
     
    ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y
     
    🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk
     
     
    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    • 1 hr 7 min
    MacroVoices #431 Lakshman Achuthan: 2024 Turning Points

    MacroVoices #431 Lakshman Achuthan: 2024 Turning Points

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, ECRI co-founder Lakshman Achuthan. They’ll discuss growth and inflation cycles, why inflation is likely to remain sticky, precious metals, energy, and much more. https://bit.ly/3yPlR7v
     
    ⚫ Follow Lakshman on X: https://www.twitter.com/businesscycle
     
    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4c7SjjF
     
    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 
     
    🔴 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
     
    🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
     
    ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y
     
    🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk
     
    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    • 55 min
    MacroVoices #430 Jim Bianco: Rate Hike On Deck

    MacroVoices #430 Jim Bianco: Rate Hike On Deck

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Bianco Research founder, Jim Bianco. They’ll discuss inflation, bond yields, precious metals, energy prices, geopolitics and more. https://bit.ly/3x7wP7E
     
    ⚫ Follow Jim Bianco on X: https://www.twitter.com/BiancoResearch
    ⚫ Check Out Bianco Research: https://www.biancoresearch.com
     
    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3KnqnN6
     
    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 
     
    🔴 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
     
    🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
     
    ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y
     
    🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk
     
     
    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    • 1 hr 9 min
    MacroVoices #429 Dr. Anas Alhajji: Oil Market Outlook, Iran & Energy Geopolitics

    MacroVoices #429 Dr. Anas Alhajji: Oil Market Outlook, Iran & Energy Geopolitics

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Dr Anas Alhajji. They’ll discuss the energy markets outlook for 2024, the Iranian President’s death, fake news in Saudi Arabia, and much more. https://bit.ly/3UVBbqo
     
    ⚫ Follow Anas Alhajji on X: https://www.twitter.com/AnasAlhajji
    ⚫ Check Out Anas Alhajji’s Substack: https://anasalhajjieoa.substack.com/
     
    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/44YqJD9
     
    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 
     
    🔴 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
     
    🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
     
    ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y
     
    🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk
     
     
    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    • 1 hr 6 min
    MacroVoices #428 Adam Rozencwajg: AI Demand, Energy & Precious Metals

    MacroVoices #428 Adam Rozencwajg: AI Demand, Energy & Precious Metals

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Goehring & Rozencwajg co-founder Adam Rozencwajg. They’ll discuss energy markets, precious metals and much more. https://bit.ly/4bk5pub
     
    ⚫ Follow Adam Rozencwajg on X: https://www.twitter.com/go_rozen
    ⚫ Check Out: https://www.gorozen.com/
     
    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4bFenlx
     
    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD
     
    🔴 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
     
    🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
     
    ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y
     
    🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk
     
     
    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    • 1 hr 10 min

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