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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, Jim Bianco. They discuss, whether a fed rate cut is even a good idea, inflation risks, the unobvious relationship between the jobs report and the southern border, why cutting short term rates could actually shock long-term yields higher, and much much more. https://bit.ly/3Vwtnfp

 

Trade Bianco’s Bond View Live! (Members-Only Guest Pass) Register Here: https://dub.link/qt10D1y 

 

🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3HGazr6

 

✅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 #496 Jim Bianco: The Post Covid Economy

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 and Patrick Ceresna welcome Rosenberg Research founder David Rosenberg to the show. Rosie says the bottom isn’t in yet for the stock market, and the long-awaited recession has finally begun now. They also discuss precious metals, bond yields and FOMC policy. https://bit.ly/43MiHMK

 

Rosenberg Research Free Trial: https://bit.ly/3L3yWKM

 

Download Big Picture Trading chartbook 📈📉 https://bit.ly/3NhUlF1

✅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 #372 David Rosenberg: The Bear Market Bottom Is Not In

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