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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
Episodes
7 days ago
7 days ago
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Darius Dale. Darius argues that, for the financial markets, the outcome of next week’s U.S. presidential election is surprisingly inconsequential. They’ll delve into this perspective before exploring the drivers behind persistent inflation, the reasons for expecting the U.S. economy to remain robust, the Fed’s determination to achieve a soft landing, and why he’s confident that market liquidity will keep increasing. https://bit.ly/40qGxyb
⚫ Follow Darius Dale on X: https://www.x.com/DariusDale42
🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3YLjQUr
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH
🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
Thursday Oct 24, 2024
Thursday Oct 24, 2024
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Brent Johnson. They’ll discuss foreign demand for U.S. Treasuries, Brent’s outlook for the dollar, equities, precious metals, energy, and much more. https://bit.ly/48B8uWt
⚫ Follow Brent Johnson on X: https://www.x.com/SantiagoAuFund
🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3BYjfG1
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH
🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
Thursday Oct 17, 2024
Thursday Oct 17, 2024
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Anas Alhajji. They’ll discuss all things crude oil, starting with the geopolitical risks. https://bit.ly/4eNQytL
⚫ Follow Anas Alhajji on Substack: https://anasalhajjieoa.substack.com/
⚫ Follow Anas Alhajji on X: https://www.x.com/AnasAlhajji
🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3YcQn3Y
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH
🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
Thursday Oct 10, 2024
Thursday Oct 10, 2024
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Harley Bassman. They will discuss mortgage backed securities and the best way to trade them. https://bit.ly/4ezISv9
⚫ Follow Harley Bassman on X: https://www.x.com/ConvexityMaven
🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4dARobW
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH
🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
Thursday Oct 03, 2024
Thursday Oct 03, 2024
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Luke Gromen. They’ll discuss the dollar, inflation, monetary policy, China, energy, precious metals, and much more. https://bit.ly/3TW9f65
⚫ Follow Luke Gromen on X: https://www.x.com/LukeGromen
🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4erbNRT
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH
🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
Thursday Sep 26, 2024
Thursday Sep 26, 2024
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Eric Peters. They’ll discuss all the usual macro suspects from secular inflation to competitiveness of the U.S, EU, and China, the USD, De-globalization, and much more. https://bit.ly/3TN3vvp
🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3TIqpnK
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH
🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
✅ Visit OptionFinity: www.optionfinity.com
✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y
🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
Thursday Sep 19, 2024
Thursday Sep 19, 2024
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Matt Barrie. They’ll discuss everything AI, exploring recent developments and what the future holds. https://bit.ly/3XslYP3
⚫ Follow Matt Barrie on X: https://www.x.com/Matt_Barrie
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH
🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
✅ Visit OptionFinity: www.optionfinity.com
✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y
Thursday Sep 12, 2024
Thursday Sep 12, 2024
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Jim Bianco. They’ll discuss why Jim thinks the Fed has become political and risks a policy error, they also cover long-term inflationary trends, the role of precious metals in today's economy, and more. https://bit.ly/4d372MT
⚫ Follow Jim Bianco on X: https://www.x.com/biancoresearch
🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3z6celr
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH
🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
✅ Visit OptionFinity: www.optionfinity.com
✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y
🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
Thursday Sep 05, 2024
Thursday Sep 05, 2024
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Mike Alkin. They'll cover all aspects of the uranium market, from its structure and the absence of a liquid futures contract, to how utility buyers are compensated and why they tend to remain complacent despite increasing concerns over global uranium supply. https://bit.ly/47eqEfK
⚫ Follow Sachem Cove Partners on X: https://www.x.com/SachemCove
🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4eehoKL
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH
🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
✅ Visit OptionFinity: www.optionfinity.com
✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y
🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
Thursday Aug 29, 2024
Thursday Aug 29, 2024
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Viktor Shvets. They discuss a wide range of topics, including global central bank policies and their potential politicization, the risks of a recession, the lack of significant repercussions from the yen carry trade unwind, as well as various aspects of politics and geopolitics. Additionally, they delve into commodities and, naturally, the U.S. stock market. https://bit.ly/3X438xm
⚫ Follow Viktor on X: https://www.x.com/ViktorShvets
🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3T8HDu1
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH
🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
✅ Visit OptionFinity: www.optionfinity.com
✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y
🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials