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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
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
Episodes

22 minutes ago
MacroVoices #519 Alex Gurevich: The Next Perfect Trade
22 minutes ago
22 minutes ago
MacroVoices Erik Townsend & Patrick Ceresna welcome, Alex Gurevich. They’ll discuss, fixed income, energy, precious metals, the Japanese Yen, and Alex’s new book just released on Amazon. https://bit.ly/4tzXAdi
Buy Alex's new book 'The Next Perfect Trade' available on Amazon
🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3OgmkY0
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag
🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Thursday Feb 05, 2026
MacroVoices #518 Dr. Anas Alhajji: Debunking The 2026 Oil Bear Narrative
Thursday Feb 05, 2026
Thursday Feb 05, 2026
MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Anas Alhajji. They’ll discuss the events that have transpired in energy markets since Dr. Alhajji’s last interview in November. they'll also cover all the big geopolitical risks, and then end on the three big events he’s watching in this week’s energy markets. https://bit.ly/4qfojcf
🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4bxnBDI
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag
🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Thursday Jan 29, 2026
MacroVoices #517 Justin Huhn: Uranium at The Tipping Point
Thursday Jan 29, 2026
Thursday Jan 29, 2026
MacroVoices Erik Townsend & Patrick Ceresna welcome, Justin Huhn. They’ll discuss the outlook for nuclear energy generally and for uranium markets in particular https://bit.ly/4rgcNyd
🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4qRKO8v
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag
🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Thursday Jan 22, 2026
MacroVoices #516 Craig Tindale: Critical Materials, A Strategic Analysis
Thursday Jan 22, 2026
Thursday Jan 22, 2026
MacroVoices Erik Townsend & Patrick Ceresna welcome, Craig Tindale. They’ll discuss why China is holding all the cards, and how those cards were served them, not only on a “silver platter”, but on a platter made from silver mined elsewhere but refined in China. https://bit.ly/3LZRwKf
🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4bcxMgT
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag
🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Thursday Jan 15, 2026
MacroVoices #515 Rory Johnston: Why Trump is Keeping The Oil Price High
Thursday Jan 15, 2026
Thursday Jan 15, 2026
MacroVoices Erik Townsend & Patrick Ceresna welcome, Rory Johnston. They will discuss all things crude oil, starting with the Venezuela news and what it means for markets, then moving on to Iran, the U.S. Strategic Petroleum Reserve, and much more https://bit.ly/4qnVjQs
🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3LrQVRr
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag
🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Thursday Jan 08, 2026
MacroVoices #514 Darius Dale: 2026, Fasten Your Seat belts For Take-off
Thursday Jan 08, 2026
Thursday Jan 08, 2026
MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They discuss why Darius thinks that one year from now in January 2027, we’ll probably look back on 2026 as an up year for most financial markets. But Darius says put your seat belt on for the first few months of the year, which he thinks could be quite turbulent. https://bit.ly/49LhPNe
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/49eoyzj
🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/44Ixhag

Wednesday Dec 31, 2025
MacroVoices #513 Why Are All The Rich Guys Moving To New Zealand and What Do They Know?
Wednesday Dec 31, 2025
Wednesday Dec 31, 2025
MacroVoices Erik Townsend & Patrick Ceresna welcome, Mark Williams, Graham Lawrence & Brendan Goodwin. They discuss why a surprising number of high-profile hedge fund legends and celebrities are establishing residency in New Zealand and what they might know that the rest of us don’t, beyond any doomsday narrative. https://bit.ly/3YiVdNL
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag
🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Wednesday Dec 24, 2025
MacroVoices #512 David Rosenberg: Will The 2025’s K become 2026’s
Wednesday Dec 24, 2025
Wednesday Dec 24, 2025
MacroVoices Erik Townsend & Patrick Ceresna welcome, David Rosenberg. They discuss, the U.S. economic outlook, why Rosie’s not concerned about persistent inflation, precious metals, and much more. https://bit.ly/3KJP6iw
🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/44Ixhag
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag
🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Thursday Dec 18, 2025
MacroVoices #511 Robert Kahn: Geopolitical Outlook For 2026
Thursday Dec 18, 2025
Thursday Dec 18, 2025
MacroVoices Erik Townsend & Patrick Ceresna welcome, Robert Kahn. They will discuss all things geopolitics, from Tariffs to mid-term elections to the price of crude oil to who will be the next Fed chair https://bit.ly/4s9t21C
🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/492eOqi
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag
🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Thursday Dec 11, 2025
Thursday Dec 11, 2025
MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They discuss, what just happened and what it means for markets. https://bit.ly/4rRuipR
Register for Big Picture Trading's asymmetric challenge here: https://www.bigpicturetrading.com/challenge
🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4pYRalp
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag
🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
