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 • 2.9K 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 #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
    MacroVoices #418 Jeff Snider: From Waller Speak to Risk, After Risk, After Risk

    MacroVoices #418 Jeff Snider: From Waller Speak to Risk, After Risk, After Risk

     
    MacroVoices Erik Townsend &  Patrick Ceresna welcome back Jeff Snider. Erik & Jeff take a deep dive into the macro risks in all the major markets, what the Fed’s Waller REALLY said last Friday & whether it could mean another round of QE is around the corner. https://bit.ly/49DITM0
     
    ⚫ Follow Jeff Snider on X: https://www.twitter.com/jeffsnider_EDU
    ⚫ Visit EuroDollar University: https://www.eurodollar.university/
     
     
    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3wLe4Xn
     
    ✅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 #417 Jim Bianco: FED Cuts, May, June or Bust?

    MacroVoices #417 Jim Bianco: FED Cuts, May, June or Bust?

    MacroVoices Erik Townsend & Patrick Ceresna welcome back Jim Bianco. Erik & Jim discuss inflation, fed policy, and why Jim thinks the Fed has to start cutting in May or June or else not cut at all before the November election. https://bit.ly/4bTgzH4
     
    ⚫ Follow Jim on X: @BiancoResearch
    ⚫ Check Out Bianco Research: https://www.biancoresearch.com
     
     
    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3uGcbus
     
    ✅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 2 min
    MacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway?

    MacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway?

    MacroVoices Erik Townsend & Patrick Ceresna welcome back Mike Green. Erik & Mike discuss backwardation in commodities markets, where rates and markets are headed from here, precious metals, and much more. https://bit.ly/3wthEFq
     
     
    ⚫ Follow Mike on X: https://www.twitter.com/profplum99
    ⚫ Follow Mike on Substack : https://www.yesigiveafig.com/
     
    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/42MYjuW
     
    ✅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 13 min
    MacroVoices #415 Tian Yang: Fiscal, Sisyphus or Hercules

    MacroVoices #415 Tian Yang: Fiscal, Sisyphus or Hercules

    MacroVoices Erik Townsend & Patrick Ceresna welcome back Variant Perception CEO, Tian Yang. Erik & Tian will discuss most assets classes and the trading opportunities Tian sees in them. https://bit.ly/3SHP9ej
     
    ⚫ Follow Variant Perception on X: https://www.twitter.com/VrntPerception
    ⚫ Find Out More About Variant Perception: https://www.variantperception.com
     
    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/49gJYcm
     
    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD
     
    🔴 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
     
    🔴 Subscribe to Patrick Ceresna's Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
     
     
    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
     
     

    • 1 hr 3 min
    MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999

    MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999

    MacroVoices Erik Townsend & Patrick Ceresna welcome back Gavekal Founder, Louis-Vincent Gave. Erik & Louis discuss commodities, China, the Electric Vehicle Implosion, and why Louis says this feels like 1999 all over again. https://bit.ly/3wgMjFA
     
    ⚫ Follow Louis on X: https://twitter.com/Gave_Vincent
    ⚫ Find Out More About Gavekal: https://web.gavekal.com/
     
    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3SOovls
     
    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD
     
    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
     
    🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
     
    🔴 Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr
     
    🔴 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

Customer Reviews

4.8 out of 5
2.9K Ratings

2.9K Ratings

AMAZingAmazing007 ,

The deepest market podcast

Every guest is super market veteran&economist! 👍👍👍Keep loading up before noon every Thursday👍👍👍

kfixbwhdisa ,

Ethical proponent of nuclear

Great show

STR-1 ,

This show has declined

I used to love listening to this show every week, but I got tired of Erik Townsend pushing a larger war with either the US or China…. End of the world, runaway inflation etc. etc each and every week. I stopped listening, but this was the first episode I’ve listened to in a year, and guess what hasn’t changed? His perspective.

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