Macro Voices

Hedge Fund Manager Erik Townsend
Macro Voices
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340 avsnitt

  • Macro Voices

    MacroVoices #521 Jeff Currie: The Great Rotation

    2026-02-26 | 1 h 1 min.
    MacroVoices Erik Townsend & Patrick Ceresna welcome, Jeff Currie. They’ll discuss the commodity bull market, why metals are outperforming almost everything else, energy demand from AI and data centers, China stockpiling commodities, and much more. https://bit.ly/40imDo9

     

     🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4tWtb9t

     

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag   

     

    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

     

    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
  • Macro Voices

    MacroVoices #520 Michael Every: USD Stablecoins in The Age of Economic Statecraft

    2026-02-19 | 1 h 15 min.
    MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every. They dicuss a macro/geopolitics sweep, Warsh, Iran escalation risk and USD stablecoins as economic statecraft https://bit.ly/4apIIH5

     

     🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4qLRvIf

     

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag   

     

    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

     

    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
  • Macro Voices

    MacroVoices #519 Alex Gurevich: The Next Perfect Trade

    2026-02-12 | 1 h 1 min.
    MacroVoices Erik Townsend & Patrick Ceresna welcome, Alex Gurevich. They’ll discuss, fixed income, energy, precious metals, the Japanese Yen, and Alex’s new book just released on Amazon. https://bit.ly/4tzXAdi

     

    Buy Alex's new book 'The Next Perfect Trade' available on Amazon

    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3OgmkY0

     

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag   

     

    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

     

    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
  • Macro Voices

    MacroVoices #518 Dr. Anas Alhajji: Debunking The 2026 Oil Bear Narrative

    2026-02-05 | 1 h 29 min.
    MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Anas Alhajji. They’ll discuss the events that have transpired in energy markets since Dr. Alhajji’s last interview in November. they'll also cover all the big geopolitical risks, and then end on the three big events he’s watching in this week’s energy markets. https://bit.ly/4qfojcf

     🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4bxnBDI

     

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag   

     

    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

     

    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
  • Macro Voices

    MacroVoices #517 Justin Huhn: Uranium at The Tipping Point

    2026-01-29 | 1 h 28 min.
    MacroVoices Erik Townsend & Patrick Ceresna welcome, Justin Huhn. They’ll discuss the outlook for nuclear energy generally and for uranium markets in particular https://bit.ly/4rgcNyd 

     

     🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4qRKO8v

     

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag   

     

    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

     

    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

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Om 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
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