Hedge Fund Manager Erik Townsend

Macro Voices

Business EN ↓ 300 episodes

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

Author

Hedge Fund Manager Erik Townsend

Category

Business

Podcast website

www.macrovoices.com

Latest episode

Jul 9, 2026

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Episodes

MacroVoices #515 Rory Johnston: Why Trump is Keeping The Oil Price High 15.01.2026

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 T...

MacroVoices #514 Darius Dale: 2026, Fasten Your Seat belts For Take-off 08.01.2026

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...

MacroVoices #513 Why Are All The Rich Guys Moving To New Zealand and What Do They Know? 31.12.2025

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...

MacroVoices #512 David Rosenberg: Will The 2025’s K become 2026’s 24.12.2025

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 P...

MacroVoices #511 Robert Kahn: Geopolitical Outlook For 2026 18.12.2025

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     🔴 Subscrib...

MacroVoices #510 Jim Bianco: From FED Cuts, to inflation, to Gen Z’s Infatuation with Socialism 11.12.2025

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...

MacroVoices #509 Marko Papic: Geo-macro Outlook for 2026 04.12.2025

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   Register for Big Picture Trading's asymmetric challeng...

MacroVoices #508 Laskhman Achuthan: Inflation Cycles Amid Regime Change 26.11.2025

MacroVoices Erik Townsend & Patrick Ceresna welcome, Lakshman Achuthan. They’ll discuss all things cycles, from the current outlook on growth and inflation cycles to how cycles in general perform in times like these when big political and geopolitical headlines are driving markets. https://bit.ly/4iGSes1   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/483OoFv   ✅Sign up for a...

MacroVoices #507 Michael Howell: Is This The end of the Everything Bubble 20.11.2025

MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Howell. They’ll discuss the global liquidity cycle, why it has a 65-month periodicity, and where we stand in that cycle right now. https://bit.ly/3X7ZN0J   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4pkiqdI   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag     🔴 Subscribe to Patric...

MacroVoices #506 Mike Green: Volatility, High-Yield, Precious Metals & More 13.11.2025

MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They’ll discuss everything from the reopening rally to precious metals to energy markets. https://bit.ly/49SQx89   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4o064GN   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag     🔴 Subscribe to Patrick’s Youtube Channel: https://www.yout...

MacroVoices #505 Michael Every: Does Anyone Remember PMIs? 06.11.2025

MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every. They’ll discuss the geopolitical situation and talk about what it means for markets. https://bit.ly/49AFRuQ      🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4973pY2   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag     🔴 Subscribe to Patrick’s Youtube Channel: https://www.you...

MacroVoices #504 Brent Johnson: The Genius of Stablecoins 30.10.2025

MacroVoices Erik Townsend & Patrick Ceresna welcome, Brent Johnson. They discuss why Brent says Stablecoin is going to be a game changer, even for those who aren’t interested in crypto assets. https://bit.ly/4oMi7IB   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3X396yV   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag     🔴 Subscribe to Patri...

MacroVoices #503 Adam Rozencwajg: Gold, Oil & Uranium 23.10.2025

MacroVoices Erik Townsend & Patrick Ceresna welcome, Adam Rozencwajg. They discuss all things commodities from gold to oil to uranium. https://bit.ly/4oFcfAZ   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3L28R4t   ✅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_Cer...

MacroVoices #502 Tian Yang: A Whiff of Reflation? 16.10.2025

MacroVoices Erik Townsend & Patrick Ceresna welcome, Tian Yang. They’ll discuss the leading indicators Variant Perception uses to guide their macro strategy, what they say about growth and inflation, and how that translates to trading opportunities. https://bit.ly/3KUt5Np Variant Perception: https://variantperception.com/macro-pack/   🔻Download Big Picture Trading Chartbook 📈📉: https://bit....

MacroVoices #501 Matt Barrie: AI Caramba? 09.10.2025

MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie. They discuss all things AI in this week’s feature interview. Is it a bubble about to burst, or a new secular trend that will soon be bigger than the Internet itself? https://bit.ly/4h3y1f3     🔻Download Big Picture Trading Chartbook 📈📉: http://bit.ly/435x6ot   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://...

MacroVoices #500 Lyn Alden: What Will Stop This Train? 02.10.2025

MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. Lyn picks up where Luke Gromen left off last week, sharing her views on what it would take to actually stop this train. http://bit.ly/48djn2y   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4pSOuGU   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag     🔴 Subscribe to Patrick’s Youtu...

MacroVoices #499 Has The Luke Gromen Moment Arrived? 25.09.2025

MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They’ll discuss gold to bitcoin to stocks. And of course no Luke Gromen interview would be complete without an update on Luke’s outlook for the U.S. Dollar. https://bit.ly/4nn8U9t   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/46B94Tk   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1...

MacroVoices #498 Louis-Vincent Gave: Which Megatrend Will Reshape The World? 18.09.2025

MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They discuss deflation, precious metals, equities, China, energy markets, and much more. https://bit.ly/3VqJY4t     🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3KsOX25   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag     🔴 Subscribe to Patrick’s Youtube Channel: https:/...

MacroVoices #497 Dr. Anas Alhajji: The Impact of Trump Polices on Russia, China, India & OPEX+ 11.09.2025

MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Anas Alhajji. They discuss all things energy, from this past Sunday’s Group of 8 meeting to secondary sanctions strategy on India to the reincarnated Power of Siberia 2 pipeline project. https://bit.ly/4gkBeGI   Trade Dr. Anas Alhajji's Oil View Live! (Members-Only Guest Pass) Register For A Free Trial To Claim Your Pass! Here: https://d...

MacroVoices #496 Jim Bianco: The Post Covid Economy 04.09.2025

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They discuss, whether a fed rate cut is even a good idea, inflation risks, the unobvious relationship between the jobs report and the southern border, why cutting short term rates could actually shock long-term yields higher, and much much more. https://bit.ly/3Vwtnfp   Trade Bianco’s Bond View Live! (Members-Only Guest Pass) Reg...

MacroVoices #495 Louis-Vincent Gave: Understanding China's Structural Growth Drivers 28.08.2025

MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They'll discuss his long-term perspective on China’s role in the global economy, highlighting both its extraordinary infrastructure ambitions and the challenges of securing foreign capital amid shifting geopolitical realities. https://bit.ly/4mBZRAV   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.l...

MacroVoices #494 Micheal Every: Markets, Policy, Russia & More 21.08.2025

MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every. They'll discuss Markets, policy, Russia-US summit and much more. https://bit.ly/3JpAnYU   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3UBs7aD     ✅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_Cer...

MacroVoices #493 Ole Hansen: Commodities Are Heating Up! 14.08.2025

MacroVoices Erik Townsend & Patrick Ceresna welcome, Ole Hansen. They’ll discuss all things commodities from tariffs to energy to precious metals and much more. https://bit.ly/3Uu4vog   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/47rWXKf   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag     🔴 Subscribe to Patrick’s Youtube Channel: https://ww...

MacroVoices #492 Daniel Lacalle: The End of American Exceptionalism? 07.08.2025

MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle.  They’ll discuss tariffs, recession risks, the European perspective on U.S. geopolitics and markets, the future of the EU’s relationship with the United States, precious metals, energy, and much more. https://bit.ly/4llKZ8z   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4m78Dqx   ✅Sign up for a FREE 14-day t...

MacroVoices #491 Rick Rule: Oil, Uranium & Precious Metals 31.07.2025

MacroVoices Erik Townsend & Patrick Ceresna welcome, Rick Rule.  They’ll discuss oil, uranium, gold and silver, and much more. https://bit.ly/40McC34   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4lUZ7qj ✅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   🔴...

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