

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

69 snips
Oct 20, 2022 • 1h 22min
MacroVoices #346 Louis-Vincent Gave: The Xi Pivot vs. The Powell Pivot
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 Picture Trading: https://bit.ly/2JjZR7J
Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
Join OptionFinity discord: https://bit.ly/3SqTy45
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

36 snips
Oct 13, 2022 • 1h 28min
MacroVoices #345 Daniel Lacalle: The Situation in Europe is Worse Than You Think
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 OptionFinity discord: https://bit.ly/3SqTy45
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

8 snips
Oct 6, 2022 • 1h 19min
MacroVoices #344 Alex Gurevich: A Deflationary Depression Lies Ahead
MacroVoices welcomes HonTe Investments founder Alex Gurevich to the show where Alex shares why he agrees with the view that the macro risks are quite substantial now and why he thinks we're headed toward a deflationary depression.https://bit.ly/3RN2Bv4
Download Alex's Charts: https://bit.ly/3fPgCLB
Download Big Picture Trading chartbook 📈📉 https://bit.ly/3EnRLZj
✅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://bit.ly/3SqTy45
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

9 snips
Sep 29, 2022 • 1h 28min
MacroVoices #343 Jeff Snider: Why the Dollar Remains King
MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show. With the USD appreciating to levels few predicted, it was time to bring back someone who predicted the move. So this week’s feature interview will focus on what the factors are that drive the U.S. Dollar. We’re also introducing a new show format this week, which includes adding a new personality to our postgame segment to keep things interesting. https://bit.ly/3LX9bxY
Download Jeff’s slide deck: https://bit.ly/3SK5myg
Download Big Picture Trading chartbook 📈📉 https://bit.ly/3dWjtSf
✅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://bit.ly/3SqTy45
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

6 snips
Sep 22, 2022 • 1h 42min
MacroVoices #342 Mike Alkin & Adam Rodman: Can a Nuclear Renaissance Solve the Energy Crisis?
In this interview-only episode, MacroVoices Erik Townsend welcomes Mike Alkin (Sachem Cove Partners) and Adam Rodman (Segra Capital) to the show to expand on the energy crisis discussion and whether a nuclear renaissance could solve our global energy problem. https://bit.ly/3R5zAdz
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

9 snips
Sep 15, 2022 • 1h 18min
MacroVoices #341 Jim Bianco: Inflation Is Not Going Away
MacroVoices Erik Townsend and Patrick Ceresna welcome Bianco Research founder Jim Bianco to revisit the inflation debate, and Jim says inflation isn’t going away any time soon. They also discuss the equity market outlook, precious metals, and much more. https://bit.ly/3QO1Ml9
Download Big Picture Trading chartbook 📈📉https://bit.ly/3BhRi81
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

5 snips
Sep 8, 2022 • 1h 23min
MacroVoices #340 Dr. Anas Alhajji: Erik has the Energy Crisis story all wrong. It’s WORSE than he thinks!
MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to the show to discuss the role of the petrodollar system and what the implications would be if other nations settled oil trades in currencies other than the USD. They also discuss the Russian crude price cap proposal and why it can’t possibly work. https://bit.ly/3QDd8IU
Download Big Picture Trading chartbook 📈📉https://bit.ly/3x9ZjuB
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Sep 1, 2022 • 55min
MacroVoices #339 Lakshman Achuthan: Leading Indicators Say The Bear Market Has Not Ended
MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss the technical definition of recession, why we’re already in one, and why Lak says there more risk to the downside than to the upside for equities. https://bit.ly/3AzFbTe
Download ECRI charts: https://bit.ly/3RdHC5a
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Aug 25, 2022 • 1h 4min
MacroVoices #338 Brent Johnson: Why You Can’t Ignore The US Dollar
MacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital founder Brent Johnson to the show to take a deep dive on the U.S. Dollar: Why it didn’t crash the way so many people predicted, why it’s been so strong, and why Brent says that strength is set to continue.https://bit.ly/3KAyBAR
Download Brent's charts: https://bit.ly/3TsiU2C
Download Big Picture Trading chartbook 📈📉https://bit.ly/3Tgb0ci
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

4 snips
Aug 18, 2022 • 1h 11min
MacroVoices #337 Leigh Goehring: The Global Food & Fertilizer Crisis Is Much Bigger Than Russia/Ukraine
MacroVoices Erik Townsend and Patrick Ceresna welcome agricultural commodities expert, Leigh Goehring to the show. Leigh says emerging markets have discovered meat, and that creates exponential demand for grains. They discuss long-term trends in grain demand, the present fertilizer shortage, and much more. https://bit.ly/3AaPGMV
Download Leigh's charts: https://bit.ly/3dGIUXy
Goehring & Rozencwajg Market Commentary Q4 2020: https://bit.ly/3AavESm
Goehring & Rozencwajg Market Commentary Q4 2021: https://bit.ly/3pw52X6
Download Big Picture Trading chartbook 📈📉https://bit.ly/3dtOHPZ
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials