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
Episodes
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
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
🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/483OoFv
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
🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4pkiqdI
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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
🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4o064GN
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag
MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every. They’ll discuss the geopolitical situation and talk about what it means for markets. https://bit.ly/49AFRuQ
🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4973pY2
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag
MacroVoices Erik Townsend & Patrick Ceresna welcome, Brent Johnson. They discuss why Brent says Stablecoin is going to be a game changer, even for those who aren’t interested in crypto assets. https://bit.ly/4oMi7IB
🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3X396yV
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.l...
MacroVoices Erik Townsend & Patrick Ceresna welcome, Adam Rozencwajg. They discuss all things commodities from gold to oil to uranium. https://bit.ly/4oFcfAZ
🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3L28R4t
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag
MacroVoices Erik Townsend & Patrick Ceresna welcome, Tian Yang. They’ll discuss the leading indicators Variant Perception uses to guide their macro strategy, what they say about growth and inflation, and how that translates to trading opportunities. https://bit.ly/3KUt5Np
Variant Perception: https://variantperception.com/macro-pack/
🔻Download Big Picture Trading Chartbook 📈📉: https:...
MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie. They discuss all things AI in this week’s feature interview. Is it a bubble about to burst, or a new secular trend that will soon be bigger than the Internet itself? https://bit.ly/4h3y1f3
🔻Download Big Picture Trading Chartbook 📈📉: http://bit.ly/435x6ot
MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. Lyn picks up where Luke Gromen left off last week, sharing her views on what it would take to actually stop this train. http://bit.ly/48djn2y
🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4pSOuGU
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag ...
MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They’ll discuss gold to bitcoin to stocks. And of course no Luke Gromen interview would be complete without an update on Luke’s outlook for the U.S. Dollar. https://bit.ly/4nn8U9t
🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/46B94Tk
MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They discuss deflation, precious metals, equities, China, energy markets, and much more. https://bit.ly/3VqJY4t
🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3KsOX25
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag
MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Anas Alhajji. They discuss all things energy, from this past Sunday’s Group of 8 meeting to secondary sanctions strategy on India to the reincarnated Power of Siberia 2 pipeline project. https://bit.ly/4gkBeGI
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MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They discuss, whether a fed rate cut is even a good idea, inflation risks, the unobvious relationship between the jobs report and the southern border, why cutting short term rates could actually shock long-term yields higher, and much much more. https://bit.ly/3Vwtnfp
MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They'll discuss his long-term perspective on China’s role in the global economy, highlighting both its extraordinary infrastructure ambitions and the challenges of securing foreign capital amid shifting geopolitical realities. https://bit.ly/4mBZRAV
✅Sign up for a FREE 14-day trial at Big Picture Trading: https:/...
MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every. They'll discuss Markets, policy, Russia-US summit and much more. https://bit.ly/3JpAnYU
🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3UBs7aD
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag
🔴 Subscribe to Patrick’s Youtube Channel: htt...
MacroVoices Erik Townsend & Patrick Ceresna welcome, Ole Hansen. They’ll discuss all things commodities from tariffs to energy to precious metals and much more. https://bit.ly/3Uu4vog
🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/47rWXKf
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag
MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle. They’ll discuss tariffs, recession risks, the European perspective on U.S. geopolitics and markets, the future of the EU’s relationship with the United States, precious metals, energy, and much more. https://bit.ly/4llKZ8z
🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4m78Dqx
MacroVoices Erik Townsend & Patrick Ceresna welcome, Rick Rule. They’ll discuss oil, uranium, gold and silver, and much more. https://bit.ly/40McC34
🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4lUZ7qj
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag
🔴 Subscribe to Patrick’s Youtube Channel: https://www.y...
MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr Pippa Malmgren. They discuss everything from the future of Stablecoins and the fate of the U.S. dollar as reserve currency to America's possible transition into a 7th party political system and even some shocking revelations about Jeffrey Epstein that go far beyond the usual headlines. https://bit.ly/3H2eFt1
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