Macro Voices

Hedge Fund Manager Erik Townsend
Macro Voices
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353 avsnitt

  • Macro Voices

    MacroVoices #534 Dr. Pippa Malmgren: Superpower War or Superpower Hug?

    2026-05-28 | 1 h 50 min.
    MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Pippa Malmgren & Jim Bianco.  They’ll discuss whether AI and Robotics are going to take our jobs, Nuclear Fusion, Disappearing Scientists, and much more. https://bit.ly/4tXAlJr

     

     🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4nX9PP1

     

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX

     

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

     

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

    MacroVoices #533 Morgan Downey: The Return of Oil 101

    2026-05-21 | 1 h 22 min.
    MacroVoices Erik Townsend & Patrick Ceresna welcome, Morgan Downey. They discuss the ongoing crisis, with Morgan warning that all buffers and safety margins have been exhausted, explaining why a Strait closure lasting another month could drive oil prices to $150–$200, and exploring several other critical dimensions of this rapidly evolving situation. https://bit.ly/3Pe3zpa

     

     🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4uqG7nW

     

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX

     

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

     

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

    MacroVoices #532 Mike Green: Record Mechanical Flows

    2026-05-14 | 1 h 46 min.
    MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They discuss why the Hormuz crisis hasn’t derailed the S&P 500’s surge to new all-time highs, Mike’s disagreement with secular-inflation forecasts, why Kevin Warsh could be more likely to cut rates aggressively than hike, and the unintended consequences of passive investing through index funds. https://bit.ly/3R6TDhH

     

     🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4fm8rTu

     

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX

     

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

     

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

    MacroVoices #531 Louis-Vincent Gave: Semiconductors, AI & Iran Conflict

    2026-05-07 | 1 h 19 min.
    MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They’ll discuss, what’s going on in the conflict and what it will mean for global markets in the coming months. https://bit.ly/42T7eeW

     

     🔻Download Big Picture Trading Chartbook 📈📉:

    https://bit.ly/3RrSGAv 

     

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: httphttps://secure.bigpicturetrading.com/membership/signup/fOY4YJYX 

     

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

     

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

    MacroVoices #530 Daniel Lacalle: China and The Us Will Decide The Outcome of The Iran War

    2026-04-30 | 1 h 14 min.
    MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle.  They’ll discuss secular inflation, precious metals, the greater risk to Europe from the energy crisis, and much more. https://bit.ly/42Ek4O5.

     

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

     

    ✅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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