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
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Vincent Deluard. They’ll discuss secular inflation, the gig economy, and what Vincent calls the 'shadow lending and savings markets.' He’ll also share his outlook on precious metals post-election and introduce a new theory: The '5-Body Problem.' https://bit.ly/3UT7cQN
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MacroVoices Erik Townsend & Patrick Ceresna welcome back best selling author, Dr. Pippa Malmgren. They’ll cover the current election results, potential upcoming challenges, and the anticipated impacts on financial markets and the broader economy. https://bit.ly/4hzLvyX
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Darius Dale. Darius argues that, for the financial markets, the outcome of next week’s U.S. presidential election is surprisingly inconsequential. They’ll delve into this perspective before exploring the drivers behind persistent inflation, the reasons for expecting the U.S. economy to remain robust, the Fed’s determination to achieve a soft landing, and why he’s confident that market liquidity will keep increasing. https://bit.ly/40qGxyb
âš« Follow Darius Dale on X: https://www.x.com/DariusDale42
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Brent Johnson. They’ll discuss foreign demand for U.S. Treasuries, Brent’s outlook for the dollar, equities, precious metals, energy, and much more. https://bit.ly/48B8uWt
âš« Follow Brent Johnson on X: https://www.x.com/SantiagoAuFund
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Anas Alhajji. They’ll discuss all things crude oil, starting with the geopolitical risks. https://bit.ly/4eNQytL
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âš« Follow Anas Alhajji on X: https://www.x.com/AnasAlhajji
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Harley Bassman. They will discuss mortgage backed securities and the best way to trade them. https://bit.ly/4ezISv9
âš« Follow Harley Bassman on X: https://www.x.com/ConvexityMaven
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Luke Gromen. They’ll discuss the dollar, inflation, monetary policy, China, energy, precious metals, and much more. https://bit.ly/3TW9f65
âš« Follow Luke Gromen on X: https://www.x.com/LukeGromen
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Eric Peters. They’ll discuss all the usual macro suspects from secular inflation to competitiveness of the U.S, EU, and China, the USD, De-globalization, and much more. https://bit.ly/3TN3vvp
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Matt Barrie. They’ll discuss everything AI, exploring recent developments and what the future holds. https://bit.ly/3XslYP3
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🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
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✅ Visit OptionFinity:https://discord.gg/Rvnsv6Y
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Jim Bianco. They’ll discuss why Jim thinks the Fed has become political and risks a policy error, they also cover long-term inflationary trends, the role of precious metals in today's economy, and more. https://bit.ly/4d372MT
âš« Follow Jim Bianco on X: https://www.x.com/biancoresearch
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🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
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🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
Â
✅ Visit OptionFinity: www.optionfinity.com
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✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Mike Alkin. They'll cover all aspects of the uranium market, from its structure and the absence of a liquid futures contract, to how utility buyers are compensated and why they tend to remain complacent despite increasing concerns over global uranium supply. https://bit.ly/47eqEfK
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âš« Follow Sachem Cove Partners on X: https://www.x.com/SachemCove
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🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
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🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
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🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
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✅ Visit OptionFinity: www.optionfinity.com
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✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y
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