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Macro Voices

Macro Voices
Author: Hedge Fund Manager Erik Townsend
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Copyright 2019 © Erik Townsend | Macro Voices – All rights reserved
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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
687 Episodes
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MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They discuss deflation, precious metals, equities, China, energy markets, and much more. https://bit.ly/3VqJY4t
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MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Anas Alhajji. They discuss all things energy, from this past Sunday’s Group of 8 meeting to secondary sanctions strategy on India to the reincarnated Power of Siberia 2 pipeline project. https://bit.ly/4gkBeGI
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MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They discuss, whether a fed rate cut is even a good idea, inflation risks, the unobvious relationship between the jobs report and the southern border, why cutting short term rates could actually shock long-term yields higher, and much much more. https://bit.ly/3Vwtnfp
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MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They'll discuss his long-term perspective on China’s role in the global economy, highlighting both its extraordinary infrastructure ambitions and the challenges of securing foreign capital amid shifting geopolitical realities. https://bit.ly/4mBZRAV
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MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every. They'll discuss Markets, policy, Russia-US summit and much more. https://bit.ly/3JpAnYU
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🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
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MacroVoices Erik Townsend & Patrick Ceresna welcome, Ole Hansen. They’ll discuss all things commodities from tariffs to energy to precious metals and much more. https://bit.ly/3Uu4vog
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Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle. They’ll discuss tariffs, recession risks, the European perspective on U.S. geopolitics and markets, the future of the EU’s relationship with the United States, precious metals, energy, and much more. https://bit.ly/4llKZ8z
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MacroVoices Erik Townsend & Patrick Ceresna welcome, Rick Rule. They’ll discuss oil, uranium, gold and silver, and much more. https://bit.ly/40McC34
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🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr Pippa Malmgren. They discuss everything from the future of Stablecoins and the fate of the U.S. dollar as reserve currency to America's possible transition into a 7th party political system and even some shocking revelations about Jeffrey Epstein that go far beyond the usual headlines. https://bit.ly/3H2eFt1
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🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They discuss why Darius is bullish on U.S. equities, echoing Lyn Alden's recent views, as the U.S. pivots to a pro-growth fiscal policy aimed at "growing our way out" of its national debt crisis. But Darius also warns that if this strategy fails, the likely fallback will be monetary debasement, so investors should take profits before that chapter begin. https://bit.ly/3GRPBou
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🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They discuss why Lyn believes investors should run their portfolios hot in today’s environment. With fiscal policy now driving market outcomes more than monetary, Lyn argues this backdrop supports further upside for equity markets. https://bit.ly/4lFuowO
🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4lKvEyJ
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🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
MacroVoices Erik Townsend & Patrick Ceresna welcome, Larry McDonald. They’ll discuss everything from copper to the dollar to precious metals. https://bit.ly/3Gqe0Bt
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🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
MacroVoices Erik Townsend & Patrick Ceresna welcome, David Rosenberg. They discuss the equity market outlook, inflation, precious metals, the U.S. Dollar, and much more. https://bit.ly/3TJ6MLO
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🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
MacroVoices Erik Townsend & Patrick Ceresna welcome, Jeff Currie. They’ll discuss what Jeff calls the “New Joule Order” and why Jeff says there’s really no limit to how much higher the price of Gold can go given the current macro backdrop. https://bit.ly/4na3hvu
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🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
MacroVoices Erik Townsend & Patrick Ceresna welcome, Rory Johnston. They’ll discuss Rory’s view that the WTI forward curve has taken an unprecedented and bizarre shape, and much more. https://bit.ly/4jSlHOz
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🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
MacroVoices Erik Townsend & Patrick Ceresna welcome, Vincent Deluard. They’ll discuss why Vincent says recessions have been cancelled by monetary policy, and what he sees on the horizon for asset markets. https://bit.ly/43OuZVM
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🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They’ll discuss the tariffs, what they’re really being used for, and why Mike says the President is contradicting himself every time he talks about them. https://bit.ly/4kINH8c
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Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They’ll discuss why Jim believes we’re at the “end of the beginning” — a phrase he uses to describe the evolution of Trump-era economic policies. While the initial phase, dominated by tariff strategies, may be winding down, Jim warns that this is just the opening act. https://bit.ly/3Zw8Bip
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🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They will discuss the Trump tariffs, what they mean for markets, China, precious metals, and more. https://bit.ly/43nwN7Z
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🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to the show to discuss OPEC+ production increase & market reactions, Trump’s visit and oil politics, and the long-term outlook for oil and LNG & much more. https://bit.ly/43ldvBg
What Do Saudi Arabia & Allies in OPEC+ Want from Accelerating the Unwinding of Voluntary Cuts? - Anas Alhajji
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Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
Jeff is right about the debt. The problem is the public (boomers) won't vote to stop the money debt train. They are 100% to blame.
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He didn't answer the question about debt. "Look at Italy, blah blah blah...growth"
why don't you guys mention plasma reactors to destroy nuclear waste?
Eric loving this so far! about time people start hearing the truth on wind and solar. if you haven't ran across https://www.hypersciences.com/ you should check them out. they are working on alternative drilling tech and have worked with Shell in the past. I'd like to hear your take on them vs the other drilling tech. thanks again
This is first Macro Voices episode in years that I didn't enjoy. This globalist bastard is a detriment to MV's credibility.
damn this is based
Can someone please tell Townsend to speak less and let his guests speak more. I don't listen to this to hear him.
I can't think of two more evil institutions....our federal government and central banks and this guest loves them.
he thinks dollars aren't used by criminal ha
Love it
snap this part 27:00
Totally awesome pod...this one finally tied it all together.
Fantastic podcast!!...i live in Australia and i got the info from ABC Bullion monthly investing reoprt from my email and gave this podcast a go...This is so informative and lots of valuable info...Highly recommended!!! Cheers Erik you made my day!!!
great interview, loved it!
erik so boring
This episode is probably the best in the last year! Very informative.
consider George Goncalves /Bond Strategist w Snider/DiMartino...what a mix
,.
How about Hedgeye...KM has received essentially free advertising by coming on the show, Real Vision