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Descubre un mundo infinito de historias

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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

Macro Voices

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They discuss, what just happened and what it means for markets. https://bit.ly/4rRuipR 

 

Register for Big Picture Trading's asymmetric challenge here: https://www.bigpicturetrading.com/challenge 

 

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

 

✅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/

MacroVoices #510 Jim Bianco: From FED Cuts, to inflation, to Gen Z’s Infatuation with Socialism

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 

 

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

 

✅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/

MacroVoices #509 Marko Papic: Geo-macro Outlook for 2026

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 

 

🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/483OoFv

 

✅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/

MacroVoices #508 Laskhman Achuthan: Inflation Cycles Amid Regime Change

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 

 

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

 

✅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/

MacroVoices #507 Michael Howell: Is This The end of the Everything Bubble

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/

MacroVoices #506 Mike Green: Volatility, High-Yield, Precious Metals & More

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/

MacroVoices #505 Michael Every: Does Anyone Remember PMIs?

MacroVoices Erik Townsend & Patrick Ceresna welcome, Brent Johnson. They discuss why Brent says Stablecoin is going to be a game changer, even for those who aren’t interested in crypto assets. https://bit.ly/4oMi7IB 

 

🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3X396yV

 

✅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/

MacroVoices #504 Brent Johnson: The Genius of Stablecoins

MacroVoices Erik Townsend & Patrick Ceresna welcome, Adam Rozencwajg. They discuss all things commodities from gold to oil to uranium. https://bit.ly/4oFcfAZ 

 

🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3L28R4t

 

✅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/

MacroVoices #503 Adam Rozencwajg: Gold, Oil & Uranium

MacroVoices Erik Townsend & Patrick Ceresna welcome, Tian Yang. They’ll discuss the leading indicators Variant Perception uses to guide their macro strategy, what they say about growth and inflation, and how that translates to trading opportunities. https://bit.ly/3KUt5Np

Variant Perception: https://variantperception.com/macro-pack/ 

🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/478q6Zg

 

✅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/

MacroVoices #502 Tian Yang: A Whiff of Reflation?

MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie. They discuss all things AI in this week’s feature interview. Is it a bubble about to burst, or a new secular trend that will soon be bigger than the Internet itself? https://bit.ly/4h3y1f3 

 

🔻Download Big Picture Trading Chartbook 📈📉: http://bit.ly/435x6ot

 

✅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/

MacroVoices #501 Matt Barrie: AI Caramba?

MacroVoices Erik Townsend and Patrick Ceresna welcome Steven Van Metre to the show to talk about why the outlook really is still deflationary unless and until private credit expansion returns with a vengeance.

Link: https://bit.ly/39y2KPI

MacroVoices #265 Steven Van Metre: The Last Deflationist Standing

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