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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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Weekly Stock Market Commentary from a seasoned Hedge Fund Professional. Terms, Bio, and Free Newsletter available at site: www.HedgeFundTips.com. (not investment advice) About Tom Hayes: https://www.hedgefundtips.com/about-tj-h Contact Us: https://www.hedgefundtips.com/contact-us Free "Hedge Fund Tips" Stock Market Newsletter & Mini-Webinar: https://www.hedgefundtips.com/free/ Testimonials & Free 3 Week Trial to "Hedge Fund Trade Tips" trade alerts: https://www.hedgefundtips.com/membership-join/
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Mutual Fund Minute

Sidley Austin LLP

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Welcome to Sidley’s Mutual Fund Minute podcast. Join us for this series of short insights addressing issues of interest to fund directors, advisers, and other stakeholders. Each week Sidley Partner Jay Baris and guests discuss new trends, regulations, and developments and how they will affect you.
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Gonzo Finance! Hugh Hendry is an Award Winning Hedge Fund Manager, Market Commentator, Thought Leader, St Barts Real Estate Investor & Surfer. Full episodes are available at https://www.patreon.com/HughHendry and https://hughhendry.substack.com
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This is a podcast about finding undervalued stocks, deep value investing, hedge funds, shareholder activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.
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This podcast is all about quantitative finance and financial history. Subscribe to hear about financial markets, derivatives, and how investors use quantitative tools from statistics and corporate finance theory. Included are interviews with some of the most interesting thinkers in finance. Occasional longer form financial documentaries, open up fascinating elements of financial markets history. Patrick Boyle is a quantitative hedge fund manager, a university professor, and a former investme ...
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This podcast is a smart and entertaining peek into the world of investment banking, sales & trading, private equity, hedge funds and more. Hosted by two lifelong friends with a passion for teaching, and over two decades of experience on Wall Street. Discover the basics, ranging from “what is investment banking?” to “what moves markets?". Learn about different roles and exit opportunities, and get tips on how to land the job. Our mission is to make the world of Wall Street accessible to every ...
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The only oil swaps market specific podcast is back. Join Onyx Capital Group CEO, Greg Newman, and a plethora of industry guests as they dig down each week into the issues that affect the market. Are you paying attention?
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Focused Compounding

Andrew Kuhn and Geoff Gannon

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🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/special/focused 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/posts/the-many-different-ways-to-guess-a-business-s-future-revenue-1 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com About Focused Compounding: We are an ...
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The Active Advisor podcast explores the dynamic world of investment research and financial advisory practice management. Hosted by Harbor's capital markets expert Bryan Moore, this podcast features in-depth conversations with seasoned financial advisors and professionals, practice founders, investment researchers and CIOs. They'll share personal stories of how they built and scaled their book and business, observations on the evolving investment landscape, and best practices in due diligence ...
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Welcome to ”Total Convexity,” a weekly financial podcast that caters to professional finance individuals, high-net-worth investors, family offices, and other sophisticated financial professionals. Join our hosts, hedge-fund manager Jim Wang and Henrik Neuhaus, as they explore the interconnected world of global macroeconomics, central banks, and capital markets.
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Thanks for listening to another episode of Making Billions with Ryan Miller: The Private Equity Podcast for Fund Managers, Startup Founders, and Venture Capital Investors. This show covers topics connecting you to some of the best investment funds that won in their industry—from making money and motivation to alternative investments, fund managers, entrepreneurs, investors, innovators, capital raisers, money mavericks, and industry titans. If you want to start a business, understand investme ...
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From www.trading-champions.com, www.investing-champions.com, entertaining and informative Insights from inside a hedge fund on the markets by the author of international bestselling FT books Trading Online and The Mind of a Trader: Lessons in Trading Strategy from the World's Leading Traders, and Investing Unplugged. Alpesh is a hedge fund manager and regular commentator on BBC World News to an audience of 280m. He is a former columnist for the Financial Times and presenter for Bloomberg TV. ...
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This Podcast is dedicated to holistic investments, fundraising, mental breakthroughs, critical thinking, unlimited opportunities, decentralized economy, and inner evolution. Mixed with humor, technology advancement, and paradigm shift. All this, plus much more through a lense of interviews of best hedge fund managers, venture capitalists, investors, industry experts, analysts, traders, and technocrats (in a nutshell talented and successful human beings).
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Welcome to Funds that Won. Where we dive deep into some of the world's most renowned investment funds. We talk to investment managers across the alternatives landscape and learn how they built their million and billion dollar asset management empires. We're talking teams, structures, portfolio management, Investment philosophy & best practices in launching and running alternative investment funds. ABOUT LINCOLN ARCHIBALD Lincoln helps entrepreneurs & investors start funds. Lincoln is Chief F ...
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Decentralised.co is a research publication exploring the trends, numbers and firms that matter in Web3. The newsletter is operated by former head of venture investments at a hedge fund, an early BD lead at Polygon and a researcher from the Block. Sign up for the newsletter for unique perspectives on how the internet is evolving, block by block.
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ATLalts

Andres Sandate

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ATLalts is a podcast for those interested in learning about alternative investments and alternative asset classes through interviews with investors, asset owners, and industry practitioners. ATLalts explores venture capital, private equity, real estate, credit, private debt, distressed, hedge funds, commodities, FX, currencies, infrastructure, structured products, digital assets, multi-alternatives, secondaries, collectibles, farmland, timberland, and more specialized alternative assets such ...
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Phil Town is a hedge fund manager and author of 3 New York Times best-selling investment books, Invested, Rule #1, and Payback Time. On the InvestED podcast, Phil and his daughter Danielle shine a light on the successful investing strategies that gurus like Warren Buffett have used for 80 years. Listen in for a great stock market education on basics, learn how to invest on your own, and follow along with real-time examples and investing tips from week to week. Subscribe and leave a review. Q ...
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The Contrarian Investor podcast gives voice to those who challenge a prevailing narrative in financial markets. Each episode features an interview with a hedge fund manager, investor, economist or other market participant. The goal is to educate all listeners with an interest in asset allocation and ultimately to provide actionable ideas to the institutional investor community.
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Agricultural commodities are one of the most important facets affecting rural America, but they can be tricky to follow. The Zaner MarketCast is here to make it easy. Join Dan Hussey and Joe Nikruto as they discuss the weekly commodities markets to provide valuable insights, as well as go over the week's top headlines and inform you how they affect the markets.
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On The Tape

Risk Reversal Media

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Each week, CNBC Fast Money contributors Dan Nathan and Guy Adami, along with former hedge fund manager Danny Moses (as featured in The Big Short), and SoFi’s Head of Investment Strategy, Liz Young, break down market-moving headlines, provide their insights into the financial markets and discuss under-the-radar investment themes. You’ll leave each episode with a better perspective on financial and business news from three experienced, nonconsensus voices whose goal is to provide listeners wit ...
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On this show we reveal some of the latest developments in the fast-growing Alternative Data sector. Satellite imaging, news-crawling, credit card data... and many more fresh new data sources are increasingly being used by investors to gain a competitive edge when making market decisions. We speak to data providers, asset managers, and anyone else in the sector to better understand this dynamic phenomenon. For more of an introduction to Alternative Data and its past, present and future, pleas ...
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Bitcoin can be a very deep and confusing rabbit hole to fall into. This podcast is for people who are looking for answers. Daniel Prince, author of Choose Life, is on a mission to share real life stories of how Bitcoin has changed and shaped individuals and families lives forever. Are you considering investing in Bitcoin but too skeptical? Are you afraid that you have missed the boat or are you unsure of what Bitcoin is? Are you looking for a way to change your families life, invest for the ...
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Welcome to the CM Murray LLP podcast channel where we discuss a wide range of topical issues in relation to partnership and employment law. CM Murray LLP is a leading partnership, employment and regulatory law firm based in London. We advise US and UK law firms and partners, hedge fund and investment management partners, US and other multi-national employers, senior executives and founders on a range of UK partnership and employment law issues.
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Incubator Hedge Fund

Quantitative Investor

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Interviews with Experts to Learn How to Invest in Stocks, Real Estate, Commodities and Alternative Investments. Hosted by Quantitative Investor, a Yale Grad with Investment Banking Experience. Contact Us at incubatorhedgefundpodcast (at) gmail (dot) com Support this podcast: https://podcasters.spotify.com/pod/show/incubatorhedgefund/support
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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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Financial literacy without the old guys yelling about your latte habits. Hosted by Kyle, a man who has never even seen a hedge fund. Cut through all the gatekeeping and confusion in the world of personal finance. Learn with us about saving, investing, side-hustles, crypto, and everything you've been embarrassed to ask! Learn more at https://beacons.ai/everybodymoney
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Beating Alpha

Martynas Fedotovas

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Weekly interviews, where we bring you successful real estate investors, traders, hedge fund managers, business coaches, portfolio managers from all over the world.
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TLDR

Kyla Scanlon, Devin Friedman, Kat Angus, Sarah Rieger, Matthew Karasz

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Money isn't just money. It's culture. It's news. It's being able to retire. Every Tuesday, the TLDR podcast catches you up on everything going on in the world of money that you didn't know you actually cared about. Hosted by Devin Friedman, Sarah Rieger (business reporter), Kyla Scanlon (the Internet’s favourite financial explainer), Kat Angus (culture commentator), and Matt Karasz (resident capitalist/head of Wealthsimple trading). Subscribe to our newsletter: http://wsim.co/tldr
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Absolute Return Podcast

Accelerate Financial Technologies Inc.

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Your source for stock market analysis, global macro musings and hedge fund investment strategies. Hosts Julian Klymochko and Michael Kesslering aim to bring you the knowledge and analysis you need to become a more intelligent and wealthier investor
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Fully Invested

Ropes & Gray LLP

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A RopesTalk podcast series from Ropes & Gray’s global asset management team that draws on the perspectives of attorneys from all areas of the firm’s broad, integrated practice, and provides insight into essential considerations associated with current and emerging asset management products.
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Complete Intelligence

Complete Intelligence

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Complete Intelligence is a globally integrated proprietary AI/ML forecasting platform for finance and planning automation. We serve investors, planners, and fund managers. We created different content to assist them in making better business decisions. Learn more about our business: https://www.completeintel.com/The Week Ahead is a weekly discussion with experts on commodities, equities, geopolitics, and politics. It's a weekly dose of markets insights. To learn more, please visit our Youtub ...
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The FinanZe Podcast, a podcast focused on educating Gen Z about finance and investing. I’m your host, Logan Lin. In this podcast I talk with the most distinguished and renowned CEOs, private equity investors, venture capitalists, investment bankers, and hedge fund managers on Wall Street. Welcome and let's start learning together!
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This podcast series brings you timely insights from investment experts responsible for finding new opportunities and managing risk. We discuss vital issues relevant to investment professionals working across asset classes.
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Discover Crypto is all about helping you find freedom through crypto and we do that every day by giving you relatable expert analysis on what is happening in the world of Bitcoin, Ethereum and Altcoins. It’s time to Discover Crypto.
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Welcome to Blue Marble Research Advisory's media blog Media appearances and in-depth Interviews with leading Investment Strategists, Economists, Geopolitical experts, and other key thought leaders
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About Tom Hayes: ⁠⁠https://www.hedgefundtips.com/about-tj-hayes/⁠⁠ Contact Us/Tom: ⁠https://www.hedgefundtips.com/contact-us/⁠ Great Hill Capital (Money Management) Contact: https://www.hedgefundtips.com/money-management/ Free Stock Market Newsletter and Book: ⁠⁠https://www.hedgefundtips.com/free/⁠⁠ Not Investment Advice - See Terms: https://www.he…
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Send us a Text Message. Hey, welcome to another episode of Making Billions. I'm your host, Ryan Miller and today I have my dear friend Kevin Fu. Kevin is the founder and CEO at Repool, it's a fintech company helping emerging hedge fund managers to launch, scale and manage their investment funds. As a 2021 Y Combinator graduate he's raised capital f…
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A new lawsuit accuses Apollo Global Management of making “death bets” on senior citizens. On this week’s TLDR, the tangled — and at times unsavory — world of life insurance. Plus, why the only place left to buy a home might be P.E.I. And, the technology powering Domino’s Pizza’s supercharged earnings. This episode was hosted by Devin Friedman, busi…
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Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…
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In this episode I speak to Darren Voges, one of various people who might claim to be a godfather of alternative data. Darren was the man who brought probably the most influential dataset in alt data’s history to the market – the Yodlee credit card dataset. In our conversation we talk through the story of how the dataset was launched, and how it cam…
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Some folks possess the philosophers stone. Me? I just have this fabulous oversized sofa at Maison Blanc Bleu, and as this glorious weekend unfolds, I'm rolling out my life creed. Journeys morph and twist. I embarked on an epic voyage from a haunting housing project to a chouette Caribbean island. Sacrifices were made, asses were kissed, and I, a pr…
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Crypto is a huge space and ONDO is making a huge impact. You must understand ONDO and what it can do for your altcoin investing portfolio. ➡️ Use Code DC10 to get 10% off Arculus Wallet - https://rb.gy/gpk5wv ➡️ NordVPN is the best way to stay safe online - https://nordvpn.com/discovercrypto ➡️Join this channel to get access to perks: https://www.y…
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Are you looking to find your place in the world of Bitcoin? $ BTC 67,236 Block Height 843,988 Today's guest on the show is @btconlyscott - Founder of UK based international SME business with a passion to rescue as many businesses as he can by educating them about #Bitcoin. What was @btconlyscott doing as a student and how has a few critical path ch…
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We talk about Hedge Fund, Private Equity, and other "Alternative" Investment Funds all the time. But we don't always stop to ask, "how do they get all their money?" In this episode, we sat down with CEO of iConnections Ron Biscardi to explore the world of "Cap Intro": the ecosystem within which capital --- meaning, the money from pension funds, end…
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In today's episode we share our thoughts on the new Ghat-GPT4o update in light of Apple's controversial commercial, our thoughts on the difference between gambling and investing in light of the GameStop / AMC resurgence, and finally the intersection of golf and finance. The Funds4Teachers event is happening the dates below: Locations/Dates Atlanta …
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Steve Eisman of Neuberger Berman joins the pod this week! Dan, Danny, Guy, and Steve discuss: what’s driving the market (5:00), why Steve is no longer bearish (11:00), investing in infrastructure (13:00), the low-end consumer (19:00), why Steve thinks the election is over (22:00), what a Trump re-election means for the stock market (27:00), energy …
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Market Strategists Dan Hussey and Joe Nikruto discuss this week's agricultural market performance, talking about all the price action for corn, soybeans, wheat, bean oil, and more. Also, hear this week's most breaking agricultural stories, including the new 45Z Tax Credit, big weather and planting updates for this year's production, and a new ADM p…
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➡️ Use Code DC10 to get 10% off Arculus Wallet - https://rb.gy/gpk5wv ➡️ NordVPN is the best way to stay safe online - https://nordvpn.com/discovercrypto ➡️Join this channel to get access to perks: https://www.youtube.com/channel/UCjemQfjaXAzA-95RKoy9n_g/join ➡️Come trade with us on Blofin, where whales are made: https://partner.blofin.com/d/Discov…
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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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► Discover stocks before they take off - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fd Welcome back! Today, Kate More, Head of Thematic Strategy for BlackRock’s Global Allocation Fund, joins OPTO Sessions to discuss its allocation strategy, her macro-driven approach to investing thematically, her predictions for inflation and eq…
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🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompoun…
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In this engaging interview, Cinderella Amar, Managing Partner at Glass Ventures, discusses her transition from traditional finance to the blockchain industry. Cinderella delves into the concept of Web4, emphasizing its role in enhancing Web3's accessibility and driving mass adoption through user-friendly applications. The conversation also covers i…
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InvestED Episode #467: More Ulta Issues As investors the world over grapple with the rapidly changing financial landscape, where ETFs, meme stocks, and cryptocurrencies are all carving out their own space in a well-established ecosystem, how do value investors gauge the future of a business? While some might see these changes as a massive disruptio…
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Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. We are back with Amy Saper, partner at Uncork Capital. Amy shares her journey from Silicon Valley operator at Twitter and Stripe to venture capitalist. She talks about Uncork’s strategy, including its recent $200 million seed fun…
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Strap in for a wild ride through the cannabis revolution with Peter Barsoom, the mastermind behind 1906, where ancient botanicals meet modern science in a dazzling maze of Dadaist innovation. In this episode, Peter takes us behind the scenes of crafting cannabis products that aren't just about getting high—they're about elevating your well-being. F…
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For today's episode of Funds that Won, I am posting the recording of a panel we did this year at Fund Launch Live. This panel discussion was on the future of technology in alternative assets. These were the panelists: Andrew Smith: GP at the Savory Fund - $750 million AUM Bryce Sutton: Co-Founder and Managing Partner at Summit Global Investments - …
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Dan is joined by NEA Partner Ann Bordetsky on this week’s Okay, Computer. OpenAI unveils Chat-GPT4o as speculation around a deal with Apple swirls (3:00), did Apple go too far with it’s latest iPad ad (14:30), Google I/O continues to embed AI everywhere it can (22:00), SoundHound AI and Perplexity Partner (24:00), thoughts on AI powered wearables (…
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Dan Nathan, Guy Adami and Carter Worth break down the top market headlines and bring you stock market trade ideas for Tuesday, May 14th. Subscribe to our daily newsletter Subscribe to MRKT Call reminders & show notes MRKT Call is brought to you by our presenting sponsor Fidelity Watch MRKT Call LIVE at 1 pm M-TH on YouTube Follow us on Twitter @MRK…
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Brent crude is consolidating around $82-83/bbl. The big story over the weekend was Iraq’s oil minister, Hayyan Abdul, saying on Saturday that Iraq would not agree to renew cuts, but flipped on Sunday, saying that Iraq will continue to cooperate with other member states about this cut. Looking to the refinery margins, spreads have collapsed with sto…
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Meet Bruce Berry; he’s intentionally not that guy. He’s not the guy who chases every business opportunity. He’s not someone who spends time on LinkedIn prospecting and connecting with potential clients. In fact, he doesn’t even have a LinkedIn account. He believes that fostering a fewer deep, and highly customized client relationships brings greate…
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The stock market has approached all-time highs thanks to white-hot earnings reports. On this week’s TLDR, a look at what’s behind the good news. Plus, how regulators are — and aren’t — making sense of “Buy Now, Pay Later” apps. And, what the latest announcement from Nintendo tells us about the gaming industry — and Nintendo’s future. This episode w…
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➡️ Use Code DC10 to get 10% off Arculus Wallet - https://rb.gy/gpk5wv ➡️ NordVPN is the best way to stay safe online - https://nordvpn.com/discovercrypto ➡️Join this channel to get access to perks: https://www.youtube.com/channel/UCjemQfjaXAzA-95RKoy9n_g/join ➡️Come trade with us on Blofin, where whales are made: https://partner.blofin.com/d/Discov…
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➡️ Use Code DC10 to get 10% off Arculus Wallet - https://rb.gy/gpk5wv ➡️ NordVPN is the best way to stay safe online - https://nordvpn.com/discovercrypto ➡️Join this channel to get access to perks: https://www.youtube.com/channel/UCjemQfjaXAzA-95RKoy9n_g/join ➡️Come trade with us on Blofin, where whales are made: https://partner.blofin.com/d/Discov…
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➡️ Use Code DC10 to get 10% off Arculus Wallet - https://rb.gy/gpk5wv ➡️ NordVPN is the best way to stay safe online - https://nordvpn.com/discovercrypto ➡️Join this channel to get access to perks: https://www.youtube.com/channel/UCjemQfjaXAzA-95RKoy9n_g/join ➡️Come trade with us on Blofin, where whales are made: https://partner.blofin.com/d/Discov…
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Welcome back to Macro Mondays with James Brodie - Trends, Risk & Analysis. On today's show James looks back on last week's disappointing data, this weeks upcoming CPI data, and key levels in markets, particularly looking at equities, fixed income and also gold. Precious metals are rallying again. The PBOC bought gold for 18th straight month in Apri…
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On this episode of “On The Tape,” Dan Nathan and Liz Young discuss positioning into this week’s CPI report (3:30), consumer savings (6:30), earnings (10:00), whether the AI rally is running out of steam (15:00), Nvidia (20:00), M&A activity (21:15), bank stocks (23:00), where the next 500 points in the S&P will be (26:00), and ‘Roaring Kitty’ drivi…
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Ayesha Tariq, founder of Macro Visor, rejoins the podcast to discuss her views on the economy, markets, and where investors should look for opportunities. This episode was recorded on Tuesday, May 7 and made available to premium subscribers that same day. Become a premium subscriber. Content Highlights: The macro set-up and why people are talking a…
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What are the costs of building a (not) dating app? $ BTC 62,825 Block Height 843,300 Today's guest on the show is @matteopelleg founder of @orangepillapp who joins me to unpack a year after launch. What is @orangepillapp and how can it impact your life? Why was @matteopelleg forced to scratch his own itch and dive into building a #Bitcoin business?…
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We are delighted to introduce the eighth episode of our Women in Sport Podcast, where we discuss developments, initiatives, and issues relating to women in sports and the associated legal implications.In this episode, Partner Emma Bartlett and Trainee Solicitor Mitchell Blythe are joined by a special guest, Robert Vilahamn, who is the Head Coach of…
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