Macro Voices

Macro Voices

Podcast af 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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1199 episoder
episode MacroVoices #479 Anas Alhajji: What Do Saudi Arabia & Allies in OPEC+ Want from Accelerating the Unwinding of Voluntary Cuts? artwork
MacroVoices #479 Anas Alhajji: What Do Saudi Arabia & Allies in OPEC+ Want from Accelerating the Unwinding of Voluntary Cuts?

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

08. maj 2025 - 1 h 18 min
episode MacroVoices #478 Luke Gromen: Trump Tariff Policy Will Drive Gold Even Higher artwork
MacroVoices #478 Luke Gromen: Trump Tariff Policy Will Drive Gold Even Higher

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

01. maj 2025 - 1 h 13 min
episode MacroVoices #477 Michael Howell: Are We Approaching A Debt Refinancing Crisis artwork
MacroVoices #477 Michael Howell: Are We Approaching A Debt Refinancing Crisis

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

24. apr. 2025 - 1 h 8 min
episode MacroVoices #475 Daniel Lacalle: Is This The End of The Monetary System As We Know it? artwork
MacroVoices #475 Daniel Lacalle: Is This The End of The Monetary System As We Know it?

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

17. apr. 2025 - 1 h 12 min
episode MacroVoices #475 Simon White: The Dawn of A New Financial Order artwork
MacroVoices #475 Simon White: The Dawn of A New Financial Order

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

10. apr. 2025 - 1 h 20 min
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