Podcasts · Business

Macro Voices

Erik Townsend

300 episodes

Weekly market commentary by retired Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics.

Episodes page 1 of 6

  1. MacroVoices #554 Dr. Anas Alhajji + Louis-Vincent Gave: Developing Crises in Middle-East and France

    · 1 h 40 min · Episode 1349

    MacroVoices Erik Townsend & Patrick Ceresna welcome Dr. Anas Alhajji and Louis-Vincent Gave. They discuss Anas’s takeaways from the Riyadh Energy Week conferences and how the “three seas crisis” in the Gulf, Red Sea,…

  2. MacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants

    · 1 h 13 min · Episode 1348

    MacroVoices Erik Townsend & Patrick Ceresna welcome Yasir Arafat. They discuss Aalo Atomics’ plan to mass-produce small nuclear reactors, initially for AI data centers, and the scale of the power demand the company…

  3. MacroVoices #553 Brent Johnson: Disparate Housewives

    · 1 h 05 min · Episode 1347

    MacroVoices Erik Townsend & Patrick Ceresna welcome Brent Johnson. They discuss the dollar’s recent strength and Johnson’s longer-term bullish outlook, while allowing for a short-term pullback. They consider gold’s…

  4. MacroVoices #552 David Rosenberg: Navigating The Noise

    · 1 h 07 min · Episode 1346

    MacroVoices Erik Townsend & Patrick Ceresna welcome David Rosenberg. They discuss David Rosenberg’s view that energy shocks are unlikely to drive sustained inflation without wage growth, along with the Fed regime shift…

  5. MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle (Part 2)

    · 1 h 01 min · Episode 1345

    They discuss how Iran's threats to extend its strikes into the Indian Ocean and a possible 90-day U.S. diesel export ban could deepen the energy crisis, why Washington is rallying allies like Canada and Latin America…

  6. MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle

    · 1 h 12 min · Episode 1344

    MacroVoices Erik Townsend & Patrick Ceresna welcome Michael Every. They discuss how escalating Iran–Middle East and Russia–Ukraine conflicts are weaponizing energy markets, why a looming global diesel crunch could…

  7. MacroVoices #550 Harley Bassman: In FED We Trust

    · 1 h 07 min · Episode 1343

    MacroVoices Erik Townsend & Patrick Ceresna welcome Harley Bassman. They discuss the Fed’s credibility crisis, the fiscal recklessness behind higher term premiums, and how mortgage convexity, ETFs, and hyperscaler…

  8. MacroVoices #549 Matt Barrie: AI-gent Provocateur

    · 1 h 19 min · Episode 1342

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie. They discuss the rise of agentic AI and cheap open‑source models, how running AI on your own hardware will reshape enterprises and how this shift will…

  9. MacroVoices #548 Dr. Carly Anderson: Emerging Energy Technologies Roundup

    · 49 min · Episode 1341

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Carly Anderson. They discuss the coming “nuclear renaissance” driven by small modular reactors and mass manufacturing and how deep‑tech venture investing and…

  10. MacroVoices #547 Daniel Lacalle: The Future of Reserve Currency

    · 42 min · Episode 1340

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle. They discuss sovereign debt, inflation, and the rise of cryptocurrencies and stablecoins forcing a shift toward more decentralised monetary systems.…

  11. MacroVoices #546 Darius Dale: Darius Dale for POTUS 2028

    · 1 h 23 min · Episode 1339

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They discuss how fourth-turning dynamics, debt “disease,” and policy manipulation are reshaping bond markets. https://bit.ly/4cSYSJI ✅Sign up for a…

  12. MacroVoices #545 Michael Howell: Warsh vs. The Markets

    · 1 h 06 min · Episode 1338

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Howell. They discuss the 65-month global liquidity cycle, where we stand currently, and what comes next. https://bit.ly/3UfVKBc ✅Sign up for a FREE 14-day…

  13. MacroVoices #544 Viktor Shvets: How Markets Survive Disruption

    · 1 h 02 min · Episode 1337

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Viktor Shvets. They discuss everything from Hormuz to Inflation signals to precious metals to the k-shaped economy. https://bit.ly/4wHXdyt ✅Sign up for a FREE…

  14. MacroVoices #543 Jim Bianco: Who Solves Inflation The FED or The Market?

    · 1 h 07 min · Episode 1336

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They will discuss this weeks FOMC meeting. https://bit.ly/4wz7e16 ✅Sign up for a FREE 14-day trial at Big Picture Trading:…

  15. MacroVoices #542 Luke Gromen: As The Conflict Turns

    · 1 h 04 min · Episode 1335

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They discuss how the Strait of Hormuz remained closed for months, why crude oil prices did not respond as expected, and what may happen as the conflict…

  16. MacroVoices #541 Dr. Anas Alhajji: Bab el-Mandeb: The Next Oil Chokepoint Nobody's Watching

    · 1 h 56 min · Episode 1334

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Anas Alhajji. They’ll discuss Anas’s review on how we got into this conflict and why he still believes that it was the goal of the United States to close Hormuz.…

  17. MacroVoices #540 Adam Parker: Beyond the AI Bubble: Diversifying Portfolios in an Earnings-Driven Market

    · 42 min · Episode 1333

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Adam Parker. They discuss the U.S equity market. https://bit.ly/4aK7d1u 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4btGdn1 ✅Sign up for a FREE…

  18. MacroVoices #539 Rory Johnston: Hormuz Crisis, is it Really Over?

    · 58 min · Episode 1332

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Rory Johnston. They discuss the Hormuz crisis, China’s role in tempering global oil demand, and the outlook for what comes next as negotiations evolve in the middle…

  19. MacroVoices #538 Lyn Alden: Is The War Really Over and What’s Next For Markets?

    · 1 h 01 min · Episode 1331

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They discuss the Hormuz crisis, Fed policy under new leadership, budget deficits, the AI trade, and AI's mounting demands on energy markets.…

  20. MacroVoices #537 Brent Johnson: There’s No Turning Back

    · 1 h 28 min · Episode 1330

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Brent Johnson. They’ll discuss the Iran deal, Brent’s outlook for the U.S. dollar, and much more. https://bit.ly/4xRl8ga 🔻Download Big Picture Trading Chartbook 📈📉:…

  21. MacroVoices #536 Larry Mcdonald: The Migration is Upon us

    · 1 h 20 min · Episode 1329

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Larry McDonald. They discuss what’s driven this sell-off, whether the Iran conflict had anything to do with it, and where the opportunities lie in today’s markets.…

  22. MacroVoices #535 Michael Every: NAFTA and NAPTHA – Warcraft & Fartcraft

    · 1 h 37 min · Episode 1328

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every & Rory Johnston. They discuss all things Iran from geopolitics to inflation outlook to what it means for China to President Trump and Secretary…

  23. MacroVoices #534 Dr. Pippa Malmgren: Superpower War or Superpower Hug?

    · 1 h 50 min · Episode 1327

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Pippa Malmgren & Jim Bianco. They’ll discuss whether AI and Robotics are going to take our jobs, Nuclear Fusion, Disappearing Scientists, and much more.…

  24. MacroVoices #533 Morgan Downey: The Return of Oil 101

    · 1 h 23 min · Episode 1326

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Morgan Downey. They discuss the ongoing crisis, with Morgan warning that all buffers and safety margins have been exhausted, explaining why a Strait closure lasting…

  25. MacroVoices #532 Mike Green: Record Mechanical Flows

    · 1 h 47 min · Episode 1325

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They discuss why the Hormuz crisis hasn’t derailed the S&P 500’s surge to new all-time highs, Mike’s disagreement with secular-inflation forecasts, why…

  26. MacroVoices #531 Louis-Vincent Gave: Semiconductors, AI & Iran Conflict

    · 1 h 19 min · Episode 1324

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They’ll discuss, what’s going on in the conflict and what it will mean for global markets in the coming months. https://bit.ly/42T7eeW 🔻Download…

  27. MacroVoices #530 Daniel Lacalle: China and The Us Will Decide The Outcome of The Iran War

    · 1 h 14 min · Episode 1323

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle. They’ll discuss secular inflation, precious metals, the greater risk to Europe from the energy crisis, and much more. https://bit.ly/42Ek4O5.…

  28. MacroVoices #529 Ole S Hansen: Commodities in The Wake of The Iran Crisis

    · 1 h 13 min · Episode 1322

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Ole Hansen. They’ll discuss what comes next in the Iran conflict, what the longer-term implications are for energy markets, what’s coming in food inflation and how…

  29. MacroVoices #528 Luke Gromen: Hormuz Could Lead To a 1956 US Suez Moment

    · 1 h 34 min · Episode 1321

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They discuss the Iran crisis, its knock-on effects, and what it means for inflation looking ahead. https://bit.ly/4ctlZtj 🔻Download Big Picture Trading…

  30. MacroVoices #527 Adam Rozencwajg: What Comes Next After The Iran Crisis

    · 1 h 37 min · Episode 1320

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Adam Rozencwajg. They discuss, crude oil, food & fertilisers, uranium, and gold after the Iran conflict. https://bit.ly/4vkd1XX 🔻Download Big Picture Trading…

  31. MacroVoices #526 Matt Barrie: Pay To PrAI

    · 2 h 16 min · Episode 1319

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie & Dr. Anas Alhajji. They discuss the latest developments in AI, their impact on private credit markets, and why emerging pricing models could trigger a…

  32. MacroVoices #525 Lyn Alden: Iran Contagion, Inflation & Private Credit

    · 1 h 38 min · Episode 1318

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They will discuss the Iran conflict, the return to a multi-polar world order, the outlook for persistent inflation, the breakdown in private credit…

  33. MacroVoices #524 Simon White: War + Inflation = More Inflation

    · 1 h 55 min · Episode 1317

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Simon White. They discuss the risk-off playbook, food price inflation, the breakdown in private credit, and much more. https://bit.ly/3PukOlC 🔻Download Big Picture…

  34. MacroVoices #523 Jim Bianco: Energy, FED & Economy in the wake of Iran conflict

    · 1 h 52 min · Episode 1316

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco & Dr. Anas Alhajji. They will discuss everything from the geopolitical situation in Iran to oil prices to precious metals, and much more.…

  35. MacroVoices #522 Matt Loszak: Factory Mass-Production of Advanced Nuclear Power Plants

    · 1 h 13 min · Episode 1315

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Loszak. They’ll discuss big picture of what the advanced nuclear industry needs to do in order to bring the cost of nuclear energy down to the cost of energy…

  36. MacroVoices #521 Jeff Currie: The Great Rotation

    · 1 h 02 min · Episode 1314

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Jeff Currie. They’ll discuss the commodity bull market, why metals are outperforming almost everything else, energy demand from AI and data centers, China…

  37. MacroVoices #520 Michael Every: USD Stablecoins in The Age of Economic Statecraft

    · 1 h 15 min · Episode 1313

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every. They dicuss a macro/geopolitics sweep, Warsh, Iran escalation risk and USD stablecoins as economic statecraft https://bit.ly/4apIIH5 🔻Download Big…

  38. MacroVoices #519 Alex Gurevich: The Next Perfect Trade

    · 1 h 01 min · Episode 1312

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Alex Gurevich. They’ll discuss, fixed income, energy, precious metals, the Japanese Yen, and Alex’s new book just released on Amazon. https://bit.ly/4tzXAdi Buy…

  39. MacroVoices #518 Dr. Anas Alhajji: Debunking The 2026 Oil Bear Narrative

    · 1 h 29 min · Episode 1311

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Anas Alhajji. They’ll discuss the events that have transpired in energy markets since Dr. Alhajji’s last interview in November. they'll also cover all the big…

  40. MacroVoices #517 Justin Huhn: Uranium at The Tipping Point

    · 1 h 28 min · Episode 1310

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Justin Huhn. They’ll discuss the outlook for nuclear energy generally and for uranium markets in particular https://bit.ly/4rgcNyd 🔻Download Big Picture Trading…

  41. MacroVoices #516 Craig Tindale: Critical Materials, A Strategic Analysis

    · 1 h 06 min · Episode 1309

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Craig Tindale. They’ll discuss why China is holding all the cards, and how those cards were served them, not only on a “silver platter”, but on a platter made from…

  42. MacroVoices #515 Rory Johnston: Why Trump is Keeping The Oil Price High

    · 1 h 11 min · Episode 1308

    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…

  43. MacroVoices #514 Darius Dale: 2026, Fasten Your Seat belts For Take-off

    · 1 h 15 min · Episode 1307

    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…

  44. MacroVoices #513 Why Are All The Rich Guys Moving To New Zealand and What Do They Know?

    · 1 h 24 min · Episode 1306

    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…

  45. MacroVoices #512 David Rosenberg: Will The 2025’s K become 2026’s

    · 1 h 18 min · Episode 1305

    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.…

  46. MacroVoices #511 Robert Kahn: Geopolitical Outlook For 2026

    · 1 h 17 min · Episode 1304

    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…

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

    · 1 h 08 min · Episode 1303

    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:…

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

    · 1 h 12 min · Episode 1302

    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…

  49. MacroVoices #508 Laskhman Achuthan: Inflation Cycles Amid Regime Change

    · 1 h 05 min · Episode 1301

    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…

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

    · 1 h 12 min · Episode 1300

    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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