Macro Voices

Hedge Fund Manager Erik Townsend
Macro Voices
Último episodio

355 episodios

  • Macro Voices

    MacroVoices #536 Larry Mcdonald: The Migration is Upon us

    11/06/2026 | 1 h 20 min
    MacroVoices Erik Townsend & Patrick Ceresna welcome, Larry McDonald. They discuss what’s driven this sell-off, whether the Iran conflict had anything to do with it, and where the opportunities lie in today’s markets. https://bit.ly/4ebDAHe

     

     🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4eeE8fp

     

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX

     

    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

     

    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
  • Macro Voices

    MacroVoices #535 Michael Every: NAFTA and NAPTHA – Warcraft & Fartcraft

    04/06/2026 | 1 h 37 min
    MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every & Rory Johnston. They discuss all things Iran from geopolitics to inflation outlook to what it means for China to President Trump and Secretary Bessent’s stablecoin statecraft ambitions. https://bit.ly/3RQ4ixB

     

     🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3QmubEP

     

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX

     

    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

     

    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
  • Macro Voices

    MacroVoices #534 Dr. Pippa Malmgren: Superpower War or Superpower Hug?

    28/05/2026 | 1 h 50 min
    MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Pippa Malmgren & Jim Bianco.  They’ll discuss whether AI and Robotics are going to take our jobs, Nuclear Fusion, Disappearing Scientists, and much more. https://bit.ly/4tXAlJr

     

     🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4nX9PP1

     

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX

     

    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

     

    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
  • Macro Voices

    MacroVoices #533 Morgan Downey: The Return of Oil 101

    21/05/2026 | 1 h 22 min
    MacroVoices Erik Townsend & Patrick Ceresna welcome, Morgan Downey. They discuss the ongoing crisis, with Morgan warning that all buffers and safety margins have been exhausted, explaining why a Strait closure lasting another month could drive oil prices to $150–$200, and exploring several other critical dimensions of this rapidly evolving situation. https://bit.ly/3Pe3zpa

     

     🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4uqG7nW

     

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX

     

    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

     

    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
  • Macro Voices

    MacroVoices #532 Mike Green: Record Mechanical Flows

    14/05/2026 | 1 h 46 min
    MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They discuss why the Hormuz crisis hasn’t derailed the S&P 500’s surge to new all-time highs, Mike’s disagreement with secular-inflation forecasts, why Kevin Warsh could be more likely to cut rates aggressively than hike, and the unintended consequences of passive investing through index funds. https://bit.ly/3R6TDhH

     

     🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4fm8rTu

     

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX

     

    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

     

    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
Más podcasts de Economía y empresa
Acerca de Macro Voices
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
Sitio web del podcast

Escucha Macro Voices, Maldita Pobreza y muchos más podcasts de todo el mundo con la aplicación de radio.net

Descarga la app gratuita: radio.net

  • Añadir radios y podcasts a favoritos
  • Transmisión por Wi-Fi y Bluetooth
  • Carplay & Android Auto compatible
  • Muchas otras funciones de la app