PodcastsGeldanlageMacro Voices

Macro Voices

Hedge Fund Manager Erik Townsend
Macro Voices
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359 Episoden

  • Macro Voices

    MacroVoices #540 Adam Parker: Beyond the AI Bubble: Diversifying Portfolios in an Earnings-Driven Market

    09.07.2026 | 41 Min.
    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/
  • Macro Voices

    MacroVoices #539 Rory Johnston: Hormuz Crisis, is it Really Over?

    02.07.2026 | 58 Min.
    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/
  • Macro Voices

    MacroVoices #538 Lyn Alden: Is The War Really Over and What’s Next For Markets?

    25.06.2026 | 1 Std.
    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/
  • Macro Voices

    MacroVoices #537 Brent Johnson: There’s No Turning Back

    18.06.2026 | 1 Std. 28 Min.
    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/
  • Macro Voices

    MacroVoices #536 Larry Mcdonald: The Migration is Upon us

    11.06.2026 | 1 Std. 20 Min.
    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/
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Über Macro Voices
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
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