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    Business

    Macro Voices

    Weekly market commentary by retired Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. 

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    Copyright: Copyright 2019 © Erik Townsend | Macro Voices – All rights reserved

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    Latest Episodes:
    MacroVoices #453 Dr. Pippa Malmgren: Unconventional Insights on US Presidential Election Nov 07, 2024
    Show notes

    MacroVoices Erik Townsend & Patrick Ceresna welcome back best selling author, Dr. Pippa Malmgren. They’ll cover the current election results, potential upcoming challenges, and the anticipated impacts on financial markets and the broader economy. https://bit.ly/4hzLvyX

    ⚫ Follow Pippa X: https://www.x.com/DrPippaM

    ⚫ Subscribe To Pippa’s Substack: https://drpippa.substack.com/
    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/40Hq5dn

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH

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

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

    🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials


    MacroVoices #452 Darius Dale: No Difference Between Trump & Harris Oct 31, 2024
    Show notes

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Darius Dale. Darius argues that, for the financial markets, the outcome of next week’s U.S. presidential election is surprisingly inconsequential. They’ll delve into this perspective before exploring the drivers behind persistent inflation, the reasons for expecting the U.S. economy to remain robust, the Fed’s determination to achieve a soft landing, and why he’s confident that market liquidity will keep increasing. https://bit.ly/40qGxyb


    ⚫ Follow Darius Dale on X: https://www.x.com/DariusDale42
    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3YLjQUr

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH

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

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

    🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials


    MacroVoices #451 Brent Johnson: Macro Drivers of UST’s, PM’s & The Role of The BRICS Oct 24, 2024
    Show notes

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Brent Johnson. They’ll discuss foreign demand for U.S. Treasuries, Brent’s outlook for the dollar, equities, precious metals, energy, and much more. https://bit.ly/48B8uWt

    ⚫ Follow Brent Johnson on X: https://www.x.com/SantiagoAuFund
    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3BYjfG1

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH

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

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

    🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials


    MacroVoices #450 Dr. Anas Alhajji: Oil, Middle-East Politics & China Oct 17, 2024
    Show notes

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Anas Alhajji. They’ll discuss all things crude oil, starting with the geopolitical risks. https://bit.ly/4eNQytL
    ⚫ Follow Anas Alhajji on Substack: https://anasalhajjieoa.substack.com/

    ⚫ Follow Anas Alhajji on X: https://www.x.com/AnasAlhajji
    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3YcQn3Y

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH

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

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

    🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials


    MacroVoices #449 Harley Bassman: The Magic of Mortgages Oct 10, 2024
    Show notes

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Harley Bassman. They will discuss mortgage backed securities and the best way to trade them. https://bit.ly/4ezISv9

    ⚫ Follow Harley Bassman on X: https://www.x.com/ConvexityMaven
    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4dARobW

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH

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

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

    🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials


    MacroVoices #448 Luke Gromen: Why the Gold Recycling Trade is Accelerating Oct 03, 2024
    Show notes

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Luke Gromen. They’ll discuss the dollar, inflation, monetary policy, China, energy, precious metals, and much more. https://bit.ly/3TW9f65

    ⚫ Follow Luke Gromen on X: https://www.x.com/LukeGromen
    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4erbNRT

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH

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

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

    🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials


    MacroVoices #447 Eric Peters: US/EU/China, Competitive Outlook Sep 26, 2024
    Show notes

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Eric Peters. They’ll discuss all the usual macro suspects from secular inflation to competitiveness of the U.S, EU, and China, the USD, De-globalization, and much more. https://bit.ly/3TN3vvp


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

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH

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

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

    🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

    🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

    ✅ Visit OptionFinity: www.optionfinity.com

    ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y

    🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials


    MacroVoices #446 Matt Barrie: AI’ll Be Back! Sep 19, 2024
    Show notes

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Matt Barrie. They’ll discuss everything AI, exploring recent developments and what the future holds. https://bit.ly/3XslYP3

    ⚫ Follow Matt Barrie on X: https://www.x.com/Matt_Barrie

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH

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

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

    🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

    🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

    ✅ Visit OptionFinity:https://discord.gg/Rvnsv6Y


    MacroVoices #445 Jim Bianco: Still No Landing, and Inflation is Not Transitory Sep 12, 2024
    Show notes

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Jim Bianco. They’ll discuss why Jim thinks the Fed has become political and risks a policy error, they also cover long-term inflationary trends, the role of precious metals in today's economy, and more. https://bit.ly/4d372MT

    ⚫ Follow Jim Bianco on X: https://www.x.com/biancoresearch
    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3z6celr

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH

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

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

    🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

    🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

    ✅ Visit OptionFinity: www.optionfinity.com

    ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y

    🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials


    MacroVoices #444 Mike Alkin: Uranium Fundamentals Couldn’t Be Better Sep 05, 2024
    Show notes

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Mike Alkin. They'll cover all aspects of the uranium market, from its structure and the absence of a liquid futures contract, to how utility buyers are compensated and why they tend to remain complacent despite increasing concerns over global uranium supply. https://bit.ly/47eqEfK

    ⚫ Follow Sachem Cove Partners on X: https://www.x.com/SachemCove
    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4eehoKL

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH

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

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

    🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

    🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

    ✅ Visit OptionFinity: www.optionfinity.com

    ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y

    🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials


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