Macro Voices
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Macro Voices
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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MacroVoices #501 Matt Barrie: AI Caramba?
MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie. They discuss all things AI in this week’s feature interview. Is it a bubble about to...
MacroVoices #500 Lyn Alden: What Will Stop This Train?
MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. Lyn picks up where Luke Gromen left off last week, sharing her views on what it would...
MacroVoices #499 Has The Luke Gromen Moment Arrived?
MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They’ll discuss gold to bitcoin to stocks. And of course no Luke Gromen interview wo...
MacroVoices #498 Louis-Vincent Gave: Which Megatrend Will Reshape The World?
MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They discuss deflation, precious metals, equities, China, energy markets, and...
MacroVoices #497 Dr. Anas Alhajji: The Impact of Trump Polices on Russia, China, India & OPEX+
MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Anas Alhajji. They discuss all things energy, from this past Sunday’s Group of 8 meeting to s...
MacroVoices #496 Jim Bianco: The Post Covid Economy
MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They discuss, whether a fed rate cut is even a good idea, inflation risks, the unobvi...
MacroVoices #495 Louis-Vincent Gave: Understanding China's Structural Growth Drivers
MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They'll discuss his long-term perspective on China’s role in the global econo...
MacroVoices #494 Micheal Every: Markets, Policy, Russia & More
MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every. They'll discuss Markets, policy, Russia-US summit and much more. https://bit.ly/3J...
MacroVoices #493 Ole Hansen: Commodities Are Heating Up!
MacroVoices Erik Townsend & Patrick Ceresna welcome, Ole Hansen. They’ll discuss all things commodities from tariffs to energy to precious metals and...
MacroVoices #492 Daniel Lacalle: The End of American Exceptionalism?
MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle. They’ll discuss tariffs, recession risks, the European perspective on U.S. geopo...
MacroVoices #491 Rick Rule: Oil, Uranium & Precious Metals
MacroVoices Erik Townsend & Patrick Ceresna welcome, Rick Rule. They’ll discuss oil, uranium, gold and silver, and much more. https://bit.ly/40McC34<...
MacroVoices #490 Dr. Pippa Malmgren: Bessent, Stablecoin & JFK
MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr Pippa Malmgren. They discuss everything from the future of Stablecoins and the fate of the U.S...
MacroVoices #489 Darius Dale: Are You Positioned For The Melt-Up?
MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They discuss why Darius is bullish on U.S. equities, echoing Lyn Alden's recent view...
MacroVoices #488 Lyn Alden: Run It Hot!
MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They discuss why Lyn believes investors should run their portfolios hot in today’s env...
MacroVoices #487 Larry McDonald: The Great Migration To Hard Assets
MacroVoices Erik Townsend & Patrick Ceresna welcome, Larry McDonald. They’ll discuss everything from copper to the dollar to precious metals. https://...
MacroVoices #486 David Rosenberg: Navigating Choppy Waters
MacroVoices Erik Townsend & Patrick Ceresna welcome, David Rosenberg. They discuss the equity market outlook, inflation, precious metals, the U.S. Dol...
MacroVoices #485 Jeff Currie: The Joule Order
MacroVoices Erik Townsend & Patrick Ceresna welcome, Jeff Currie. They’ll discuss what Jeff calls the “New Joule Order” and why Jeff says there’s real...
MacroVoices #484 Rory Johnston: Crude Oil Forward Curve Conundrum
MacroVoices Erik Townsend & Patrick Ceresna welcome, Rory Johnston. They’ll discuss Rory’s view that the WTI forward curve has taken an unprecedented...
MacroVoices #483 Vincent Deluard: MAGA vs. Corporate America
MacroVoices Erik Townsend & Patrick Ceresna welcome, Vincent Deluard. They’ll discuss why Vincent says recessions have been cancelled by monetary poli...
MacroVoices #482 Mike Green: What The Market Is Not Discounting
MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They’ll discuss the tariffs, what they’re really being used for, and why Mike says th...
MacroVoices #481 Jim Bianco: This is The End of The Beginning
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 us...
MacroVoices #480 Louis-Vincent Gave: What Comes Next After The Trade War Dust Settles
MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They will discuss the Trump tariffs, what they mean for markets, China, preci...
MacroVoices #479 Anas Alhajji: What Do Saudi Arabia & Allies in OPEC+ Want from Accelerating the Unwinding of Voluntary Cuts?
Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to the show to discuss OPEC+ production increase & market reactions, Trump’s visit and oil...
MacroVoices #478 Luke Gromen: Trump Tariff Policy Will Drive Gold Even Higher
MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They’ll discuss the market’s Trump Tariff Tantrum, as Luke makes the bold case that...
MacroVoices #477 Michael Howell: Are We Approaching A Debt Refinancing Crisis
MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Howell. They’ll discuss cyclicality of credit markets, why we should think of them as a r...
MacroVoices #475 Daniel Lacalle: Is This The End of The Monetary System As We Know it?
MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle. They’ll discuss Trump Tariffs as the European investment community sees them, and...
MacroVoices #475 Simon White: The Dawn of A New Financial Order
MacroVoices Erik Townsend & Patrick Ceresna welcome, Simon White. They’ll discuss, the Trump Tariff Tornado, treasuries, why the basis trade is blowin...
MacroVoices #474 Mike Alkin: Uranium Supply Is In Structural Deficit And The Fuel Buyers Don’t “Get It”!
MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Alkin. They’ll begin by exploring how it’s even possible that investor sentiment remains so...
MacroVoices #473 Matt Barrie: AI of The Storm
MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie. We’ll discuss the shifting business models in both hardware and software, the emerge...
MacroVoices #472 Lyn Alden: Navigating Headline Driven Markets
MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They’ll discuss everything from what’s next for the stock market to international dive...
MacroVoices #471 Tian Yang: Tariffs Will Continue Until Morale Improves
MacroVoices Erik Townsend & Patrick Ceresna welcome, Tian Yang. They’ll cover LEIs and break down Variant Perception’s outlooks on everything from sto...
MacroVoices #470 Michael Every: A Week Where Decades Happen?
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Michael Every. They'll discuss Michael’s prescient advice to “Take President Trump seriously...
MacroVoices #469 Jeff Snider: The Mar-a-Lago Accord Seen Through A Eurodollar Lens
MacroVoices Erik Townsend & Patrick Ceresna welcome, Jeff Snider. They’ll explore Jeff’s criticisms of the current effort and his perspective on how h...
MacroVoices #468 Darius Dale: Changing World Order
MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They will dive into the data intensive slide deck that Darius is best known for and...
MacroVoices #467 Jim Bianco: The Mar-a-Lago Accord
MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They’ll discuss Jim’s opinions on the new ‘Mar-a-Lago Accord,’ which he and o...
MacroVoices #466 Guy Keller: The Nuclear Story Has Never Been Better
MacroVoices Erik Townsend & Patrick Ceresna welcome, Guy Keller. They’ll explore all things nuclear—from why spot uranium and uranium miners haven’t k...
MacroVoices #465 Rory Johnston: Oil Markets Under Trump 2.0
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rory Johnston. They discuss everything crude oil - from the current fundamental landscape an...
MacroVoices #464 Michael Every: Lines on Maps vs Lines on Screens
MacroVoices Erik Townsend & Patrick Ceresna welcome, Chief Market Strategist Michael Every. They discuss why Michael thinks Volatility will be at the...
MacroVoices #463 Izabella Kaminska: On Why Markets Aren’t Getting The Signal
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Izabella Kaminska. They discuss the evolving landscape of the media and the ripple effects o...
MacroVoices #462 Luke Gromen: 2025 Outlook
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Luke Gromen. They’ll explore the outlook for the new year and examine its implications for m...