Macro Voices

By: Hedge Fund Manager Erik Townsend
  • Summary

  • 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
    Copyright 2019 © Erik Townsend | Macro Voices – All rights reserved
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Episodes
  • MacroVoices #465 Rory Johnston: Oil Markets Under Trump 2.0
    Jan 30 2025

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rory Johnston. They discuss everything crude oil - from the current fundamental landscape and the impact of Trump’s tariff policies to why crude quality remains crucial and where refineries can source the heavy blend stock needed to process U.S. shale oil. https://bit.ly/42z5yIQ

    ⚫ Follow Rory on X: @Rory_Johnston

    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3WF7BHg

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d

    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

    🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

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    1 hr and 8 mins
  • MacroVoices #464 Michael Every: Lines on Maps vs Lines on Screens
    Jan 23 2025

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Chief Market Strategist Michael Every. They discuss why Michael thinks Volatility will be at the centre of the Trump 2.0 Presidency, and that when global leaders start moving lines on maps, we should expect some big moves in the lines on our financial charts. https://bit.ly/40JBhp9

    ⚫ Follow Michael on X: @themichaelevery

    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4jp8VrJ

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d

    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

    🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

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    1 hr and 8 mins
  • MacroVoices #463 Izabella Kaminska: On Why Markets Aren’t Getting The Signal
    Jan 16 2025

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Izabella Kaminska. They discuss the evolving landscape of the media and the ripple effects of Bidenomics to the spread of populism across Europe. https://bit.ly/4h00sd4

    ⚫ Follow Izabella on X: @izakaminska

    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3C9qMSO

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d

    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

    🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

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    1 hr and 14 mins

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