

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

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

37 snips
Mar 2, 2023 • 1h 15min
MacroVoices #365 Dr. Anas Alhajji: Energy Markets and Lessons Learned Since the Russian Invasion
MacroVoices Erik Townsend welcomes Dr. Anas Alhajji to the show. Anas predicted President Biden’s recent announcement that another 23mm BBL of crude oil would be released from the U.S. SPR months before it happened. They discuss the SPR and Anas’ broader outlook for energy markets in the feature interview. https://bit.ly/3YhqaPX
Download Dr. Alhajji's charts: https://bit.ly/3ZB0uz0
Check out Energy Outlook Advisors on Substack: https://anasalhajjieoa.substack.com/
Download Big Picture Trading chartbook 📈📉https://bit.ly/3mkf2Ve
✅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

10 snips
Feb 23, 2023 • 1h 19min
MacroVoices #364 Julian Brigden: On Opportunistic Disinflation
MacroVoices Erik Townsend welcomes MI2 founder Julian Brigden to the show to discuss inflation, treasury yields, Fed policy, bond market outlook, stocks, precious metals and more.
Then former U.S. Presidential Advisor Dr. Pippa Malmgren joins in postgame for a quick update on the rapidly escalating geopolitical situation. https://bit.ly/3ZhXbMG
Download Big Picture Trading chartbook 📈📉https://bit.ly/3lUzYSl
✅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

4 snips
Feb 16, 2023 • 1h 5min
MacroVoices #363 Lakshman Achuthan: Immaculate Disinflation Debunked
MacroVoices Erik Townsend welcomes ECRI co-founder Lakshman Achuthan to the show. They revisit Lak’s recession call from last summer, which he’s still committed to. They also examine the growth, business and inflation cycles along with ECRI’s leading indicators which are plumbing lows never seen before except during the depths of the 2008 crash.https://bit.ly/3YAp6aT
Download ECRI charts: https://bit.ly/3S2NWO0
Download Big Picture Trading chartbook 📈📉https://bit.ly/3EaZ7yo
✅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

Feb 14, 2023 • 52min
ENERGY DOC *NEW REVISED VERSION* Episode 3: Supercritical Deep Geothermal Renewable Energy
Sneak preview of Erik Townsend's upcoming docuseries about the coming global energy crisis.
This is a new version of this episode re-written based on listener feedback.
3rd of 5 special episodes. Download associated .PDF https://bit.ly/3IgepVg
#OOTT

Feb 13, 2023 • 1h 8min
ENERGY DOC *NEW REVISED VERSION* Episode 2: Origins of the mid-2020s Oil & Gas Supply Crisis
Sneak preview of Erik Townsend's upcoming docuseries about the coming global energy crisis.
This is a new version of this episode re-written based on listener feedback.
2nd of 5 special episodes. Download associated .PDF https://bit.ly/3IgepVg
#OOTT

Feb 12, 2023 • 1h 9min
ENERGY DOC *NEW REVISED VERSION* Episode 1: Why Energy Transition is the greatest challenge humanity faces
Sneak preview of Erik Townsend’s upcoming docuseries about the coming global energy crisis.
This is a new version of this episode re-written based on listener feedback.
1st of 5 special episodes. Download associated .PDF https://bit.ly/3IgepVg
#OOTT

Feb 9, 2023 • 1h 19min
MacroVoices #362 Jeff Snider: Soft Landing or Crash Landing?
MacroVoices Erik Townsend welcomes Eurodollar University founder Jeff Snider to the show to discuss whether the Fed has really achieved the soft landing they’re crediting themselves for, credit markets, Eurodollar curves, recession outlook and more. https://bit.ly/40FI6WS
Download Jeff's slidedeck: https://bit.ly/3HQZm2I
Check out Eurodollar University: https://www.youtube.com/@eurodollaruniversity
Download Big Picture Trading chartbook 📈📉https://bit.ly/3Xlx9a5 ✅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