• MacroVoices Podcast with Hedge Fund Manager Erik Townsend

    MacroVoices Podcast with Hedge Fund Manager Erik Townsend

Homepage Slideshow

  • MacroVoices Podcast with Hedge Fund Manager Erik Townsend

About Erik Townsend

Erik Townsend

Erik Townsend was a software entrepreneur in his first career, then went on to manage a global macro hedge fund. 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...

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!

Details

Play the Above Episode in a Pop-Up Window   |  Download the Above MP3 File

Daniel Lacalle

Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to MacroVoices. Erik and Daniel discuss:

  • Economic Recession and Market Performance
  • Market Trends
  • Economic Growth and Inflation
  • The Market Outlook
  • Energy Prices and Supply and Demand
  • Nuclear Energy in Europe

Download the podcast transcript: [Click Here]

 

Supporting Materials for Download are listed below - click to open or download.

Big Picture Trading Chart Book November 22 2023

Details

Play the Above Episode in a Pop-Up Window   |  Download the Above MP3 File

male silhouette.

Erik Townsend and Patrick Ceresna welcome Lakshman Achuthan to MacroVoices. Erik and Lakshman discuss:

  • Economic Growth and Recession Indicators
  • Trends and Inflation
  • The FED's Goals
  • Inflation and Interest Rates
  • Global Economic Trends
  • Economic Cycles and Geopolitical Trends

 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Lakshman 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).

 

Supporting Materials for Download are listed below - click to open or download.

Lakshman Achuthan - MacroVoices 16 2023

Big Picture Trading Chart Book November 16th 2023

Details

Play the Above Episode in a Pop-Up Window   |  Download the Above MP3 File

Leigh Goehring

Erik Townsend and Patrick Ceresna welcome Leigh Goehring to MacroVoices. Erik and Leigh discuss:

 

  • Commodity Prices
  • Commodity Investing 
  • Commodity Market Trends
  • Gold & Oil Prices
  • Potential Monetary Regime Change
  • Gold-Backed Digital Currencies 

 

Download the podcast transcript: [Click Here]

Supporting Materials for Download are listed below - click to open or download.

Big Picture Trading Chart Book November 9th 2023

Details

Play the Above Episode in a Pop-Up Window   |  Download the Above MP3 File

male silhouette.

Erik Townsend and Patrick Ceresna welcome Rory Johnston to MacroVoices. Erik and Rory discuss:

  • Supply/Demand Dynamics
  • China's Oil Demand
  • Oil Market and Geopolitcal Risk
  • Tensions in The Middle East and Oil Sanctions
  • OPEC's Response if Tensions in The Region Expand
  • Oil Market and Crack Spreads
  • Energy Transition and Crack Spreads
  • SPR Refills

Download the podcast transcript: [Click Here]

Supporting Materials for Download are listed below - click to open or download.

Big Picture Trading Chart Book November 2nd 2023

Details

Play the Above Episode in a Pop-Up Window   |  Download the Above MP3 File

male silhouette.

Erik Townsend and Patrick Ceresna welcome Ole S Hansen to MacroVoices. Erik and Ole discuss:

  • The state of the commodity sector  

  • Inflation, commodity prices and supply chain issues 

  • Commodity market backwardation  

  • Gold Investments  

  • Gold, interest rates and metal demands  

  • Industrial metals and crude oil trends  

  • Oil production capacity and geopolitical tensions 

  • Oil market analysis and Commitment of Traders report 

  • Market trends and analysis  

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Ole 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).

Supporting Materials for Download are listed below - click to open or download.

Ole Hansen - MacroVoices 26 2023

Big Picture Trading Chart Book October 26 2023

Details

Play the Above Episode in a Pop-Up Window   |  Download the Above MP3 File

Lyn Alden

Erik Townsend and Patrick Ceresna welcome Lyn Alden to MacroVoices. Erik and Lyn discuss:

  • The Broken Money System & Digital Currencies

  • Money, debt and the future of finance

  • Central Bank Digital Currencies

  • Stable Coin’s Relationship With Central Banks 

  • Financial Technology 

  • The Resurgence of Public Debt 

  • Economic Cycles, Debt and Inflation

  • Money, Energy & Geopolitics

  • Energy Market Trends

Download the podcast transcript: [Click Here]

Anas Alhajji

SPECIAL POST GAME GUEST- Anas Alhajji

 

 

Supporting Materials for Download are listed below - click to open or download.

Lyn Alden - MacroVoices 10.19 2023

Buy Lyn Alden's New Book - Broken Money 

Big Picture Trading Chart Book October 19 2023

Details

Play the Above Episode in a Pop-Up Window   |  Download the Above MP3 File

male silhouette.

Erik Townsend and Patrick Ceresna welcome Alex Gurevich to MacroVoices. Erik and Alex discuss:

  • Financial Research Mistakes
  • Inflation/Deflation
  • Economic Outlook
  • The Impact of Economic Realities on Employment
  • Inflation/Deflation Predictions 
  • Geopolitical Impact on Oil Prices
  • Supply Shocks
  • Nuclear Energy 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Alex 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).

Supporting Materials for Download are listed below - click to open or download.

Alex Gurevich - Market Note #024

Big Picture Trading Chart Book October 12 2023

Details

Play the Above Episode in a Pop-Up Window   |  Download the Above MP3 File

male silhouette.

Erik Townsend and Patrick Ceresna welcome Luke Gromen to MacroVoices. Erik and Luke discuss:

  • Retesting The Dollar Highs​
  • US dollar System Unwinding - Feedback Loop​
  • Is the FED going to keep hiking until something breaks?​
  • US Shale Patch Recovery? ​
  • Treasury yield crisis​
  • Economic warfare - weaponizing oil ​
  • What are the alternatives to treasures?​
  • Has the stock market rolled over?​

Download the podcast transcript: [Click Here]

Supporting Materials for Download are listed below - click to open or download.

Big Picture Trading Chart Book October 5 2023

 

Details

Play the Above Episode in a Pop-Up Window   |  Download the Above MP3 File

Simon White

Erik Townsend and Patrick Ceresna welcome Simon White to MacroVoices. Erik and Simon discuss:

  • Soft landing or recession?
  • What is next for inflation trends?
  • Gold, breaking down
  • Deflation, is it a risk? 
  • Credit Event risks
  • Stock/bond correlation
  • Sizing up the bearish bond market

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Simon 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).

Supporting Materials for Download are listed below - click to open or download.

Simon White - MacroVoices 28 2023 

Big Picture Trading Chart Book September 28 2023

Details

Play the Above Episode in a Pop-Up Window   |  Download the Above MP3 File

Louis-Vincent Gave

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

  • China recovery expectations
  • China/US trade relation 
  • De-dollarization and BRICS
  • Recent rally in energy markets
  • Are we headed toward a bifurcated world?
  • Possibility of Russia “weaponizing” energy prices and its implications 

Download the podcast transcript: [Click Here]

Supporting Materials for Download are listed below - click to open or download.

Big Picture Trading Chart Book September 21 2023

Macro Voices All-Stars

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