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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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Macro Voices
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MacroVoices #323 David Rosenberg: The Fed Put Has Expired
1:26:37
1:26:37
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1:26:37
MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show. In his previous appearance, David expressed serious concerns about the stock market, and was being ridiculed at the time by his perma-bull peers. Seems he was onto something, and he joins us again to give us an update. https://bit.ly/3svCtLo Rosenberg Research 30-Day…
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Macro Voices
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MacroVoices #322 Josh Crumb: The Future of Decentralized Finance
1:48:48
1:48:48
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1:48:48
MacroVoices Erik Townsend and this week's guest host Kevin Muir welcome Abaxx Technologies CEO Josh Crumb to the show to take a deep dive on the future of decentralized finance. https://bit.ly/3Firk5K Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials…
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MacroVoices #321 Ole Hansen: The Commodity Supercycle Has Begun
1:26:01
1:26:01
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1:26:01
MacroVoices Erik Townsend and Patrick Ceresna welcome Saxo Bank's commodities desk chief, Ole Hansen to the show to discuss what both inflation and the escalating war situation mean for commodities. https://bit.ly/3rYhYXF Download Ole's charts 📈📉https://bit.ly/37LYFtN Download Big Picture Trading Chartbook 📈📉 https://bit.ly/39pax5j ✅Sign up for a F…
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MacroVoices #320 Mike Green: Investment Strategies for World War III
1:11:43
1:11:43
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1:11:43
MacroVoices Erik Townsend and Patrick Ceresna welcome Simplify Asset Management’s Mike Green to the show to discuss why he thinks World War III had begun long before this year, what he see on the horizon and what it means for investors and markets. https://bit.ly/3K27MU3 Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3xLReNO ✅Sign up for …
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MacroVoices #319 Jim Bianco: The Future of Decentralized Finance
1:29:45
1:29:45
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1:29:45
MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show for an interview entirely about Decentralized Finance and where it’s headed in the long run. Link: https://bit.ly/3vhQU6oBy Hedge Fund Manager Erik Townsend
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Macro Voices
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MacroVoices #318 Bill Blain: Inflation, Bond Yields & ESG
1:16:01
1:16:01
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1:16:01
MacroVoices Erik Townsend and Patrick Ceresna welcome Bill Blain to the show to discuss inflation, what it means for the bond market, the impact of ESG on the energy market & much more. https://bit.ly/3KnPQnJ Blain's Morning Porridge 📄: https://morningporridge.com/ Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3ujHZlN ✅Sign up for a FREE…
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Macro Voices
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MacroVoices #317 Philip Verleger: Central Bank Policy Trumps Energy In Economics
1:18:29
1:18:29
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1:18:29
MacroVoices Erik Townsend and Patrick Ceresna welcome energy economist Philip Verleger to the show to discuss what the transition to zero carbon will mean for the economy and financial markets. Then in postgame, Dakota Gold CEO Jonathan Awde joins to discuss the performance of precious metals markets, private placement logistics, and much more. Dow…
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MacroVoices #316 Daniel Lacalle: Energy in the New War Economy
1:08:48
1:08:48
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1:08:48
MacroVoices Erik Townsend and Patrick Ceresna welcome Tressis Chief Economist Daniel Lacalle to the show to discuss everything from inflation to bond yields to the dollar’s role as reserve currency. https://bit.ly/3iB4fRg Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3iBeepY ✅Sign up for a FREE 14-day trial at Big Picture Trading: https:…
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MacroVoices #315 Joseph Wang: Post-FOMC Rundown
1:05:02
1:05:02
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1:05:02
MacroVoices Erik Townsend and Patrick Ceresna welcome former Federal Reserve Open Market Operations trader Joseph Wang to the show. Erik and Joseph discuss all things federal reserve, from this week’s rate hike to the question of whether confiscation of Russia’s FX reserves will lead other central banks to cast doubt on the USD as global reserve cu…
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MacroVoices #314 Lakshman Achuthan: Inflation is Neither Transitory or Secular, it’s Cyclical
1:16:11
1:16:11
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1:16:11
MacroVoices Erik Townsend and Patrick Ceresna welcome Economic Cycles guru, Lakshman Achuthan to the show to explain why a Fed policy error is now almost a certainty, and what ECRI’s indicators portend for economic cycles in the year ahead. Download ECRI charts: https://bit.ly/3J6fcGm Download Postgame charts: https://bit.ly/3tGbdJO Link: https://b…
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MacroVoices #313 Dr. Pippa Malmgren: WWIII Has Already Started
1:19:29
1:19:29
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1:19:29
MacroVoices Erik Townsend and Patrick Ceresna welcome former U.S. Presidential advisor, Dr. Pippa Malmgren to the show. They discuss the situation in Ukraine - but looking at it in the context of a bigger picture that led Pippa and other prominent thought leaders to predict a major escalation of war tensions long before this particular crisis erupt…
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MacroVoices #312 Charlie McElligott: Tightening Cycle Is A Headwind Until It Becomes A Tailwind
1:18:08
1:18:08
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1:18:08
MacroVoices Erik Townsend and Patrick Ceresna welcome Nomura’s head of cross-asset Macro Strategy, Charlie McElligott to the show to discuss how prior tightening cycles have played out in markets and his prognostications for what present Federal Reserve policy will mean for the markets. Link: https://bit.ly/3LZ2TgU…
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MacroVoices #311 Jim Bianco: Has the Fed Signaled a Policy Error?
1:25:47
1:25:47
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1:25:47
MacroVoices Erik Townsend and Patrick Ceresna welcome Bianco Research founder Jim Bianco to the show. Their discussion includes everything from inflation to bond yields to the equity market outlook, and even touches on what the decentralized finance revolution might mean to fixed income markets in years to come. Link: https://bit.ly/3rXnzxL…
