

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

11 snips
May 30, 2024 • 1h 9min
MacroVoices #430 Jim Bianco: Rate Hike On Deck
Jim Bianco, Founder of Bianco Research, discusses inflation, bond yields, precious metals, energy prices, and geopolitics. The podcast covers the potential for a rate hike, factors influencing energy prices, analysis of the presidential election's impact, Bianco Research services, market analysis, and commodities forecasts including uranium market expectations.

13 snips
May 23, 2024 • 1h 7min
MacroVoices #429 Dr. Anas Alhajji: Oil Market Outlook, Iran & Energy Geopolitics
Energy markets expert Dr. Anas Alhajji discusses the 2024 oil market outlook, the Iranian President's death, and misinformation in Saudi Arabia. The podcast delves into OPEC plus meetings, shifts towards renewable energy, and market analysis of crude oil, equities, USD index, and uranium prices.

26 snips
May 16, 2024 • 1h 11min
MacroVoices #428 Adam Rozencwajg: AI Demand, Energy & Precious Metals
Adam Rozencwajg from Goehring & Rozencwaj discusses energy markets and precious metals on the podcast. They delve into the evolution of US natural gas market, US oil production data discrepancies, challenges in energy and gold markets, risk hedging strategies, market analysis, and speculation.

4 snips
May 9, 2024 • 1h 30min
MacroVoices #427 Thomas Jam Pedersen: The Coming Thorium Energy Revolution
Thomas Jam Pedersen, founder of Copenhagen Atomics, discusses the potential of thorium fission in the energy sector, emphasizing the benefits of molten salt-cooled thorium reactors over traditional uranium ones. The podcast explores the efficiency of waste management in thorium reactors, the vision for future energy production, and China's advancements in thorium fission technology, urging Western governments to catch up.

13 snips
May 2, 2024 • 1h 10min
MacroVoices #426 Brent Johnson: Dollar Milkshake Update in a World of Global Uncertainty
Brent Johnson from Santiago Capital discusses the dollar rally, gold market move, and inflation concerns. They explore the implications of a strong dollar on equities and gold, the significance of diversifying portfolios, and analyze oil and copper market outlooks. The podcast also touches on EIA inventory data, market opportunities for upside movements, and signals of bottoming in agricultural markets.

7 snips
Apr 25, 2024 • 1h 5min
MacroVoices #425 Alex Gurevich: Real Rates, Precious Metals, Currencies and More
Founder and CIO of Honte Investments, Alex Gurevich, discusses inflation, real rates impact on the economy, precious metals, currencies, trading strategies, risk management, energy markets, geopolitical impacts, and Uranium prices in an insightful and informative conversation.

Apr 18, 2024 • 1h 5min
MacroVoices #424 Rory Johnston: Crude Oil Update: Fundamentals, Geopolitical Risks, and SPR
Commodity Context Founder Rory Johnston discusses crude oil fundamentals, geopolitical risks, and the Strategic Petroleum Reserve. Topics include Saudi Arabia's oil production stance, US-Israel-Iran dynamics, Ukraine-Russia conflicts, market analysis predictions, financial indicators like the US Dollar and gold prices.

13 snips
Apr 11, 2024 • 1h 17min
MacroVoices #423 Justin Huhn: Accelerated Demand Growth in Supply Driven Bull Market
Justin Huhn, Founder of Uranium Insider, discusses the Uranium bull market, mining sector, nuclear power's global resurgence, AI data centers' electricity demand, geopolitical challenges in uranium market, ETFs & investment newsletters, crude oil price rally, stock indices analysis, Uranium stock trends, and bullish breakout speculations.

40 snips
Apr 4, 2024 • 1h 1min
MacroVoices #422 Larry McDonald: How To Listen When Markets Speak
Larry McDonald, founder of Bear Traps Report, discusses gold's broken correlations, inflation outlook, energy, and more with hosts. They explore market indicators, trends, potential stagflation, energy crisis, geopolitical impacts, copper vs. aluminum, US-China relations, silver investments, and market forecasts.

35 snips
Mar 28, 2024 • 58min
MacroVoices #421 Luke Gromen: More Dollar Liquidity To Come…
Forest for the Trees founder Luke Gromen discusses the trajectory of the dollar, implications of a weaker dollar, potential deals, banking regulations, investment decisions, commodities, energy markets, market analysis, price predictions, and Uranium market trends.