Macro Voices

2,897
Business #161Investing #53

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

Recent Episodes
  • MacroVoices #459 Robert Kahn: Looking Ahead To 2025 Geopolitics & Markets
    Dec 19, 2024 – 01:11:16
  • MacroVoices #458 David Rosenberg: Lament of A Bear
    Dec 12, 2024 – 01:09:31
  • MacroVoices #457 Justin Huhn: The Fundamentals For Nuclear Keep Getting Better
    Dec 5, 2024 – 01:10:58
  • MacroVoices #456 Jeff Currie: Repricing of Macro Markets
    Nov 27, 2024 – 01:07:57
  • MacroVoices #455 Daniel Lacalle: Is The Trump Trade Over?
    Nov 21, 2024 – 01:08:37
  • MacroVoices #454 Vincent Deluard: The Five Body Problem
    Nov 14, 2024 – 01:18:52
  • MacroVoices #453 Dr. Pippa Malmgren: Unconventional Insights on US Presidential Election
    Nov 7, 2024 – 01:31:18
  • MacroVoices #452 Darius Dale: No Difference Between Trump & Harris
    Oct 31, 2024 – 01:15:24
  • MacroVoices #451 Brent Johnson: Macro Drivers of UST’s, PM’s & The Role of The BRICS
    Oct 24, 2024 – 01:10:03
  • MacroVoices #450 Dr. Anas Alhajji: Oil, Middle-East Politics & China
    Oct 17, 2024 – 01:01:57
  • MacroVoices #449 Harley Bassman: The Magic of Mortgages
    Oct 10, 2024 – 55:42
  • MacroVoices #448 Luke Gromen: Why the Gold Recycling Trade is Accelerating
    Oct 3, 2024 – 01:11:18
  • MacroVoices #447 Eric Peters: US/EU/China, Competitive Outlook
    Sep 26, 2024 – 55:55
  • MacroVoices #446 Matt Barrie: AI’ll Be Back!
    Sep 19, 2024 – 01:19:09
  • MacroVoices #445 Jim Bianco: Still No Landing, and Inflation is Not Transitory
    Sep 12, 2024 – 01:10:46
  • MacroVoices #444 Mike Alkin: Uranium Fundamentals Couldn’t Be Better
    Sep 5, 2024 – 01:21:07
  • MacroVoices #443 Viktor Shvets: From Central Banks To Assets Classes To Geopolitics & More
    Aug 29, 2024 – 01:06:54
  • MacroVoices #442 Ole Hansen: Year of The Metals
    Aug 22, 2024 – 01:02:04
  • MacroVoices #441 Diego Parrilla: The Revenge of The Anti-Bubbles
    Aug 15, 2024 – 01:05:45
  • MacroVoices #440 Louis-Vincent Gave: What Just Happened?
    Aug 8, 2024 – 01:32:19
  • MacroVoices #439 Rory Johnston: Discretionary Risks To The Oil Market
    Aug 1, 2024 – 01:13:39
  • MacroVoices #438 Marko Papic: U.S. Presidential Race Risks & Complications for Markets
    Jul 25, 2024 – 01:25:53
  • MacroVoices #437 Lyn Alden: Energy Security, Precious Metals & More
    Jul 18, 2024 – 01:05:10
  • MacroVoices #436 Tian Yang: Left & Right Tails
    Jul 12, 2024 – 01:01:14
  • MacroVoices #435 Daniel Lacalle: Navigating Monetary Debasement
    Jul 3, 2024 – 55:09
  • MacroVoices #434 Bill Blain: Will Higher For Longer, Lead To Market Mayhem?
    Jun 27, 2024 – 01:04:06
  • MacroVoices #433 David Rosenberg: Calling The FED’s Bluff
    Jun 20, 2024 – 01:04:45
  • MacroVoices #432 Jeff Currie: Metals, Energy, Commodity Super Cycle & More
    Jun 13, 2024 – 01:07:39
  • MacroVoices #431 Lakshman Achuthan: 2024 Turning Points
    Jun 6, 2024 – 55:02
  • MacroVoices #430 Jim Bianco: Rate Hike On Deck
    May 30, 2024 – 01:09:00
  • MacroVoices #429 Dr. Anas Alhajji: Oil Market Outlook, Iran & Energy Geopolitics
    May 23, 2024 – 01:06:52
  • MacroVoices #428 Adam Rozencwajg: AI Demand, Energy & Precious Metals
    May 16, 2024 – 01:10:39
  • MacroVoices #427 Thomas Jam Pedersen: The Coming Thorium Energy Revolution
    May 9, 2024 – 01:30:22
  • MacroVoices #426 Brent Johnson: Dollar Milkshake Update in a World of Global Uncertainty
    May 2, 2024 – 01:10:14
  • MacroVoices #425 Alex Gurevich: Real Rates, Precious Metals, Currencies and More
    Apr 25, 2024 – 01:04:44
  • MacroVoices #424 Rory Johnston: Crude Oil Update: Fundamentals, Geopolitical Risks, and SPR
    Apr 18, 2024 – 01:04:46
  • MacroVoices #423 Justin Huhn: Accelerated Demand Growth in Supply Driven Bull Market
    Apr 11, 2024 – 01:16:43
  • MacroVoices #422 Larry McDonald: How To Listen When Markets Speak
    Apr 4, 2024 – 01:01:24
  • MacroVoices #421 Luke Gromen: More Dollar Liquidity To Come…
    Mar 28, 2024 – 57:58
  • MacroVoices #420 Ole Hansen: Green Shoots in The Commodity Markets
    Mar 21, 2024 – 01:07:00
  • MacroVoices #419 Arjun Murti: Navigating the 2020s Energy Transition Landscape
    Mar 14, 2024 – 01:06:56
  • MacroVoices #418 Jeff Snider: From Waller Speak to Risk, After Risk, After Risk
    Mar 7, 2024 – 01:09:56
  • MacroVoices #417 Jim Bianco: FED Cuts, May, June or Bust?
    Feb 29, 2024 – 01:02:54
  • MacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway?
    Feb 22, 2024 – 01:13:34
  • MacroVoices #415 Tian Yang: Fiscal, Sisyphus or Hercules
    Feb 15, 2024 – 01:03:17
  • MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999
    Feb 8, 2024 – 01:09:19
  • MacroVoices #413 Darius Dale: Still Bullish
    Feb 1, 2024 – 01:03:23
  • MacroVoices #412 Dr. Anas Alhajji: 2024 Petroleum Outlook Update
    Jan 25, 2024 – 01:10:12
  • MacroVoices #411 Jeroen Blokland: Inflation, Hard/Soft Landing, Geopolitics and More
    Jan 18, 2024 – 55:27
  • MacroVoices #410 Justin Huhn: Investing in All Things Nuclear
    Jan 11, 2024 – 01:30:30
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