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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
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Thursday Dec 04, 2025
Thursday Dec 04, 2025
MacroVoices Erik Townsend & Patrick Ceresna welcome, Marko Papic. We’ll discuss the deteriorating situation in Venezuela, the impacts of a potential Russia-Ukraine peace deal on markets, the spat between Japan and China, and the U.S. mid-term election cycle, considering the market impacts of all these developments. https://bit.ly/442T5gw
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4 months ago
Very poor analysis on china ,US and Japan . In Japan already Takaichi is in serious when Chinese tourism revenue cut kicks in it will be pretty bad. Already not only japanese sent an envoy Takaichi said they would not deviate from their long agreed position.