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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, 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 year for most financial markets. But Darius says put your seat belt on for the first few months of the year, which he thinks could be quite turbulent. https://bit.ly/49LhPNe

 

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/49eoyzj 

 

🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

 

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

 

 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/44Ixhag

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

MacroVoices Erik Townsend & Patrick Ceresna welcome, Mark Williams, Graham Lawrence & Brendan Goodwin. They discuss why a surprising number of high-profile hedge fund legends and celebrities are establishing residency in New Zealand and what they might know that the rest of us don’t, beyond any doomsday narrative. https://bit.ly/3YiVdNL 

 

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

MacroVoices Erik Townsend & Patrick Ceresna welcome, David Rosenberg. They discuss, the U.S. economic outlook, why Rosie’s not concerned about persistent inflation, precious metals, and much more. https://bit.ly/3KJP6iw

 

🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/44Ixhag

 

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

MacroVoices 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 will be the next Fed chair https://bit.ly/4s9t21C

 

🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/492eOqi

 

✅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 #511 Robert Kahn: Geopolitical Outlook For 2026

MacroVoices 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 Trading's asymmetric challenge here: https://www.bigpicturetrading.com/challenge 

 

🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4pYRalp 

 

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

MacroVoices 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 markets, the spat between Japan and China, and the U.S. mid-term election cycle, considering the market impacts of all these developments. https://bit.ly/442T5gw

 

Register for Big Picture Trading's asymmetric challenge here: https://www.bigpicturetrading.com/challenge 

 

🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4aqSkBK

 

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

MacroVoices Erik Townsend & Patrick Ceresna welcome, Lakshman Achuthan. They’ll discuss all things cycles, from the current outlook on growth and inflation cycles to how cycles in general perform in times like these when big political and geopolitical headlines are driving markets. https://bit.ly/4iGSes1 

 

🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/483OoFv

 

✅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 #508 Laskhman Achuthan: Inflation Cycles Amid Regime Change

MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Howell. They’ll discuss the global liquidity cycle, why it has a 65-month periodicity, and where we stand in that cycle right now. https://bit.ly/3X7ZN0J 

 

🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4pkiqdI

 

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

MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They’ll discuss everything from the reopening rally to precious metals to energy markets. https://bit.ly/49SQx89 

 

🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4o064GN

 

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

MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every. They’ll discuss the geopolitical situation and talk about what it means for markets. https://bit.ly/49AFRuQ 

 

🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4973pY2

 

✅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 #505 Michael Every: Does Anyone Remember PMIs?

MacroVoices Erik Townsend and Patrick Ceresna welcome Convexity Maven Harley Bassman to the show. Harley says why take credit risk when the market is paying traders who understand convexity more handsomely. They also discuss inflation and the other usual macro suspects. https://bit.ly/3ZeEsmF

Download Harley's charts: https://bit.ly/45TT516

Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

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

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

 

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

MacroVoices #393 Harley Bassman: Convexity Spells Opportunity

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