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Macro Voices

Macro Voices

By: Hedge Fund Manager Erik Townsend
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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, LLCCopyright 2019 © Erik Townsend | Macro Voices – All rights reserved Economics Personal Finance
Episodes
  • MacroVoices #528 Luke Gromen: Hormuz Could Lead To a 1956 US Suez Moment

    MacroVoices #528 Luke Gromen: Hormuz Could Lead To a 1956 US Suez Moment
    Apr 16 2026

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They discuss the Iran crisis, its knock-on effects, and what it means for inflation looking ahead. https://bit.ly/4ctlZtj

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

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag

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

    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
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    1 hr and 34 mins
  • MacroVoices #527 Adam Rozencwajg: What Comes Next After The Iran Crisis

    MacroVoices #527 Adam Rozencwajg: What Comes Next After The Iran Crisis
    Apr 9 2026

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Adam Rozencwajg. They discuss, crude oil, food & fertilisers, uranium, and gold after the Iran conflict. https://bit.ly/4vkd1XX

    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/48BZgtX

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag

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

    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
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    1 hr and 37 mins
  • MacroVoices #526 Matt Barrie: Pay To PrAI

    MacroVoices #526 Matt Barrie: Pay To PrAI
    Apr 2 2026

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie & Dr. Anas Alhajji. They discuss the latest developments in AI, their impact on private credit markets, and why emerging pricing models could trigger a dot-com–scale market disruption. https://bit.ly/47Ca0Z5

    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4v7Mq0k

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag

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

    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
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    2 hrs and 16 mins
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