

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

May 12, 2022 • 1h 27min
MacroVoices #323 David Rosenberg: The Fed Put Has Expired
MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show. In his previous appearance, David expressed serious concerns about the stock market, and was being ridiculed at the time by his perma-bull peers. Seems he was onto something, and he joins us again to give us an update. https://bit.ly/3svCtLo
Rosenberg Research 30-Day Free Trial: https://bit.ly/3L3yWKM
Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3wqdo5D
✅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

May 5, 2022 • 1h 49min
MacroVoices #322 Josh Crumb: The Future of Decentralized Finance
MacroVoices Erik Townsend and this week's guest host Kevin Muir welcome Abaxx Technologies CEO Josh Crumb to the show to take a deep dive on the future of decentralized finance. https://bit.ly/3Firk5K
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Apr 28, 2022 • 1h 26min
MacroVoices #321 Ole Hansen: The Commodity Supercycle Has Begun
MacroVoices Erik Townsend and Patrick Ceresna welcome Saxo Bank's commodities desk chief, Ole Hansen to the show to discuss what both inflation and the escalating war situation mean for commodities. https://bit.ly/3rYhYXF
Download Ole's charts 📈📉https://bit.ly/37LYFtN
Download Big Picture Trading Chartbook 📈📉 https://bit.ly/39pax5j
✅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

Apr 21, 2022 • 1h 12min
MacroVoices #320 Mike Green: Investment Strategies for World War III
MacroVoices Erik Townsend and Patrick Ceresna welcome Simplify Asset Management’s Mike Green to the show to discuss why he thinks World War III had begun long before this year, what he see on the horizon and what it means for investors and markets. https://bit.ly/3K27MU3
Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3xLReNO
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

Apr 14, 2022 • 1h 30min
MacroVoices #319 Jim Bianco: The Future of Decentralized Finance
MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show for an interview entirely about Decentralized Finance and where it’s headed in the long run.
Link: https://bit.ly/3vhQU6o

Apr 7, 2022 • 1h 16min
MacroVoices #318 Bill Blain: Inflation, Bond Yields & ESG
MacroVoices Erik Townsend and Patrick Ceresna welcome Bill Blain to the show to discuss inflation, what it means for the bond market, the impact of ESG on the energy market & much more. https://bit.ly/3KnPQnJ
Blain's Morning Porridge 📄: https://morningporridge.com/
Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3ujHZlN
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

Mar 31, 2022 • 1h 18min
MacroVoices #317 Philip Verleger: Central Bank Policy Trumps Energy In Economics
MacroVoices Erik Townsend and Patrick Ceresna welcome energy economist Philip Verleger to the show to discuss what the transition to zero carbon will mean for the economy and financial markets. Then in postgame, Dakota Gold CEO Jonathan Awde joins to discuss the performance of precious metals markets, private placement logistics, and much more.
Download a sample issue of Note at the Margin https://bit.ly/3IYA3KJ
Visit Dakota Gold: https://dakotagoldcorp.com/
Follow on Dakota Gold on Twitter: https://bit.ly/3Nw2kvA
And on LinkedIn: https://bit.ly/3NFakdZ
Link: https://bit.ly/3DH9Gbn

Mar 24, 2022 • 1h 9min
MacroVoices #316 Daniel Lacalle: Energy in the New War Economy
MacroVoices Erik Townsend and Patrick Ceresna welcome Tressis Chief Economist Daniel Lacalle to the show to discuss everything from inflation to bond yields to the dollar’s role as reserve currency. https://bit.ly/3iB4fRg
Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3iBeepY
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

Mar 17, 2022 • 1h 5min
MacroVoices #315 Joseph Wang: Post-FOMC Rundown
MacroVoices Erik Townsend and Patrick Ceresna welcome former Federal Reserve Open Market Operations trader Joseph Wang to the show. Erik and Joseph discuss all things federal reserve, from this week’s rate hike to the question of whether confiscation of Russia’s FX reserves will lead other central banks to cast doubt on the USD as global reserve currency.
Link: https://bit.ly/3wiuUdM
Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3MVD3uJ
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

Mar 10, 2022 • 1h 16min
MacroVoices #314 Lakshman Achuthan: Inflation is Neither Transitory or Secular, it’s Cyclical
MacroVoices Erik Townsend and Patrick Ceresna welcome Economic Cycles guru, Lakshman Achuthan to the show to explain why a Fed policy error is now almost a certainty, and what ECRI’s indicators portend for economic cycles in the year ahead.
Download ECRI charts: https://bit.ly/3J6fcGm
Download Postgame charts: https://bit.ly/3tGbdJO
Link: https://bit.ly/3I06msk