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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 #526 Matt Barrie: Pay To PrAI
MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie & Dr. Anas Alhajji. They discuss the latest developments in AI, their impact on private credit markets, and why emerging pricing models could trigger a dot-com–scale market disruption. https://bit.ly/47Ca0Z5 [https://bit.ly/47Ca0Z5] 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4v7Mq0k [https://bit.ly/4v7Mq0k] ✅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/]
MacroVoices #525 Lyn Alden: Iran Contagion, Inflation & Private Credit
MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They will discuss the Iran conflict, the return to a multi-polar world order, the outlook for persistent inflation, the breakdown in private credit markets and much more. https://bit.ly/4rZghp4 [https://bit.ly/4rZghp4] 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4lT8ffT [https://bit.ly/4lT8ffT] ✅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/]
MacroVoices #524 Simon White: War + Inflation = More Inflation
MacroVoices Erik Townsend & Patrick Ceresna welcome, Simon White. They discuss the risk-off playbook, food price inflation, the breakdown in private credit, and much more. https://bit.ly/3PukOlC [https://bit.ly/3PukOlC] 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4sQKUO3 [https://bit.ly/4sQKUO3] ✅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/]
MacroVoices #523 Jim Bianco: Energy, FED & Economy in the wake of Iran conflict
MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco & Dr. Anas Alhajji. They will discuss everything from the geopolitical situation in Iran to oil prices to precious metals, and much more. https://bit.ly/40MGTyt [https://bit.ly/40MGTyt] 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/46TIhTf [https://bit.ly/46TIhTf] ✅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/]
MacroVoices #522 Matt Loszak: Factory Mass-Production of Advanced Nuclear Power Plants
MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Loszak. They’ll discuss big picture of what the advanced nuclear industry needs to do in order to bring the cost of nuclear energy down to the cost of energy from fossil fuels. https://bit.ly/4aR4ovZ [https://bit.ly/4aR4ovZ] 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4uct7CA [https://bit.ly/4uct7CA] ✅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/]
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