300 episodes

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

Macro Voices Hedge Fund Manager Erik Townsend

    • Business
    • 5.0 • 32 Ratings

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

    MacroVoices #351 Dr. Pippa Malmgren: Update on All Things Geopolitical

    MacroVoices #351 Dr. Pippa Malmgren: Update on All Things Geopolitical

    MacroVoices welcomes Dr. Pippa Malmgren to the show for an extended interview to discuss everything from the global conflict of superpowers and the proxy war in Ukraine, the scandals in cryptocurrency markets and what they will mean for the acceleration of central-bank digital currency adoption, the new space race for military and telecommunications control of the moon , the return of Donald Trump to the political stage in the run-up to the 2024 election and why China has been so slow to fully reopen its economy after the COVID pandemic. http://bit.ly/3ODO9ph
     
    ✅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

    • 1 hr 45 min
    MacroVoices #350 Mike Green: Investing Opportunity in an Increasingly Uncertain World

    MacroVoices #350 Mike Green: Investing Opportunity in an Increasingly Uncertain World

    MacroVoices welcomes Simplify Asset management chief strategist and portfolio manager, Mike Green to the show. Mike was the first person to bring up World War III to MacroVoices but he’s not talking about nuclear armageddon - he is talking about growing conflict between Russia, United States and China. This interview will focus on the economic and trading implications of the new war cycle. https://bit.ly/3tK1hiR
     
    Download Big Picture Trading chartbook 📈📉http://bit.ly/3Of5Ye4
    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
    Check out Nick's YouTube channel: https://www.youtube.com/c/
    Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y
     
    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    • 1 hr 36 min
    MacroVoices #349 Rory Johnston: Crude Oil Outlook & SPR Discourse

    MacroVoices #349 Rory Johnston: Crude Oil Outlook & SPR Discourse

    MacroVoices welcomes Commodity Context founder Rory Johnston as this week’s feature interview guest to take a deep dive on crude oil supply and demand fundamentals, China reopening, Russian sanctions, and finally the long-awaited Strategic Petroleum Reserve discourse so many of you have requested. https://bit.ly/3G27jCT
    Check out Commodity Context: https://www.commoditycontext.com/
    Download Big Picture Trading chartbook 📈📉https://bit.ly/3UjaKJP
    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
     
    Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
    Join OptionFinity discord: https://discord.gg/Rvnsv6Y
    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    • 1 hr 51 min
    MacroVoices #348 Eric Peters: On The Road From Mean Reversion To Reflexivity

    MacroVoices #348 Eric Peters: On The Road From Mean Reversion To Reflexivity

    One River Asset Management founder & CIO Eric Peters returns as this week’s feature interview guest. We’ll discuss why Eric thinks that post-pandemic patterns in everything from inflation to supply chain disruptions yields a conclusion that we’ve moved from a paradigm of mean reversion to a new paradigm of reflexivity. https://bit.ly/3DZbcY7
     
    Download Big Picture Trading chartbook 📈📉https://bit.ly/3FHtH4g
    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
     
    Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
    Join OptionFinity discord: https://bit.ly/3SqTy45
     
    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    • 1 hr 17 min
    MacroVoices #347 Ole Hansen: Commodities Can Go Up Even In Recession

    MacroVoices #347 Ole Hansen: Commodities Can Go Up Even In Recession

    Saxo Bank commodities guru Ole Hansen is back as this week’s feature interview guest. Ole says that with structural inflation, commodity prices really can rise even in recession. Erik and Ole talk about the energy crisis, base metals, precious metals, and much more. https://bit.ly/3Fjkhfi
    Download Ole's charts: https://bit.ly/3DbCxo5
    Download Big Picture Trading chartbook 📈📉 https://bit.ly/3gGAeBP
    ✅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

    • 1 hr 14 min
    MacroVoices #346 Louis-Vincent Gave: The Xi Pivot vs. The Powell Pivot

    MacroVoices #346 Louis-Vincent Gave: The Xi Pivot vs. The Powell Pivot

    MacroVoices welcomes Gavekal co-founder, Louis-Vincent Gave to the show. Louis says when China’s Xi Jinping pivots from zero COVID policy to re-opening the Chinese economy, it will send a macroeconomic shock wave through global markets that will re-ignite inflation and have more overall effect than the Fed pivot most market participants are obsessed with. https://bit.ly/3SlOm0q
    Download Big Picture Trading chartbook 📈📉 https://bit.ly/3TIFe7r
    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
     
    Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
    Join OptionFinity discord: https://bit.ly/3SqTy45
     
    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    • 1 hr 22 min

Customer Reviews

5.0 out of 5
32 Ratings

32 Ratings

Jürgen from SA ,

Fantastic

Found content very technical at first but has now become part of my weekly routine. Keep up the great work guys!

danielviv_1 ,

Great finance podcast

Patrick and Erik have fantastic insights into the North American economy and invite great guests speakers to talk about macro economics.

BuySell ,

5 Stars!

One of my favourite podcasts. I have been listening to this one for the last couple of years. Interesting guests and great insights.
Keep up the good work guys!

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