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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1209 Episoder
episode MacroVoices #489 Darius Dale: Are You Positioned For The Melt-Up? artwork
MacroVoices #489 Darius Dale: Are You Positioned For The Melt-Up?

MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They discuss why Darius is bullish on U.S. equities, echoing Lyn Alden's recent views, as the U.S. pivots to a pro-growth fiscal policy aimed at "growing our way out" of its national debt crisis. But Darius also warns that if this strategy fails, the likely fallback will be monetary debasement, so investors should take profits before that chapter begin. https://bit.ly/3GRPBou [https://bit.ly/3GRPBou]   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4eTp2Me [https://bit.ly/4eTp2Me]   ✅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

17. juli 2025 - 1 h 7 min
episode MacroVoices #488 Lyn Alden: Run It Hot! artwork
MacroVoices #488 Lyn Alden: Run It Hot!

MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They discuss why Lyn believes investors should run their portfolios hot in today’s environment. With fiscal policy now driving market outcomes more than monetary, Lyn argues this backdrop supports further upside for equity markets. https://bit.ly/4lFuowO [https://bit.ly/4lFuowO]   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4lKvEyJ [https://bit.ly/4lKvEyJ]   ✅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

10. juli 2025 - 1 h 15 min
episode MacroVoices #487 Larry McDonald: The Great Migration To Hard Assets artwork
MacroVoices #487 Larry McDonald: The Great Migration To Hard Assets

MacroVoices Erik Townsend & Patrick Ceresna welcome, Larry McDonald. They’ll discuss everything from copper to the dollar to precious metals. https://bit.ly/3Gqe0Bt [https://bit.ly/3Gqe0Bt]   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3TVQ1gu [https://bit.ly/3TVQ1gu]   ✅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

03. juli 2025 - 1 h 8 min
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
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