Macro Voices

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Hedge Fund Manager Erik Townsend
Categories
Investing #159 in Business
Audience & Performance Metrics
66.4K - 110.7K listeners Male 4.8 rating 4427 reviews 300 episodes USA
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30s Ad: $2,568 - $3,099 60s Ad: $3,010 - $3,542 CPM Category: Business
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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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Recent Hosts, Guests & Topics

Here's a quick summary of the last 5 episodes on Macro Voices.

Hosts

Erik Townsend Patrick Ceresna

Previous Guests

Simon White
Simon White is a financial analyst and commentator known for his insights into macroeconomic trends and market dynamics. He has a background in finance and has worked with various financial institutions, providing analysis on market movements and economic policies. White is recognized for his expertise in understanding the implications of fiscal and monetary policies on global markets.
Mike Alkin
Mike Alkin is a prominent figure in the finance and investment community, known for his expertise in the uranium market and nuclear energy sector. He has a background in finance and has worked with various investment firms, focusing on resource investments. Alkin is recognized for his insights into market trends and his ability to analyze complex supply-demand dynamics, particularly in the context of energy resources.
Matt Barrie
Matt Barrie is a prominent figure in the technology and finance sectors, known for his insights into artificial intelligence and its impact on business models. He has a background in software development and entrepreneurship, having founded and led several companies that focus on innovative technology solutions. Barrie is recognized for his expertise in AI and its applications, particularly in understanding the profitability challenges faced by AI companies. His work often explores the intersection of technology, finance, and data privacy.
Lyn Alden
Lyn Alden is a prominent financial analyst and investment strategist known for her expertise in macroeconomic trends and asset allocation. She has a background in engineering and finance, and she provides insights on various investment topics, including stocks, commodities, and cryptocurrencies. Lyn is the founder of Lyn Alden Investment Strategy, where she offers research and analysis to help investors navigate complex market environments.

Topics Discussed

Trump Tariff Tornado treasuries basis trade financial order Uranium Nuclear energy Investor sentiment Uranium market Structural deficit AI agents business models profitability personal data privacy stock market international diversification energy gold Bitcoin
Episodes

Here's the recent few episodes on Macro Voices.

0:00 1:12:44

MacroVoices #475 Daniel Lacalle: Is This The End of The Monetary System As We Know it?

MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle. They’ll discuss Trump Tariffs as the European investment community sees them, and discuss whether this is the dawn of a new age in terms of monetary and economic policy cooperation between the United States and Europe. https://bit.ly/43XhGUI

🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/42Cijkj

 

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d

🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

 

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

 

🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

 

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0:00 1:20:11

MacroVoices #475 Simon White: The Dawn of A New Financial Order

Hosts
Erik Townsend Patrick Ceresna
Guests
Simon White
Keywords
Trump Tariff Tornado treasuries basis trade financial order

MacroVoices Erik Townsend & Patrick Ceresna welcome, Simon White. They’ll discuss, the Trump Tariff Tornado, treasuries, why the basis trade is blowing up, and much more. https://bit.ly/4jaxsAq

 

🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

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

 

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d

 

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

 

🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

 

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

0:00 1:30:24

MacroVoices #474 Mike Alkin: Uranium Supply Is In Structural Deficit And The Fuel Buyers Don’t “Get It”!

Hosts
Erik Townsend Patrick Ceresna
Guests
Mike Alkin
Keywords
Uranium Nuclear energy Investor sentiment Uranium market Structural deficit

MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Alkin. They’ll begin by exploring how it’s even possible that investor sentiment remains so negative, despite what has arguably been the most bullish year ever for nuclear energy news. From there, they’ll dive into a range of topics currently shaping the uranium market. https://bit.ly/42fV8fs 

🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3E86j1F

 

✅Sign up for a FREE 14-day trial at Big Picture Trading:

https://bit.ly/4cMmu0d 

🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

 

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

 

🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

 

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

0:00 1:24:19

MacroVoices #473 Matt Barrie: AI of The Storm

Hosts
Erik Townsend Patrick Ceresna
Guests
Matt Barrie
Keywords
AI agents business models profitability personal data privacy

MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie. We’ll discuss the shifting business models in both hardware and software, the emergence of AI agents, the puzzling lack of profitability among AI companies, even at the $200/month Pro tier for tools like ChatGPT, and what the future of AI looks like, particularly when it comes to personal data privacy. https://bit.ly/42ioKtA

 

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

 

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d

🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

 

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

 

🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

 

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

 

 

0:00 1:14:41

MacroVoices #472 Lyn Alden: Navigating Headline Driven Markets

Hosts
Erik Townsend Patrick Ceresna
Guests
Lyn Alden
Keywords
stock market international diversification energy gold Bitcoin

MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They’ll discuss everything from what’s next for the stock market to international diversification strategies to energy, gold, Bitcoin and more. https://bit.ly/4hrDqLr 

Click Here To Register and Watch Stock Repair Strategies using Options Webinar: https://www.bigpicturetrading.com 

🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/41FCAVF

 

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d

🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

 

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

 

🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

 

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

Ratings
Global:
4.8 rating 4427 reviews
USA
4.8 ratings 2900 reviews
Canada
4.9 ratings 553 reviews
UK
4.9 ratings 449 reviews
Australia
4.9 ratings 373 reviews
Singapore
5.0 ratings 61 reviews
South Africa
5.0 ratings 33 reviews
Ireland
5.0 ratings 30 reviews
New Zealand
5.0 ratings 28 reviews