))
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
…
continue reading
The podcast that gives you the business and career skills you need to future-proof yourself. Hosted by Mikael Syding, partner at Futuris, The European Hedge Fund Of The Decade, and Ludvig Sunstrom, author of Breaking Out Of Homeostasis We do 3 episodes: 1) short episode: big idea or practical tip. 2) long episode: in-depth discussions with scientists, businessmen and public intellectuals. 3) medium episode: Experts share their best ideas and how they use them to build skills, companies, rela ...
…
continue reading
M
Macro Voices
1
MacroVoices #395 Simon White: Inflation, Stocks & Why TINA is Coming Back
1:19:18
1:19:18
Play later
Play later
Lists
Like
Liked
1:19:18
MacroVoices Erik Townsend and Patrick Ceresna welcome back Bloomberg’s Macro Strategist, Simon White to the show. Simon and Erik will discuss inflation, deflation and stock bond correlation. https://bit.ly/3tbJEeY Download Simon's Charts: Simon White - MacroVoices 28 2023 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@Energ…
…
continue reading
M
Macro Voices
1
MacroVoices #394 Louis-Vincent Gave: China, Energy & More
1:11:35
1:11:35
Play later
Play later
Lists
Like
Liked
1:11:35
MacroVoices Erik Townsend and Patrick Ceresna welcome back Gavekal co-founder, Louis-Vincent Gave to the show. Louis and Erik will discuss the economic situation in China, inflation, energy prices, and much more. https://bit.ly/3rlVliz Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Pictu…
…
continue reading
M
Macro Voices
1
MacroVoices #393 Harley Bassman: Convexity Spells Opportunity
1:09:47
1:09:47
Play later
Play later
Lists
Like
Liked
1:09:47
MacroVoices Erik Townsend and Patrick Ceresna welcome Convexity Maven Harley Bassman to the show. Harley says why take credit risk when the market is paying traders who understand convexity more handsomely. They also discuss inflation and the other usual macro suspects. https://bit.ly/3ZeEsmF Download Harley's charts: https://bit.ly/45TT516 Check o…
…
continue reading
M
Macro Voices
1
MacroVoices #392 Jesse Felder: Questioning the Soft Landing Narrative
1:09:48
1:09:48
Play later
Play later
Lists
Like
Liked
1:09:48
MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show. They discuss the many reasons Jesse is questioning the soft landing narrative and expecting more turbulence for the stock market. Then Erik shares his exciting commodity trade idea before moving onto postgame with Patrick. https://bit.ly/45I2ysd Download Jesse’s charts:…
…
continue reading
Martin Sandquist co-founded Lynx asset management, a 8 billion dollar hedge fund Do you want to learn more about investing? Check out https://theinvestingcourse.com/
…
continue reading
Pippa Malmgren, award-winning author, former US Presidential Advisor and tech entrepreneur drpippa.substack.com Do you want to learn more about investing, timeless value investing methods? Check out https://theinvestingcourse.com/
…
continue reading
M
Macro Voices
1
MacroVoices #391 Brent Johnson: The Dollar Is Not Done
1:13:14
1:13:14
Play later
Play later
Lists
Like
Liked
1:13:14
MacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital founder Brent Johnson to the show. They discuss the reasons Brent thinks the U.S. Dollar bull market isn’t over yet, and why Brent thinks new highs for the dollar index are still to come. https://bit.ly/3EjuaYB Download Brent’s charts: https://bit.ly/44xYY2r Download Big Picture…
…
continue reading
M
Macro Voices
1
MacroVoices #390 Matt Barrie: The awesome power and risk of Artificial Intelligence
2:05:24
2:05:24
Play later
Play later
Lists
Like
Liked
2:05:24
In this summer special episode, Erik Townsend welcomes Freelancer.com CEO Matt Barrie to the show for an extra long interview to discuss the macro impacts and knock-on effects of Artificial Intelligence. Market wrap and postgame segment will resume next week. https://bit.ly/3OMuWlW AI know what you did last summer. - Matt Barrie Please visit our we…
…
continue reading
M
Macro Voices
1
MacroVoices #389 Justin Huhn: Update On All Things Nuclear
1:18:48
1:18:48
Play later
Play later
Lists
Like
Liked
1:18:48
MacroVoices Erik Townsend and Patrick Ceresna welcome Uranium Insider founder and publisher Justin Huhn to the show. They begin with a review of the near-to-medium term bull case for uranium mining stocks before moving on to a longer-term discussion about advanced nuclear technologies. https://bit.ly/45uBR9Y Download Justin’s slide deck: https://bi…
…
continue reading
M
Macro Voices
1
MacroVoices #388 Lakshman Achuthan: Recession Still On Deck
1:09:40
1:09:40
Play later
Play later
Lists
Like
Liked
1:09:40
MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss the business cycle and why the expected recession is taking longer than expected to arrive before moving on to discuss whether a new secular inflation trend underlies the transitory inflation from pandemic supply chain effects, which is no…
…
continue reading
M
Macro Voices
1
MacroVoices #387 Jeff Snider: On Deflation and Soft Landing
1:13:20
1:13:20
Play later
Play later
Lists
Like
Liked
1:13:20
MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show to discuss the inflation story over one of Jeff’s infamous chart decks and whether the “soft landing” forecast that’s become popular is accurate. https://bit.ly/3QlP5RZ Download Jeff’s Charts: https://bit.ly/459utkc Visit Eurodollar University: https://www.eurodollar.univ…
…
continue reading
M
Macro Voices
1
MacroVoices #386 Lyn Alden: Energy, Inflation & much more
1:02:16
1:02:16
Play later
Play later
Lists
Like
Liked
1:02:16
MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show to take a deep dive on energy, everything from crude oil to natural gas to shale depletion rates. And finally, uranium before moving on to talk in depth about inflation. https://bit.ly/3OyuKaI Download Lyn’s Charts: https://bit.ly/475fOZ4 Download Big Picture Trading chartb…
…
continue reading
M
Macro Voices
1
MacroVoices #385 Dr. Anas Alhajji: 2024 Energy Markets Outlook & More
1:15:10
1:15:10
Play later
Play later
Lists
Like
Liked
1:15:10
MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to the show to discuss everything from an update on his market outlook to why Chinese reopening didn’t have the demand recovery effect so many of us predicted. https://bit.ly/43OUvbz ⭐️Join Patrick for a LIVE webinar on Tuesday July 25th at 1pm ET⭐️ Sign up here ➡️ https://www.b…
…
continue reading
M
Macro Voices
1
MacroVoices #384 Darius Dale: Blow-Off Top Coming Before Bears Get Validated
1:12:10
1:12:10
Play later
Play later
Lists
Like
Liked
1:12:10
MacroVoices Erik Townsend and Patrick Ceresna welcome 42 Macro founder Darius Dale to the show to discuss what the bears got wrong, why Darius thinks there’s still some upside left in the stock market, before it ultimately reverses direction to vindicate the bears. They also discuss inflation, why the macro backdrop has changed considerably, and fi…
…
continue reading
