

Macro Voices
Hedge Fund Manager Erik Townsend
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
Episodes
Mentioned books

48 snips
Aug 24, 2023 • 2h 5min
MacroVoices #390 Matt Barrie: The awesome power and risk of Artificial Intelligence
Matt Barrie, CEO of Freelancer.com, discusses the macro impacts and knock-on effects of Artificial Intelligence. They explore the rapid progress of AI tools, its impact on various industries, including the art industry and job roles. They also discuss the risks and unexpected outcomes of AI, the capabilities of chat GPT, and the power and potential risks associated with AI. They highlight the benefits of AI, job automation, and the existential threat it poses to humanity.

46 snips
Aug 17, 2023 • 1h 19min
MacroVoices #389 Justin Huhn: Update On All Things Nuclear
Uranium Insider founder Justin Huhn joins MacroVoices to discuss the bullish case for uranium mining stocks in the near to medium term. They also delve into advanced nuclear technologies and the potential for a nuclear renaissance. The chapter on investing strategies in the uranium market provides valuable insights. Crude oil inventory report and future price predictions are also discussed.

Aug 10, 2023 • 1h 10min
MacroVoices #388 Lakshman Achuthan: Recession Still On Deck
MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss the business cycle and why the expected recession is taking longer than expected to arrive before moving on to discuss whether a new secular inflation trend underlies the transitory inflation from pandemic supply chain effects, which is now receding. https://bit.ly/3DRqq0o
Download Lakshman’s Charts: https://bit.ly/45ndvih
Download Big Picture Trading chartbook 📈📉 https://bit.ly/3DSqDAu
✅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: https://discord.gg/Rvnsv6Y
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

35 snips
Aug 3, 2023 • 1h 13min
MacroVoices #387 Jeff Snider: On Deflation and Soft Landing
MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show to discuss the inflation story over one of Jeff’s infamous chart decks and whether the “soft landing” forecast that’s become popular is accurate. https://bit.ly/3QlP5RZ
Download Jeff’s Charts: https://bit.ly/459utkc
Visit Eurodollar University: https://www.eurodollar.university/
Check out Eurodollar University on YouTube: https://www.youtube.com/@eurodollaruniversity
Download Big Picture Trading chartbook 📈📉 https://bit.ly/3qgZ8xa
✅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: https://discord.gg/Rvnsv6Y
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

84 snips
Jul 27, 2023 • 1h 2min
MacroVoices #386 Lyn Alden: Energy, Inflation & much more
MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show to take a deep dive on energy, everything from crude oil to natural gas to shale depletion rates. And finally, uranium before moving on to talk in depth about inflation. https://bit.ly/3OyuKaI
Download Lyn’s Charts: https://bit.ly/475fOZ4
Download Big Picture Trading chartbook 📈📉 https://bit.ly/3rM2yZ8
✅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: https://discord.gg/Rvnsv6Y
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

51 snips
Jul 20, 2023 • 1h 15min
MacroVoices #385 Dr. Anas Alhajji: 2024 Energy Markets Outlook & More
MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to the show to discuss everything from an update on his market outlook to why Chinese reopening didn’t have the demand recovery effect so many of us predicted. https://bit.ly/43OUvbz
⭐️Join Patrick for a LIVE webinar on Tuesday July 25th at 1pm ET⭐️ Sign up here ➡️ https://www.bigpicturetrading.com/money
Download Big Picture Trading chartbook 📈📉 https://bit.ly/44vvLpG
✅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: https://discord.gg/Rvnsv6Y
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

46 snips
Jul 13, 2023 • 1h 12min
MacroVoices #384 Darius Dale: Blow-Off Top Coming Before Bears Get Validated
MacroVoices Erik Townsend and Patrick Ceresna welcome 42 Macro founder Darius Dale to the show to discuss what the bears got wrong, why Darius thinks there’s still some upside left in the stock market, before it ultimately reverses direction to vindicate the bears. They also discuss inflation, why the macro backdrop has changed considerably, and finally, China’s recovery and why it didn’t have the expected effect on global demand recovery. https://bit.ly/3NPvcQC
Download Darius’ charts: https://bit.ly/3OdfHTN
⭐️Join Patrick for a LIVE webinar on Tuesday July 25th at 1pm ET⭐️
Sign up here ➡️ https://www.bigpicturetrading.com/money
Download Big Picture Trading chartbook 📈📉 https://bit.ly/46NTxyF
✅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: https://discord.gg/Rvnsv6Y
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

8 snips
Jul 6, 2023 • 57min
MacroVoices #383 Juliette Declercq: Update on Immaculate Disinflation Thesis
MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show to discuss why she thinks we’re in an immaculate disinflation, and what she sees on the horizon for markets. https://bit.ly/3O1WHrr
Download Juliette’s charts: https://bit.ly/3pyYn2f
⭐️Join Patrick for a LIVE webinar on Tuesday July 11th at 1pm ET⭐️
Sign up here ➡️ https://www.bigpicturetrading.com/money
Download Big Picture Trading chartbook 📈📉 https://bit.ly/44doN8K
✅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: https://discord.gg/Rvnsv6Y
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

11 snips
Jun 29, 2023 • 1h 6min
MacroVoices #382 Dr. Pippa Malmgren: A Tale of Two Civil Wars
MacroVoices Erik Townsend and Patrick Ceresna welcome best-selling author and geopolitical commentator Dr. Pippa Malmgren to the show. They discuss the aborted coup in Russia last weekend before moving on to issues affecting the United States. https://bit.ly/3CQ9KG3
Check out Pippa's substack: https://drpippa.substack.com/
Download Big Picture Trading chartbook 📈📉 https://bit.ly/46mv2bT
✅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: https://discord.gg/Rvnsv6Y
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

16 snips
Jun 22, 2023 • 1h 4min
MacroVoices #381 Leigh Goehring: Global Food Crisis Update
MacroVoices Erik Townsend and Patrick Ceresna welcome Goehring & Rozencwajg founder Leigh Goehring to the show and the topic is an update on the formative global food crisis resulting from more of the world’s economies advancing to the point where far more people eat meat all over the world. https://bit.ly/3Pr09wU
Download Big Picture Trading chartbook 📈📉 https://bit.ly/3CHC4u5
✅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: https://discord.gg/Rvnsv6Y
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials