

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
Nov 17, 2022 • 1h 36min
MacroVoices #350 Mike Green: Investing Opportunity in an Increasingly Uncertain World
MacroVoices welcomes Simplify Asset management chief strategist and portfolio manager, Mike Green to the show. Mike was the first person to bring up World War III to MacroVoices but he’s not talking about nuclear armageddon - he is talking about growing conflict between Russia, United States and China. This interview will focus on the economic and trading implications of the new war cycle. https://bit.ly/3tK1hiR
Download Big Picture Trading chartbook 📈📉http://bit.ly/3Of5Ye4
✅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

21 snips
Nov 10, 2022 • 1h 51min
MacroVoices #349 Rory Johnston: Crude Oil Outlook & SPR Discourse
MacroVoices welcomes Commodity Context founder Rory Johnston as this week’s feature interview guest to take a deep dive on crude oil supply and demand fundamentals, China reopening, Russian sanctions, and finally the long-awaited Strategic Petroleum Reserve discourse so many of you have requested. https://bit.ly/3G27jCT
Check out Commodity Context: https://www.commoditycontext.com/
Download Big Picture Trading chartbook 📈📉https://bit.ly/3UjaKJP
✅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

43 snips
Nov 3, 2022 • 1h 18min
MacroVoices #348 Eric Peters: On The Road From Mean Reversion To Reflexivity
One River Asset Management founder & CIO Eric Peters returns as this week’s feature interview guest. We’ll discuss why Eric thinks that post-pandemic patterns in everything from inflation to supply chain disruptions yields a conclusion that we’ve moved from a paradigm of mean reversion to a new paradigm of reflexivity. https://bit.ly/3DZbcY7
Download Big Picture Trading chartbook 📈📉https://bit.ly/3FHtH4g
✅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

32 snips
Oct 27, 2022 • 1h 14min
MacroVoices #347 Ole Hansen: Commodities Can Go Up Even In Recession
Saxo Bank commodities guru Ole Hansen is back as this week’s feature interview guest. Ole says that with structural inflation, commodity prices really can rise even in recession. Erik and Ole talk about the energy crisis, base metals, precious metals, and much more. https://bit.ly/3Fjkhfi
Download Ole's charts: https://bit.ly/3DbCxo5
Download Big Picture Trading chartbook 📈📉 https://bit.ly/3gGAeBP
✅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

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


