Billede af showet Macro Voices

Macro Voices

Podcast af Hedge Fund Manager Erik Townsend

engelsk

Business

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Læs mere 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

Alle episoder

1230 episoder
episode MacroVoices #510 Jim Bianco: From FED Cuts, to inflation, to Gen Z’s Infatuation with Socialism artwork

MacroVoices #510 Jim Bianco: From FED Cuts, to inflation, to Gen Z’s Infatuation with Socialism

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They discuss, what just happened and what it means for markets. https://bit.ly/4rRuipR [https://bit.ly/4rRuipR]    Register for Big Picture Trading's asymmetric challenge here: https://www.bigpicturetrading.com/challenge [https://www.bigpicturetrading.com/challenge]    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4pYRalp [https://bit.ly/4pYRalp]    ✅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/]

11. dec. 2025 - 1 h 7 min
episode MacroVoices #509 Marko Papic: Geo-macro Outlook for 2026 artwork

MacroVoices #509 Marko Papic: Geo-macro Outlook for 2026

MacroVoices Erik Townsend & Patrick Ceresna welcome, Marko Papic. We’ll discuss the deteriorating situation in Venezuela, the impacts of a potential Russia-Ukraine peace deal on markets, the spat between Japan and China, and the U.S. mid-term election cycle, considering the market impacts of all these developments. https://bit.ly/442T5gw [https://bit.ly/442T5gw]   Register for Big Picture Trading's asymmetric challenge here: https://www.bigpicturetrading.com/challenge [https://www.bigpicturetrading.com/challenge]    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4aqSkBK [https://bit.ly/4aqSkBK]   ✅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/]

04. dec. 2025 - 1 h 12 min
episode MacroVoices #508 Laskhman Achuthan: Inflation Cycles Amid Regime Change artwork

MacroVoices #508 Laskhman Achuthan: Inflation Cycles Amid Regime Change

MacroVoices Erik Townsend & Patrick Ceresna welcome, Lakshman Achuthan. They’ll discuss all things cycles, from the current outlook on growth and inflation cycles to how cycles in general perform in times like these when big political and geopolitical headlines are driving markets. https://bit.ly/4iGSes1 [https://bit.ly/4iGSes1]   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/483OoFv [https://bit.ly/483OoFv]   ✅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/]

26. nov. 2025 - 1 h 4 min
episode MacroVoices #507 Michael Howell: Is This The end of the Everything Bubble artwork

MacroVoices #507 Michael Howell: Is This The end of the Everything Bubble

MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Howell. They’ll discuss the global liquidity cycle, why it has a 65-month periodicity, and where we stand in that cycle right now. https://bit.ly/3X7ZN0J [https://bit.ly/3X7ZN0J]   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4pkiqdI [https://bit.ly/4pkiqdI]   ✅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/]

20. nov. 2025 - 1 h 12 min
episode MacroVoices #506 Mike Green: Volatility, High-Yield, Precious Metals & More artwork

MacroVoices #506 Mike Green: Volatility, High-Yield, Precious Metals & More

MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They’ll discuss everything from the reopening rally to precious metals to energy markets. https://bit.ly/49SQx89 [https://bit.ly/49SQx89]   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4o064GN [https://bit.ly/4o064GN]   ✅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/]

13. nov. 2025 - 57 min
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