Macro Voices

Macro Voices

Podkast av 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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1206 Episoder
episode MacroVoices #486 David Rosenberg: Navigating Choppy Waters artwork
MacroVoices #486 David Rosenberg: Navigating Choppy Waters

MacroVoices Erik Townsend & Patrick Ceresna welcome, David Rosenberg. They discuss the equity market outlook, inflation, precious metals, the U.S. Dollar, and much more. https://bit.ly/3TJ6MLO [https://bit.ly/3TJ6MLO]   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3ZRPY90 [https://bit.ly/3ZRPY90]   ✅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 to register your free account to gain access to supporting materials

26. juni 2025 - 1 h 7 min
episode MacroVoices #485 Jeff Currie: The Joule Order artwork
MacroVoices #485 Jeff Currie: The Joule Order

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jeff Currie. They’ll discuss what Jeff calls the “New Joule Order” and why Jeff says there’s really no limit to how much higher the price of Gold can go given the current macro backdrop. https://bit.ly/4na3hvu [https://bit.ly/4na3hvu]   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/44lfjdT [https://bit.ly/44lfjdT]   ✅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 to register your free account to gain access to supporting materials

18. juni 2025 - 1 h 9 min
episode MacroVoices #484 Rory Johnston: Crude Oil Forward Curve Conundrum artwork
MacroVoices #484 Rory Johnston: Crude Oil Forward Curve Conundrum

MacroVoices Erik Townsend & Patrick Ceresna welcome, Rory Johnston. They’ll discuss Rory’s view that the WTI forward curve has taken an unprecedented and bizarre shape, and much more. https://bit.ly/4jSlHOz [https://bit.ly/4jSlHOz]   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4kWdMk2 [https://bit.ly/4kWdMk2]   ✅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 to register your free account to gain access to supporting materials

12. juni 2025 - 1 h 9 min
episode MacroVoices #483 Vincent Deluard: MAGA vs. Corporate America artwork
MacroVoices #483 Vincent Deluard: MAGA vs. Corporate America

MacroVoices Erik Townsend & Patrick Ceresna welcome, Vincent Deluard. They’ll discuss why Vincent says recessions have been cancelled by monetary policy, and what he sees on the horizon for asset markets. https://bit.ly/43OuZVM [https://bit.ly/43OuZVM] 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3HtO1Jx [https://bit.ly/3HtO1Jx]   ✅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

05. juni 2025 - 58 min
episode MacroVoices #482 Mike Green: What The Market Is Not Discounting artwork
MacroVoices #482 Mike Green: What The Market Is Not Discounting

MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They’ll discuss the tariffs, what they’re really being used for, and why Mike says the President is contradicting himself every time he talks about them. https://bit.ly/4kINH8c [https://bit.ly/4kINH8c] 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4khdGDN [https://bit.ly/4khdGDN]   ✅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

29. mai 2025 - 1 h 0 min
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