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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 #325 Tian Yang: Is it over yet? What do the data say?
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1:18:21
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MacroVoices Erik Townsend and Patrick Ceresna welcome Variant Perception CEO and head of market research Tian Yang to the show. They go through VP’s latest leading economic indicator research, and discuss whether the current equity rout signals an oncoming recession, or if it’s just a mid-cycle pullback. https://bit.ly/3aexnwM Download Variant Perc…
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MacroVoices #324 Louis-Vincent Gave: A Major Geopolitical Transformation Is Underway
1:29:52
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MacroVoices Erik Townsend and Patrick Ceresna welcome Gavekal co-founder Louis-Vincent Gave to the show. Louis has a different take on the impact of U.S. seizure of foreign-owned assets, and he also shares his outlook for bonds, the dollar, stocks, and precious metals. https://bit.ly/3G5dOmI Join Free LIVE webinar this Sunday May 22nd at 11am ET: h…
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Macro Voices
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MacroVoices #323 David Rosenberg: The Fed Put Has Expired
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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MacroVoices #322 Josh Crumb: The Future of Decentralized Finance
1:48:48
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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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Macro Voices
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MacroVoices #321 Ole Hansen: The Commodity Supercycle Has Begun
1:26:01
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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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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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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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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
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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
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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…
