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
    • 4.8 • 2.8K 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 #352 David Rosenberg: This Bear Market Has A Long Way To Go

    MacroVoices #352 David Rosenberg: This Bear Market Has A Long Way To Go

    MacroVoices welcomes Rosenberg Research Founder, David Rosenberg to the show. David says this bear market isn’t over yet, and warns that past bear market rallies have ended at or near the 200-day moving average, which the S&P just moved above this week. He says inflation has already peaked, but cautions that doesn’t mean the Fed is going to pivot right away. https://bit.ly/3uhorh1
     
    Download Big Picture Trading chartbook 📈📉https://bit.ly/3XRzkn6
    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
    Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
    Join OptionFinity discord: https://discord.gg/Rvnsv6Y
    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    • 1 hr 19 min
    MacroVoices #351 Dr. Pippa Malmgren: Update on All Things Geopolitical

    MacroVoices #351 Dr. Pippa Malmgren: Update on All Things Geopolitical

    MacroVoices welcomes Dr. Pippa Malmgren to the show for an extended interview to discuss everything from the global conflict of superpowers and the proxy war in Ukraine, the scandals in cryptocurrency markets and what they will mean for the acceleration of central-bank digital currency adoption, the new space race for military and telecommunications control of the moon , the return of Donald Trump to the political stage in the run-up to the 2024 election and why China has been so slow to fully reopen its economy after the COVID pandemic. http://bit.ly/3ODO9ph
     
    ✅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 45 min
    MacroVoices #350 Mike Green: Investing Opportunity in an Increasingly Uncertain World

    MacroVoices #350 Mike Green: Investing Opportunity in an Increasingly Uncertain World

    MacroVoices welcomes Simplify Asset management chief strategist and portfolio manager, Mike Green to the show. Mike was the first person to bring up World War III to MacroVoices but he’s not talking about nuclear armageddon - he is talking about growing conflict between Russia, United States and China. This interview will focus on the economic and trading implications of the new war cycle. https://bit.ly/3tK1hiR
     
    Download Big Picture Trading chartbook 📈📉http://bit.ly/3Of5Ye4
    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
    Check out Nick's YouTube channel: https://www.youtube.com/c/
    Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y
     
    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    • 1 hr 36 min
    MacroVoices #349 Rory Johnston: Crude Oil Outlook & SPR Discourse

    MacroVoices #349 Rory Johnston: Crude Oil Outlook & SPR Discourse

    MacroVoices welcomes Commodity Context founder Rory Johnston as this week’s feature interview guest to take a deep dive on crude oil supply and demand fundamentals, China reopening, Russian sanctions, and finally the long-awaited Strategic Petroleum Reserve discourse so many of you have requested. https://bit.ly/3G27jCT
    Check out Commodity Context: https://www.commoditycontext.com/
    Download Big Picture Trading chartbook 📈📉https://bit.ly/3UjaKJP
    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
     
    Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
    Join OptionFinity discord: https://discord.gg/Rvnsv6Y
    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    • 1 hr 51 min
    MacroVoices #348 Eric Peters: On The Road From Mean Reversion To Reflexivity

    MacroVoices #348 Eric Peters: On The Road From Mean Reversion To Reflexivity

    One River Asset Management founder & CIO Eric Peters returns as this week’s feature interview guest. We’ll discuss why Eric thinks that post-pandemic patterns in everything from inflation to supply chain disruptions yields a conclusion that we’ve moved from a paradigm of mean reversion to a new paradigm of reflexivity. https://bit.ly/3DZbcY7
     
    Download Big Picture Trading chartbook 📈📉https://bit.ly/3FHtH4g
    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
     
    Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
    Join OptionFinity discord: https://bit.ly/3SqTy45
     
    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    • 1 hr 17 min
    MacroVoices #347 Ole Hansen: Commodities Can Go Up Even In Recession

    MacroVoices #347 Ole Hansen: Commodities Can Go Up Even In Recession

    Saxo Bank commodities guru Ole Hansen is back as this week’s feature interview guest. Ole says that with structural inflation, commodity prices really can rise even in recession. Erik and Ole talk about the energy crisis, base metals, precious metals, and much more. https://bit.ly/3Fjkhfi
    Download Ole's charts: https://bit.ly/3DbCxo5
    Download Big Picture Trading chartbook 📈📉 https://bit.ly/3gGAeBP
    ✅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 14 min

Customer Reviews

4.8 out of 5
2.8K Ratings

2.8K Ratings

Joeltrout ,

New Macro Listener

I’ve been listening for a few months and have absolutely loved the quality of guests this podcasts interviews from a wide range of industries. All of it helps me see the economy and markets with a much better view and understanding.

DEFELI1 ,

Erik has never made money trading oil

Erik keeps changing his mind. Now he is bearish and is going to ruin my shorts.
Pippa has been lucky to have a famous father. Now, she is pro UK! Clueless. The UK is done. Ireland will reunite and Scotland will join the EU. Markets will move away from the UK.
The UK will even lose its colonies including the Falkands.

SAARKÉSH ,

This one feels like therapy on top of …

Great analysis with a satisfying colorful language. Exactly the way I would want to pursue!
Thank you Erik 🙏

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