About Erik Townsend

hedge fund manager Erik Townsend

Erik Townsend is a retired software entrepreneur turned hedge fund manager. Throughout his career, Erik has capitalized on his ability to understand complex systems and anticipate paradigm shifts far in advance of the mainstream. Read More...

Front cover 1 200Discover Erik's
New Book

Welcome to Macro Voices

Always FREE of charge! Registration Never Required but we do recommend it! Just click on any player below to listen Now!
Guest Pitches!

Arjun Murti

Erik Townsend and Patrick Ceresna welcome Arjun Murti to MacroVoices. Erik and Arjun discuss:

  • Oil Demand and Industry Investment
  • Oil Production Growth and Potential Challenges 
  • Energy Transition, Geopolitics and Climate Change 
  • Oil and Gas Energy Prices and Demand Growth
  • Energy Sector Profitability and Potential 
  • Nuclear and Renewable Energies

 

Download the podcast transcript: [Click Here]

Click here to register or login for access to supporting materials.

male silhouette.

Erik Townsend and Patrick Ceresna welcome Jeff Snider to MacroVoices. Erik and Jeff discuss:

  • FED Rate Cut Expectations 
  • US Economy and FED’s Actions 
  • Economic Indicators and Potential Recession
  • US Labor Market Data and Economic Risks
  • Potential Risks in Commercial Real Estate Market 
  • US Debt, Inflation and Economic Growth
  • Trends in China, Europe and US

 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Jeff will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Click here to register or login for access to supporting materials.

male silhouette.

Erik Townsend and Patrick Ceresna welcome Jim Bianco to MacroVoices. Erik and Jim discuss:

  • Inflation, Housing Market and Supply Chain Issues
  • FED Rate Cuts and Market Complacency
  • Interest Rates and Their Impact on The Stock Market
  • Economic Data and its Impact on The US Dollar
  • US Economy, Gold Prices and Fixed Income Investments

 

Download the podcast transcript: [Click Here]

Click here to register or login for access to supporting materials.

male silhouette.

Erik Townsend and Patrick Ceresna welcome Mike Green to MacroVoices. Erik and Mike discuss:

  • Inflation, Geopolitical Tensions and Monetary Policy 
  • Inflation Expectations and Market Reactions
  • Passive Investing and Market Distortion
  • Financial Risk and Market Dynamics
  • Commodities and Gold Investments
  • Inflation Dynamics and Misconceptions

 

Download the podcast transcript: [Click Here]

 

Click here to register or login for access to supporting materials.

male silhouette.

Erik Townsend and Patrick Ceresna welcome Tian Yang to MacroVoices. Erik and Tian discuss:

  • Financial Indicators and Their Market Potentials
  • US Economic Data, Liquidity and Volatility 
  • Earnings Growth and Pricing Power
  • Market Bubbles and The Impact of AI Technologies 
  • US Election and Potential Impact on Markets

 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Tian will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Click here to register or login for access to supporting materials.

male silhouette.

Erik Townsend and Patrick Ceresna welcome Louis-Vincent Gave to MacroVoices. Erik and Louis discuss:

 

  • Market Trends and Risk Management
  • Electric Vehicles, ESG and the Chinese Supply Growth
  • Commodity Markets and Stock Market Performance
  • China’s Economy
  • Nuclear Energy, China’s Progress and The Future of Power

 

Download the podcast transcript: [Click Here]

Click here to register or login for access to supporting materials.

Darius Dale

Erik Townsend and Patrick Ceresna welcome Darius Dale to MacroVoices. Erik and Darius discuss:

  • Market Outlook and Economic Indicators
  • Inflation, Economic Growth, and Investment Strategies
  • Inflation Trends and its Potential Impact on Investments
  • Interest Rates and Fiscal Policy
  • China’s Economic Growth and Liquidity Dynamics
  • US Economy’s Balance Sheet Dynamics

 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Darius will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Click here to register or login for access to supporting materials.

Dr. Anas Alhajji

Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to MacroVoices. Erik and Anas discuss:

  • Energy Market Changes and Geopolitical Impacts in The Red Sea
  • Egypt’s Economic Collapse and Potential Risks
  • Oil Market Forecast and Geopolitical Premium
  • Oil Demand and Supply
  • The Energy Trends in 2023
  • Oil Market Outlook and Petrochemical Demand

 

Download the podcast transcript: [Click Here]

Click here to register or login for access to supporting materials.

Jeroen Blokland

Erik Townsend and Patrick Ceresna welcome Jeroen Blokland to MacroVoices. Erik and Jeroen discuss:

  • Inflation and Economic Growth in The US
  • Fed Policy and Debt Sustainability
  • Gold Investment and The Gold Market
  • Geopolitics, Energy Prices, and Global Economic Trends

 

Download the podcast transcript: [Click Here]

Click here to register or login for access to supporting materials.

male silhouette.

Erik Townsend and Patrick Ceresna welcome Justin Huhn to MacroVoices. Erik and Justin discuss:

  • Uranium Bull Market and Market Trends
  • Uranium Supply and Demand
  • Kazakhstan’s Uranium Production
  • Uranium Market Dynamics and Geopolitical Factors
  • Russian Nuclear Services and Potential Retaliation
  • Uranium Mining and ESG Investing
  • Uranium Investment Strategy and Potential Risks

 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Justin will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Click here to register or login for access to supporting materials.

MACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those of the participants. MACRO VOICES, its producers, and hosts Erik Townsend and Patrick Ceresna shall NOT be liable for losses resulting from investment decisions based on information or viewpoints presented on MACRO VOICES.

Go to top