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Erik Townsend · Investment

Macro Voices

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

Episodes

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MacroVoices #453 Dr. Pippa Malmgren: Unconventional Insights on US Presidential Election

07 Nov 2024
1h 31m
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MacroVoices #452 Darius Dale: No Difference Between Trump & Harris

31 Oct 2024
1h 15m
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MacroVoices #451 Brent Johnson: Macro Drivers of UST’s, PM’s & The Role of The BRICS

24 Oct 2024
1h 10m
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MacroVoices #450 Dr. Anas Alhajji: Oil, Middle-East Politics & China

17 Oct 2024
1h 1m
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In this podcast episode, energy markets expert Dr. Anas Alhajji explores the intricate world of oil markets. He examines how geopolitical tensions, decreased demand from China, and the strategic maneuvers of OPEC Plus are shaping current oil prices. Dr. Alhajji highlights how the rise of electric vehicles and China's e...

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MacroVoices #449 Harley Bassman: The Magic of Mortgages

10 Oct 2024
55m
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MacroVoices #448 Luke Gromen: Why the Gold Recycling Trade is Accelerating

03 Oct 2024
1h 11m
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MacroVoices #447 Eric Peters: US/EU/China, Competitive Outlook

26 Sep 2024
55m
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MacroVoices #446 Matt Barrie: AI’ll Be Back!

19 Sep 2024
1h 19m
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MacroVoices #445 Jim Bianco: Still No Landing, and Inflation is Not Transitory

12 Sep 2024
1h 10m
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MacroVoices #444 Mike Alkin: Uranium Fundamentals Couldn’t Be Better

05 Sep 2024
1h 21m
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MacroVoices #443 Viktor Shvets: From Central Banks To Assets Classes To Geopolitics & More

29 Aug 2024
1h 6m
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MacroVoices #442 Ole Hansen: Year of The Metals

22 Aug 2024
1h 2m
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MacroVoices #441 Diego Parrilla: The Revenge of The Anti-Bubbles

15 Aug 2024
1h 5m
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MacroVoices #440 Louis-Vincent Gave: What Just Happened?

08 Aug 2024
1h 32m
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MacroVoices #439 Rory Johnston: Discretionary Risks To The Oil Market

01 Aug 2024
1h 13m
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MacroVoices #438 Marko Papic: U.S. Presidential Race Risks & Complications for Markets

25 Jul 2024
1h 25m
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MacroVoices #437 Lyn Alden: Energy Security, Precious Metals & More

18 Jul 2024
1h 5m
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This podcast episode delves into the complexities of current economic challenges, particularly the nuanced implications of interest rate changes, the potential for a secular inflation rise, and the impact of geopolitical events on digital assets. With insights from Lyn Alden and Erik Townsend, the discussion spans the ...

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MacroVoices #436 Tian Yang: Left & Right Tails

12 Jul 2024
1h 1m
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MacroVoices #435 Daniel Lacalle: Navigating Monetary Debasement

03 Jul 2024
55m
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The conversation centers on the unsustainability of debt-driven economic policies and the illusion of free government benefits. Economist Daniel Lacalle argues that massive stimulus packages and deficit spending primarily benefit large corporations and those with access to capital, exacerbating wealth inequality. He re...

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MacroVoices #434 Bill Blain: Will Higher For Longer, Lead To Market Mayhem?

27 Jun 2024
1h 4m
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