Macro Voices

A podcast by Hedge Fund Manager Erik Townsend - Thursdays

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661 Episodes

  1. MacroVoices #463 Izabella Kaminska: On Why Markets Aren’t Getting The Signal

    Published: 1/16/2025
  2. MacroVoices #462 Luke Gromen: 2025 Outlook

    Published: 1/8/2025
  3. MacroVoices #461 Thomas Jam Pedersen: Nuclear Fuels and Fuel Cycles For Energy Transition

    Published: 12/31/2024
  4. MacroVoices #460 Thomas Jam Pedersen: Advanced Nuclear Reactor Designs For Energy Transition

    Published: 12/24/2024
  5. MacroVoices #459 Robert Kahn: Looking Ahead To 2025 Geopolitics & Markets

    Published: 12/19/2024
  6. MacroVoices #458 David Rosenberg: Lament of A Bear

    Published: 12/12/2024
  7. MacroVoices #457 Justin Huhn: The Fundamentals For Nuclear Keep Getting Better

    Published: 12/5/2024
  8. MacroVoices #456 Jeff Currie: Repricing of Macro Markets

    Published: 11/27/2024
  9. MacroVoices #455 Daniel Lacalle: Is The Trump Trade Over?

    Published: 11/21/2024
  10. MacroVoices #454 Vincent Deluard: The Five Body Problem

    Published: 11/14/2024
  11. MacroVoices #453 Dr. Pippa Malmgren: Unconventional Insights on US Presidential Election

    Published: 11/7/2024
  12. MacroVoices #452 Darius Dale: No Difference Between Trump & Harris

    Published: 10/31/2024
  13. MacroVoices #451 Brent Johnson: Macro Drivers of UST’s, PM’s & The Role of The BRICS

    Published: 10/24/2024
  14. MacroVoices #450 Dr. Anas Alhajji: Oil, Middle-East Politics & China

    Published: 10/17/2024
  15. MacroVoices #449 Harley Bassman: The Magic of Mortgages

    Published: 10/10/2024
  16. MacroVoices #448 Luke Gromen: Why the Gold Recycling Trade is Accelerating

    Published: 10/3/2024
  17. MacroVoices #447 Eric Peters: US/EU/China, Competitive Outlook

    Published: 9/26/2024
  18. MacroVoices #446 Matt Barrie: AI’ll Be Back!

    Published: 9/19/2024
  19. MacroVoices #445 Jim Bianco: Still No Landing, and Inflation is Not Transitory

    Published: 9/12/2024
  20. MacroVoices #444 Mike Alkin: Uranium Fundamentals Couldn’t Be Better

    Published: 9/5/2024

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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