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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 podcast that gives you the business and career skills you need to future-proof yourself. Hosted by Mikael Syding, partner at Futuris, The European Hedge Fund Of The Decade, and Ludvig Sunstrom, author of Breaking Out Of Homeostasis We do 3 episodes: 1) short episode: big idea or practical tip. 2) long episode: in-depth discussions with scientists, businessmen and public intellectuals. 3) medium episode: Experts share their best ideas and how they use them to build skills, companies, rela ...
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MacroVoices #427 Thomas Jam Pedersen: The Coming Thorium Energy Revolution
1:30:22
1:30:22
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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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MacroVoices #426 Brent Johnson: Dollar Milkshake Update in a World of Global Uncertainty
1:10:14
1:10:14
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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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MacroVoices #425 Alex Gurevich: Real Rates, Precious Metals, Currencies and More
1:04:44
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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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MacroVoices #424 Rory Johnston: Crude Oil Update: Fundamentals, Geopolitical Risks, and SPR
1:04:46
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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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MacroVoices #423 Justin Huhn: Accelerated Demand Growth in Supply Driven Bull Market
1:16:43
1:16:43
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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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MacroVoices #422 Larry McDonald: How To Listen When Markets Speak
1:01:24
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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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MacroVoices #421 Luke Gromen: More Dollar Liquidity To Come…
57:58
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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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MacroVoices #420 Ole Hansen: Green Shoots in The Commodity Markets
1:07:00
1:07:00
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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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MacroVoices #419 Arjun Murti: Navigating the 2020s Energy Transition Landscape
1:06:56
1:06:56
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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 #418 Jeff Snider: From Waller Speak to Risk, After Risk, After Risk
1:09:56
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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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MacroVoices #417 Jim Bianco: FED Cuts, May, June or Bust?
1:02:54
1:02:54
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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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MacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway?
1:13:34
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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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MacroVoices #415 Tian Yang: Fiscal, Sisyphus or Hercules
1:03:17
1:03:17
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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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