Macro Voices-logo

Macro Voices

Business & Economics Podcasts

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

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

Location:

United States

Description:

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

Twitter:

@MacroVoices

Language:

English

Contact:

(603) 672-3898


Episodes

MacroVoices #324 Louis-Vincent Gave: A Major Geopolitical Transformation Is Underway

5/19/2022
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: https://bit.ly/3FYN4nL Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3Nm7wkQ ✅Sign up for a FREE 14-day trial at Big Picture...

Duration:01:29:52

MacroVoices #323 David Rosenberg: The Fed Put Has Expired

5/12/2022
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 Free Trial: https://bit.ly/3L3yWKM Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3wqdo5D ✅Sign up for a FREE 14-day trial at...

Duration:01:26:37

MacroVoices #322 Josh Crumb: The Future of Decentralized Finance

5/5/2022
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

Duration:01:48:48

MacroVoices #321 Ole Hansen: The Commodity Supercycle Has Begun

4/28/2022
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 FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https://www.macrovoices.com to register your...

Duration:01:26:01

MacroVoices #320 Mike Green: Investment Strategies for World War III

4/21/2022
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 a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

Duration:01:11:43

MacroVoices #319 Jim Bianco: The Future of Decentralized Finance

4/14/2022
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/3vhQU6o

Duration:01:29:45

MacroVoices #318 Bill Blain: Inflation, Bond Yields & ESG

4/7/2022
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 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

Duration:01:16:01

MacroVoices #317 Philip Verleger: Central Bank Policy Trumps Energy In Economics

3/31/2022
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. Download a sample issue of Note at the Margin https://bit.ly/3IYA3KJ Visit Dakota Gold: https://dakotagoldcorp.com/ Follow on Dakota Gold on...

Duration:01:18:29

MacroVoices #316 Daniel Lacalle: Energy in the New War Economy

3/24/2022
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://bit.ly/2JjZR7J

Duration:01:08:48

MacroVoices #315 Joseph Wang: Post-FOMC Rundown

3/17/2022
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 currency. Link: https://bit.ly/3wiuUdM Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3MVD3uJ ✅Sign up for a FREE 14-day trial at...

Duration:01:05:02

MacroVoices #314 Lakshman Achuthan: Inflation is Neither Transitory or Secular, it’s Cyclical

3/10/2022
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://bit.ly/3I06msk

Duration:01:16:11

MacroVoices #313 Dr. Pippa Malmgren: WWIII Has Already Started

3/3/2022
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 erupted. WWIII Has Already Started - By Dr. Pippa Malmgren: https://bit.ly/3pCtJSa Link: https://bit.ly/3sEO1MZ

Duration:01:19:29

MacroVoices #312 Charlie McElligott: Tightening Cycle Is A Headwind Until It Becomes A Tailwind

2/24/2022
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

Duration:01:18:08

MacroVoices #311 Jim Bianco: Has the Fed Signaled a Policy Error?

2/17/2022
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

Duration:01:25:47

MacroVoices #310 Alex Gurevich: The Trades of March 2020

2/10/2022
MacroVoices Erik Townsend and Patrick Ceresna welcome Alex Gurevich to the show to discuss inflation, the U.S. Dollar, bond yields and stock prices in the face of central bank tightening, before discussing his new book -The Trades of March 2020: A Shield Against Uncertainty. Link: https://bit.ly/3gF6Qc4

Duration:01:15:34

MacroVoices #309 Izabella Kaminska: What Shape Will the COVID Recovery Take?

2/3/2022
MacroVoices Erik Townsend and Patrick Ceresna welcome Izabella Kaminska to the show. They discuss everything from inflation to sustainability of Uber and Airbnb’s business model. Then be sure to stay for the postgame segment to get an update on bond markets from Patrick. Link: https://bit.ly/3GrVW3U

Duration:01:13:31

MacroVoices#308 Ronald Stoeferle: Precious Metals Update

1/27/2022
MacroVoices Erik Townsend and Patrick Ceresna welcome precious metals guru Ronald Stoeferle to the show to discuss the big picture of what's going on with the Fed and this past week's equity market volatility, before moving on to precious metals update. Link: https://bit.ly/3II4Lbo

Duration:01:19:30

MacroVoices #307 Viktor Shvets: Inflation is still a pendulum but will eventually yield to disinflation

1/20/2022
MacroVoices Erik Townsend and Patrick Ceresna welcome Macquarie Chief Macro and Asia-Pacific strategist Viktor Shvets to the show. They touch on inflation and then move on to what’s driving various macro asset classes around the globe. *Please note that the market wrap commentary was recorded mid-session with the S&P still up on the day, before the late-day crash to new lows* Link: https://bit.ly/3KsAZZQ

Duration:01:21:23

MacroVoices #306 Darius Dale: Reflation Will Give Way To Deflation

1/13/2022
MacroVoices Erik Townsend and guest host Kevin Muir welcome 42 Macro founder Darius Dale to the show where he says the reflation trade is making a come-back, but that it will eventually yield to deflation. Then Erik and Kevin discuss Kevin’s article published by Bloomberg, titled The Bond Market Refuses to Accept Economic Reality. Link: https://bit.ly/3I3UmX3

Duration:01:33:19

MacroVoices #305 Grant Williams: Inflation, Putin, Tesla & More

1/6/2022
MacroVoices Erik Townsend and Patrick Ceresna welcome "Things That Make You Go Hmm..." author Grant Williams as the first feature interview guest of the new year. They discuss what lays ahead as we discover whether inflation is set to be secular or transitory & much more. Link: https://bit.ly/3zzzLGU

Duration:01:20:40