• MacroVoices Podcast with Hedge Fund Manager Erik Townsend

    MacroVoices Podcast with Hedge Fund Manager Erik Townsend

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  • 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...

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Erik Townsend and Patrick Ceresna welcome Morgan Downey to MacroVoices. Erik and Morgan discuss:

  • Strategic Petroleum Reserves and Inventory Efficiencies
  • Floating Storage and Demand Destruction
  • Global Energy Markets and ESG Investment
  • Historical Comparisons and Market Reactions
  • Economic Impact and Stress Testing

 

Download the podcast transcript: [Click Here]

 

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Big Picture Trading Chart Book May 21 2026

https://morgandowney.com/

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

  • Energy Prices and Market Behavior
  • Impact of Passive Investment Strategies
  • Global Energy Dislocation and Market Reactions
  • China's Role in the Iran Conflict
  • UAE's Exit from OPEC and Global Oil Market

 

Download the podcast transcript: [Click Here]

 

SPECIAL POST GAME GUEST- Rory Johnstonmale silhouette

 

 

 

 

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Big Picture Trading Chart Book May 14 2026 

Mike Green: Stacked 1-Month Rolling U.S Equity Flow

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

  • Iran Situation and Market Reactions
  • Potential Economic Impact of $100 Oil
  • Saudi Arabia's Role and Market Assumptions
  • AI and Semiconductor Market Dynamics
  • Trump-Xi Summit and Market Implications
  • Economic and Political Dynamics of the Iran Conflict

 

Download the podcast transcript: [Click Here]

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

Big Picture Trading Chart Book May 7 2026

Erik Townsend: The Race To Reactor 53 

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

  • Iran Negotiations Collapse and Market Reactions
  • European Perspective and Political Landscape
  • Price Controls and Economic Policies
  • Oil Prices and Market Dynamics
  • Gold and Currency Markets
  • Fertilizer Shortages and Food Inflation

 

Download the podcast transcript: [Click Here]

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

 Big Picture Trading Chart Book April 30 2026

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

  • Logistical Challenges and Market Dynamics
  • Commodity Trading Strategies and Market Performance
  • Forward Curve Analysis and Market Predictions
  • Fertilizer Deficit and Agricultural Markets
  • Copper and Other Commodity Markets

 

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.

Big Picture Trading Chart Book April 23 2026

Signals You Can't Ignore - Ole S Hansen

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

  • Iran Conflict and Market Implications
  • Supply Chain Disruptions and Market Reactions
  • Gold and Market Manipulation
  • Inflation and Deflation Dynamics
  • US Fiscal Crisis and Global Reserve Currency

Download the podcast transcript: [Click Here]

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SPECIAL POST GAME GUEST- Rory Johnston

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

Big Picture Trading Chart Book April 16 2026

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Erik Townsend and Patrick Ceresna welcome Adam Rozencwajg to MacroVoices. Erik and Adam discuss:

  • Situation in the Oil Market and Physical Dislocation
  • Investment Strategies and Market Recovery
  • Impact on Food Prices and Inflation
  • Nuclear Energy and Uranium Market
  • Gold Market and Investment Considerations

Download the podcast transcript: [Click Here]

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SPECIAL POST GAME GUEST- Jim Bianco 

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Big Picture Trading Chart Book April 9 2026

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Erik Townsend and Patrick Ceresna welcome Matt Barrie to MacroVoices. Erik and Matt discuss:

  • Details of OpenAI's Financing and Strategy
  • Challenges in AI Business Model Sustainability
  • Comparison to the Dot-Com Bubble
  • Impact of AI on Jobs and Market Dynamics
  • Private Credit and AI's Impact on SaaS Businesses

Download the podcast transcript: [Click Here]

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SPECIAL POST GAME GUEST- Dr. Anas Alhajji

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Big Picture Trading Chart Book April 2 2026

Matt Barrie - Pay Per PrAI 

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

  • Iran Conflict and Multipolar World
  • Precious Metals and Bitcoin Performance
  • Economic Impact of Higher Oil Prices
  • Multipolar World and Geopolitical Conflicts
  • Food Inflation and Emerging Markets
  • Private Credit Crisis

Download the podcast transcript: [Click Here]

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SPECIAL POST GAME GUEST- Michael Every

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Big Picture Trading Chart Book March 26 2026

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

  • Inflation and the Three-Act Play
  • Comparing the 1970s and Present Inflation
  • Gold as a Hedge and Market Complacency
  • Rewriting the Risk-Off Playbook
  • The Strength of the Economy and Private Credit Risk

Download the podcast transcript: [Click Here]

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SPECIAL POST GAME GUEST - Rory Johnston 

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 Chart Book

Big Picture Trading Chart Book March 19 2026

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.

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