Macro Voices

Hedge Fund Manager Erik Townsend
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Podcast de Macro Voices

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

  1. HACE 1 DÍA

    MacroVoices #446 Matt Barrie: AI’ll Be Back!

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Matt Barrie. They’ll discuss everything AI, exploring recent developments and what the future holds. https://bit.ly/3XslYP3   ⚫ Follow Matt Barrie on X: https://www.x.com/Matt_Barrie   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH   🔴 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   ✅ Visit OptionFinity: www.optionfinity.com   ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y

    1 h y 19 min

  2. 12 SEPT

    MacroVoices #445 Jim Bianco: Still No Landing, and Inflation is Not Transitory

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Jim Bianco. They’ll discuss why Jim thinks the Fed has become political and risks a policy error, they also cover long-term inflationary trends, the role of precious metals in today's economy, and more. https://bit.ly/4d372MT ⚫ Follow Jim Bianco on X: https://www.x.com/biancoresearch🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3z6celr ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴 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   ✅ Visit OptionFinity: www.optionfinity.com   ✅ 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 h y 11 min

  3. 5 SEPT

    MacroVoices #444 Mike Alkin: Uranium Fundamentals Couldn’t Be Better

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Mike Alkin. They'll cover all aspects of the uranium market, from its structure and the absence of a liquid futures contract, to how utility buyers are compensated and why they tend to remain complacent despite increasing concerns over global uranium supply. https://bit.ly/47eqEfK   ⚫ Follow Sachem Cove Partners on X: https://www.x.com/SachemCove🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4eehoKL   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴 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   ✅ Visit OptionFinity: www.optionfinity.com   ✅ 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 h y 21 min

  4. 29 AGO

    MacroVoices #443 Viktor Shvets: From Central Banks To Assets Classes To Geopolitics & More

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Viktor Shvets. They discuss a wide range of topics, including global central bank policies and their potential politicization, the risks of a recession, the lack of significant repercussions from the yen carry trade unwind, as well as various aspects of politics and geopolitics. Additionally, they delve into commodities and, naturally, the U.S. stock market. https://bit.ly/3X438xm   ⚫ Follow Viktor on X: https://www.x.com/ViktorShvets🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3T8HDu1   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴 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   ✅ Visit OptionFinity: www.optionfinity.com   ✅ 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 h y 7 min

  5. 22 AGO

    MacroVoices #442 Ole Hansen: Year of The Metals

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Ole Hansen. They’ll discuss commodities from precious metals to uranium to energy to agriculture, and get Ole’s outlook on whether the deep correction we’ve seen in the commodity supercycle is over or not. https://bit.ly/3T3rypx   ⚫ Follow Ole on X: https://www.x.com/Ole_S_Hansen🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3XdTJED   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴 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   ✅ Visit OptionFinity: www.optionfinity.com   ✅ 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 h y 2 min

  6. 15 AGO

    MacroVoices #441 Diego Parrilla: The Revenge of The Anti-Bubbles

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Quadriga CIO and noted author Diego Parilla. They’ll discuss all the usual macro suspects, from whether the recent equity market dislocation was a flash in the pan or the start of a new bear market, Diego’s outlook for inflation, commodities, precious metals, and more. https://bit.ly/3X4Bd1p   ⚫ Follow Diego on X: https://www.x.com/ParrillaDiego🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3M9XNzD   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴 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 h y 6 min

  7. 8 AGO

    MacroVoices #440 Louis-Vincent Gave: What Just Happened?

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Louis-Vincent Gave. They discuss how rate cuts are likely by year’s end, the USD outlook, precious and base metals, uranium miners, China’s long-term energy policy and what this all means to the global economy. https://bit.ly/3WEO8pn   ⚫ Follow Louis on X: https://www.x.com/Gave_Vincent ⚫ Find Out More: https://web.gavekal.com/🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4dACC5j   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴 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 h y 32 min

  8. 1 AGO

    MacroVoices #439 Rory Johnston: Discretionary Risks To The Oil Market

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rory Johnston. They discuss all things crude oil, ranging from President Trump’s claim that OPEC is working hard to get Kamala Harris elected to the ultimate growth limits of U.S. Shale. https://bit.ly/4ceTfSV   ⚫ Follow Rory Johnston on X: https://www.x.com/Rory_Johnston ⚫ Find Out More: https://www.commoditycontext.com/🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3Ag1QaI   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴 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 h y 14 min
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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

Información

  • Creador
    Hedge Fund Manager Erik Townsend
  • Años de actividad
    2016 - 2024
  • Episodios
    304
  • Clasificación
    Apto
  • Copyright
    Copyright 2019 © Erik Townsend | Macro Voices – All rights reserved
  • Mostrar sitio web
    Macro Voices

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