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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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The Dividend Cafe

The Bahnsen Group

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The Dividend Cafe is your portal for market perspective that is virtually conflict-free, rooted in deep philosophical commitments about how capital should be managed, and understandable for all sorts of investors. Host David L. Bahnsen is a frequent guest on CNBC, Bloomberg, and Fox Business. He is the author of the books, Crisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It (Post Hill Press), The Case for Dividend Growth: Investing in a Post-Crisis World (Post H ...
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Raoul Pal: The Journey Man

Real Vision Podcast Network

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The world is changing faster than ever before. This comes with life-changing opportunities but also unprecedented challenges. In The Journeyman, I talk to the greatest minds at the nexus of macro, crypto, and technology to figure out exactly what the Exponential Age means for us all. I uncover the big trends, potential investment opportunities, and economic risks and rewards, and ask the big questions on how this impacts us, our businesses, and our societies. Brought to you by Real Vision.
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Welcome to the Real Vision Podcast, your go-to source for cutting-edge insights and expert analysis in the world of finance and investing. Our mission is to arm you with the knowledge, tools, and network you need to succeed on your financial journey. In each episode, we bring you in-depth interviews with the brightest minds in finance, including top investors, analysts, and industry leaders, to help you navigate the complexities of the global economy and make informed investment decisions. J ...
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The Evenlode Podcast

Evenlode Investment

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Evenlode is a dedicated, independent investment team based in rural Oxfordshire, UK. Our podcast episodes focus on the Evenlode funds, updating investors on performance, and general macro environment. https://evenlodeinvestment.com
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Tune in to Macro Markets to hear the top minds of Guggenheim Investments offer timely analysis on financial market trends. Guests include portfolio managers, fixed income sector heads, members of the Macroeconomic and Investment Research Group, and more.
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Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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First Funders

Shaherose Charania and Aamir Virani

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Learn from angel and seed investors bold enough to write the first check. How do they decide which startups to invest in? How do they gain conviction in founders and ideas? How do they add value to their companies? Shaherose Charania and Aamir Virani are operators turned investors. They chat with their friends investing in early-stage technology startups and learn about their strategies to fund the best founders and startup companies. If you are an angel investor or seed investor, you'll hea ...
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Is bitcoin a macro asset? Over the course of 2019, there has been growing focus on the role of bitcoin in the larger global economy. Is it becoming a safe haven asset, akin to digital gold? Is it something even larger - a generational hedge against the rise of modern monetary theory? This pop-up podcast, produced in conjunction with CoinDesk's Invest: NYC conference, talks to some of the markets leading thinkers to explore bitcoin in the macro economic context. To hear more from these speake ...
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A Different Perspective is a Zeus podcast, hosted by Nick Searle, Equity Sales. In the different perspective podcast we speak to interesting characters within finance and business to understand more about their personal journey and ambitions. This is co-mingled with a discussion about their business. It’s more about the formation of the individual than the business per se; thus trying to gain that different perspective. This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in ...
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Money: you make it, you want more of it, and you want to protect it. We are The Real Money Pros, a show hosted collaboratively by experts who specialize in investing, financial and estate planning, taxes, insurance, and any other way to grow wealth. Plus, we make it fun! We help you know good advice from bad – especially when everyone seems to want a piece of your money.
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Adam H Grimes, of Talon Advisors and MarketLifeTrading, is a best-selling trading author, blogger, musician, wandering chef, and all-around trouble-seeker. In this podcast, he shares his thoughts on trading and investing. Whether you trade stocks, currencies, or commodity futures, are a daytrader or long-term investor, focus on fundamental or technical analysis, are a quant or a discretionary trader--there's something here for you. Adam will draw from a wide range of experiences and perspect ...
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CFA Society Chicago is proud to present a podcast where Society Members will be hosting discussions on a range of topics related to the investment industry. Hear from leading industry experts on a variety of investment topics including equity and fixed income analysis, portfolio allocation, ESG investing, venture capital and private equity, and much more. Tune in to hear Society Members pick the brains of leading industry professionals at www.cfasocietychicago.org.
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Crypto assets and blockchain technology are about to transform every trust-based interaction of our lives, from financial services to identity to the Internet of Things. In this podcast, host Laura Shin, an independent journalist covering all things crypto, talks with industry pioneers about how crypto assets and blockchains will change the way we earn, spend and invest our money. Tune in to find out how Web 3.0, the decentralized web, will revolutionize our world. Disclosure: I'm a nocoiner.
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The Always Be Building Podcast interviews guests across across different industries, disciplines and backgrounds. The host, Max Gagliardi, is an entrepreneur building businesses in Energy, Real Estate, Tech and Media. Prior to rebranding to Always Be Building, the podcast was called "Talk Energy" and had a 160 episode run interviewing guests in the energy space. Always Be Building releases new episodes weekly.
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An ex-underground miner, a couple of ex-investment bankers, and an ex-equity research guy breaking down the mining news that matters in markets. It's a bit of entertainment, information, and occasionally some alpha.
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Welcome to The Hive! It's nice in here, isn't it? The Hive is a collection of investors, entrepreneurs, thinkers and individuals dedicated to getting a little smarter each day. If you're a fan of value investing, business models, eclectic success and failure stories -- this is your podcast. Our goal is to provide you the highest quality interviews with new twists on old topics. Fresh perspectives on antiquated ideas. Passionate discourse on all things investing. Join us as we strive to impro ...
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Nobody has your back when it comes to your health, wealth, or happiness. But this is great news — because it puts you in the driver’s seat. Join Jay Martin, investor and CEO of Cambridge House, as he dissects the minds of thought-leaders from around the world with expertise in money management, geopolitics, macro finance, commodities, technology, and any emerging trends you should be paying attention to. Jay's mission is to cut through the noise and get to the signal, so he can find the most ...
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Have you always wondered what it takes to make an Idea go from ok to amazing? To go from Idea to Exit? What are the trends shaping India today, and how can we take the lessons from Silicon Valley and apply them at scale? We created Halo Drop to build a community of amazing entrepreneurs, investors, family offices, hustlers, and change agents. We want you to be inspired to learn, build, and become successful! We spend countless hours researching the top trends in India and America to bubble u ...
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Inside Wall Street with Morris Sachs and Liam Allen. Recommended viewing: The Sting Trading Places Groundhog Day YouTube: Charlie DiFrancesca Full Length Speech 1989 Recommended Reading: 1.Modern Times - Paul Johnson 2. Atlas Shrugged- Ayn Rand 3. *redacted* 4. Reminiscences of a Stock Operator- Edwin Lefevre 5. Lessons of History - Will Durant Daily Reading : Grant’s, GaveKal, Macro Tourist, Daily Shot, Anthony Peters, David Zervos, NYPost, FT, WSJ, NYT, SCMP, Chicago Tribune, Real Deal, Ze ...
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Begun in 1988, Financial Sense(R) Newshour is a financial market broadcast hosted by money manager James J Puplava, CFP, on the week's market action, interviews with financial experts, and Jim's personal perspective on the markets/economy.
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Discussing stocks, investing, financial markets, and more. For new listeners, expect episodes in your feed every Wednesday and Sunday. Hosted by Ryan Henderson and Brett Schafer.
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Faith Driven Investor

John Coleman, Luke Roush

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Faith Driven Investor is a growing movement of business leaders, fund managers, investors, and pastors who are driven by their faith. We believe that God owns it all and that he cares deeply about how we steward our investments. Our vision is for a world where Christ's followers can pursue excellent investments that allow for financial returns and Gospel-centered transformation. Every investment has an impact. What's yours?
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Bulls, Bears & BS

Graham Summers, MBA

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Bulls, Bears & BS is world-renowned financial expert Graham Summers' weekly investment broadcast. A best-selling author and acclaimed communicator, Graham’s cutting-edge investment and economic insights have been featured in dozens of media outlets around the world including CNN Money, Fox Business, Rolling Stone Magazine, Crain’s New York Business, MoneyTalk Radio, and The Huffington Post among many others. In Bulls, Bears and BS, Graham provides a review of each week's most impactful geopo ...
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This is a podcast by MONEY MASTERS. Your host is called Robert Beck. Robert give you an in-depth introduction to the topic of stock trading. He shows you what really works and helps you shorten your learning curve. The principles that you are learning here, could also be applied to crypto trading or other types of active momentum trading. May the momentum be with you!
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Fundamentals

Token Terminal

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Fundamentals of the internet-native economy. The world's most valuable companies are born during major platform shifts. We demystify crypto to help you filter the noise.
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Welcome to ReSolve Riffs Investment Podcast, hosted by the team at ReSolve Global*, where evidence inspires confidence. These podcasts will dig deep to uncover investment truths and life hacks you won’t find in the mainstream media, covering topics that appeal to left-brained robots, right-brained poets and everyone in between. In this show we interview deep thinkers in the world of quantitative finance such as Larry Swedroe, Meb Faber and many more, all with the goal of helping you reach ex ...
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The Wealth Architect Podcast is the show for people that who want a better life, more success, more money and more freedom through passive income. Don't just take your life to the next level; go 10 levels up! Mark Yegge, Wealth Architect, is a fund manager and lifestyle entrepreneur. He has invested and traded over $14-billion in the markets. He knows finance, success mindset principles, the world economy, and freedom. In this podcast, you will learn the key secrets of investing success, sto ...
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Hi, we are Rohit & Himani! At Live Best Skilled, we believe that everyone deserves to live a fulfilling and meaningful life. That’s why we’ve created a comprehensive online platform dedicated to personal development, self-help, fitness, and parenting. Our mission is to empower individuals to reach their full potential and live their best lives.
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Enter The Mind of The World's Leading Investors, Economists, and Macro Thinkers... Time is finite, you don't invest in it mindlessly and neither do we; our interviews are long-form, and our featured guests show up for a reason. The tips and practices used by leading investors, economists, and macro thinkers are now at your disposal. Have you ever questioned the best approach to mitigate investment uncertainty and respond to market turbulence? ... you found the right place. Angelo Robles is t ...
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Coming soon, Duncan MacInnes presents a tour de force of the major financial asset classes and how to manage risk in today's crazy markets. He covers why he is so bullish on gold, gold miners, the yen and UK equities, and long Chinese equities, the ugliest in his portfolio of ugly ducklings. He also riffs on the yen carry trade, Bitcoin, premium dr…
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🔥 Get FREE ACCESS to Real Vision and watch the rest of our top-rated content https://rvtv.io/3Y4t5Pw. In this special episode, Raoul has decided to give everyone an inside look at the most recent Macro Investing Tool video featuring Julien Bittel. Every month, Julien hops on camera to break down the charts that lead the economy and update MIT membe…
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🔥 Visit https://realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION'. 🔥 𝗝𝗢𝗜𝗡 Real Vision for FREE https://rvtv.io/3Y4t5Pw Darius Dale, founder of 42 Macro, joins Andreas Steno Larsen to discuss the state of the U.S. economy, the inflation cycle, labor market trends, and the implications of the Fed possibly surrendering on a…
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Maybe you noticed, or maybe you didn't, but a month ago, the PJM auction results were announced and the cost for energy capacity in the largest region in the US saw prices up 800% yoy! This was enough of a shock that we reached out to the Energy Supply Association to ask them to explain what is going on. Rich Excell CFA, CMT was joined by Todd Snit…
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From stock price fluctuations to concerns about deflation, the reactions to the Fed rate cut have been varied. But we still need to keep an eye on labor data, says Mike Wilson, our CIO and Chief US Equity Strategist. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO and Chief US Equity Strategist. Along…
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In this episode, we’re joined by David Han, Institutional Research Analyst at Coinbase, to discuss the latest market trends, onchain developments, and David's journey into the crypto space. Our conversation covers the purpose of Coinbase’s research team, the state of onchain analysis, and more specifically how important access to verifiable onchain…
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The Fed just made its first rate cut in years, slashing 50 basis points off interest rates—but what does this mean for the crypto markets? With Bitcoin lagging behind traditional finance, and the looming U.S. elections, uncertainty is growing. In this episode, Quinn Thompson of Lekker Capital and Travis Kling of Ikigai Asset Management break down t…
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An ill-fated business school fashion show led to a venture capital fund with $215 million AUM. The duo met in 2010 at the MIT Sloan School of Management and soon after became research partners investigating why VCs were shunning startups in highly regulated spaces even though AirBnB and Uber were starting to reach venture scale very quickly. Tech-e…
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In this episode of 'Raise Your Average,' co-hosts Pierre and Mike welcome Shana Orczyk Sissel, CEO at Banrion Capital Management. We explore Shana's 20-year journey in wealth management, her experience and insights on alternative investments, and the evolving landscape of the industry. Shana shares her personal story of transitioning from a career …
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This week Nick talks to John Roberts John began his career as a waiter and kitchen salesman. In 2000, he founded Appliances Online after a friend bet him £1 to start a business. His entrepreneurial journey gained momentum when, in 2014, he led AO World’s listing on the London Stock Exchange, which was valued at £1.2 billion at the time. John has st…
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Market Update & China's Economic Stimulus Analysis - September 24 In today's episode of Dividend Cafe, Brian Szytel offers a market overview for September 24. The Dow, S&P, and Nasdaq showed incremental gains, reaching record highs for the year. Significant highlights include a detailed analysis of China's robust economic stimulus measures aimed at…
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We kick things off with the US$175m uranium deal between UEC and Rio Tinto, then follow it up with the fascinating short report that surfaced on New Found Gold (NFG.nyse). Our final story for the day covers Adriatic Metals, a company at an intriguing inflection point in its journey to becoming a fully-fledged miner. Sign-up for the Director’s Speci…
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Our Global Chief Economist, Seth Carpenter, explains why, despite last week’s big Fed move, there’s still plenty of uncertainty in global markets and questions about how other central banks will respond. ----- Transcript ----- Seth Carpenter: Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's Global Chief Economist. Today, I'll…
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In this episode, we dive into the implications of the Federal Reserve's recent 0.5% interest rate cut, examining how it affects the economy, inflation, and financial products like loans and savings accounts. We also tackle the rising costs of living due to inflation, focusing on how essentials like groceries and auto insurance impact consumers dail…
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Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This week the squad is live from Token2049 in Singapore and joined by special guests Mo Shaikh, CEO and Co-Founder of Aptos Labs, and Arthur Hayes, CIO at Maelstrom. In this episode, they tackle …
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On Thursday, the Bureau of Economic Analysis, commonly known as the BEA, will release revised data on the national income and product accounts going back to the start of 2019. This is an annual process, usually only mildly interesting to economists and ignored by everyone else. However, this year it’s more important since it could help clarify the …
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Today's Post - https://bahnsen.co/3MTHck3 Monday Market Recap and Economic Insights: A Dive into Wall Street, the Fed, and Public Policy In this Monday edition of Dividend Cafe, David Bonson provides a broad overview of market activities and economic insights. The discussion includes the market's performance, the Fed's recent actions, and notable m…
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The last few weeks have been HUGE in the macro world, with US rate cuts, volatile markets & threatening geopolitics. With this in mind, we interviewed macro-driven fund manager Chris Judd. Chris runs the Cerutty Macro Fund, which seeks out equity opportunities by following macro themes & liquidity cycles. The discussion covered his outlook on globa…
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This week's podcast sees Jeremy and Gareth discuss the 50-basis point cut from the US Federal Reserve, who have previously told us that inflation is pretty much under control and the primary focus is now saving jobs (the US has a dual mandate, unlike the UK Central Bank). But there is risk - Jeremy highlights that the last time the Fed cut rates by…
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🔥 Get FREE ACCESS to Real Vision https://rvtv.io/3Y4t5Pw. Join me, Raoul Pal, on the most chaotic show in macro and crypto- It's time for another Drinks with Raoul LIVE AMA session. We'll have a market focus this time, following J. Powell rates announcement. We'll discuss as usual wine, culture, sophisticated snacks, crypto, the banana zone, the Ev…
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The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (02:58) Oracle's AI Potential and Earnings Outlook (06:51) Snowflake's Caution on AI Spending (12:38) Boeing's Union Strike and Production Challenges (20:25) Alaska and Hawaiian Airlines Merger (25:41) Uber and W…
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In this interview, Jack Carr discusses his new book Targeted: Beirut (release date: September 24th) which explores the 1983 Beirut Marine barracks bombing and its long-term impact on U.S. foreign policy, particularly in relation to terrorism and Iran's influence in the Middle East. Jack explains how the event marked a pivotal shift in the U.S.'s ap…
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Fed Chairman Jerome Powell showed he's a lawyer, talking out of both sides of his mouth. Dave Spano and Brian Jacobsen present our Week-in-Review. Also on the show, a look at the role of our Client Service Managers who dot I's and cross T's. Learn more about Thursday's 'Light the Night' event with the Leukemia and Lymphoma Society. Ask Annex return…
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In this episode, Deepak and Shray dive into the intricacies of mutual funds, Portfolio Management Services (PMS), and Alternative Investment Funds (AIF). We analyzes the tax benefits of mutual funds, highlights the liquidity advantages, and compares them with PMS and AIF in terms of fees, transparency, and investment flexibility. We also discusses …
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Our Chief Latin American Equity Strategist explains how potential changes in Mexico’s regulatory approach could have implications for the country’s equity markets. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Nikolaj Lippmann, Morgan Stanley’s Chief Latin American Equity Strategist. Today I’ll talk about Mexico’s recent judicial re…
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🔥 Get FREE ACCESS to Real Vision https://rvtv.io/3Y4t5Pw. Welcome back to REKT Vision- Crypto pumps after the Fed Rate Cut of 50 bps. Our CEO & Co-Founder, Raoul Pal joins us today to analyze the latest market action. Canary Labs and rektguy co-founders Ovie "OSF" Faruq and Michael "Mando" Anderson are joined by Raoul Pal to review the biggest narr…
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Today's Post - https://bahnsen.co/47CEQzA Understanding Recent Developments in Monetary Policy with Dividend Cafe In this episode of Dividend Cafe, David dives deep into the intricacies of monetary policy, recording the session after the market closed on Thursday. The discussion covers significant changes in monetary policy over the past 15 years, …
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🔥 Get FREE ACCESS to Real Vision https://rvtv.io/3Y4t5Pw. Raoul Pal welcomes John Wu, president of Ava Labs, for a wide-ranging conversation on the evolving crypto market, upcoming technological upgrades, and how blockchain is poised to reshape industries through better scalability and real-world applications. They also dig into whether gaming is (…
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This week, Republican Representatives Tom Emmer and Patrick McHenry sent a letter pressing SEC Chair Gary Gensler for clarity on how securities laws apply to airdrops. With billions of dollars worth of tokens airdropped this year alone, projects need clarity more than ever. In this episode, Amanda Tuminelli, Chief Legal Officer of the DeFi Educatio…
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Jay Pelosky is the founder of TPW Advisory. He has over 35 years of buy-side and sell-side financial market experience. Before going independent, Jay was at Morgan Stanley, where he was ranked #1 by Institutional Investor in Global Equity Strategy and Global Asset Allocation Strategy. In this podcast, we discuss what the chances of recession are, U…
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I'm very excited to share my conversation with John Swallow, CEO of Idaho Strategic Resources (IDR). IDR is a small cap gold producer that does things differently. They generate cash flow. Then use that cash flow to explore their massive land package for gold and rare earth elements (REEs). John is a true owner operator. Not only is he the CEO, he …
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Today we had the chance to chat with Andy Leyland, co-founder of SC Insights. Andy has spent his career analysing commodities markets, with a particular focus on the battery supply chain. In our conversation we dive into his contrarian views on hybrids, what’s next for lithium, what the future holds for European automakers, what trends he thinks mo…
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For this episode, I am joined by Duncan MacInnes, manager of The Ruffer Investment Company, for a conversation about his investment philosophy and how he thinks about risk in today’s financial markets. He describes himself as a pragmatic, macro-informed, value investor. The Ruffer Investment Company is a billion-pound London-listed investment compa…
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Investors came away from Morgan Stanley’s recent Industrials Conference with a more optimistic outlook than they expected, based on perspectives including freight transportation’s momentum and AI’s impact on the growth of data centers. ----- Transcript ----- Michelle Weaver: Welcome to Thoughts on the Market. I'm Michelle Weaver, Morgan Stanley Res…
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Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This week, the squad is joined by special guest Mert Mumtaz, co-founder of Helius. In this episode, the crew dives into the growing rivalry between SVM and EVM, the surge of VC investments in the…
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Matt Barrie. They’ll discuss everything AI, exploring recent developments and what the future holds. https://bit.ly/3XslYP3 ⚫ Follow Matt Barrie on X: https://www.x.com/Matt_Barrie ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴 Subscribe to Patrick’s Youtub…
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Cybin CEO Doug Drysdale talks to Jason Najum about transforming treatment of mental health disorders with psychedelics (0:45). CYB003, Phase 2 results for depression, moving into Phase 3 (3:00). How deuterated psilocin differentiates Cybin from competiton (10:00). IP and patents - critical to ROI (12:45). Esketamine and is JNJ's Spravato blazing a …
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