Macro Voices
Hedge Fund Manager Erik Townsend
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
- 1 hour 10 minutesMacroVoices #515 Rory Johnston: Why Trump is Keeping The Oil Price High
MacroVoices Erik Townsend & Patrick Ceresna welcome, Rory Johnston. They will discuss all things crude oil, starting with the Venezuela news and what it means for markets, then moving on to Iran, the U.S. Strategic Petroleum Reserve, and much more https://bit.ly/4qnVjQs
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15 January 2026, 4:53 pm - 1 hour 15 minutesMacroVoices #514 Darius Dale: 2026, Fasten Your Seat belts For Take-off
MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They discuss why Darius thinks that one year from now in January 2027, we’ll probably look back on 2026 as an up year for most financial markets. But Darius says put your seat belt on for the first few months of the year, which he thinks could be quite turbulent. https://bit.ly/49LhPNe
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🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/44Ixhag
8 January 2026, 5:38 pm - 1 hour 24 minutesMacroVoices #513 Why Are All The Rich Guys Moving To New Zealand and What Do They Know?
MacroVoices Erik Townsend & Patrick Ceresna welcome, Mark Williams, Graham Lawrence & Brendan Goodwin. They discuss why a surprising number of high-profile hedge fund legends and celebrities are establishing residency in New Zealand and what they might know that the rest of us don’t, beyond any doomsday narrative. https://bit.ly/3YiVdNL
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31 December 2025, 12:17 pm - 1 hour 18 minutesMacroVoices #512 David Rosenberg: Will The 2025’s K become 2026’s
MacroVoices Erik Townsend & Patrick Ceresna welcome, David Rosenberg. They discuss, the U.S. economic outlook, why Rosie’s not concerned about persistent inflation, precious metals, and much more. https://bit.ly/3KJP6iw
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24 December 2025, 12:20 pm - 1 hour 16 minutesMacroVoices #511 Robert Kahn: Geopolitical Outlook For 2026
MacroVoices Erik Townsend & Patrick Ceresna welcome, Robert Kahn. They will discuss all things geopolitics, from Tariffs to mid-term elections to the price of crude oil to who will be the next Fed chair https://bit.ly/4s9t21C
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18 December 2025, 6:26 pm - 1 hour 7 minutesMacroVoices #510 Jim Bianco: From FED Cuts, to inflation, to Gen Z’s Infatuation with Socialism
MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They discuss, what just happened and what it means for markets. https://bit.ly/4rRuipR
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11 December 2025, 4:15 pm - 1 hour 12 minutesMacroVoices #509 Marko Papic: Geo-macro Outlook for 2026
MacroVoices Erik Townsend & Patrick Ceresna welcome, Marko Papic. We’ll discuss the deteriorating situation in Venezuela, the impacts of a potential Russia-Ukraine peace deal on markets, the spat between Japan and China, and the U.S. mid-term election cycle, considering the market impacts of all these developments. https://bit.ly/442T5gw
Register for Big Picture Trading's asymmetric challenge here: https://www.bigpicturetrading.com/challenge
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✅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/
4 December 2025, 6:06 pm - 1 hour 4 minutesMacroVoices #508 Laskhman Achuthan: Inflation Cycles Amid Regime Change
MacroVoices Erik Townsend & Patrick Ceresna welcome, Lakshman Achuthan. They’ll discuss all things cycles, from the current outlook on growth and inflation cycles to how cycles in general perform in times like these when big political and geopolitical headlines are driving markets. https://bit.ly/4iGSes1
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26 November 2025, 5:13 pm - 1 hour 12 minutesMacroVoices #507 Michael Howell: Is This The end of the Everything Bubble
MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Howell. They’ll discuss the global liquidity cycle, why it has a 65-month periodicity, and where we stand in that cycle right now. https://bit.ly/3X7ZN0J
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🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
20 November 2025, 7:33 pm - 57 minutes 44 secondsMacroVoices #506 Mike Green: Volatility, High-Yield, Precious Metals & More
MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They’ll discuss everything from the reopening rally to precious metals to energy markets. https://bit.ly/49SQx89
🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4o064GN
✅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/
13 November 2025, 6:00 pm - 1 hour 7 minutesMacroVoices #505 Michael Every: Does Anyone Remember PMIs?
MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every. They’ll discuss the geopolitical situation and talk about what it means for markets. https://bit.ly/49AFRuQ
🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4973pY2
✅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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