

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

Jun 30, 2022 • 1h 31min
MacroVoices #330 Julian Brigden: Hyper-Financialization Is The New Inflation
MacroVoices Erik Townsend and Patrick Ceresna welcome MI2 Partners founder Julian Brigden to the show. Julian was one of the first MacroVoices guests to sound the warning bell on Inflation, and now he says there’s plenty of room for both markets and the economy to get worse before they get better. https://bit.ly/3OBv9qy
Download Julian's Charts 📈📉 https://bit.ly/3uCyTQX
Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3acmCeG
✅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
Jun 23, 2022 • 1h 31min
MacroVoices #329 Darius Dale: A Recession Is The Bull Case
MacroVoices Erik Townsend and Patrick Ceresna welcome 42 Macro founder Darius Dale to the show. Darius says a U.S. recession is the “bull case”, and that the worst is yet to come for markets. They also discuss what’s ahead for inflation, commodities, stocks, and much more. https://bit.ly/3boYiqc
Download 42 Macro charts here 👉 https://bit.ly/3buzrBG
Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3ydQIHY
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

Jun 16, 2022 • 1h 33min
MacroVoices #328 Dr. Anas Alhajji: There Is No Escaping The Coming Energy Crisis
MacroVoices Erik Townsend and Patrick Ceresna welcome energy markets guru Dr. Anas Alhajji to the show to take a deep dive on energy markets – particularly oil and gas. They discuss Russia’s war campaign, OPEC+ spare capacity, Europe’s dependency on Russian natural gas and how much U.S. exports can ease that dependency, and much more. https://bit.ly/3OeUKFc
Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3Qr8pes
✅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

Jun 9, 2022 • 1h 28min
MacroVoices #327 Luke Gromen: Recession with Rising Yields is Entirely Possible
MacroVoices Erik Townsend and Patrick Ceresna welcome Luke Gromen to the show to discuss foreign divestiture of U.S. assets, inflation, precious metals, Luke’s outlook for the USD, and much more. https://bit.ly/39l40sH
Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3mAPyQa
✅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

Jun 2, 2022 • 1h 14min
MacroVoices #326 Ronnie Stoeferle: In Gold We Trust 2022
MacroVoices Erik Townsend and Patrick Ceresna welcome Incrementum fund manager, Ronnie Stoeferle to the show. In Gold We Trust 2022 is out, and the theme is Stagflation. They take a dive into that subject on this week’s gold-focused show. https://bit.ly/3tc23FN
Ronnie's slide deck 📄
In Gold We Trust Report 2022
In Gold We Trust Report 2022 - Compact Version
IGWT 2022 Summary Video
IGWT 2022 Press Conference
Big Picture Trading Chart Book June 2 2022
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

May 26, 2022 • 1h 18min
MacroVoices #325 Tian Yang: Is it over yet? What do the data say?
MacroVoices Erik Townsend and Patrick Ceresna welcome Variant Perception CEO and head of market research Tian Yang to the show. They go through VP’s latest leading economic indicator research, and discuss whether the current equity rout signals an oncoming recession, or if it’s just a mid-cycle pullback. https://bit.ly/3aexnwM
Download Variant Perception Leading Indicator Watch 📑 https://bit.ly/3GCRd17
Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3NCyrJh ✅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

8 snips
May 19, 2022 • 1h 30min
MacroVoices #324 Louis-Vincent Gave: A Major Geopolitical Transformation Is Underway
MacroVoices Erik Townsend and Patrick Ceresna welcome Gavekal co-founder Louis-Vincent Gave to the show. Louis has a different take on the impact of U.S. seizure of foreign-owned assets, and he also shares his outlook for bonds, the dollar, stocks, and precious metals. https://bit.ly/3G5dOmI
Join Free LIVE webinar this Sunday May 22nd at 11am ET: https://bit.ly/3FYN4nL
Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3Nm7wkQ
✅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 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


