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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

Macro Voices

MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They'll discuss his long-term perspective on China’s role in the global economy, highlighting both its extraordinary infrastructure ambitions and the challenges of securing foreign capital amid shifting geopolitical realities. https://bit.ly/4mBZRAV

 

✅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/

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

MacroVoices 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

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

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

MacroVoices #493 Ole Hansen: Commodities Are Heating Up!

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

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

MacroVoices 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

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

MacroVoices 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

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

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

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

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

MacroVoices #488 Lyn Alden: Run It Hot!

MacroVoices 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

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

MacroVoices 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

MacroVoices #486 David Rosenberg: Navigating Choppy Waters

MacroVoices welcomes Rosenberg Research Founder, David Rosenberg to the show. David says this bear market isn’t over yet, and warns that past bear market rallies have ended at or near the 200-day moving average, which the S&P just moved above this week. He says inflation has already peaked, but cautions that doesn’t mean the Fed is going to pivot right away. https://bit.ly/3uhorh1

 

Download Big Picture Trading chartbook 📈📉https://bit.ly/3XRzkn6

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J 

Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity 

Join OptionFinity discord: https://discord.gg/Rvnsv6Y

Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

MacroVoices #352 David Rosenberg: This Bear Market Has A Long Way To Go

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