Macro Voices

Markets and Investing

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


Episodes

Energy Doc Episode #4: What’s wrong with Nuclear Energy?

1/29/2023
Sneak preview of @ErikSTownsend’s upcoming docuseries about the coming global energy crisis. Why it can’t be avoided, what caused it, and what it will take to solve it. 4th of 5 special episodes airing Sundays in January. Download associated .PDF https://bit.ly/3JoMzXD #OOTT

Duration:01:04:29

MacroVoices #360 Viktor Shvets: Inflation, Interest Rates, Equity Outlook & more

1/26/2023
MacroVoices welcomes Macquarie chief macro strategist Viktor Shvets to the show. They discuss the geopolitical outlook, inflation, bond yields, recession risk, equity market outlook, gold and much more. https://bit.ly/3WL6enD Download Big Picture Trading chartbook 📈📉https://bit.ly/3JzMktd ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord:...

Duration:01:08:03

Energy Doc Episode #3: Supercritical Deep Geothermal Renewable Energy

1/22/2023
Sneak preview of Erik Townsend’s upcoming docuseries about the coming global energy crisis. Why it can’t be avoided, what caused it, and what it will take to solve it. 3rd of 5 special episodes airing Sundays in January. Download associated .PDF here: https://bit.ly/3ZQ1kIR #OOTT

Duration:01:01:01

MacroVoices #359 Lyn Alden: 2023 Macro Outlook

1/19/2023
MacroVoices Erik Townsend welcomes Lyn Alden to the show. They revisit her crude oil outlook then dive into a slide deck exploring Lyn’s most interesting insights and perspectives for 2023. https://bit.ly/3Hif3Rw Download Lyn's chartbook: https://bit.ly/3QYL0l5 Download Big Picture Trading chartbook 📈📉https://bit.ly/3CZoLWk ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check out Nick's YouTube channel: https://www.youtube.com/@Optionfinity Join...

Duration:01:06:48

Energy Doc Episode #2: Origins of the mid-2020s Oil & Gas Supply Crisis

1/15/2023
Sneak preview of Erik Townsend's upcoming docuseries about the coming global energy crisis. Why it can’t be avoided, what caused it, and what it will take to solve it. 2nd of 5 special episodes airing Sundays in January. Download associated .PDF here: https://bit.ly/3H5iY40 #OOTT

Duration:01:03:00

MacroVoices #358 Robert Friedland: Geopolitical outlook & Geothermal Energy Revisited

1/12/2023
MacroVoices Erik Townsend welcomes the founder of the Ivanhoe mining empire, Robert Friedland to the show. They discuss the geopolitical change toward a multi-polar world, the war cycle, the coming energy crisis, deep geothermal energy, and much more. https://bit.ly/3W5oDLG Download Big Picture Trading chartbook 📈📉https://bit.ly/3kaiSiL ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check out Nick's YouTube channel:...

Duration:01:38:11

Energy Doc Episode #1: The Importance of Energy and Origins of the mid-2020s Energy Crisis

1/8/2023
Sneak preview of Erik Townsend's upcoming docuseries about the coming global energy crisis. Why it can’t be avoided, what caused it, and what it will take to solve it. 1st of 5 special episodes airing Sundays in January. https://bit.ly/3GOtE72 #OOTT Download PDF here: https://bit.ly/3Qlw40b

Duration:01:01:20

MacroVoices #357 Darius Dale: The Recession is Coming But Not Until the Second Half

1/5/2023
MacroVoices Erik Townsend welcomes 42 Macro founder Darius Dale to the show. Darius told us one year ago that 2022 could be a crash year for the stock market, and needless to say he got the bear call right. They discuss his current outlook for economic cycles, stocks, and commodities including gold. https://bit.ly/3iahs7j Download Darius Dale's chartbook: https://bit.ly/3WMxOBL Download Big Picture Trading chartbook 📈📉https://bit.ly/3VPjOGm ✅Sign up for a FREE 14-day trial at Big...

Duration:01:10:46

MacroVoices #356 Justin Huhn: Investing in All Thing Nuclear

12/29/2022
MacroVoices Erik Townsend welcomes Uranium Insider newsletter editor Justin Huhn to the show to discuss the overall investment argument for nuclear energy and understanding the nuclear fuel cycle and how to invest in it and much more. https://bit.ly/3VvHsYn Download chartbook: https://bit.ly/3Q0FoGk Get a sample issue of Uranium Insider Pro Monthly Newsletter

Duration:01:47:26

MacroVoices #355 Mark Nelson: Understanding All Things Nuclear

12/22/2022
In this first part of holiday special, MacroVoices welcomes nuclear engineer Mark Nelson to the show to discuss all things nuclear. Erik and Mark start with a brief history of the industry, then talk about both real and perceived problems with nuclear power, before moving on to discuss advanced nuclear technologies including small modular nuclear reactors, molten salt cooled reactors and Thorium-fuelled nuclear reactors. https://bit.ly/3Wg3q2J Radiant Energy Group Kirk Sorensen: Thorium,...

Duration:02:34:25

MacroVoices #354 Jim Bianco: CPI, FOMC, China & More

12/15/2022
MacroVoices welcomes Bianco Research founder Jim Bianco to the show to discuss the latest CPI data and Federal Reserve statement and press briefing. Then we’ll get Jim’s insights on news most people missed: China’s announcements that they’ll stop reporting COVID case counts, and effectively let Omicron burn through while relaxing Zero Covid policies. We’ll also discuss Jim’s outlook for fixed income, equities, gold, and more. https://bit.ly/3HEMnTf Download Big Picture Trading chartbook...

Duration:01:20:45

MacroVoices #353 Luke Gromen: The Fed Is Headed For Difficult Decisions

12/8/2022
MacroVoices welcomes Luke Gormen to the show to discuss whether the bear market rally in equities is over, whether inflation has peaked, and how the U.S. Government will fund deficit spending in an era when China and Russia are no longer ready buyers of U.S. debt issuance. https://bit.ly/3FBdjBV Download Big Picture Trading chartbook 📈📉https://bit.ly/3uTeDKB ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check out Nick's YouTube channel:...

Duration:01:21:44

MacroVoices #352 David Rosenberg: This Bear Market Has A Long Way To Go

12/1/2022
MacroVoices welcomes Rosenberg Research Founder, David Rosenberg to the show. David says this bear market isn’t over yet, and warns that past bear market rallies have ended at or near the 200-day moving average, which the S&P just moved above this week. He says inflation has already peaked, but cautions that doesn’t mean the Fed is going to pivot right away. https://bit.ly/3uhorh1 Download Big Picture Trading chartbook 📈📉https://bit.ly/3XRzkn6 ✅Sign up for a FREE 14-day trial at Big...

Duration:01:19:34

MacroVoices #351 Dr. Pippa Malmgren: Update on All Things Geopolitical

11/23/2022
MacroVoices welcomes Dr. Pippa Malmgren to the show for an extended interview to discuss everything from the global conflict of superpowers and the proxy war in Ukraine, the scandals in cryptocurrency markets and what they will mean for the acceleration of central-bank digital currency adoption, the new space race for military and telecommunications control of the moon , the return of Donald Trump to the political stage in the run-up to the 2024 election and why China has been so slow to...

Duration:01:45:07

MacroVoices #350 Mike Green: Investing Opportunity in an Increasingly Uncertain World

11/17/2022
MacroVoices welcomes Simplify Asset management chief strategist and portfolio manager, Mike Green to the show. Mike was the first person to bring up World War III to MacroVoices but he’s not talking about nuclear armageddon - he is talking about growing conflict between Russia, United States and China. This interview will focus on the economic and trading implications of the new war cycle. https://bit.ly/3tK1hiR Download Big Picture Trading chartbook 📈📉http://bit.ly/3Of5Ye4 ✅Sign up...

Duration:01:36:08

MacroVoices #349 Rory Johnston: Crude Oil Outlook & SPR Discourse

11/10/2022
MacroVoices welcomes Commodity Context founder Rory Johnston as this week’s feature interview guest to take a deep dive on crude oil supply and demand fundamentals, China reopening, Russian sanctions, and finally the long-awaited Strategic Petroleum Reserve discourse so many of you have requested. https://bit.ly/3G27jCT Check out Commodity Context: https://www.commoditycontext.com/ Download Big Picture Trading chartbook 📈📉https://bit.ly/3UjaKJP ✅Sign up for a FREE 14-day trial at Big...

Duration:01:50:32

MacroVoices #348 Eric Peters: On The Road From Mean Reversion To Reflexivity

11/3/2022
One River Asset Management founder & CIO Eric Peters returns as this week’s feature interview guest. We’ll discuss why Eric thinks that post-pandemic patterns in everything from inflation to supply chain disruptions yields a conclusion that we’ve moved from a paradigm of mean reversion to a new paradigm of reflexivity. https://bit.ly/3DZbcY7 Download Big Picture Trading chartbook 📈📉https://bit.ly/3FHtH4g ✅Sign up for a FREE 14-day trial at Big Picture Trading:...

Duration:01:17:47

MacroVoices #347 Ole Hansen: Commodities Can Go Up Even In Recession

10/27/2022
Saxo Bank commodities guru Ole Hansen is back as this week’s feature interview guest. Ole says that with structural inflation, commodity prices really can rise even in recession. Erik and Ole talk about the energy crisis, base metals, precious metals, and much more. https://bit.ly/3Fjkhfi Download Ole's charts: https://bit.ly/3DbCxo5 Download Big Picture Trading chartbook 📈📉 https://bit.ly/3gGAeBP ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please...

Duration:01:14:29

MacroVoices #346 Louis-Vincent Gave: The Xi Pivot vs. The Powell Pivot

10/20/2022
MacroVoices welcomes Gavekal co-founder, Louis-Vincent Gave to the show. Louis says when China’s Xi Jinping pivots from zero COVID policy to re-opening the Chinese economy, it will send a macroeconomic shock wave through global markets that will re-ignite inflation and have more overall effect than the Fed pivot most market participants are obsessed with. https://bit.ly/3SlOm0q Download Big Picture Trading chartbook 📈📉 https://bit.ly/3TIFe7r ✅Sign up for a FREE 14-day trial at Big...

Duration:01:22:03

MacroVoices #345 Daniel Lacalle: The Situation in Europe is Worse Than You Think

10/13/2022
MacroVoices welcomes Tressis Chief Economist, Daniel Lacalle to the show. They discuss the Macro outlook in Europe and Daniel says the dire economic situation in Europe is entirely the making of EU policymakers, not Vladimir Putin. https://bit.ly/3VoY9FS Download Big Picture Trading chartbook 📈📉 https://bit.ly/3CSUx7M ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join...

Duration:01:28:00