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Macro Voices

Erik Townsend

Weekly market commentary by retired Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics.

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Episodis

300 episodis

  1. MacroVoices #557 Michael Every: The Blue Tsunami Lands on Markets... and Geopolitics 55:00
  2. MacroVoices #556 Luke Gromen: US Midterms & Beyond 55:28
  3. MacroVoices #554 Dr. Anas Alhajji + Louis-Vincent Gave: Developing Crises in Middle-East and France 1:39:34
  4. MacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants 1:13:08
  5. MacroVoices #553 Brent Johnson: Disparate Housewives 1:04:44
  6. MacroVoices #552 David Rosenberg: Navigating The Noise 1:06:36
  7. MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle (Part 2) 1:01:07
  8. MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle 1:11:42
  9. MacroVoices #550 Harley Bassman: In FED We Trust 1:07:21
  10. MacroVoices #549 Matt Barrie: AI-gent Provocateur 1:19:25
  11. MacroVoices #548 Dr. Carly Anderson: Emerging Energy Technologies Roundup 49:20
  12. MacroVoices #547 Daniel Lacalle: The Future of Reserve Currency 41:57
  13. MacroVoices #546 Darius Dale: Darius Dale for POTUS 2028 1:22:54
  14. MacroVoices #545 Michael Howell: Warsh vs. The Markets 1:06:16
  15. MacroVoices #544 Viktor Shvets: How Markets Survive Disruption 1:02:28
  16. MacroVoices #543 Jim Bianco: Who Solves Inflation The FED or The Market? 1:07:08
  17. MacroVoices #542 Luke Gromen: As The Conflict Turns 1:04:10
  18. MacroVoices #541 Dr. Anas Alhajji: Bab el-Mandeb: The Next Oil Chokepoint Nobody's Watching 1:56:20
  19. MacroVoices #540 Adam Parker: Beyond the AI Bubble: Diversifying Portfolios in an Earnings-Driven Market 41:57
  20. MacroVoices #539 Rory Johnston: Hormuz Crisis, is it Really Over? 58:17
  21. MacroVoices #538 Lyn Alden: Is The War Really Over and What’s Next For Markets? 1:00:33
  22. MacroVoices #537 Brent Johnson: There’s No Turning Back 1:28:16
  23. MacroVoices #536 Larry Mcdonald: The Migration is Upon us 1:20:05
  24. MacroVoices #535 Michael Every: NAFTA and NAPTHA – Warcraft & Fartcraft 1:37:14
  25. MacroVoices #534 Dr. Pippa Malmgren: Superpower War or Superpower Hug? 1:50:29
  26. MacroVoices #533 Morgan Downey: The Return of Oil 101 1:22:45
  27. MacroVoices #532 Mike Green: Record Mechanical Flows 1:46:50
  28. MacroVoices #531 Louis-Vincent Gave: Semiconductors, AI & Iran Conflict 1:19:29
  29. MacroVoices #530 Daniel Lacalle: China and The Us Will Decide The Outcome of The Iran War 1:14:01
  30. MacroVoices #529 Ole S Hansen: Commodities in The Wake of The Iran Crisis 1:12:57
  31. MacroVoices #528 Luke Gromen: Hormuz Could Lead To a 1956 US Suez Moment 1:34:27
  32. MacroVoices #527 Adam Rozencwajg: What Comes Next After The Iran Crisis 1:37:01
  33. MacroVoices #526 Matt Barrie: Pay To PrAI 2:15:41
  34. MacroVoices #525 Lyn Alden: Iran Contagion, Inflation & Private Credit 1:38:13
  35. MacroVoices #524 Simon White: War + Inflation = More Inflation 1:54:31
  36. MacroVoices #523 Jim Bianco: Energy, FED & Economy in the wake of Iran conflict 1:52:09
  37. MacroVoices #522 Matt Loszak: Factory Mass-Production of Advanced Nuclear Power Plants 1:13:12
  38. MacroVoices #521 Jeff Currie: The Great Rotation 1:01:56
  39. MacroVoices #520 Michael Every: USD Stablecoins in The Age of Economic Statecraft 1:15:29
  40. MacroVoices #519 Alex Gurevich: The Next Perfect Trade 1:01:24
  41. MacroVoices #518 Dr. Anas Alhajji: Debunking The 2026 Oil Bear Narrative 1:29:07
  42. MacroVoices #517 Justin Huhn: Uranium at The Tipping Point 1:28:11
  43. MacroVoices #516 Craig Tindale: Critical Materials, A Strategic Analysis 1:06:23
  44. MacroVoices #515 Rory Johnston: Why Trump is Keeping The Oil Price High 1:10:48
  45. MacroVoices #514 Darius Dale: 2026, Fasten Your Seat belts For Take-off 1:15:13
  46. MacroVoices #513 Why Are All The Rich Guys Moving To New Zealand and What Do They Know? 1:24:13
  47. MacroVoices #512 David Rosenberg: Will The 2025’s K become 2026’s 1:18:21
  48. MacroVoices #511 Robert Kahn: Geopolitical Outlook For 2026 1:16:58
  49. MacroVoices #510 Jim Bianco: From FED Cuts, to inflation, to Gen Z’s Infatuation with Socialism 1:07:56
  50. MacroVoices #509 Marko Papic: Geo-macro Outlook for 2026 1:12:05