Weekly market commentary by retired Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics.
This Macro Voices episode explores the reasons behind the increasing interest of high-profile individuals in obtaining residency in New Zealand. Erik Townsend interviews Mark Williams, an architect of New Zealand's Active Investor Plus visa program, about the program's specifics, motivations of participants, and the po...
In this episode of Macro Voices, Erik Townsend interviews economist David Rosenberg about the U.S. economic outlook, potential Fed policy errors, and inflation. Rosenberg expresses his belief that the Fed may cut rates more aggressively than currently anticipated, and that inflation will likely fall below target. He al...
In this episode of Macro Voices, Erik Townsend interviews Robert Kahn, Managing Director of Global Macro for Eurasia Group, about the evolving geopolitical landscape and its impact on global macroeconomics. They discuss the role of tariffs, the rise of industrial policy, and the potential impact of midterm elections on...
In this episode of Macro Voices, Erik Townsend interviews Jim Bianco, founder of Bianco Research, about the Federal Reserve's recent rate cut and its implications for markets. They discuss the Fed's decision to cut rates by 25 basis points, the dissenting opinions within the Fed, and the signaling effect of a split Fed...
Macro Voices Episode 509, recorded on December 4th, 2025, features an interview with Marko Papic, GeoMacro Chief Strategist for BCA Research, discussing the potential market impacts of geopolitical events and U.S. politics. Topics include the situation in Venezuela, a potential Russia-Ukraine peace deal, Japan-China te...
Macro Voices Episode 508 features Erik Townsend interviewing Lakshman Achuthan, co-founder of ECRI, about business cycles, economic regime changes, and the current economic outlook. They discuss how cycle analysis navigates changing economic rules, the impact of policy changes from President Trump and Secretary Besant,...
Macro Voices Episode 507 features an interview with Michael Howell, CEO of Global Liquidity Indices, discussing the global liquidity cycle and its impact on financial markets. Howell explains the 65-month periodicity of the cycle, its relation to debt refinancing, and its current inflection point, suggesting a potentia...
Macro Voices Episode 506, released on November 13th, 2025, features an interview with Mike Green, Chief Strategist at Simplify Asset Management, who discusses market momentum driven by passive investing, bond volatility, energy markets, and the relationship between the U.S. and China. Green suggests that passive invest...
Macro Voices Episode 503, hosted by Erik Townsend and Patrick Ceresna, features an interview with commodities expert Adam Rozencwajg, who discusses the outlook for gold, crude oil, and uranium. Rozencwajg argues that despite a recent correction, gold remains in a bull market due to central bank buying and limited Weste...
Macro Voices Episode 501 features an interview with Freelancer.com CEO Matt Barrie, discussing the state of AI, energy consumption challenges, market dynamics, and AI regulations. The conversation explores whether the AI boom is a bubble or a secular trend, examining the concentration of revenue in companies like NVIDI...
In Macro Voices Episode 500, Lyn Alden, the all-time listener favorite guest, discusses the unsustainability of the dollar-centric global monetary system and the U.S. fiscal deficits, expanding on Luke Gromen's previous analysis. She highlights the role of retiring baby boomers and the shift from globalization to a foc...
Macro Voices Episode 497, released on September 11th, 2025, features an interview with Dr. Anas Alhajji, Managing Partner at Energy Outlook Advisors, focusing on energy markets. The discussion covers the Group of Eight meeting, oil production cuts, the unwinding of those cuts, and the factors influencing these decision...
In Macro Voices Episode 495, host Erik Townsend interviews Louis-Vincent Gave, co-founder of GAVCAL, about China's role in the global economy. They discuss China's superior public infrastructure, the factors behind China's economic growth, and the impact of government planning versus deregulation. Gave explains how Chi...
Macro Voices Episode 494, recorded on August 21st, 2025, features an interview with Rabobank's Michael Every, focusing on global macroeconomics and geopolitics. Erik Townsend and Michael Every discuss the potential implications of a Trump-Putin summit on the Ukraine war, including the possibility of a "pause to refresh...
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