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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

Thursday Apr 02, 2026
MacroVoices #526 Matt Barrie: Pay To PrAI
Thursday Apr 02, 2026
Thursday Apr 02, 2026
MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie & Dr. Anas Alhajji. They discuss the latest developments in AI, their impact on private credit markets, and why emerging pricing models could trigger a dot-com–scale market disruption. https://bit.ly/47Ca0Z5
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1 months ago
Ihave great respect for Dr. Anas Alhajji. on matters of oil and OPEC and the Middle East, but I disagree with his comment concerning Iran and the Strait of Hormuz because Iran has been in conflict with many of its neighbors for many years not only due to religious Shia and Sunni Muslims disputes but over territory and power. Iran supports Terrorists and for 47 years threatens many nations and wants nuclear weapons, ballastic missile systems and has openly threstened Isreal. Iran is a massive country an d cn wage a ”guerilla” warfare in the Strait with little effort as has been shown in many parts of the world. This is a Therocracy based on religious fanaticism stuck in the 7th Century and csnnot be trusted by any nation as it has proved continiously for many years.
1 months ago
Gives a new definition to ”Migration to Cloud” 🤣🤣🤣