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Macro Voices

Hedge Fund Manager Erik Townsend

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Weekly
 
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
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Odd Lots

Bloomberg

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Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.
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Wharton FinTech Podcast

Wharton Fintech Podcast

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Connecting you with the people, companies, and ideas revolutionizing global financial services. Our guests are the leading fintech founders, investors, and thinkers in the world. Subscribe and follow us for more FinTech content by searching @whartonfintech on your preferred platform!
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Everything Golden

everythingisgolden

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Everything is Golden is a spiritually immersive podcast hosted by transformational leaders David Starr and Francesca Rose. This show invites listeners into the heart of ascension, offering transmissions, teachings, and interviews on the awakening of humanity and the embodiment of divine light. Each episode is a sacred exploration of consciousness, evolution, and the golden codes of the new Earth.
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The Public

Kevin Caners

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The Public is a program exploring arts & contemporary society through in-depth conversations with today’s most compelling thinkers, writers, artists and public personalities. Hosted by Kevin Caners for CIUT 89.5 FM, out of The University of Toronto.
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With all the noise created by a massive retail investment sales “machine”, it can be really hard to grasp what's going on in markets today. Not Another Investment Podcast provides a fresh perspective on investing; not through opinion and anecdotes but by translating rigorous scholarship, data, and theory in a way that's understandable to everyone. Understand investing beyond the headlines with Edward Finley, sometime Professor of Finance at the University of Virginia and veteran Wall Street ...
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Welcome to Capitalist Culture, the podcast where we dive deep into the heart of what makes our economy thrive—free-market enterprise, entrepreneurship, and the unwavering belief in the freedom to invest and build. Each episode is a celebration of the patriotic spirit that drives individuals to turn ideas into enterprises and profits. Join us as we engage with the most innovative and successful investors and entrepreneurs who aren’t just investing in businesses but in their people. These are ...
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Speaking to Legends

Nikita Fadeev

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At 22 I graduated from university and decided to set up a crypto hedge fund. I learned everything by doing and after years of 100-hour weeks, progress started to happen. Fast forward, I am a Forbes 30 Under 30 lister, running one of the largest crypto hedge funds in the world and a frequent speaker at top conferences. I have been featured in Bloomberg, Forbes, and many other leading news media outlets. In this podcast, I speak with some of the world's most successful hedge fund managers, inv ...
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The Alternative Investments Club on Clubhouse has access to the world's leading investors, fund managers, finance experts and market wizards. With this podcast we make the Club sessions available to a wider audience as we dive into the exciting world of Alternative Investments - financial assets beyond the traditional equity/income/cash categories, e.g. hedge funds, private equity, venture capital, commodity trading advisors, private debt/alternative credit, CTAs, collectibles, digital asset ...
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The award* winning Investors First Podcast is a service of CFA Society Orlando. Subject matter experts from our Society interview Founders, Chief Executive Officer’s, Chief Investment Strategists, Fed Presidents and more to discuss timely and relevant topics in finance. Our mission is to educate investors and investment professionals in Florida, the Americas and beyond, with a focus on making you a more informed investor and/or advisor. *The CFA Institute awarded CFA Society Orlando the 2020 ...
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NucleCast

ANWA Deterrence Center

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Welcome to NucleCast, the official podcast of the ANWA Deterrence Center. NucleCast is an engaging, educational podcast featuring a series of discussions and interviews with experts in nuclear policy, technology, and deterrence. The show is hosted by Dr. Adam Lowther, Strategic Advisor to the ANWA Deterrence Center and an expert on nuclear deterrence.
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Pierpoint Perspective$

Roy Zimmerhansl

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Roy Zimmerhansl and his partners at Pierpoint Financial Consulting bring you Pierpoint Perspective$, focusing on the world of securities finance including securities lending, repo, collateral management and related areas. In addition to the insiders from Pierpoint, listeners will hear from leading industry figures as well as influential market leaders from related areas. It’s a $10 billion dollar business so learn how to grab a bigger share of that wallet, reduce risk while doing it, stay wi ...
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The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
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Thomas Hayes, Founder, Chairman and Managing Member of Great Hill Capital, discusses market resilience despite tariff concerns, predicts S&P 500 growth for 2025, and identifies investment opportunities in international equities and natural gas as an AI-driven play. *This video was recorded on May 5th, 2025.Use my promo codes to get a 10% discount o…
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Tech reporter Mike Isaac returns to the show for a round-up of the latest AI news. From collegiate cheating to funeral planning, Mike helps us make some sense of how this wonderful emerging technology is reshaping human society in so many delightful ways, and certainly is not a madness rune chipping away at what little sanity remains in our populat…
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In this episode of NucleCast, Adam interviews Tom Summers, the acting chairman of the Defense Nuclear Facility Safety Board (DNFSB). They discuss the DNFSB's mission to ensure safety in nuclear operations, the balance between safety and mission accomplishment, the challenges of aging infrastructure, and the board's commitment to modernization and t…
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Get 15% off InvestingPro: https://www.investing-referral.com/davidShaun Rein, Founder and Managing Director of China Market Research Group, analyzes the recent US-China trade agreement that temporarily reduced tariffs and discusses why he believes China emerged with stronger geopolitical positioning while highlighting potential implications for glo…
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Phillip W. Magness, Senior Research Fellow and David J. Theroux Chair in Political Economy at the Independent Institute, analyzes the historical parallels and economic consequences of Trump's tariff policies, warning of potential recession risks and diminished U.S. global standing. *This video was recorded on May 7, 2025.Use my promo codes to get a…
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Sean Hagan, Head of Media at BTC Inc, discusses Bitcoin's price cycles, corporate adoption strategies, and the upcoming BTC Vegas conference featuring high-profile government officials and industry leaders. *This video was recorded on May 6, 2025.Use my promo codes to get a 10% discount on BTC Vegas (May 27-29), the world's biggest Bitcoin conferen…
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James Seyffart, ETF Analyst at Bloomberg Intelligence, discusses Bitcoin ETF dynamics, altcoin market developments, and the expanding institutional adoption of cryptocurrency products despite recent market corrections. *This video was recorded on March 19, 2025.Use my promo codes to get a 10% discount on BTC Vegas (May 27-29), the world's biggest B…
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Gold prices have been booming and are near record highs. And seeing the line go up — especially during a period of so much uncertainty — makes people want to buy more. That includes acquiring actual gold coins. But where do gold coins come from? Why do people want coins, as opposed to just bullion? And who is buying them? On this episode, we speak …
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🪐 Description In this radiant episode of Everything Golden, David Starr and Francesca Rose welcome Mirantha O’Rourke, a universal channel and divine feminine leader, for a conversation that beams across timelines and galaxies. From her physical encounters with glowing Pleiadians and blue-headed Arcturians to the shimmering light-body activations th…
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Danielle DiMartino Booth, former Fed insider and CEO of QI Research, warns of imminent economic weakness as soft data reveals deteriorating labor conditions while Powell remains inexplicably dismissive of mounting recessionary signals. View Danielle DiMartino Booth's previous appearance: • What Happens To Economy, Markets Once... *This video was re…
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At the Festival of Gardens and Nature in County Laois, David Maxwell chats to actor Dominic West, food writer and broadcaster Nigel Slater and world renowned head gardener at Great Dixter, Fergus Garrett. Ahead of the 40th birthday of Gardeners’ Corner, a new daffodil is named for the programme. Internationally recognised breeder, Brian Duncan join…
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Over the last several years, the world has watched as China edges close to or past the technological frontier in more and more areas. Earlier this year, US investors were jolted even further when DeepSeek's AI model proved to be close to the state of the art American models. So what is the process by which China actually develops new tech? Why has …
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Barry speaks with Karin Risi, who spent 27 years at Vanguard, the world’s 2nd largest asset manager. She has reported directly to the past four CEOs of VG. Risi formulated enterprise-level strategy, drove client and revenue growth, oversaw talent development, and influenced capital allocation for the $10 trillion investment firm serving 50 million …
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America's textile industry has famously declined over the years, with a bunch of production moving to lower-cost places like China, Vietnam, and Bangladesh. Now, with the Trump administration imposing heavy tariffs on exports from these countries, the US clothing industry is facing another big shock. In this episode we speak with Sarah LaFleur, fou…
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Katie Koch, CEO of TCW Group, shares her insights on leading the asset manager, fostering a strong culture, and steering the firm through a period of rapid transformation in the fixed income market. This episode was recorded on April 22, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Do we deserve to be saved? Do we deserve anything at all? Are the good things we do worth it? Or does Jesus take care of it all? All this and more, as we continue our exploration of the Thirty-Nine Articles of Religion - a traditional statement of the Faith of Anglican Churches, and particularly the Episcopal Church, based in the United States and …
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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 🔻D…
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Discover the stock market for bullion with Bullion Standard Pro. Access live bid/ask market maker pricing on gold and silver with no dealer markups. Join now at https://www.bullionstandard.com/proAdrian Day, President of Adrian Day Asset Management, discusses the latest FOMC meeting.*This video was recorded on May 7, 2025Use my promo codes to get a…
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By now, everyone recognizes that the US and China are in the middle of a trade war, with the Trump administration having imposed tariffs of as much as 125% on Chinese goods. For an export-focused economy like China's, that's a big deal. At the same time, China is pretty much the only major country that's chosen to retaliate against the US with its …
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What does it take to undertake a significant career change? How can you shift from a safe but unsatisfying job into one that you love? William Bernstein, founder of Efficient Frontier Advisors, is both a neurologist and a professional investor. He is also the author of numerous books on investing and economic history, including “The Four Pillars of…
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US tech giants are navigating the rapid evolution of AI by continuing to ramp up capital expenditures, despite the uncertainty of tariff policies, says Eric Sheridan, co-business unit leader of the Technology, Media, and Telecommunications Group at Goldman Sachs Research, on Goldman Sachs Exchanges. Sheridan, joins Allison Nathan, senior strategist…
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Every industry is going to be affected by the trade war in different ways. In many cases, we don't know how it's going to play out. Other industries are seeing an immediate impact. Companies that specialize in computer gaming are highly reliant on inputs from China and other East Asian countries. These companies assemble customized gaming rigs and …
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In today’s episode, Jackson Ellis hosts Melissa Wasser, the Partner and Head of the Fintech Capital Network at Andreessen Horowitz (a16z), a leading venture capital firm backing bold entrepreneurs building the future through technology.Tune in to hear about:- Melissa’s career journey from Goldman Sachs to FT Partners to leading fintech support at a…
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Episode 361: Justin Gordon interviews John Andrew Entwistle, Founder and CEO of Wander, about how he built a luxury travel business at the age of 23. Book a Wander with inspiring views, hotel-grade amenities, dreamy beds, top-tier cleaning, and 24/7 concierge service. It’s a vacation home, but better: https://www.wander.com/ Watch this episode and …
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There are several markets that have really settled down since the tumult of early April. But strange, unusual things are still popping up, particularly in the currency space. Over the last few days, we've seen a huge surge in the Taiwan dollar. This is important, in part, because Taiwanese life insurance companies are major buyers of US dollar asse…
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The Majority Report’s Sam Seder joins us today to share some deep research into American Stupids. We look at Trump’s weekend announcements regarding American film production & re-opening Alcatraz, both seemingly inspired by a TV broadcast of “Escape From Alcatraz” in West Palm Beach last Saturday. We also discuss Sam’s recent debate appearances inc…
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Angela Sheffield, Director of Digital and AI Programs at SAIC, joins Adam to discuss the integration of artificial intelligence (AI) into nuclear command and control (NC3) systems. They explore the challenges, opportunities, and the evolving landscape of AI technology in the context of national security. Angela emphasizes the importance of understa…
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Felix speaks with Nora Hilgart-Griff from the TAHRIR Coalition and Liz Jacob from the Sugar Law Center for Social and Economic Justice about the Michigan Attorney General Dana Nessel collaborating with the Trump DOJ in a series of raids on pro-Palestine students at the University of Michigan on April 23. Liz and Nora give background on Nessel's pre…
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What does history say about how big the AI boom can get, and who will ultimately win out? When does a boom turn into a bubble that turns into a bust? On this episode of the podcast, we speak to Henry Blodget, the founder of Business Insider (and Joe's old boss there). In the late '90s, Henry was one of the most well-known Wall Street analysts cover…
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David Hay, retired former co-CIO of Evergreen Gavekal and founder of Haymaker Publications, analyzes Q1 2025's negative GDP growth, discusses recession probabilities, and shares his bullish outlook on gold, silver, uranium and overseas markets amid supply chain disruptions and market volatility. Watch the last interview with David Hay: • Bubble 4.0…
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With the arrival of an early summer, David heads to Bangor where a non-gardening couple took on a beautiful mature garden 9 years ago. Janet and her husband Carl had lived in South Africa, Germany and England, but it was only in taking on their garden near Ballyholme Beach that they got into all things green. David tours the suburban plot and finds…
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Over the last several years, both parties in the US have been drifting away from laissez-faire thinking about the economy, and more towards the view that the state has an active role in shaping markets. You have Republicans talking about stricter anti-trust and sovereign wealth funds, and of course Democrats embracing things like industrial policy …
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As the US economy faces a stagflationary shock, how will the Fed navigate this tricky environment? Rob Kaplan, the Vice Chairman of Goldman Sachs and the former president of the Dallas Fed, shares his perspective on how monetary policymakers will navigate slower growth and stickier prices. Learn more about your ad choices. Visit megaphone.fm/adchoi…
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Mark Zandi, Chief Economist at Moody's Analytics, discusses the high probability of a global recession in 2025, citing trade tensions and tariffs as key triggers while outlining impacts on sectors, corporate earnings, markets, and investment opportunities. Mark Zandi’s most recent appearance on The David Lin Report: https://www.youtube.com/watch?v=…
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Barry speaks with Sander Gerber, Hudson Bay Capital CEO and CIO. Hudson Bay is a global, multi-strategy investment firm. In 2008, Mr. Gerber developed the Gerber Statistic, which was accepted as an innovation complementary to his own work by the late Dr. Harry Markowitz, the Nobel Prize-winning economist and father of Modern Portfolio Theory (MPT).…
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We don't know what the end state for the tariffs are going to be, but inevitably there will be some shifts in the way that goods and dollars flow around the world economy. Of course, some parts of the economy are always subject to changing rules around subsidies and tariffs, and that's particularly true in agriculture. On this episode of the podcas…
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Darius Dale, Founder of 42 Macro, explains his forecast for a W-shaped market correction in 2025, warning about the risks of the U.S. twin deficit crisis and recommending defensive positioning with significant allocations to gold and cash. Watch the last interview with Darius: https://www.youtube.com/watch?v=1pFkyAevW8M*This video was recorded on A…
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MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They’ll discuss the market’s Trump Tariff Tantrum, as Luke makes the bold case that President Trump could realistically raise enough tariff revenue to exempt the bottom 90% from federal income tax. https://bit.ly/3EOiD7t 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4iEG…
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David Wolfin, President and CEO of Avino Silver & Gold Mines, explains how gold serves as portfolio insurance in uncertain times and outlines the company's strategic five-year expansion plan that has led to 170% share price growth and record-breaking profitability. *This video was recorded on April 18, 2025 and is sponsored by Avino Silver & Gold M…
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Everyone knows by now that college endowment funds have gone big on alternative investing, pouring billions of dollars into private equity and hedge funds. But that investing model now seems to be under pressure and there are reports that Ivy League institutions like Yale and Harvard are looking to unload some of their more illiquid investments. So…
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Episode 360: Justin Gordon interviews Nick Huber, entrepreneur, investor, and author of "The Sweaty Startup", about how he built three thriving companies and a well-known online brand. Link to buy Nick's book on Amazon: https://amzn.to/4bLazjW --- This episode is brought to you by Rho. With Rho, founders get: A single pane of glass they can use to …
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Chris Vermeulen, Chief Market Strategist at The Technical Traders, discusses recent negative GDP data, forecasts a potential 20-30% market decline, and analyzes gold's parabolic movement alongside Bitcoin's possible decoupling from stocks. Chris Vermeulen’s most recent appearance on The David Lin Report: • Expect ‘Huge Plummet' In All Assets, ... *…
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Mike Belshe, CEO of BitGo, discusses Bitcoin as a safe haven asset, and the evolution of crypto wallet security. *This video was recorded on March 18, 2025Use my promo codes to get a 10% discount on BTC Vegas (May 27-29), the world's biggest Bitcoin conference:BTC Vegas 2025: https://tickets.b.tc/event/bitcoin-2025?promoCodeTask=apply&promoCodeInpu…
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Stephen Yiu, CIO of Blue Whale Growth Fund, discusses the tech sector's valuation reset amid global uncertainty, why Nvidia remains undervalued despite market selloffs, and how the AI arms race represents an existential challenge for big tech companies.Take a look at Stephen Yiu's previous appearance on "The David Lin Report": • Dot-Com Bubble 2.0 …
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In this BONUS live edition of Masters in Business, Barry Ritholtz speaks with Harvey Schwartz. He's the CEO of the Carlyle Group. They talk about his New Jersey roots, how his mentors helped him grow on Wall Street and how geopolitics will play a critical role in investor fortunes. They speak at the Future Proof Miami conference on March 18, 2025. …
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