Macro Voices

De: Hedge Fund Manager Erik Townsend
  • Resumen

  • 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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Episodios
  • MacroVoices #478 Luke Gromen: Trump Tariff Policy Will Drive Gold Even Higher
    May 1 2025

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They’ll discuss the market’s Trump Tariff Tantrum, as Luke makes the bold case that President Trump could realistically raise enough tariff revenue to exempt the bottom 90% from federal income tax. https://bit.ly/3EOiD7t

    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4iEGX9K

    ✅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/

    🔴 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 h y 13 m
  • MacroVoices #477 Michael Howell: Are We Approaching A Debt Refinancing Crisis
    Apr 24 2025

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Howell. They’ll discuss cyclicality of credit markets, why we should think of them as a refinancing system rather than a credit origination system, and what can be learned by taking this street-smart approach to credit market analysis. https://bit.ly/42F9PsA

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

    ✅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

    Más Menos
    1 h y 8 m
  • MacroVoices #475 Daniel Lacalle: Is This The End of The Monetary System As We Know it?
    Apr 17 2025

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle. They’ll discuss Trump Tariffs as the European investment community sees them, and discuss whether this is the dawn of a new age in terms of monetary and economic policy cooperation between the United States and Europe. https://bit.ly/43XhGUI

    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/42Cijkj

    ✅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

    Más Menos
    1 h y 13 m
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