PodcastsGeldanlageMacro Voices

Macro Voices

Hedge Fund Manager Erik Townsend
Macro Voices
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348 Episoden

  • Macro Voices

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

    23.04.2026 | 1 Std. 12 Min.
    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 to trade it, and a longer term outlook for secular inflation. https://bit.ly/3OXHPNV

     

     🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4eC40Ue

     

    ✅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/
  • Macro Voices

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

    16.04.2026 | 1 Std. 34 Min.
    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 Chartbook 📈📉: https://bit.ly/4tbGVMB

     

    ✅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/
  • Macro Voices

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

    09.04.2026 | 1 Std. 37 Min.
    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 Chartbook 📈📉: https://bit.ly/48BZgtX

     

    ✅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/
  • Macro Voices

    MacroVoices #526 Matt Barrie: Pay To PrAI

    02.04.2026 | 2 Std. 15 Min.
    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 dot-com–scale market disruption. https://bit.ly/47Ca0Z5

     

     🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4v7Mq0k

     

    ✅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/
  • Macro Voices

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

    26.03.2026 | 1 Std. 38 Min.
    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 markets and much more. https://bit.ly/4rZghp4

     

     🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4lT8ffT

     

    ✅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/

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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
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