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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Hedge Fund Manager Erik Townsend Podcasts
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MacroVoices #506 Mike Green: Volatility, High-Yield, Precious Metals & More
57:44
57:44
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57:44MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They’ll discuss everything from the reopening rally to precious metals to energy markets. https://bit.ly/49SQx89 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4o064GN ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s …
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MacroVoices #505 Michael Every: Does Anyone Remember PMIs?
1:07:03
1:07:03
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1:07:03MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every. They’ll discuss the geopolitical situation and talk about what it means for markets. https://bit.ly/49AFRuQ 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4973pY2 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Yo…
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MacroVoices #504 Brent Johnson: The Genius of Stablecoins
1:04:56
1:04:56
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1:04:56MacroVoices Erik Townsend & Patrick Ceresna welcome, Brent Johnson. They discuss why Brent says Stablecoin is going to be a game changer, even for those who aren’t interested in crypto assets. https://bit.ly/4oMi7IB 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3X396yV ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bi…
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MacroVoices #503 Adam Rozencwajg: Gold, Oil & Uranium
1:22:24
1:22:24
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1:22:24MacroVoices Erik Townsend & Patrick Ceresna welcome, Adam Rozencwajg. They discuss all things commodities from gold to oil to uranium. https://bit.ly/4oFcfAZ 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3L28R4t ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: htt…
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MacroVoices #502 Tian Yang: A Whiff of Reflation?
52:52
52:52
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52:52MacroVoices Erik Townsend & Patrick Ceresna welcome, Tian Yang. They’ll discuss the leading indicators Variant Perception uses to guide their macro strategy, what they say about growth and inflation, and how that translates to trading opportunities. https://bit.ly/3KUt5Np Variant Perception: https://variantperception.com/macro-pack/ 🔻Download Big P…
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MacroVoices #501 Matt Barrie: AI Caramba?
1:09:02
1:09:02
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1:09:02MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie. They discuss all things AI in this week’s feature interview. Is it a bubble about to burst, or a new secular trend that will soon be bigger than the Internet itself? https://bit.ly/4h3y1f3 🔻Download Big Picture Trading Chartbook 📈📉: http://bit.ly/435x6ot ✅Sign up for a FREE 14-day tr…
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MacroVoices #500 Lyn Alden: What Will Stop This Train?
1:15:44
1:15:44
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1:15:44MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. Lyn picks up where Luke Gromen left off last week, sharing her views on what it would take to actually stop this train. http://bit.ly/48djn2y 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4pSOuGU ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fc…
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MacroVoices #499 Has The Luke Gromen Moment Arrived?
1:32:18
1:32:18
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1:32:18MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They’ll discuss gold to bitcoin to stocks. And of course no Luke Gromen interview would be complete without an update on Luke’s outlook for the U.S. Dollar. https://bit.ly/4nn8U9t 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/46B94Tk ✅Sign up for a FREE 14-day trial at B…
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MacroVoices #498 Louis-Vincent Gave: Which Megatrend Will Reshape The World?
1:04:57
1:04:57
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1:04:57MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They discuss deflation, precious metals, equities, China, energy markets, and much more. https://bit.ly/3VqJY4t 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3KsOX25 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Pat…
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MacroVoices #497 Dr. Anas Alhajji: The Impact of Trump Polices on Russia, China, India & OPEX+
1:01:04
1:01:04
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1:01:04MacroVoices 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 Trade Dr. Anas Alhajji's Oil View Live! (Members-Only Guest Pass) Register For A Fr…
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MacroVoices #496 Jim Bianco: The Post Covid Economy
1:08:04
1:08:04
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1:08:04MacroVoices 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 Trade Bianco’s B…
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MacroVoices #495 Louis-Vincent Gave: Understanding China's Structural Growth Drivers
1:02:00
1:02:00
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1:02:00MacroVoices 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 ✅Sign up for a FREE 14-day …
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MacroVoices #494 Micheal Every: Markets, Policy, Russia & More
1:04:49
1:04:49
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1:04:49MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every. They'll discuss Markets, policy, Russia-US summit and much more. https://bit.ly/3JpAnYU 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3UBs7aD ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https…
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