Macro Voices

Macro Voices

Hedge Fund Manager Erik Townsend
Land USA
Sjanger Forretning, Investering
Språk EN-US
Episoder 300
Siste 23.07.2026

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.

Episoder

  • MacroVoices #542 Luke Gromen: As The Conflict Turns 23.07.2026 1t 4min
    MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They discuss how the Strait of Hormuz remained closed for months, why crude oil prices did not respond as expected, and what may happen as the conflict re-escalates. They also cover precious metals, inflation, monetary policy, and other major macroeconomic developments. https://bit.ly/45gBPnZ    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4wSy4AT   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX   🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
  • MacroVoices #541 Dr. Anas Alhajji: Bab el-Mandeb: The Next Oil Chokepoint Nobody's Watching 16.07.2026 1t 56min
    MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Anas Alhajji. They’ll discuss Anas’s review on how we got into this conflict and why he still believes that it was the goal of the United States to close Hormuz. https://bit.ly/4wKIgvh    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4aRvmTW   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX   🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
  • MacroVoices #540 Adam Parker: Beyond the AI Bubble: Diversifying Portfolios in an Earnings-Driven Market 09.07.2026 41min
    MacroVoices Erik Townsend & Patrick Ceresna welcome, Adam Parker. They discuss the U.S equity market. https://bit.ly/4aK7d1u        🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4btGdn1   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX   🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
  • MacroVoices #539 Rory Johnston: Hormuz Crisis, is it Really Over? 02.07.2026 58min
    MacroVoices Erik Townsend & Patrick Ceresna welcome, Rory Johnston. They discuss the Hormuz crisis, China’s role in tempering global oil demand, and the outlook for what comes next as negotiations evolve in the middle east. https://bit.ly/4eIFMaO    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4fbzxMJ   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX   🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
  • MacroVoices #538 Lyn Alden: Is The War Really Over and What’s Next For Markets? 25.06.2026 1t
    MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They discuss the Hormuz crisis, Fed policy under new leadership, budget deficits, the AI trade, and AI's mounting demands on energy markets. https://bit.ly/4oJoM7q    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3R2YuAL   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX   🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
  • MacroVoices #537 Brent Johnson: There’s No Turning Back 18.06.2026 1t 28min
    MacroVoices Erik Townsend & Patrick Ceresna welcome, Brent Johnson. They’ll discuss the Iran deal, Brent’s outlook for the U.S. dollar, and much more. https://bit.ly/4xRl8ga      🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4eOilN4   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX   🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
  • MacroVoices #536 Larry Mcdonald: The Migration is Upon us 11.06.2026 1t 20min
    MacroVoices Erik Townsend & Patrick Ceresna welcome, Larry McDonald. They discuss what’s driven this sell-off, whether the Iran conflict had anything to do with it, and where the opportunities lie in today’s markets. https://bit.ly/4ebDAHe    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4eeE8fp   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX   🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/  
  • MacroVoices #535 Michael Every: NAFTA and NAPTHA – Warcraft & Fartcraft 04.06.2026 1t 37min
    MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every & Rory Johnston. They discuss all things Iran from geopolitics to inflation outlook to what it means for China to President Trump and Secretary Bessent’s stablecoin statecraft ambitions. https://bit.ly/3RQ4ixB    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3QmubEP   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX   🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
  • MacroVoices #534 Dr. Pippa Malmgren: Superpower War or Superpower Hug? 28.05.2026 1t 50min
    MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Pippa Malmgren & Jim Bianco.  They’ll discuss whether AI and Robotics are going to take our jobs, Nuclear Fusion, Disappearing Scientists, and much more. https://bit.ly/4tXAlJr    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4nX9PP1   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX   🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
  • MacroVoices #533 Morgan Downey: The Return of Oil 101 21.05.2026 1t 22min
    MacroVoices Erik Townsend & Patrick Ceresna welcome, Morgan Downey. They discuss the ongoing crisis, with Morgan warning that all buffers and safety margins have been exhausted, explaining why a Strait closure lasting another month could drive oil prices to $150–$200, and exploring several other critical dimensions of this rapidly evolving situation. https://bit.ly/3Pe3zpa    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4uqG7nW   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX   🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
  • MacroVoices #532 Mike Green: Record Mechanical Flows 14.05.2026 1t 46min
    MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They discuss why the Hormuz crisis hasn’t derailed the S&P 500’s surge to new all-time highs, Mike’s disagreement with secular-inflation forecasts, why Kevin Warsh could be more likely to cut rates aggressively than hike, and the unintended consequences of passive investing through index funds. https://bit.ly/3R6TDhH    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4fm8rTu   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX   🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/  
  • MacroVoices #531 Louis-Vincent Gave: Semiconductors, AI & Iran Conflict 07.05.2026 1t 19min
    MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They’ll discuss, what’s going on in the conflict and what it will mean for global markets in the coming months. https://bit.ly/42T7eeW    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3RrSGAv    ✅Sign up for a FREE 14-day trial at Big Picture Trading: httphttps://secure.bigpicturetrading.com/membership/signup/fOY4YJYX    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
  • MacroVoices #530 Daniel Lacalle: China and The Us Will Decide The Outcome of The Iran War 30.04.2026 1t 14min
    MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle.  They’ll discuss secular inflation, precious metals, the greater risk to Europe from the energy crisis, and much more. https://bit.ly/42Ek4O5.    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4mYorwK   ✅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/  
  • MacroVoices #529 Ole S Hansen: Commodities in The Wake of The Iran Crisis 23.04.2026 1t 12min
    MacroVoices Erik Townsend & Patrick Ceresna welcome, Ole Hansen. They’ll discuss what comes next in the Iran conflict, what the longer-term implications are for energy markets, what’s coming in food inflation and how to trade it, and a longer term outlook for secular inflation. https://bit.ly/3OXHPNV    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4eC40Ue   ✅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/  
  • MacroVoices #528 Luke Gromen: Hormuz Could Lead To a 1956 US Suez Moment 16.04.2026 1t 34min
    MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They discuss the Iran crisis, its knock-on effects, and what it means for inflation looking ahead. https://bit.ly/4ctlZtj     🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4tbGVMB   ✅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/    
  • MacroVoices #527 Adam Rozencwajg: What Comes Next After The Iran Crisis 09.04.2026 1t 37min
    MacroVoices Erik Townsend & Patrick Ceresna welcome, Adam Rozencwajg. They discuss, crude oil, food & fertilisers, uranium, and gold after the Iran conflict. https://bit.ly/4vkd1XX     🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/48BZgtX   ✅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/
  • MacroVoices #526 Matt Barrie: Pay To PrAI 02.04.2026 2t 15min
    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    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4v7Mq0k   ✅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/  
  • MacroVoices #525 Lyn Alden: Iran Contagion, Inflation & Private Credit 26.03.2026 1t 38min
    MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They will discuss the Iran conflict, the return to a multi-polar world order, the outlook for persistent inflation, the breakdown in private credit markets and much more. https://bit.ly/4rZghp4    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4lT8ffT   ✅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/
  • MacroVoices #524 Simon White: War + Inflation = More Inflation 19.03.2026 1t 54min
    MacroVoices Erik Townsend & Patrick Ceresna welcome, Simon White. They discuss the risk-off playbook, food price inflation, the breakdown in private credit, and much more. https://bit.ly/3PukOlC    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4sQKUO3   ✅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/
  • MacroVoices #523 Jim Bianco: Energy, FED & Economy in the wake of Iran conflict 12.03.2026 1t 52min
    MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco & Dr. Anas Alhajji. They will discuss everything from the geopolitical situation in Iran to oil prices to precious metals, and much more. https://bit.ly/40MGTyt    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/46TIhTf   ✅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/

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