
Macro Voices
Podcast von Hedge Fund Manager Erik Townsend
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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Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to the show to discuss OPEC+ production increase & market reactions, Trump’s visit and oil politics, and the long-term outlook for oil and LNG & much more. https://bit.ly/43ldvBg [https://bit.ly/43ldvBg] What Do Saudi Arabia & Allies in OPEC+ Want from Accelerating the Unwinding of Voluntary Cuts? - Anas Alhajji [https://www.macrovoices.com/guest-content/list-guest-publications/5808-what-do-saudi-arabia-allies-in-opec-want-from-accelerating-the-unwinding-of-voluntary-cuts/file] 🔻Download Big Picture Trading Chartbook 📈📉: http://bit.ly/4d4I4hO [http://bit.ly/4d4I4hO] ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag [https://bit.ly/4d1fcag] 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna [https://www.youtube.com/@Patrick_Ceresna] 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ [https://eriktownsend.substack.com/] 🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 [https://www.youtube.com/@EnergyTransitionCrisis1] Please visit our website https://www.macrovoices.com [https://www.macrovoices.com/] to register your free account to gain access to supporting materials

MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They’ll discuss the market’s Trump Tariff Tantrum, as Luke makes the bold case that President Trump could realistically raise enough tariff revenue to exempt the bottom 90% from federal income tax. https://bit.ly/3EOiD7t [https://bit.ly/3EOiD7t] 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4iEGX9K [https://bit.ly/4iEGX9K] ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag [https://bit.ly/4d1fcag] 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna [https://www.youtube.com/@Patrick_Ceresna] 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ [https://eriktownsend.substack.com/] 🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 [https://www.youtube.com/@EnergyTransitionCrisis1] Please visit our website https://www.macrovoices.com [https://www.macrovoices.com/] to register your free account to gain access to supporting materials

MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Howell. They’ll discuss cyclicality of credit markets, why we should think of them as a refinancing system rather than a credit origination system, and what can be learned by taking this street-smart approach to credit market analysis. https://bit.ly/42F9PsA [https://bit.ly/42F9PsA] 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3EDxOjM [https://bit.ly/3EDxOjM] ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d [https://bit.ly/4cMmu0d] 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna [https://www.youtube.com/@Patrick_Ceresna] 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ [https://eriktownsend.substack.com/] 🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 [https://www.youtube.com/@EnergyTransitionCrisis1] Please visit our website https://www.macrovoices.com [https://www.macrovoices.com/] to register your free account to gain access to supporting materials

MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle. They’ll discuss Trump Tariffs as the European investment community sees them, and discuss whether this is the dawn of a new age in terms of monetary and economic policy cooperation between the United States and Europe. https://bit.ly/43XhGUI [https://bit.ly/43XhGUI] 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/42Cijkj [https://bit.ly/42Cijkj] ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d [https://bit.ly/4cMmu0d] 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna [https://www.youtube.com/@Patrick_Ceresna] 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ [https://eriktownsend.substack.com/] 🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 [https://www.youtube.com/@EnergyTransitionCrisis1] Please visit our website https://www.macrovoices.com [https://www.macrovoices.com/] to register your free account to gain access to supporting materials

MacroVoices Erik Townsend & Patrick Ceresna welcome, Simon White. They’ll discuss, the Trump Tariff Tornado, treasuries, why the basis trade is blowing up, and much more. https://bit.ly/4jaxsAq [https://bit.ly/4jaxsAq] 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna [https://www.youtube.com/@Patrick_Ceresna] 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3YoXiIk [https://bit.ly/3YoXiIk] ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d [https://bit.ly/4cMmu0d] 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ [https://eriktownsend.substack.com/] 🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 [https://www.youtube.com/@EnergyTransitionCrisis1] Please visit our website https://www.macrovoices.com [https://www.macrovoices.com/] to register your free account to gain access to supporting materials
Kostenlos testen für 30 Tage
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