Weekly market commentary by retired Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics.
This episode explores the rapidly evolving landscape of artificial intelligence, focusing on its impact on business models and investment opportunities. Against the backdrop of OpenAI's initial dominance, the discussion reveals a surge in competitive AI models, often developed with significantly lower budgets and leve...
This Macro Voices episode features an interview with Lyn Alden, discussing market corrections, the impact of the Trump administration on market volatility, and international diversification strategies. The discussion covers various asset classes including U.S. equities, international markets (emerging markets and spec...
This Macro Voices episode features an interview with Variant Perception CEO Tian Yang, discussing macroeconomic outlooks and investment strategies in light of President Trump's administration policies. The discussion covers leading economic indicators (LEIs), potential recession scenarios, and Variant Perception's pro...
This Macro Voices episode features an interview with Michael Every, global strategist at Rabobank, discussing the rapidly changing geopolitical landscape. The conversation covers President Trump's recent actions, including executive orders impacting investment strategies, tariffs on Canada and Mexico, and the creation...
This Macro Voices episode features an interview with Jeff Snider, discussing the proposed "Mar-a-Lago Accord" aiming to restructure the global monetary system by potentially replacing interest payments on U.S. debt with military protection for sovereign bondholders. Snider critiques the accord's underlying assumptions...
This Macro Voices episode features an interview with Darius Dale, founder of 42 Macro, focusing on his perspective on sticky inflation and the economic implications of President Trump's policies. The discussion begins with Dale's reaction to a previous interview with Jim Bianco, touching upon the "Mar-a-Lago Accord hy...
This Macro Voices episode features an interview with Jim Bianco discussing a potential new monetary world order, dubbed the "Mar-a-Lago Accord," speculated to be under consideration by the Trump administration. The interview details the Accord's three prongs: tariffs used as leverage, a US Sovereign Wealth Fund moneti...
This Macro Voices episode features an interview with Guy Keller, manager of the Tribeca Nuclear Energy Opportunity Fund, discussing the uranium market. The conversation analyzes the discrepancy between soaring enriched uranium prices and stagnant yellowcake uranium prices, attributing it to capacity constraints in con...
This Macro Voices episode features an interview with Rory Johnston, founder of Commodity Context, focusing on the current state and future outlook of the crude oil market. The discussion begins with an overview of oil market fundamentals in 2024 and 2025, highlighting slow growth and low inventory levels. The hosts a...
This Macro Voices episode features an interview with Rabobank's Chief Market Strategist, Michael Every, discussing the market implications of President Trump's second term. The interview begins with Every emphasizing the expected market volatility under Trump, citing early examples of policy shifts. The discussion th...
In episode 462 of Macro Voices, aired on January 9, 2025, Luke Gromen shares his predictions for the 2025 markets. The podcast kicks off with a Macro Scoreboard, highlighting essential market indicators like the S&P 500, US dollar, commodities, and treasury yields, before diving into Gromen's insights. He anticipates a...
In this engaging two-part interview on the Macro Voices podcast, Thomas Jam Pedersen, the founder of Copenhagen Atomics, discusses cutting-edge nuclear energy technologies with a focus on Thorium-based reactors. The first segment dives into the physics behind fissile isotopes and critiques the inefficiencies of traditi...
In the latest episode of the Macro Voices podcast, Robert Kahn from the Eurasia Group explores major geopolitical risks that could shake up the financial markets. He highlights areas of concern like the possibility of Trump regaining power, strained US-China relations, the ongoing Russia-Ukraine conflict and the chance...
In this episode of the Macro Voices podcast, Jeff Currie delves into the market anomalies following the recent election. He discusses how changes in marginal buyers are influencing various asset classes, from treasuries and credit spreads to the rising prominence of natural gas in energy commodities. The conversation a...
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