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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 #423 Justin Huhn: Accelerated Demand Growth in Supply Driven Bull Market Apr 11, 2024
    Show notes

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Uranium Insider Founder, Justin Huhn. Erik & Justin discuss the Uranium bull market, the Uranium mining sector and where it’s headed to next. https://bit.ly/3Jcf9u6

    ⚫ Follow Justin on X: @UraniumInsider

    ⚫ Find out More: www.uraniuminsider.com

    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/43SHq2e

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

    🔴 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

    ✅ 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 #422 Larry McDonald: How To Listen When Markets Speak Apr 04, 2024
    Show notes

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Bear Traps Report founder, Larry McDonald. Erik and Larry discuss, why gold’s correlations to treasury rates and the dollar have broken down, the inflation outlook, energy, and much more. https://bit.ly/3U2DGrP

    ⚫ Click To Purchase Larry’s book ‘How To Listen When Markets Speak’: https://bit.ly/4cLXOFO

    ⚫ Follow Larry on X: @Convertbond

    ⚫ Find out More: thebeartrapsreport.com

    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/49weM8E

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

    🔴 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

    ✅ 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 #421 Luke Gromen: More Dollar Liquidity To Come… Mar 28, 2024
    Show notes

    MacroVoices Erik Townsend & Patrick Ceresna welcome back Forest for the Trees founder, Luke Gromen. Erik and Luke discuss the dollar, where it’s headed both short and long term, precious metals, bitcoin and more. https://bit.ly/3PES8np

    ⚫ Follow Luke on X: @LukeGromen

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

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

    🔴 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

    ✅ 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 #420 Ole Hansen: Green Shoots in The Commodity Markets Mar 21, 2024
    Show notes

    MacroVoices Erik Townsend & Patrick Ceresna welcome back Saxo Bank, Commodities Chief, Ole Hansen. Erik & Ole will discuss which commodities are hot and what’s driving the rally, from softs to AGS to metals to energy. https://bit.ly/43wIZmn

    ⚫ Follow Ole on X: @Ole_S_Hansen

    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3vig2Ox

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

    🔴 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

    ✅ 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 #419 Arjun Murti: Navigating the 2020s Energy Transition Landscape Mar 14, 2024
    Show notes

    MacroVoices Erik Townsend & Patrick Ceresna welcome former Goldman Sachs Partner and current Veriton partner, Arjun Murti. Erik and Arjun will discuss Arjun’s outlook for where energy markets are and where they’re headed in the coming energy transition. https://bit.ly/3IzFxxI

    ⚫ Follow Arjun on X: https://www.twitter.com/ArjunNMurti

    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3Pnif1Y

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

    🔴 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

    ✅ 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 #418 Jeff Snider: From Waller Speak to Risk, After Risk, After Risk Mar 07, 2024
    Show notes

    MacroVoices Erik Townsend & Patrick Ceresna welcome back Jeff Snider. Erik & Jeff take a deep dive into the macro risks in all the major markets, what the Fed’s Waller REALLY said last Friday & whether it could mean another round of QE is around the corner. https://bit.ly/49DITM0

    ⚫ Follow Jeff Snider on X: https://www.twitter.com/jeffsnider_EDU

    ⚫ Visit EuroDollar University: https://www.eurodollar.university/

    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3wLe4Xn

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

    🔴 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

    ✅ 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 #417 Jim Bianco: FED Cuts, May, June or Bust? Feb 29, 2024
    Show notes

    MacroVoices Erik Townsend & Patrick Ceresna welcome back Jim Bianco. Erik & Jim discuss inflation, fed policy, and why Jim thinks the Fed has to start cutting in May or June or else not cut at all before the November election. https://bit.ly/4bTgzH4

    ⚫ Follow Jim on X: @BiancoResearch

    ⚫ Check Out Bianco Research: https://www.biancoresearch.com

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

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

    🔴 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

    ✅ 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 #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway? Feb 22, 2024
    Show notes

    MacroVoices Erik Townsend & Patrick Ceresna welcome back Mike Green. Erik & Mike discuss backwardation in commodities markets, where rates and markets are headed from here, precious metals, and much more. https://bit.ly/3wthEFq

    ⚫ Follow Mike on X: https://www.twitter.com/profplum99

    ⚫ Follow Mike on Substack : https://www.yesigiveafig.com/

    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/42MYjuW

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

    🔴 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

    ✅ 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 #415 Tian Yang: Fiscal, Sisyphus or Hercules Feb 15, 2024
    Show notes

    MacroVoices Erik Townsend & Patrick Ceresna welcome back Variant Perception CEO, Tian Yang. Erik & Tian will discuss most assets classes and the trading opportunities Tian sees in them. https://bit.ly/3SHP9ej

    ⚫ Follow Variant Perception on X: https://www.twitter.com/VrntPerception

    ⚫ Find Out More About Variant Perception: https://www.variantperception.com

    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/49gJYcm

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

    🔴 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

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

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

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

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


    MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999 Feb 08, 2024
    Show notes

    MacroVoices Erik Townsend & Patrick Ceresna welcome back Gavekal Founder, Louis-Vincent Gave. Erik & Louis discuss commodities, China, the Electric Vehicle Implosion, and why Louis says this feels like 1999 all over again. https://bit.ly/3wgMjFA

    ⚫ Follow Louis on X: https://twitter.com/Gave_Vincent

    ⚫ Find Out More About Gavekal: https://web.gavekal.com/

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

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

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

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

    🔴 Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr

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

    ✅ 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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