Macro Voices
A podcast by Hedge Fund Manager Erik Townsend - Thursdays
661 Episodes
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MacroVoices #463 Izabella Kaminska: On Why Markets Aren’t Getting The Signal
Published: 1/16/2025 -
MacroVoices #462 Luke Gromen: 2025 Outlook
Published: 1/8/2025 -
MacroVoices #461 Thomas Jam Pedersen: Nuclear Fuels and Fuel Cycles For Energy Transition
Published: 12/31/2024 -
MacroVoices #460 Thomas Jam Pedersen: Advanced Nuclear Reactor Designs For Energy Transition
Published: 12/24/2024 -
MacroVoices #459 Robert Kahn: Looking Ahead To 2025 Geopolitics & Markets
Published: 12/19/2024 -
MacroVoices #458 David Rosenberg: Lament of A Bear
Published: 12/12/2024 -
MacroVoices #457 Justin Huhn: The Fundamentals For Nuclear Keep Getting Better
Published: 12/5/2024 -
MacroVoices #456 Jeff Currie: Repricing of Macro Markets
Published: 11/27/2024 -
MacroVoices #455 Daniel Lacalle: Is The Trump Trade Over?
Published: 11/21/2024 -
MacroVoices #454 Vincent Deluard: The Five Body Problem
Published: 11/14/2024 -
MacroVoices #453 Dr. Pippa Malmgren: Unconventional Insights on US Presidential Election
Published: 11/7/2024 -
MacroVoices #452 Darius Dale: No Difference Between Trump & Harris
Published: 10/31/2024 -
MacroVoices #451 Brent Johnson: Macro Drivers of UST’s, PM’s & The Role of The BRICS
Published: 10/24/2024 -
MacroVoices #450 Dr. Anas Alhajji: Oil, Middle-East Politics & China
Published: 10/17/2024 -
MacroVoices #449 Harley Bassman: The Magic of Mortgages
Published: 10/10/2024 -
MacroVoices #448 Luke Gromen: Why the Gold Recycling Trade is Accelerating
Published: 10/3/2024 -
MacroVoices #447 Eric Peters: US/EU/China, Competitive Outlook
Published: 9/26/2024 -
MacroVoices #446 Matt Barrie: AI’ll Be Back!
Published: 9/19/2024 -
MacroVoices #445 Jim Bianco: Still No Landing, and Inflation is Not Transitory
Published: 9/12/2024 -
MacroVoices #444 Mike Alkin: Uranium Fundamentals Couldn’t Be Better
Published: 9/5/2024
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