Macro Voices

Hedge Fund Manager Erik Townsend

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

1340 - MacroVoices #523 Jim Bianco: Energy, FED & Economy in the wake of Iran conflict

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Macro Voices

Episodios

MacroVoices #523 Jim Bianco: Energy, FED & Economy in the wake of Iran conflict

MacroVoices #522 Matt Loszak: Factory Mass-Production of Advanced Nuclear Power Plants

MacroVoices #521 Jeff Currie: The Great Rotation

MacroVoices #520 Michael Every: USD Stablecoins in The Age of Economic Statecraft

MacroVoices #519 Alex Gurevich: The Next Perfect Trade

MacroVoices #518 Dr. Anas Alhajji: Debunking The 2026 Oil Bear Narrative

MacroVoices #517 Justin Huhn: Uranium at The Tipping Point

MacroVoices #516 Craig Tindale: Critical Materials, A Strategic Analysis

MacroVoices #515 Rory Johnston: Why Trump is Keeping The Oil Price High

MacroVoices #514 Darius Dale: 2026, Fasten Your Seat belts For Take-off

MacroVoices #513 Why Are All The Rich Guys Moving To New Zealand and What Do They Know?

MacroVoices #512 David Rosenberg: Will The 2025’s K become 2026’s

MacroVoices #511 Robert Kahn: Geopolitical Outlook For 2026

MacroVoices #510 Jim Bianco: From FED Cuts, to inflation, to Gen Z’s Infatuation with Socialism

MacroVoices #509 Marko Papic: Geo-macro Outlook for 2026

MacroVoices #508 Laskhman Achuthan: Inflation Cycles Amid Regime Change

MacroVoices #507 Michael Howell: Is This The end of the Everything Bubble

MacroVoices #506 Mike Green: Volatility, High-Yield, Precious Metals & More

MacroVoices #505 Michael Every: Does Anyone Remember PMIs?

MacroVoices #504 Brent Johnson: The Genius of Stablecoins

MacroVoices #503 Adam Rozencwajg: Gold, Oil & Uranium

MacroVoices #502 Tian Yang: A Whiff of Reflation?

MacroVoices #501 Matt Barrie: AI Caramba?

MacroVoices #500 Lyn Alden: What Will Stop This Train?

MacroVoices #499 Has The Luke Gromen Moment Arrived?

MacroVoices #498 Louis-Vincent Gave: Which Megatrend Will Reshape The World?

MacroVoices #497 Dr. Anas Alhajji: The Impact of Trump Polices on Russia, China, India & OPEX+

MacroVoices #496 Jim Bianco: The Post Covid Economy

MacroVoices #495 Louis-Vincent Gave: Understanding China's Structural Growth Drivers

MacroVoices #494 Micheal Every: Markets, Policy, Russia & More

MacroVoices #493 Ole Hansen: Commodities Are Heating Up!

MacroVoices #492 Daniel Lacalle: The End of American Exceptionalism?

MacroVoices #491 Rick Rule: Oil, Uranium & Precious Metals

MacroVoices #490 Dr. Pippa Malmgren: Bessent, Stablecoin & JFK

MacroVoices #489 Darius Dale: Are You Positioned For The Melt-Up?

MacroVoices #488 Lyn Alden: Run It Hot!

MacroVoices #487 Larry McDonald: The Great Migration To Hard Assets

MacroVoices #486 David Rosenberg: Navigating Choppy Waters

MacroVoices #485 Jeff Currie: The Joule Order

MacroVoices #484 Rory Johnston: Crude Oil Forward Curve Conundrum

MacroVoices #483 Vincent Deluard: MAGA vs. Corporate America

MacroVoices #482 Mike Green: What The Market Is Not Discounting

MacroVoices #481 Jim Bianco: This is The End of The Beginning

MacroVoices #480 Louis-Vincent Gave: What Comes Next After The Trade War Dust Settles

MacroVoices #479 Anas Alhajji: What Do Saudi Arabia & Allies in OPEC+ Want from Accelerating the Unwinding of Voluntary Cuts?

MacroVoices #478 Luke Gromen: Trump Tariff Policy Will Drive Gold Even Higher

MacroVoices #477 Michael Howell: Are We Approaching A Debt Refinancing Crisis

MacroVoices #475 Daniel Lacalle: Is This The End of The Monetary System As We Know it?

MacroVoices #475 Simon White: The Dawn of A New Financial Order

MacroVoices #474 Mike Alkin: Uranium Supply Is In Structural Deficit And The Fuel Buyers Don’t “Get It”!