Macro Voices Hedge Fund Manager Erik Townsend
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- Näringsliv
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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
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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 -
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 -
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
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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 -
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
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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
Kundrecensioner
Great Educational show
Great context and guests! I listen every week!
1hr high quality financial integrity
The variety in guests and the depth in knowledge is what makes me listen to Macrovoices every week. Contrarian views and analysis conclusions never to be found in the mainstream media makes this podcast intellectual, educational and entertaining.
Best spent 1 hour of the week
Friday morning walks listening to MacroVoices. That has been my weekly tradition for 2 years now.
High quality interviews with the best macro experts on the field. If you are in a rush just listen to the market summary the first 10 min.