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Macro Voices

Hedge Fund Manager Erik Townsend

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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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Psychic Sundays

Michelle Morley & Louise Hedges

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Welcome to Psychic Sundays, hosted by sisters Michelle Morley and Louise Hedges – your passport to the mystical. Join us in unraveling the enigma of our shared gift as psychic mediums, where the extraordinary is our norm. With over ten thousand downloads, our podcast reaches across the world, resonating with seekers and the spiritually curious. Journey with us through the whispers of intuition and the profound insights that have shaped our paths. As siblings wielding rare talents, we divulge ...
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Marcus Padley and Henry Jennings talk to fund managers, CEOs, investors and other finance professionals about the big issues, and how to navigate choppy investment markets. Great guests, great conversations, and a focus on money-making ideas, straight from the experts.
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The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Bianco Research founder, Jim Bianco. They’ll discuss inflation, bond yields, precious metals, energy prices, geopolitics and more. https://bit.ly/3x7wP7E ⚫ Follow Jim Bianco on X: https://www.twitter.com/BiancoResearch ⚫ Check Out Bianco Research: https://www.biancoresearch.com 🔻Download Big…
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Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world. In this episode, Henry Jennings is joined by Luke Cummings from Harvest Lane Asset Management. Luke is the Chief Investment Officer and Managing Director of this pure-pl…
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Henry Jennings answers your questions in real-time, making for a fast, furious and fun session. Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast. Why not sign up for a free trial? Get access to expert insights and research and become a better inves…
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Dr Anas Alhajji. They’ll discuss the energy markets outlook for 2024, the Iranian President’s death, fake news in Saudi Arabia, and much more. https://bit.ly/3UVBbqo ⚫ Follow Anas Alhajji on X: https://www.twitter.com/AnasAlhajji ⚫ Check Out Anas Alhajji’s Substack: https://anasalhajjieoa.su…
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Brad Feld (@bfeld), VC at Foundry Group and co-author with Dave Jilk of The Entrepreneur’s Weekly Nietzsche, joined Village Global co-founder and partner Ben Casnocha to discuss: - Common misconceptions about Nietzsche and why being misunderstood makes him an especially interesting philosopher. - What Nietzsche can teach entrepreneurs deciding whet…
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Goehring & Rozencwajg co-founder Adam Rozencwajg. They’ll discuss energy markets, precious metals and much more. https://bit.ly/4bk5pub ⚫ Follow Adam Rozencwajg on X: https://www.twitter.com/go_rozen ⚫ Check Out: https://www.gorozen.com/ 🔻Download Big Picture Trading Chartbook: 📈📉: https://b…
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MacroVoices hosts Erik Townsend and Patrick Ceresna welcome Thomas Jam Pedersen, founder of Copenhagen Atomics. They will discuss the role thorium fission will play in the energy transition and the benefits of molten salt-cooled and liquid-fuelled thorium-burning nuclear reactors over conventional light water reactors fuelled by uranium. https://bi…
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Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world. In this episode, Henry Jennings is joined by Colin Moorhead, Executive Chairman and MD at Xanadu Mines (ASX: XAM). Colin is an experienced industry executive with a demonst…
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Santiago Capital founder Brent Johnson. They discuss the current rally in the dollar against other currencies, the big move in gold, and the looming question of persistent inflation. https://bit.ly/3WiZp0d ⚫ Follow Brent on X: https://www.twitter.com/SantiagoAuFund ⚫ Find out More: https://s…
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In this episode we discuss the importance of self care and why you should stop and give yourself a little bit of TLC. We share the story of our recent trip to an incredible Chinese Doctor for a little bit of self care, which turned out to be rather painful! Support the Show.By Michelle Morley & Louise Hedges
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Thejo Kote (@thejo) talks to Village partner Ben Casnocha. Thejo is a two-time founder and CEO. His current company, Airbase, is a spend management platform serving companies with 100 and 5,000 employees like Coda, 15Five, Front, Marqueta, CaptivateIQ, Abnormal, and more. Airbase has raised over $200 million, has tens of millions in ARR, and is con…
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Honte investments founder and CIO Alex Gurevich. They’ll discuss whether inflation will be persistent, Currencies, Precious Metals, Energy Markets, and more. https://bit.ly/3JxA3UP ⚫ Follow Alex on X: @agurevich23 ⚫ Find out More: honteinv.com 🔻Download Big Picture Trading Chartbook: 📈📉: htt…
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In this illuminating episode, we delve into the profound depths of spiritual awakening with our special guest and friend Fran Pollard. Fran shares her remarkable journey of experiencing a rapid and profound Kundalini awakening, which catalysed an awe-inspiring transformation in her life. Through her heartfelt narrative, witness the power and intric…
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Commodity Context Founder, Rory Johnston. Erik & Rory discuss all things crude oil, from fundamentals, to geopolitical risk to the Strategic Petroleum Reserve. https://bit.ly/444LL2L ⚫ Follow Rory on X: https://www.twitter.com/Rory_Johnston ⚫ Find out More: https://www.commoditycontext.com 🔻…
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Michelle Zatlyn (@zatlyn), co-founder, president, and COO of Cloudflare, joined Village Global co-founder and partner Ben Casnocha for a masterclass with our founders in late 2020. They discussed: - The origin story of Cloudflare, including how the co-founders met, and how Michelle realized that she too could start a company. - Her advice on fundra…
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Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world. In this episode, Henry Jennings is joined by Dr Francis Wedin, Executive Chair at Vulcan Energy (ASX/FSE: VUL). Henry has chatted with Francis a couple of times in the p…
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Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world. In this episode, Henry Jennings is joined by George Hadjia, Chief Investment Officer at Bristlemoon Capital. George is back from a 5-year stint in New York with Montaka Glo…
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Uranium Insider Founder, Justin Huhn. Erik & Justin discuss the Uranium bull market, the Uranium mining sector and where it’s headed to next. https://bit.ly/3Jcf9u6 ⚫ Follow Justin on X: @UraniumInsider ⚫ Find out More: www.uraniuminsider.com 🔻Download Big Picture Trading Chartbook: 📈📉: http…
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In this episode, we open up and share our own stories, as well as those from our clients and friends, about negative encounters with mediums, healers, and spiritual teachers. We delve into the harmful impacts and serious consequences these individuals can have, shedding light on the significant damage they've caused. Support the Show.…
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We're excited to launch a new EIR program for data science founders in partnership with Rackhouse Ventures, founded by Kevin Novak. Learn more about the program: https://www.villageglobal.vc/rackhouse-village-global-eir-program Kevin Novak (@novakkm), an early Uber employee, was instrumental in developing their data science program and was the crea…
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Henry Jennings answers your questions in real-time, making for a fast, furious and fun session. Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast. Why not sign up for a free trial? Get access to expert insights and research and become a better inves…
  continue reading
 
Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world. In this episode, Henry Jennings is joined by Gregory Hall - CEO & MD of Alligator Energy (ASX: AGE). Greg has 30+ years of experience in uranium and other mine management a…
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If you've ever felt overwhelmed or uncertain about the direction of your superannuation, you're not alone. Many Australians struggle to navigate the complexities of managing their superannuation, often feeling disconnected from their financial goals and aspirations. It's time to take control. At Marcus Today, our goal is to empower you with the kno…
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Bear Traps Report founder, Larry McDonald. Erik and Larry discuss, why gold’s correlations to treasury rates and the dollar have broken down, the inflation outlook, energy, and much more. https://bit.ly/3U2DGrP ⚫ Click To Purchase Larry’s book ‘How To Listen When Markets Speak’: https://bit.…
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In this episode, we interview Psychic and Channeller Beth Lawson, who delves into the captivating subject of Twin Flames. Beth enlightens us on identifying a Twin Flame connection and the unique traits that define these relationships. Throughout the recording, we found ourselves more silent than ever, completely absorbed by this fascinating topic. …
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MacroVoices Erik Townsend & Patrick Ceresna welcome back Forest for the Trees founder, Luke Gromen. Erik and Luke discuss the dollar, where it’s headed both short and long term, precious metals, bitcoin and more. https://bit.ly/3PES8np ⚫ Follow Luke on X: @LukeGromen 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3IXSBgC ✅Sign up for a…
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Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world. In this episode, Henry Jennings is joined by Tom Waterhouse - WaterhouseVC. Many will be familiar with Tom and his legendary horse racing heritage. His family is racing roy…
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In this episode, we have the pleasure of speaking with the incredible Lara Starr. Lara, known for her hugely popular Facebook page, engages thousands with her teachings, discussions and interviews on various astral dimensions and their accompanying phenomena. She brings a vast reservoir of knowledge and an infectious energy to our conversation. Sup…
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MacroVoices Erik Townsend & Patrick Ceresna welcome back Saxo Bank, Commodities Chief, Ole Hansen. Erik & Ole will discuss which commodities are hot and what’s driving the rally, from softs to AGS to metals to energy. https://bit.ly/43wIZmn ⚫ Follow Ole on X: @Ole_S_Hansen 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3vig2Ox ✅Sign up…
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This encore episode is a recording of a special masterclass roundtable session for our founders with John Donahoe. John is CEO of Nike and was previously CEO of ServiceNow and eBay. He is known as one of the most inspirational leaders in Silicon Valley and is a highly sought-after mentor to CEOs including Brian Chesky at Airbnb, Drew Houston at Dro…
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MacroVoices Erik Townsend & Patrick Ceresna welcome former Goldman Sachs Partner and current Veriton partner, Arjun Murti. Erik and Arjun will discuss Arjun’s outlook for where energy markets are and where they’re headed in the coming energy transition. https://bit.ly/3IzFxxI ⚫ Follow Arjun on X: https://www.twitter.com/ArjunNMurti 🔻Download Big Pi…
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MacroVoices Erik Townsend & Patrick Ceresna welcome back Jeff Snider. Erik & Jeff take a deep dive into the macro risks in all the major markets, what the Fed’s Waller REALLY said last Friday & whether it could mean another round of QE is around the corner. https://bit.ly/49DITM0 ⚫ Follow Jeff Snider on X: https://www.twitter.com/jeffsnider_EDU ⚫ V…
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Welcome to 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world. In this special episode, Henry Jennings talks with chartist and trading mentor Louise Bedford - The Trading Game. In this broad-ranging chat, Louise runs through several great actionable idea…
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Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world. In this episode, Marcus Padley once again sits down with John Abernethy of Clime Investment Management (ASX: CIW), economist and value investor. This month they discuss …
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Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world. In this episode, Henry Jennings is once again joined by Jonathon Higgins, Managing Director at Unified Capital Partners (UCP). Jonathon is no stranger to Marcus Today membe…
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In this episode, we delve into the fascinating world of healing, a topic we are both deeply passionate about. We explore and discuss the various healing techniques that we practice and teach, offering insights and tips to help you embark on your own journey of self-healing. Have you ever sensed a healing energy within you, perhaps a warmth or tingl…
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Chris Lunt is a technology executive with more than 25 years of experience building web services and data platforms. He is in his seventh year as the CTO for the NIH's All of Us Research Program. He joined the NIH from GetInsured, where he worked to improve health insurance shopping and enrollment systems. Previously Chris ran VC-backed internet st…
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MacroVoices Erik Townsend & Patrick Ceresna welcome back Jim Bianco. Erik & Jim discuss inflation, fed policy, and why Jim thinks the Fed has to start cutting in May or June or else not cut at all before the November election. https://bit.ly/4bTgzH4 ⚫ Follow Jim on X: @BiancoResearch ⚫ Check Out Bianco Research: https://www.biancoresearch.com 🔻Down…
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In this episode, join us as we engage in a delightful conversation with the renowned Psychic Medium Ed Horn. Michelle and Louise have both experienced Ed's extraordinary readings, and his distinctive approach has captivated us, leading to his invitation to our podcast for a deeper exploration. Prepare to be intrigued by Ed's remarkable journey and …
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MacroVoices Erik Townsend & Patrick Ceresna welcome back Mike Green. Erik & Mike discuss backwardation in commodities markets, where rates and markets are headed from here, precious metals, and much more. https://bit.ly/3wthEFq ⚫ Follow Mike on X: https://www.twitter.com/profplum99 ⚫ Follow Mike on Substack : https://www.yesigiveafig.com/ 🔻Download…
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In this episode, we delve into the details of our thrilling upcoming mini-tour, aptly titled 'The Psychics & Prosecco Tour'. We'll also shed light on the new courses we've been diligently crafting and developing, highlighting the effort and dedication that went into their creation. Support the Show.By Michelle Morley & Louise Hedges
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Michael Hochberg (https://www.linkedin.com/in/hochberg/) is a physicist and a founder of four successful startup companies in semiconductors and telecommunications, including Luxtera, acquired by Cisco in 2019, and Elenion, acquired by Nokia in 2020. He won the highest awards for young scientists in Singapore (NRF Fellowship) and the United States …
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MacroVoices Erik Townsend & Patrick Ceresna welcome back Variant Perception CEO, Tian Yang. Erik & Tian will discuss most assets classes and the trading opportunities Tian sees in them. https://bit.ly/3SHP9ej ⚫ Follow Variant Perception on X: https://www.twitter.com/VrntPerception ⚫ Find Out More About Variant Perception: https://www.variantpercept…
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Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world. In this episode, Henry Jennings is joined by good friend Adam Dawes, Senior Investment Adviser at Shaw and Partners. As always, a delight to have Adam on the podcast as …
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Matt Pellini, Managing Director at Hamilton Lane, joins Olga Serhiyevich on this episode. Highlights: - Matt says the secondaries market has grown over 5x from 15 years ago to now. - Selling in the secondary market used to be a sign of distress but is no longer. There are many different reasons for doing so and it’s mostly a sign of a manager being…
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MacroVoices Erik Townsend & Patrick Ceresna welcome back Gavekal Founder, Louis-Vincent Gave. Erik & Louis discuss commodities, China, the Electric Vehicle Implosion, and why Louis says this feels like 1999 all over again. https://bit.ly/3wgMjFA ⚫ Follow Louis on X: https://twitter.com/Gave_Vincent ⚫ Find Out More About Gavekal: https://web.gavekal…
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In this episode we discuss the complex and often misunderstood topic of ancestral trauma. We explore how traumatic experiences are not only personal, but can be inherited and passed down through the generations, shaping our beliefs, behaviours and emotional responses.We offer insights into healing and breaking the cycle, and practical advice for th…
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Christopher Ailman (@CJAtheCIO), Chief Investment Officer at CalSTRS, joins Olga Serhiyevich on this episode. Highlights: - CalSTRS, the California State Teachers’ Retirement System, was created in 1913 and is actually older than Social Security. It has over 400 members who are over 100 years old who are still receiving their pension. - Chris says …
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Henry answers your questions in real-time, making for a fast, furious and fun session. Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast. Why not sign up for a free trial? Get access to expert insights and research and become a better investor. Make…
  continue reading
 
MacroVoices Erik Townsend & Patrick Ceresna welcome back 42 Macro founder, Darius Dale. Erik & Darius discuss markets, inflation, bond yields and why Darius is still bullish. 🔻Download 42 Macro Chart Book: https://bit.ly/3SeLTXO ⚫ Follow Darius on X: https://twitter.com/DariusDale42 ⚫ Find Out More About 42 Macro: https://42macro.com/ 🔴 Subscribe t…
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