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Macro Voices

by HEDGE FUND MANAGER ERIK TOWNSEND
314 EPISODES
Aug 21
All Episodes
MacroVoices #494 Micheal Every: Markets, Policy, Russia & More
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MacroVoices #493 Ole Hansen: Commodities Are Heating Up!
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MacroVoices #492 Daniel Lacalle: The End of American Exceptionalism?
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MacroVoices #491 Rick Rule: Oil, Uranium & Precious Metals
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MacroVoices #490 Dr. Pippa Malmgren: Bessent, Stablecoin & JFK
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MacroVoices #489 Darius Dale: Are You Positioned For The Melt-Up?
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MacroVoices #488 Lyn Alden: Run It Hot!
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MacroVoices #487 Larry McDonald: The Great Migration To Hard Assets
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MacroVoices #486 David Rosenberg: Navigating Choppy Waters
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MacroVoices #485 Jeff Currie: The Joule Order
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MacroVoices #484 Rory Johnston: Crude Oil Forward Curve Conundrum
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MacroVoices #483 Vincent Deluard: MAGA vs. Corporate America
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MacroVoices #482 Mike Green: What The Market Is Not Discounting
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MacroVoices #481 Jim Bianco: This is The End of The Beginning
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MacroVoices #480 Louis-Vincent Gave: What Comes Next After The Trade War Dust Settles
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MacroVoices #479 Anas Alhajji: What Do Saudi Arabia & Allies in OPEC+ Want from Accelerating the Unwinding of Voluntary Cuts?
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MacroVoices #478 Luke Gromen: Trump Tariff Policy Will Drive Gold Even Higher
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MacroVoices #477 Michael Howell: Are We Approaching A Debt Refinancing Crisis
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MacroVoices #475 Daniel Lacalle: Is This The End of The Monetary System As We Know it?
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MacroVoices #475 Simon White: The Dawn of A New Financial Order
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MacroVoices #474 Mike Alkin: Uranium Supply Is In Structural Deficit And The Fuel Buyers Don’t “Get It”!
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MacroVoices #473 Matt Barrie: AI of The Storm
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MacroVoices #472 Lyn Alden: Navigating Headline Driven Markets
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MacroVoices #471 Tian Yang: Tariffs Will Continue Until Morale Improves
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MacroVoices #470 Michael Every: A Week Where Decades Happen?
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MacroVoices #469 Jeff Snider: The Mar-a-Lago Accord Seen Through A Eurodollar Lens
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MacroVoices #468 Darius Dale: Changing World Order
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MacroVoices #467 Jim Bianco: The Mar-a-Lago Accord
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MacroVoices #466 Guy Keller: The Nuclear Story Has Never Been Better
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MacroVoices #465 Rory Johnston: Oil Markets Under Trump 2.0
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MacroVoices #464 Michael Every: Lines on Maps vs Lines on Screens
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MacroVoices #463 Izabella Kaminska: On Why Markets Aren’t Getting The Signal
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MacroVoices #461 Thomas Jam Pedersen: Nuclear Fuels and Fuel Cycles For Energy Transition
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MacroVoices #460 Thomas Jam Pedersen: Advanced Nuclear Reactor Designs For Energy Transition
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MacroVoices #459 Robert Kahn: Looking Ahead To 2025 Geopolitics & Markets
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MacroVoices #458 David Rosenberg: Lament of A Bear
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MacroVoices #457 Justin Huhn: The Fundamentals For Nuclear Keep Getting Better
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MacroVoices #456 Jeff Currie: Repricing of Macro Markets
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MacroVoices #455 Daniel Lacalle: Is The Trump Trade Over?
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MacroVoices #454 Vincent Deluard: The Five Body Problem
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MacroVoices #453 Dr. Pippa Malmgren: Unconventional Insights on US Presidential Election
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MacroVoices #452 Darius Dale: No Difference Between Trump & Harris
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MacroVoices #451 Brent Johnson: Macro Drivers of UST’s, PM’s & The Role of The BRICS
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MacroVoices #450 Dr. Anas Alhajji: Oil, Middle-East Politics & China
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MacroVoices #449 Harley Bassman: The Magic of Mortgages
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MacroVoices #448 Luke Gromen: Why the Gold Recycling Trade is Accelerating
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MacroVoices #447 Eric Peters: US/EU/China, Competitive Outlook
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MacroVoices #446 Matt Barrie: AI’ll Be Back!
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MacroVoices #445 Jim Bianco: Still No Landing, and Inflation is Not Transitory
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MacroVoices #444 Mike Alkin: Uranium Fundamentals Couldn’t Be Better
HEDGE FUND MANAGER ERIK TOWNSEND