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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, 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 & Patrick Ceresna welcome, Lyn Alden. Lyn picks up where Luke Gromen left off last week, sharing her views on what it would take to actually stop this train. http://bit.ly/48djn2y

 

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

 

✅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 #500 Lyn Alden: What Will Stop This Train?

MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They’ll discuss gold to bitcoin to stocks. And of course no Luke Gromen interview would be complete without an update on Luke’s outlook for the U.S. Dollar. https://bit.ly/4nn8U9t

 

🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/46B94Tk

 

✅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 #499 Has The Luke Gromen Moment Arrived?

MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They discuss deflation, precious metals, equities, China, energy markets, and much more. https://bit.ly/3VqJY4t 

 

🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3KsOX25

 

✅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 #498 Louis-Vincent Gave: Which Megatrend Will Reshape The World?

MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Anas Alhajji. They discuss all things energy, from this past Sunday’s Group of 8 meeting to secondary sanctions strategy on India to the reincarnated Power of Siberia 2 pipeline project. https://bit.ly/4gkBeGI

 

Trade Dr. Anas Alhajji's Oil View Live! (Members-Only Guest Pass) Register For A Free Trial To Claim Your Pass! Here: https://dub.link/qt10D1y

 

🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3VcCwd6

 

✅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 #497 Dr. Anas Alhajji: The Impact of Trump Polices on Russia, China, India & OPEX+

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They discuss, whether a fed rate cut is even a good idea, inflation risks, the unobvious relationship between the jobs report and the southern border, why cutting short term rates could actually shock long-term yields higher, and much much more. https://bit.ly/3Vwtnfp

 

Trade Bianco’s Bond View Live! (Members-Only Guest Pass) Register Here: https://dub.link/qt10D1y 

 

🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3HGazr6

 

✅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 #496 Jim Bianco: The Post Covid Economy

MacroVoices welcomes Macquarie chief macro strategist Viktor Shvets to the show. They discuss the geopolitical outlook, inflation, bond yields, recession risk, equity market outlook, gold and much more. https://bit.ly/3WL6enD

 

Download Big Picture Trading chartbook 📈📉https://bit.ly/3JzMktd

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J 

 

Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity 

Join OptionFinity discord: https://discord.gg/Rvnsv6Y 

Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

MacroVoices #360 Viktor Shvets: Inflation, Interest Rates, Equity Outlook & more

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