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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 #443 Viktor Shvets: From Central Banks To Assets Classes To Geopolitics & More
1:06:54
1:06:54
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Viktor Shvets. They discuss a wide range of topics, including global central bank policies and their potential politicization, the risks of a recession, the lack of significant repercussions from the yen carry trade unwind, as well as various aspects of politics and geopolitics. Additionally…
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MacroVoices #442 Ole Hansen: Year of The Metals
1:02:04
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Ole Hansen. They’ll discuss commodities from precious metals to uranium to energy to agriculture, and get Ole’s outlook on whether the deep correction we’ve seen in the commodity supercycle is over or not. https://bit.ly/3T3rypx ⚫ Follow Ole on X: https://www.x.com/Ole_S_Hansen 🔻Download Big…
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MacroVoices #441 Diego Parrilla: The Revenge of The Anti-Bubbles
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Quadriga CIO and noted author Diego Parilla. They’ll discuss all the usual macro suspects, from whether the recent equity market dislocation was a flash in the pan or the start of a new bear market, Diego’s outlook for inflation, commodities, precious metals, and more. https://bit.ly/3X4Bd1p…
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MacroVoices #440 Louis-Vincent Gave: What Just Happened?
1:32:19
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Louis-Vincent Gave. They discuss how rate cuts are likely by year’s end, the USD outlook, precious and base metals, uranium miners, China’s long-term energy policy and what this all means to the global economy. https://bit.ly/3WEO8pn ⚫ Follow Louis on X: https://www.x.com/Gave_Vincent ⚫ Find…
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MacroVoices #439 Rory Johnston: Discretionary Risks To The Oil Market
1:13:39
1:13:39
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rory Johnston. They discuss all things crude oil, ranging from President Trump’s claim that OPEC is working hard to get Kamala Harris elected to the ultimate growth limits of U.S. Shale. https://bit.ly/4ceTfSV ⚫ Follow Rory Johnston on X: https://www.x.com/Rory_Johnston ⚫ Find Out More: http…
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MacroVoices #438 Marko Papic: U.S. Presidential Race Risks & Complications for Markets
1:25:53
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Marko Papic. They will discuss the recent events in the U.S. and how they translate to an outlook and risk profile for financial markets. https://bit.ly/4fhn5sU ⚫ Follow Marko Papic on X: https://www.x.com/Geo_Papic ⚫ Find Out More: https://www.bcaresearch.com/ 🔻Download Big Picture Trading …
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MacroVoices #437 Lyn Alden: Energy Security, Precious Metals & More
1:05:10
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Lyn Alden. They’ll discuss topics ranging from inflation to interest rates to advanced nuclear reactors and AI. https://bit.ly/4d3UOUK ⚫ Follow Lyn Alden on X: https://www.x.com/lynaldencontact ⚫ Find Out More: https://www.lynalden.com 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit…
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MacroVoices #436 Tian Yang: Left & Right Tails
1:01:14
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MacroVoices Erik Townsend & Patrick Ceresna welcome back,Variant Perception CEO Tian Yang. They’ll discuss the leading indicators, and what Tian thinks are the best trades to put on right now. https://bit.ly/3S2Q6Pc ⚫ Follow Tian Yang on X: https://www.x.com/VrntPerception ⚫ Find Out More About Variant Perception: https://www.variantperception.com/…
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MacroVoices #435 Daniel Lacalle: Navigating Monetary Debasement
55:09
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Daniel Lacalle. They discuss monetary debasement, why it will be a primary strategy of governments, and how investment professionals can defend their portfolios from its ill effects. https://bit.ly/4eRtM4P ⚫ Follow Daniel on X: https://www.x.com/DLacalle_IA ✅Sign up for a FREE 14-day trial a…
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MacroVoices #434 Bill Blain: Will Higher For Longer, Lead To Market Mayhem?
1:04:06
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, WindShift Capital Founder, Bill Blain. They discuss everything from the equity market melt-up to inflation to bond yields. https://bit.ly/3VJ0bBH ⚫ Check Out Bill Blain’s Morning Porridge: https://morningporridge.com/ ⚫ Follow Bill on X: https://www.x.com/bill_blain 🔻Download Big Picture Tra…
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MacroVoices #433 David Rosenberg: Calling The FED’s Bluff
1:04:45
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rosenberg Research founder David Rosenberg. They discuss, the stock market and why David believes the breadth isn’t there, and the outperformance of SPX is really just three out of the 500 stocks in the index. https://bit.ly/3VRJtBA ⚫ Check Out Rosenberg Research: https://www.rosenbergresear…
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MacroVoices #432 Jeff Currie: Metals, Energy, Commodity Super Cycle & More
1:07:39
1:07:39
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Carlyle’s Chief Strategy Officer, Jeff Currie. They’ll discuss commodities from precious metals to energy to softs, including cocoa and coffee and why they’ve seen so much vol recently. https://bit.ly/3z2Y6cb ⚫ Check Out Carlyle Global Investment Group: https://www.carlyle.com/ 🔻Download Big…
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MacroVoices #431 Lakshman Achuthan: 2024 Turning Points
55:02
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, ECRI co-founder Lakshman Achuthan. They’ll discuss growth and inflation cycles, why inflation is likely to remain sticky, precious metals, energy, and much more. https://bit.ly/3yPlR7v ⚫ Follow Lakshman on X: https://www.twitter.com/businesscycle 🔻Download Big Picture Trading Chartbook: 📈📉: …
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