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. -3 J

    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

    1 h 10 min

  2. 17 OCT.

    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

    1 h 2 min

  3. 10 OCT.

    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

    56 min

  4. 3 OCT.

    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

    1 h 11 min

  5. 26 SEPT.

    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

    56 min

  6. 19 SEPT.

    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 19 min

  7. 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 11 min

  8. 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 21 min
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À propos

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

Informations

  • Création
    Hedge Fund Manager Erik Townsend
  • Années d’activité
    2016 - 2024
  • Épisodes
    304
  • Classification
    Tous publics
  • Copyright
    Copyright 2019 © Erik Townsend | Macro Voices – All rights reserved
  • Site web de l’émission
    Macro Voices

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