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Macro Voices

Af
- Hedge Fund Manager Erik Townsend

0 Anmeldelser: 0
Afsnit: 328
Gns. varighed: 1T 10M
Sprog: Engelsk
Format
Kategori: Økonomi & Business

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

Episodes

MacroVoices #494 Micheal Every: Markets, Policy, Russia & MoreMacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every. They'll discuss Markets, policy, Russia-US summit and much more. https://bit.ly/3JpAnYU 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3UBs7aD ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ 🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
328
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1T 4M
MacroVoices #493 Ole Hansen: Commodities Are Heating Up!MacroVoices Erik Townsend & Patrick Ceresna welcome, Ole Hansen. They’ll discuss all things commodities from tariffs to energy to precious metals and much more. https://bit.ly/3Uu4vog 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/47rWXKf ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ 🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
327
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1T 2M
MacroVoices #492 Daniel Lacalle: The End of American Exceptionalism?MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle. They’ll discuss tariffs, recession risks, the European perspective on U.S. geopolitics and markets, the future of the EU’s relationship with the United States, precious metals, energy, and much more. https://bit.ly/4llKZ8z 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4m78Dqx ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ 🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
326
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1T 7M
MacroVoices #491 Rick Rule: Oil, Uranium & Precious MetalsMacroVoices Erik Townsend & Patrick Ceresna welcome, Rick Rule. They’ll discuss oil, uranium, gold and silver, and much more. https://bit.ly/40McC34 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4lUZ7qj ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ 🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
325
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1T 12M
MacroVoices #490 Dr. Pippa Malmgren: Bessent, Stablecoin & JFKMacroVoices Erik Townsend & Patrick Ceresna welcome, Dr Pippa Malmgren. They discuss everything from the future of Stablecoins and the fate of the U.S. dollar as reserve currency to America's possible transition into a 7th party political system and even some shocking revelations about Jeffrey Epstein that go far beyond the usual headlines. https://bit.ly/3H2eFt1 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4m9NifB ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ 🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
324
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1T 23M
MacroVoices #489 Darius Dale: Are You Positioned For The Melt-Up?MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They discuss why Darius is bullish on U.S. equities, echoing Lyn Alden's recent views, as the U.S. pivots to a pro-growth fiscal policy aimed at "growing our way out" of its national debt crisis. But Darius also warns that if this strategy fails, the likely fallback will be monetary debasement, so investors should take profits before that chapter begin. https://bit.ly/3GRPBou 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4eTp2Me ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ 🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
323
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1T 7M
MacroVoices #488 Lyn Alden: Run It Hot!MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They discuss why Lyn believes investors should run their portfolios hot in today’s environment. With fiscal policy now driving market outcomes more than monetary, Lyn argues this backdrop supports further upside for equity markets. https://bit.ly/4lFuowO 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4lKvEyJ ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ 🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
322
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1T 15M
MacroVoices #487 Larry McDonald: The Great Migration To Hard AssetsMacroVoices Erik Townsend & Patrick Ceresna welcome, Larry McDonald. They’ll discuss everything from copper to the dollar to precious metals. https://bit.ly/3Gqe0Bt 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3TVQ1gu ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ 🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
321
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1T 8M
MacroVoices #486 David Rosenberg: Navigating Choppy WatersMacroVoices Erik Townsend & Patrick Ceresna welcome, David Rosenberg. They discuss the equity market outlook, inflation, precious metals, the U.S. Dollar, and much more. https://bit.ly/3TJ6MLO 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3ZRPY90 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ 🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
320
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1T 7M
MacroVoices #485 Jeff Currie: The Joule OrderMacroVoices Erik Townsend & Patrick Ceresna welcome, Jeff Currie. They’ll discuss what Jeff calls the “New Joule Order” and why Jeff says there’s really no limit to how much higher the price of Gold can go given the current macro backdrop. https://bit.ly/4na3hvu 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/44lfjdT ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ 🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
319
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1T 9M

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