
Macro Voices
Markets and Investing
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
Location:
United States
Description:
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
Twitter:
@macrovoices
Language:
English
Email:
info@macrovoices.com
Episodes
MacroVoices #377 Daniel Lacalle: On The Road To Stagflation
5/25/2023
MacroVoices Erik Townsend and Patrick Ceresna welcome Tressis chief economist Daniel Lacalle to the show to discuss the European macroeconomic situation, where markets and the economy are headed in the 2nd half of 2023, China and Taiwan, the emergent BRICS currency system, and much more. https://bit.ly/43va5t7
Check out Daniel's YouTube channel: https://www.youtube.com/@DanielLacalleInEnglish
Download Big Picture Trading chartbook 📈📉 https://bit.ly/3oz0LFF
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
Join OptionFinity discord: https://discord.gg/Rvnsv6Y
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
Duration:01:10:29
MacroVoices #376 Tian Yang: When the Recession Becomes Obvious
5/18/2023
Erik Townsend and Patrick Ceresna welcome Variant Perception CEO Tian Yang to the show to discuss the long-awaited U.S. recession, and the final flush in U.S. equity markets, which Tian says is still to come. Tian will also share a non-concensus view on Gold and much more. https://bit.ly/424aoKl
Download Tian's charts here: https://bit.ly/3Oo0AaO
Download Big Picture Trading chartbook 📈📉 https://bit.ly/3Oo0Ma2
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
Join OptionFinity discord: https://discord.gg/Rvnsv6Y
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
Duration:01:00:09
MacroVoices #375 Mike Green: Banking Crisis, Debt Ceiling, De-dollarization and more
5/11/2023
MacroVoices Erik Townsend and Patrick Ceresna welcome Simplify Asset Management’s chief market strategist Mike Green to the show to discuss the banking crisis, the debt ceiling debacle, de-dollarization, artificial intelligence and much more.
https://bit.ly/3VWbLsW
Vanguard's trillion-dollar man leads a fixed-income revolution 📃 https://bit.ly/41twl4U
Mike’s Substack: https://michaelwgreen.substack.com/
Download Big Picture Trading chartbook 📈📉 https://bit.ly/3MkpBCl
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
Join OptionFinity discord: https://discord.gg/Rvnsv6Y
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
Duration:01:07:42
MacroVoices #374 Chris Whalen: Are More Banks Going To Fail?
5/4/2023
MacroVoices Erik Townsend and Patrick Ceresna welcome Whalen Global Advisors founder Chris Whalen to the show to discuss the formative banking crisis, what’s driving it, and what comes next. They also touch on the outlooks for stocks and precious metals. https://bit.ly/414Qj5S
The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/
Download Big Picture Trading chartbook 📈📉 https://bit.ly/4170abB
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
Join OptionFinity discord: https://discord.gg/Rvnsv6Y
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
Duration:00:58:38
MacroVoices #373 Ole Hansen: Commodities Update
4/27/2023
MacroVoices Erik Townsend welcomes Saxo Bank Chief Commodities strategist Ole Hansen to the show to discuss the broader commodities bull market and the role interest rates play in contango and backwardation. Then they drill down on specific commodities including crude oil, gold, copper, grains and more. https://bit.ly/3LADP1y
Download Ole's charts: https://bit.ly/3VjCPC3
Download Big Picture Trading chartbook 📈📉 https://bit.ly/44c0k4e
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
Join OptionFinity discord: https://discord.gg/Rvnsv6Y
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
Duration:01:14:07
MacroVoices #372 David Rosenberg: The Bear Market Bottom Is Not In
4/20/2023
MacroVoices Erik Townsend and Patrick Ceresna welcome Rosenberg Research founder David Rosenberg to the show. Rosie says the bottom isn’t in yet for the stock market, and the long-awaited recession has finally begun now. They also discuss precious metals, bond yields and FOMC policy. https://bit.ly/43MiHMK
Rosenberg Research Free Trial: https://bit.ly/3L3yWKM
Download Big Picture Trading chartbook 📈📉 https://bit.ly/3NhUlF1
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
Join OptionFinity discord: https://discord.gg/Rvnsv6Y
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
Duration:00:56:04
MacroVoices #371 Larry McDonald: Fed Will Be Forced To Cut By The End Of The Year
4/13/2023
MacroVoices Erik Townsend and Patrick Ceresna welcome best selling author and The Bear Traps Report editor Larry Mcdonald to the show to discuss the upcoming debt ceiling debate and how it will play into Federal Reserve policy, as well as the outlook for energy markets and energy stocks. https://bit.ly/41ijPWA
Get access to The Bear Traps Report: https://bit.ly/3zVsGlb
Download Big Picture Trading chartbook 📈📉 https://bit.ly/3mtikG9
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
Join OptionFinity discord: https://discord.gg/Rvnsv6Y
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
Duration:01:02:45
MacroVoices #370 Adam Rozencwajg: Energy, Gold, Copper & Uranium
4/6/2023
MacroVoices Erik Townsend and Patrick Ceresna welcome Goehring & Rozencwajg co-founder Adam Rozencwajg to the show to discuss energy, gold, copper and much more. https://bit.ly/3ZO72Kf
Download Big Picture Trading chartbook 📈📉 https://bit.ly/3KiW7CA
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
Join OptionFinity discord: https://discord.gg/Rvnsv6Y
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
Duration:01:03:03
MacroVoices #369 Dr. Pippa Malmgren: Perspective on the Further Geopolitical Escalation
3/29/2023
MacroVoices Erik Townsend welcomes Dr. Pippa Malmgren to the show to discuss the escalating geopolitical situation, including Pippa’s views that the Pentagon played a role in orchestrating the Silicon Valley Bank bailout to protect defense technology interests, and that China rather than Russia has been the principal aggressor from the beginning of the Ukraine conflict. https://bit.ly/3ntCYGn
Visit Dr. Pippa's substack: https://drpippa.substack.com/
Download Big Picture Trading chartbook 📈📉https://bit.ly/3Khibyp
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
Join OptionFinity discord: https://discord.gg/Rvnsv6Y
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
Duration:01:17:26
MacroVoices #368 Charlie McElligott: Banking Crisis, FOMC, 0DTE, CTAs & more
3/23/2023
MacroVoices Erik Townsend welcomes Nomura’s Charlie McElligott to the show to discuss the formative banking crisis, monetary policy including yesterday’s 25 bps hike into the banking crisis, how to trade the Fed boxing itself into a corner, 0DTE options, abysmal performance of Commodity Trend funds in 2023, and much more.
https://bit.ly/3K4aFal
Download Big Picture Trading chartbook 📈📉https://bit.ly/3z0u7ON
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
Join OptionFinity discord: https://discord.gg/Rvnsv6Y
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
Duration:01:17:27
MacroVoices #367 Luke Gromen: USD Update in the Wake of SVB Collapse
3/16/2023
MacroVoices Erik Townsend welcomes Forest for the Trees founder Luke Gromen to the show to discuss how the US Dollar has fared in the wake of central bank divestitures and Luke’s outlook for the dollar and other markets in the wake of Silicon Valley Bank’s collapse after the biggest bank run in U.S. history last Thursday. https://bit.ly/3mZTwVT
Download Big Picture Trading chartbook 📈📉https://bit.ly/40dDKW0
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
Join OptionFinity discord: https://discord.gg/Rvnsv6Y
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
Duration:01:24:20
MacroVoices #366 Louis-Vincent Gave: Staying Humble in Troubling Times
3/9/2023
MacroVoices Erik Townsend welcomes Louis-Vincent Gave to the show to discuss a number of big-picture factors driving the markets, ranging from geopolitical escalation risks to Chinese demand to why precious metals haven’t responded more to geopolitical risk escalation. https://bit.ly/3mzsKDH
Download Big Picture Trading chartbook 📈📉https://bit.ly/3JpptQi
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
Join OptionFinity discord: https://discord.gg/Rvnsv6Y
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
Duration:01:09:59
MacroVoices #365 Dr. Anas Alhajji: Energy Markets and Lessons Learned Since the Russian Invasion
3/2/2023
MacroVoices Erik Townsend welcomes Dr. Anas Alhajji to the show. Anas predicted President Biden’s recent announcement that another 23mm BBL of crude oil would be released from the U.S. SPR months before it happened. They discuss the SPR and Anas’ broader outlook for energy markets in the feature interview. https://bit.ly/3YhqaPX
Download Dr. Alhajji's charts: https://bit.ly/3ZB0uz0
Check out Energy Outlook Advisors on Substack: https://anasalhajjieoa.substack.com/
Download Big Picture Trading chartbook 📈📉https://bit.ly/3mkf2Ve
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
Join OptionFinity discord: https://discord.gg/Rvnsv6Y
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
Duration:01:14:55
MacroVoices #364 Julian Brigden: On Opportunistic Disinflation
2/23/2023
MacroVoices Erik Townsend welcomes MI2 founder Julian Brigden to the show to discuss inflation, treasury yields, Fed policy, bond market outlook, stocks, precious metals and more.
Then former U.S. Presidential Advisor Dr. Pippa Malmgren joins in postgame for a quick update on the rapidly escalating geopolitical situation. https://bit.ly/3ZhXbMG
Download Big Picture Trading chartbook 📈📉https://bit.ly/3lUzYSl
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
Join OptionFinity discord: https://discord.gg/Rvnsv6Y
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
Duration:01:18:30
MacroVoices #363 Lakshman Achuthan: Immaculate Disinflation Debunked
2/16/2023
MacroVoices Erik Townsend welcomes ECRI co-founder Lakshman Achuthan to the show. They revisit Lak’s recession call from last summer, which he’s still committed to. They also examine the growth, business and inflation cycles along with ECRI’s leading indicators which are plumbing lows never seen before except during the depths of the 2008 crash.https://bit.ly/3YAp6aT
Download ECRI charts: https://bit.ly/3S2NWO0
Download Big Picture Trading chartbook 📈📉https://bit.ly/3EaZ7yo
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
Join OptionFinity discord: https://discord.gg/Rvnsv6Y
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
Duration:01:05:20
ENERGY DOC *NEW REVISED VERSION* Episode 3: Supercritical Deep Geothermal Renewable Energy
2/14/2023
Sneak preview of Erik Townsend's upcoming docuseries about the coming global energy crisis.
This is a new version of this episode re-written based on listener feedback.
3rd of 5 special episodes. Download associated .PDF https://bit.ly/3IgepVg
#OOTT
Duration:00:52:11
ENERGY DOC *NEW REVISED VERSION* Episode 2: Origins of the mid-2020s Oil & Gas Supply Crisis
2/13/2023
Sneak preview of Erik Townsend's upcoming docuseries about the coming global energy crisis.
This is a new version of this episode re-written based on listener feedback.
2nd of 5 special episodes. Download associated .PDF https://bit.ly/3IgepVg
#OOTT
Duration:01:08:04
ENERGY DOC *NEW REVISED VERSION* Episode 1: Why Energy Transition is the greatest challenge humanity faces
2/12/2023
Sneak preview of Erik Townsend’s upcoming docuseries about the coming global energy crisis.
This is a new version of this episode re-written based on listener feedback.
1st of 5 special episodes. Download associated .PDF https://bit.ly/3IgepVg
#OOTT
Duration:01:08:42
MacroVoices #362 Jeff Snider: Soft Landing or Crash Landing?
2/9/2023
MacroVoices Erik Townsend welcomes Eurodollar University founder Jeff Snider to the show to discuss whether the Fed has really achieved the soft landing they’re crediting themselves for, credit markets, Eurodollar curves, recession outlook and more. https://bit.ly/40FI6WS
Download Jeff's slidedeck: https://bit.ly/3HQZm2I
Check out Eurodollar University: https://www.youtube.com/@eurodollaruniversity
Download Big Picture Trading chartbook 📈📉https://bit.ly/3Xlx9a5 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
Join OptionFinity discord: https://discord.gg/Rvnsv6Y
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
Duration:01:18:41
Energy Doc Episode #5: Advanced Nuclear Solutions & Prescriptions for Solving the Crisis
2/5/2023
Sneak preview of Erik Townsend’s upcoming docuseries about the coming global energy crisis.
Why it can’t be avoided, what caused it, and what it will take to solve it.
Last of 5 special episodes airing Sundays. Download associated PDF https://bit.ly/3jx8zFm
#OOTT
Duration:00:59:45