300 episodes
Macro Voices Hedge Fund Manager Erik Townsend
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- Business
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4.9 • 2.8K Ratings
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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 #329 Darius Dale: A Recession Is The Bull Case
MacroVoices Erik Townsend and Patrick Ceresna welcome 42 Macro founder Darius Dale to the show. Darius says a U.S. recession is the “bull case”, and that the worst is yet to come for markets. They also discuss what’s ahead for inflation, commodities, stocks, and much more. https://bit.ly/3boYiqc
Download 42 Macro charts here 👉 https://bit.ly/3buzrBG
Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3ydQIHY
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J -
MacroVoices #328 Dr. Anas Alhajji: There Is No Escaping The Coming Energy Crisis
MacroVoices Erik Townsend and Patrick Ceresna welcome energy markets guru Dr. Anas Alhajji to the show to take a deep dive on energy markets – particularly oil and gas. They discuss Russia’s war campaign, OPEC+ spare capacity, Europe’s dependency on Russian natural gas and how much U.S. exports can ease that dependency, and much more. https://bit.ly/3OeUKFc
Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3Qr8pes
✅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 -
MacroVoices #327 Luke Gromen: Recession with Rising Yields is Entirely Possible
MacroVoices Erik Townsend and Patrick Ceresna welcome Luke Gromen to the show to discuss foreign divestiture of U.S. assets, inflation, precious metals, Luke’s outlook for the USD, and much more. https://bit.ly/39l40sH
Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3mAPyQa
✅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 -
MacroVoices #326 Ronnie Stoeferle: In Gold We Trust 2022
MacroVoices Erik Townsend and Patrick Ceresna welcome Incrementum fund manager, Ronnie Stoeferle to the show. In Gold We Trust 2022 is out, and the theme is Stagflation. They take a dive into that subject on this week’s gold-focused show. https://bit.ly/3tc23FN
Ronnie's slide deck 📄
In Gold We Trust Report 2022
In Gold We Trust Report 2022 - Compact Version
IGWT 2022 Summary Video
IGWT 2022 Press Conference
Big Picture Trading Chart Book June 2 2022
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
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MacroVoices #325 Tian Yang: Is it over yet? What do the data say?
MacroVoices Erik Townsend and Patrick Ceresna welcome Variant Perception CEO and head of market research Tian Yang to the show. They go through VP’s latest leading economic indicator research, and discuss whether the current equity rout signals an oncoming recession, or if it’s just a mid-cycle pullback. https://bit.ly/3aexnwM
Download Variant Perception Leading Indicator Watch 📑 https://bit.ly/3GCRd17
Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3NCyrJh ✅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 -
MacroVoices #324 Louis-Vincent Gave: A Major Geopolitical Transformation Is Underway
MacroVoices Erik Townsend and Patrick Ceresna welcome Gavekal co-founder Louis-Vincent Gave to the show. Louis has a different take on the impact of U.S. seizure of foreign-owned assets, and he also shares his outlook for bonds, the dollar, stocks, and precious metals. https://bit.ly/3G5dOmI
Join Free LIVE webinar this Sunday May 22nd at 11am ET: https://bit.ly/3FYN4nL
Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3Nm7wkQ
✅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
Customer Reviews
Smart analysis & varied opinions
Erik is great and gets a wide array of smart guests. I never feel like I’m in an echo chamber, which is SUPER important. I have learned a TON on this show since I started listening in the pandemic. I never miss an episode.
Townsend’s Midlife Crisis
The guests continue to be excellent - Townsend, however, is descending into the ghetto of seething, slogans, epithets, and cliches that characterize today’s American middle-aged man. He tosses around “Biden” in this very predictable, unoriginal, eye-rolling contempt a la Fox News to appeal to what he presumes is his constituency of like-minded man-cave denizens. Sorry, some of us are still rich and still voting for Biden regardless of your middle-school popularity tactics. All this distraction is diminishing the actionable information available from this show as more and more time is given to what could be or should be on the political side.
Patrick and Erik are very good but...
Stop inviting D Dale and also try to avoid Jim Bianco. Everybody knows who they are and the narrative they keep repeating nonstop. Not fun or smart. Thanks
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