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Macro Voices

Macro Voices

Hedge Fund Manager Erik Townsend Investing 304 期節目 USA 2026-09-11 1 次提取
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
分類： Investing Podcasts Business
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節目列表 (300 期節目)

MacroVoices #549 Matt Barrie: AI-gent Provocateur
MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie. They discuss the rise of agentic AI and cheap open‑source models, how running AI on your own hardware will reshape enterprises and...
2026-09-11
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MacroVoices #548 Dr. Carly Anderson: Emerging Energy Technologies Roundup
MacroVoices Erik Townsend & Patrick Ceresna welcome, Carly Anderson. They discuss the coming “nuclear renaissance” driven by small modular reactors and mass manufacturing and how deep‑tech venture...
2026-09-03
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MacroVoices #547 Daniel Lacalle: The Future of Reserve Currency
MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle. They discuss sovereign debt, inflation, and the rise of cryptocurrencies and stablecoins forcing a shift toward more decentrali...
2026-08-28
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MacroVoices #546 Darius Dale: Darius Dale for POTUS 2028
MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They discuss how fourth-turning dynamics, debt “disease,” and policy manipulation are reshaping bond markets. https://bit.ly/4cSYS...
2026-08-21
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MacroVoices #545 Michael Howell: Warsh vs. The Markets
MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Howell.  They discuss the 65-month global liquidity cycle, where we stand currently, and what comes next. https://bit.ly/3UfVKBc   ✅S...
2026-08-14
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MacroVoices #544 Viktor Shvets: How Markets Survive Disruption
MacroVoices Erik Townsend & Patrick Ceresna welcome, Viktor Shvets. They discuss everything from Hormuz to Inflation signals to precious metals to the k-shaped economy. https://bit.ly/4wHXdyt   ...
2026-08-07
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MacroVoices #543 Jim Bianco: Who Solves Inflation The FED or The Market?
MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They will discuss this weeks FOMC meeting. https://bit.ly/4wz7e16   ✅Sign up for a FREE 14-day trial at Big Picture Trading: http...
2026-07-31
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MacroVoices #542 Luke Gromen: As The Conflict Turns
MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They discuss how the Strait of Hormuz remained closed for months, why crude oil prices did not respond as expected, and what may h...
2026-07-23
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MacroVoices #541 Dr. Anas Alhajji: Bab el-Mandeb: The Next Oil Chokepoint Nobody's Watching
MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Anas Alhajji. They’ll discuss Anas’s review on how we got into this conflict and why he still believes that it was the goal of the United S...
2026-07-17
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MacroVoices #540 Adam Parker: Beyond the AI Bubble: Diversifying Portfolios in an Earnings-Driven Market
MacroVoices Erik Townsend & Patrick Ceresna welcome, Adam Parker. They discuss the U.S equity market. https://bit.ly/4aK7d1u        🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4...
2026-07-10
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MacroVoices #539 Rory Johnston: Hormuz Crisis, is it Really Over?
MacroVoices Erik Townsend & Patrick Ceresna welcome, Rory Johnston. They discuss the Hormuz crisis, China’s role in tempering global oil demand, and the outlook for what comes next as negotiations...
2026-07-03
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MacroVoices #538 Lyn Alden: Is The War Really Over and What’s Next For Markets?
MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They discuss the Hormuz crisis, Fed policy under new leadership, budget deficits, the AI trade, and AI's mounting demands on energy ...
2026-06-26
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MacroVoices #537 Brent Johnson: There’s No Turning Back
MacroVoices Erik Townsend & Patrick Ceresna welcome, Brent Johnson. They’ll discuss the Iran deal, Brent’s outlook for the U.S. dollar, and much more. https://bit.ly/4xRl8ga      🔻Download Big ...
2026-06-19
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MacroVoices #536 Larry Mcdonald: The Migration is Upon us
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...
2026-06-12
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MacroVoices #535 Michael Every: NAFTA and NAPTHA – Warcraft & Fartcraft
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 T...
2026-06-05
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MacroVoices #534 Dr. Pippa Malmgren: Superpower War or Superpower Hug?
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 Scientis...
2026-05-28
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MacroVoices #533 Morgan Downey: The Return of Oil 101
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 S...
2026-05-22
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MacroVoices #532 Mike Green: Record Mechanical Flows
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-...
2026-05-15
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MacroVoices #531 Louis-Vincent Gave: Semiconductors, AI & Iran Conflict
MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They’ll discuss, what’s going on in the conflict and what it will mean for global markets in the coming months. https://bit...
2026-05-08
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MacroVoices #530 Daniel Lacalle: China and The Us Will Decide The Outcome of The Iran War
MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle.  They’ll discuss secular inflation, precious metals, the greater risk to Europe from the energy crisis, and much more. https://...
2026-05-01
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