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 • 6 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 #424 Rory Johnston: Crude Oil Update: Fundamentals, Geopolitical Risks, and SPR

    MacroVoices #424 Rory Johnston: Crude Oil Update: Fundamentals, Geopolitical Risks, and SPR

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Commodity Context Founder, Rory Johnston. Erik & Rory discuss all things crude oil, from fundamentals, to geopolitical risk to the Strategic Petroleum Reserve. https://bit.ly/444LL2L
     
    ⚫ Follow Rory on X: https://www.twitter.com/Rory_Johnston
    ⚫ Find out More: https://www.commoditycontext.com
     
     
    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3vTbbnh
     
    ✅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 #423 Justin Huhn: Accelerated Demand Growth in Supply Driven Bull Market

    MacroVoices #423 Justin Huhn: Accelerated Demand Growth in Supply Driven Bull Market

    MacroVoices Erik Townsend &  Patrick Ceresna welcome back, Uranium Insider Founder, Justin Huhn. Erik & Justin discuss the Uranium bull market, the Uranium mining sector and where it’s headed to next. https://bit.ly/3Jcf9u6
     
    ⚫ Follow Justin on X: @UraniumInsider
    ⚫ Find out More: www.uraniuminsider.com
     
     
    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/43SHq2e
     
    ✅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 16 min
    MacroVoices #422 Larry McDonald: How To Listen When Markets Speak

    MacroVoices #422 Larry McDonald: How To Listen When Markets Speak

    MacroVoices Erik Townsend &  Patrick Ceresna welcome back, Bear Traps Report founder, Larry McDonald. Erik and Larry discuss, why gold’s correlations to treasury rates and the dollar have broken down, the inflation outlook, energy, and much more. https://bit.ly/3U2DGrP
     
    ⚫ Click To Purchase Larry’s book ‘How To Listen When Markets Speak’: https://bit.ly/4cLXOFO
    ⚫ Follow Larry on X: @Convertbond
    ⚫ Find out More: thebeartrapsreport.com
     
    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/49weM8E
     
    ✅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 1 min
    MacroVoices #421 Luke Gromen: More Dollar Liquidity To Come…

    MacroVoices #421 Luke Gromen: More Dollar Liquidity To Come…

    MacroVoices Erik Townsend &  Patrick Ceresna welcome back Forest for the Trees founder, Luke Gromen. Erik and Luke discuss the dollar, where it’s headed both short and long term, precious metals, bitcoin and more. https://bit.ly/3PES8np
     
    ⚫ Follow Luke on X: @LukeGromen
     
    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3IXSBgC
     
    ✅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

    • 57 min
    MacroVoices #420 Ole Hansen: Green Shoots in The Commodity Markets

    MacroVoices #420 Ole Hansen: Green Shoots in The Commodity Markets

    MacroVoices Erik Townsend &  Patrick Ceresna welcome back Saxo Bank, Commodities Chief, Ole Hansen. Erik & Ole will discuss which commodities are hot and what’s driving the rally, from softs to AGS to metals to energy. https://bit.ly/43wIZmn
     
    ⚫ Follow Ole on X: @Ole_S_Hansen
     
    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3vig2Ox
     
    ✅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 #419 Arjun Murti: Navigating the 2020s Energy Transition Landscape

    MacroVoices #419 Arjun Murti: Navigating the 2020s Energy Transition Landscape

    MacroVoices Erik Townsend &  Patrick Ceresna welcome former Goldman Sachs Partner and current Veriton partner, Arjun Murti. Erik and Arjun will discuss Arjun’s outlook for where energy markets are and where they’re headed in the coming energy transition. https://bit.ly/3IzFxxI
     
    ⚫ Follow Arjun on X: https://www.twitter.com/ArjunNMurti
     
    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3Pnif1Y
     
    ✅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

Customer Reviews

5.0 out of 5
6 Ratings

6 Ratings

Ideal Husband ,

Quality material and analysis

Compared to many lower quality podcasts, this one stands clearly out. Interesting analysis and well argumented ideas. Thank you!

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