Macro Voices
by Erik Townsend
Latest episode
MacroVoices #557 Michael Every: The Blue Tsunami Lands on Markets…
MacroVoices #557 Michael Every: The Blue Tsunami Lands on Markets…
About this podcast
Weekly market commentary by retired Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics.
Episodes
The newest 50 of 300 episodes
- MacroVoices #557 Michael Every: The Blue Tsunami Lands on Markets... and Geopolitics · 55 min · Episode 1351MacroVoices Erik Townsend & Patrick Ceresna welcome Michael Every. They discuss how the Democrats’ congressional sweep could constrain U.S. foreign policy and reshape global…
- MacroVoices #556 Luke Gromen: US Midterms & Beyond · 55 min · Episode 1350MacroVoices Erik Townsend & Patrick Ceresna welcome Luke Gromen. They discuss why the economic fallout from the prolonged Strait of Hormuz disruption has been slower than…
- MacroVoices #554 Dr. Anas Alhajji + Louis-Vincent Gave: Developing Crises in Middle-East and France · 1 h 39 min · Episode 1349MacroVoices Erik Townsend & Patrick Ceresna welcome Dr. Anas Alhajji and Louis-Vincent Gave. They discuss Anas’s takeaways from the Riyadh Energy Week conferences and how the…
- MacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants · 1 h 13 min · Episode 1348MacroVoices Erik Townsend & Patrick Ceresna welcome Yasir Arafat. They discuss Aalo Atomics’ plan to mass-produce small nuclear reactors, initially for AI data centers, and the…
- MacroVoices #553 Brent Johnson: Disparate Housewives · 1 h 4 min · Episode 1347MacroVoices Erik Townsend & Patrick Ceresna welcome Brent Johnson. They discuss the dollar’s recent strength and Johnson’s longer-term bullish outlook, while allowing for a…
- MacroVoices #552 David Rosenberg: Navigating The Noise · 1 h 6 min · Episode 1346MacroVoices Erik Townsend & Patrick Ceresna welcome David Rosenberg. They discuss David Rosenberg’s view that energy shocks are unlikely to drive sustained inflation without wage…
- MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle (Part 2) · 1 h 1 min · Episode 1345They discuss how Iran's threats to extend its strikes into the Indian Ocean and a possible 90-day U.S. diesel export ban could deepen the energy crisis, why Washington is…
- MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle · 1 h 11 min · Episode 1344MacroVoices Erik Townsend & Patrick Ceresna welcome Michael Every. They discuss how escalating Iran–Middle East and Russia–Ukraine conflicts are weaponizing energy markets, why a…
- MacroVoices #550 Harley Bassman: In FED We Trust · 1 h 7 min · Episode 1343MacroVoices Erik Townsend & Patrick Ceresna welcome Harley Bassman. They discuss the Fed’s credibility crisis, the fiscal recklessness behind higher term premiums, and how…
- MacroVoices #549 Matt Barrie: AI-gent Provocateur · 1 h 19 min · Episode 1342MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie. They discuss the rise of agentic AI and cheap open‑source models, how running AI on your own hardware will…
- MacroVoices #548 Dr. Carly Anderson: Emerging Energy Technologies Roundup · 49 min · Episode 1341MacroVoices Erik Townsend & Patrick Ceresna welcome, Carly Anderson. They discuss the coming “nuclear renaissance” driven by small modular reactors and mass manufacturing and how…
- MacroVoices #547 Daniel Lacalle: The Future of Reserve Currency · 42 min · Episode 1340MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle. They discuss sovereign debt, inflation, and the rise of cryptocurrencies and stablecoins forcing a shift…
- MacroVoices #546 Darius Dale: Darius Dale for POTUS 2028 · 1 h 22 min · Episode 1339MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They discuss how fourth-turning dynamics, debt “disease,” and policy manipulation are reshaping bond markets…
- MacroVoices #545 Michael Howell: Warsh vs. The Markets · 1 h 6 min · Episode 1338MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Howell. They discuss the 65-month global liquidity cycle, where we stand currently, and what comes next…
- MacroVoices #544 Viktor Shvets: How Markets Survive Disruption · 1 h 2 min · Episode 1337MacroVoices Erik Townsend & Patrick Ceresna welcome, Viktor Shvets. They discuss everything from Hormuz to Inflation signals to precious metals to the k-shaped economy…
- MacroVoices #543 Jim Bianco: Who Solves Inflation The FED or The Market? · 1 h 7 min · Episode 1336MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They will discuss this weeks FOMC meeting. https://bit.ly/4wz7e16 ✅Sign up for a FREE 14-day trial at Big…
- MacroVoices #542 Luke Gromen: As The Conflict Turns · 1 h 4 min · Episode 1335MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They discuss how the Strait of Hormuz remained closed for months, why crude oil prices did not respond as…
- MacroVoices #541 Dr. Anas Alhajji: Bab el-Mandeb: The Next Oil Chokepoint Nobody's Watching · 1 h 56 min · Episode 1334MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Anas Alhajji. They’ll discuss Anas’s review on how we got into this conflict and why he still believes that it was the…
- MacroVoices #540 Adam Parker: Beyond the AI Bubble: Diversifying Portfolios in an Earnings-Driven Market · 42 min · Episode 1333MacroVoices Erik Townsend & Patrick Ceresna welcome, Adam Parker. They discuss the U.S equity market. https://bit.ly/4aK7d1u 🔻Download Big Picture Trading Chartbook 📈📉…
- MacroVoices #539 Rory Johnston: Hormuz Crisis, is it Really Over? · 58 min · Episode 1332MacroVoices 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…
- MacroVoices #538 Lyn Alden: Is The War Really Over and What’s Next For Markets? · 1 h 0 min · Episode 1331MacroVoices 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…
- MacroVoices #537 Brent Johnson: There’s No Turning Back · 1 h 28 min · Episode 1330MacroVoices 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…
- MacroVoices #536 Larry Mcdonald: The Migration is Upon us · 1 h 20 min · Episode 1329MacroVoices 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…
- MacroVoices #535 Michael Every: NAFTA and NAPTHA – Warcraft & Fartcraft · 1 h 37 min · Episode 1328MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every & Rory Johnston. They discuss all things Iran from geopolitics to inflation outlook to what it means for China…
- MacroVoices #534 Dr. Pippa Malmgren: Superpower War or Superpower Hug? · 1 h 50 min · Episode 1327MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Pippa Malmgren & Jim Bianco. They’ll discuss whether AI and Robotics are going to take our jobs, Nuclear Fusion…
- MacroVoices #533 Morgan Downey: The Return of Oil 101 · 1 h 22 min · Episode 1326MacroVoices Erik Townsend & Patrick Ceresna welcome, Morgan Downey. They discuss the ongoing crisis, with Morgan warning that all buffers and safety margins have been exhausted…
- MacroVoices #532 Mike Green: Record Mechanical Flows · 1 h 46 min · Episode 1325MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They discuss why the Hormuz crisis hasn’t derailed the S&P 500’s surge to new all-time highs, Mike’s disagreement…
- MacroVoices #531 Louis-Vincent Gave: Semiconductors, AI & Iran Conflict · 1 h 19 min · Episode 1324MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They’ll discuss, what’s going on in the conflict and what it will mean for global markets in the coming…
- MacroVoices #530 Daniel Lacalle: China and The Us Will Decide The Outcome of The Iran War · 1 h 14 min · Episode 1323MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle. They’ll discuss secular inflation, precious metals, the greater risk to Europe from the energy crisis, and…
- MacroVoices #529 Ole S Hansen: Commodities in The Wake of The Iran Crisis · 1 h 12 min · Episode 1322MacroVoices Erik Townsend & Patrick Ceresna welcome, Ole Hansen. They’ll discuss what comes next in the Iran conflict, what the longer-term implications are for energy markets…
- MacroVoices #528 Luke Gromen: Hormuz Could Lead To a 1956 US Suez Moment · 1 h 34 min · Episode 1321MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They discuss the Iran crisis, its knock-on effects, and what it means for inflation looking ahead…
- MacroVoices #527 Adam Rozencwajg: What Comes Next After The Iran Crisis · 1 h 37 min · Episode 1320MacroVoices Erik Townsend & Patrick Ceresna welcome, Adam Rozencwajg. They discuss, crude oil, food & fertilisers, uranium, and gold after the Iran conflict…
- MacroVoices #526 Matt Barrie: Pay To PrAI · 2 h 15 min · Episode 1319MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie & Dr. Anas Alhajji. They discuss the latest developments in AI, their impact on private credit markets, and why…
- MacroVoices #525 Lyn Alden: Iran Contagion, Inflation & Private Credit · 1 h 38 min · Episode 1318MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They will discuss the Iran conflict, the return to a multi-polar world order, the outlook for persistent…
- MacroVoices #524 Simon White: War + Inflation = More Inflation · 1 h 54 min · Episode 1317MacroVoices Erik Townsend & Patrick Ceresna welcome, Simon White. They discuss the risk-off playbook, food price inflation, the breakdown in private credit, and much more…
- MacroVoices #523 Jim Bianco: Energy, FED & Economy in the wake of Iran conflict · 1 h 52 min · Episode 1316MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco & Dr. Anas Alhajji. They will discuss everything from the geopolitical situation in Iran to oil prices to precious…
- MacroVoices #522 Matt Loszak: Factory Mass-Production of Advanced Nuclear Power Plants · 1 h 13 min · Episode 1315MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Loszak. They’ll discuss big picture of what the advanced nuclear industry needs to do in order to bring the cost of…
- MacroVoices #521 Jeff Currie: The Great Rotation · 1 h 1 min · Episode 1314MacroVoices Erik Townsend & Patrick Ceresna welcome, Jeff Currie. They’ll discuss the commodity bull market, why metals are outperforming almost everything else, energy demand…
- MacroVoices #520 Michael Every: USD Stablecoins in The Age of Economic Statecraft · 1 h 15 min · Episode 1313MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every. They dicuss a macro/geopolitics sweep, Warsh, Iran escalation risk and USD stablecoins as economic statecraft…
- MacroVoices #519 Alex Gurevich: The Next Perfect Trade · 1 h 1 min · Episode 1312MacroVoices Erik Townsend & Patrick Ceresna welcome, Alex Gurevich. They’ll discuss, fixed income, energy, precious metals, the Japanese Yen, and Alex’s new book just released on…
- MacroVoices #518 Dr. Anas Alhajji: Debunking The 2026 Oil Bear Narrative · 1 h 29 min · Episode 1311MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Anas Alhajji. They’ll discuss the events that have transpired in energy markets since Dr. Alhajji’s last interview in…
- MacroVoices #517 Justin Huhn: Uranium at The Tipping Point · 1 h 28 min · Episode 1310MacroVoices Erik Townsend & Patrick Ceresna welcome, Justin Huhn. They’ll discuss the outlook for nuclear energy generally and for uranium markets in particular…
- MacroVoices #516 Craig Tindale: Critical Materials, A Strategic Analysis · 1 h 6 min · Episode 1309MacroVoices Erik Townsend & Patrick Ceresna welcome, Craig Tindale. They’ll discuss why China is holding all the cards, and how those cards were served them, not only on a…
- MacroVoices #515 Rory Johnston: Why Trump is Keeping The Oil Price High · 1 h 10 min · Episode 1308MacroVoices 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…
- MacroVoices #514 Darius Dale: 2026, Fasten Your Seat belts For Take-off · 1 h 15 min · Episode 1307MacroVoices 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…
- MacroVoices #513 Why Are All The Rich Guys Moving To New Zealand and What Do They Know? · 1 h 24 min · Episode 1306MacroVoices Erik Townsend & Patrick Ceresna welcome, Mark Williams, Graham Lawrence & Brendan Goodwin. They discuss why a surprising number of high-profile hedge fund legends and…
- MacroVoices #512 David Rosenberg: Will The 2025’s K become 2026’s · 1 h 18 min · Episode 1305MacroVoices Erik Townsend & Patrick Ceresna welcome, David Rosenberg. They discuss, the U.S. economic outlook, why Rosie’s not concerned about persistent inflation, precious…
- MacroVoices #511 Robert Kahn: Geopolitical Outlook For 2026 · 1 h 16 min · Episode 1304MacroVoices 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…
- MacroVoices #510 Jim Bianco: From FED Cuts, to inflation, to Gen Z’s Infatuation with Socialism · 1 h 7 min · Episode 1303MacroVoices 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…
- MacroVoices #509 Marko Papic: Geo-macro Outlook for 2026 · 1 h 12 min · Episode 1302MacroVoices 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…
