

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

5 snips
May 11, 2023 • 1h 8min
MacroVoices #375 Mike Green: Banking Crisis, Debt Ceiling, De-dollarization and more
MacroVoices Erik Townsend and Patrick Ceresna welcome Simplify Asset Management’s chief market strategist Mike Green to the show to discuss the banking crisis, the debt ceiling debacle, de-dollarization, artificial intelligence and much more.
https://bit.ly/3VWbLsW
Vanguard's trillion-dollar man leads a fixed-income revolution 📃 https://bit.ly/41twl4U
Mike’s Substack: https://michaelwgreen.substack.com/
Download Big Picture Trading chartbook 📈📉 https://bit.ly/3MkpBCl
✅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

5 snips
May 4, 2023 • 59min
MacroVoices #374 Chris Whalen: Are More Banks Going To Fail?
MacroVoices Erik Townsend and Patrick Ceresna welcome Whalen Global Advisors founder Chris Whalen to the show to discuss the formative banking crisis, what’s driving it, and what comes next. They also touch on the outlooks for stocks and precious metals. https://bit.ly/414Qj5S
The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/
Download Big Picture Trading chartbook 📈📉 https://bit.ly/4170abB
✅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

34 snips
Apr 27, 2023 • 1h 14min
MacroVoices #373 Ole Hansen: Commodities Update
MacroVoices Erik Townsend welcomes Saxo Bank Chief Commodities strategist Ole Hansen to the show to discuss the broader commodities bull market and the role interest rates play in contango and backwardation. Then they drill down on specific commodities including crude oil, gold, copper, grains and more. https://bit.ly/3LADP1y
Download Ole's charts: https://bit.ly/3VjCPC3
Download Big Picture Trading chartbook 📈📉 https://bit.ly/44c0k4e
✅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

6 snips
Apr 20, 2023 • 56min
MacroVoices #372 David Rosenberg: The Bear Market Bottom Is Not In
MacroVoices Erik Townsend and Patrick Ceresna welcome Rosenberg Research founder David Rosenberg to the show. Rosie says the bottom isn’t in yet for the stock market, and the long-awaited recession has finally begun now. They also discuss precious metals, bond yields and FOMC policy. https://bit.ly/43MiHMK
Rosenberg Research Free Trial: https://bit.ly/3L3yWKM
Download Big Picture Trading chartbook 📈📉 https://bit.ly/3NhUlF1
✅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
Apr 13, 2023 • 1h 3min
MacroVoices #371 Larry McDonald: Fed Will Be Forced To Cut By The End Of The Year
MacroVoices Erik Townsend and Patrick Ceresna welcome best selling author and The Bear Traps Report editor Larry Mcdonald to the show to discuss the upcoming debt ceiling debate and how it will play into Federal Reserve policy, as well as the outlook for energy markets and energy stocks. https://bit.ly/41ijPWA
Get access to The Bear Traps Report: https://bit.ly/3zVsGlb
Download Big Picture Trading chartbook 📈📉 https://bit.ly/3mtikG9
✅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

Apr 6, 2023 • 1h 3min
MacroVoices #370 Adam Rozencwajg: Energy, Gold, Copper & Uranium
MacroVoices Erik Townsend and Patrick Ceresna welcome Goehring & Rozencwajg co-founder Adam Rozencwajg to the show to discuss energy, gold, copper and much more. https://bit.ly/3ZO72Kf
Download Big Picture Trading chartbook 📈📉 https://bit.ly/3KiW7CA
✅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

18 snips
Mar 29, 2023 • 1h 17min
MacroVoices #369 Dr. Pippa Malmgren: Perspective on the Further Geopolitical Escalation
MacroVoices Erik Townsend welcomes Dr. Pippa Malmgren to the show to discuss the escalating geopolitical situation, including Pippa’s views that the Pentagon played a role in orchestrating the Silicon Valley Bank bailout to protect defense technology interests, and that China rather than Russia has been the principal aggressor from the beginning of the Ukraine conflict. https://bit.ly/3ntCYGn
Visit Dr. Pippa's substack: https://drpippa.substack.com/
Download Big Picture Trading chartbook 📈📉https://bit.ly/3Khibyp
✅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

17 snips
Mar 23, 2023 • 1h 17min
MacroVoices #368 Charlie McElligott: Banking Crisis, FOMC, 0DTE, CTAs & more
MacroVoices Erik Townsend welcomes Nomura’s Charlie McElligott to the show to discuss the formative banking crisis, monetary policy including yesterday’s 25 bps hike into the banking crisis, how to trade the Fed boxing itself into a corner, 0DTE options, abysmal performance of Commodity Trend funds in 2023, and much more.
https://bit.ly/3K4aFal
Download Big Picture Trading chartbook 📈📉https://bit.ly/3z0u7ON
✅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

5 snips
Mar 16, 2023 • 1h 24min
MacroVoices #367 Luke Gromen: USD Update in the Wake of SVB Collapse
MacroVoices Erik Townsend welcomes Forest for the Trees founder Luke Gromen to the show to discuss how the US Dollar has fared in the wake of central bank divestitures and Luke’s outlook for the dollar and other markets in the wake of Silicon Valley Bank’s collapse after the biggest bank run in U.S. history last Thursday. https://bit.ly/3mZTwVT
Download Big Picture Trading chartbook 📈📉https://bit.ly/40dDKW0
✅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

26 snips
Mar 9, 2023 • 1h 10min
MacroVoices #366 Louis-Vincent Gave: Staying Humble in Troubling Times
MacroVoices Erik Townsend welcomes Louis-Vincent Gave to the show to discuss a number of big-picture factors driving the markets, ranging from geopolitical escalation risks to Chinese demand to why precious metals haven’t responded more to geopolitical risk escalation. https://bit.ly/3mzsKDH
Download Big Picture Trading chartbook 📈📉https://bit.ly/3JpptQi
✅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


