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Macro Voices

Podcast de Hedge Fund Manager Erik Townsend

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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

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1246 episodios
episode MacroVoices #526 Matt Barrie: Pay To PrAI artwork

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/]

Ayer - 2 h 15 min
episode MacroVoices #525 Lyn Alden: Iran Contagion, Inflation & Private Credit artwork

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/]

26 de mar de 2026 - 1 h 38 min
episode MacroVoices #524 Simon White: War + Inflation = More Inflation artwork

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/]

19 de mar de 2026 - 1 h 54 min
episode MacroVoices #523 Jim Bianco: Energy, FED & Economy in the wake of Iran conflict artwork

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/]

12 de mar de 2026 - 1 h 52 min
episode MacroVoices #522 Matt Loszak: Factory Mass-Production of Advanced Nuclear Power Plants artwork

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/]

5 de mar de 2026 - 1 h 13 min
Soy muy de podcasts. Mientras hago la cama, mientras recojo la casa, mientras trabajo… Y en Podimo encuentro podcast que me encantan. De emprendimiento, de salid, de humor… De lo que quiera! Estoy encantada 👍
Soy muy de podcasts. Mientras hago la cama, mientras recojo la casa, mientras trabajo… Y en Podimo encuentro podcast que me encantan. De emprendimiento, de salid, de humor… De lo que quiera! Estoy encantada 👍
MI TOC es feliz, que maravilla. Ordenador, limpio, sugerencias de categorías nuevas a explorar!!!
Me suscribi con los 14 días de prueba para escuchar el Podcast de Misterios Cotidianos, pero al final me quedo mas tiempo porque hacia tiempo que no me reía tanto. Tiene Podcast muy buenos y la aplicación funciona bien.
App ligera, eficiente, encuentras rápido tus podcast favoritos. Diseño sencillo y bonito. me gustó.
contenidos frescos e inteligentes
La App va francamente bien y el precio me parece muy justo para pagar a gente que nos da horas y horas de contenido. Espero poder seguir usándola asiduamente.

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