Macro Voices

Hedge Fund Manager Erik Townsend
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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. HÁ 4 DIAS

    MacroVoices #453 Dr. Pippa Malmgren: Unconventional Insights on US Presidential Election

    MacroVoices Erik Townsend & Patrick Ceresna welcome back best selling author, Dr. Pippa Malmgren. They’ll cover the current election results, potential upcoming challenges, and the anticipated impacts on financial markets and the broader economy. https://bit.ly/4hzLvyX   ⚫ Follow Pippa X: https://www.x.com/DrPippaM ⚫ Subscribe To Pippa’s Substack: https://drpippa.substack.com/ 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/40Hq5dn   ✅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   Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    1h31min

  2. 31 DE OUT.

    MacroVoices #452 Darius Dale: No Difference Between Trump & Harris

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Darius Dale. Darius argues that, for the financial markets, the outcome of next week’s U.S. presidential election is surprisingly inconsequential. They’ll delve into this perspective before exploring the drivers behind persistent inflation, the reasons for expecting the U.S. economy to remain robust, the Fed’s determination to achieve a soft landing, and why he’s confident that market liquidity will keep increasing. https://bit.ly/40qGxyb ⚫ Follow Darius Dale on X: https://www.x.com/DariusDale42🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3YLjQUr   ✅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   Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    1h15min

  3. 24 DE OUT.

    MacroVoices #451 Brent Johnson: Macro Drivers of UST’s, PM’s & The Role of The BRICS

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Brent Johnson. They’ll discuss foreign demand for U.S. Treasuries, Brent’s outlook for the dollar, equities, precious metals, energy, and much more. https://bit.ly/48B8uWt ⚫ Follow Brent Johnson on X: https://www.x.com/SantiagoAuFund🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3BYjfG1   ✅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   Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    1h10min

  4. 17 DE OUT.

    MacroVoices #450 Dr. Anas Alhajji: Oil, Middle-East Politics & China

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Anas Alhajji. They’ll discuss all things crude oil, starting with the geopolitical risks. https://bit.ly/4eNQytL⚫ Follow Anas Alhajji on Substack: https://anasalhajjieoa.substack.com/ ⚫ Follow Anas Alhajji on X: https://www.x.com/AnasAlhajji🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3YcQn3Y   ✅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 Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    1h2min

  5. 10 DE OUT.

    MacroVoices #449 Harley Bassman: The Magic of Mortgages

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Harley Bassman. They will discuss mortgage backed securities and the best way to trade them. https://bit.ly/4ezISv9 ⚫ Follow Harley Bassman on X: https://www.x.com/ConvexityMaven🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4dARobW   ✅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   Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    56min

  6. 3 DE OUT.

    MacroVoices #448 Luke Gromen: Why the Gold Recycling Trade is Accelerating

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Luke Gromen. They’ll discuss the dollar, inflation, monetary policy, China, energy, precious metals, and much more. https://bit.ly/3TW9f65 ⚫ Follow Luke Gromen on X: https://www.x.com/LukeGromen🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4erbNRT   ✅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   Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    1h11min

  7. 26 DE SET.

    MacroVoices #447 Eric Peters: US/EU/China, Competitive Outlook

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Eric Peters. They’ll discuss all the usual macro suspects from secular inflation to competitiveness of the U.S, EU, and China, the USD, De-globalization, and much more. https://bit.ly/3TN3vvp 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3TIqpnK   ✅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

    56min

  8. 19 DE SET.

    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

    1h19min
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Sobre

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

Informações

  • Criado por
    Hedge Fund Manager Erik Townsend
  • Anos de atividade
    2016 - 2024
  • Episódios
    304
  • Classificação
    Livre
  • Copyright
    Copyright 2019 © Erik Townsend | Macro Voices – All rights reserved
  • Site do podcast
    Macro Voices

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