

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


MacroVoices #452 Darius Dale: No Difference Between Trump & Harris

MacroVoices #451 Brent Johnson: Macro Drivers of UST’s, PM’s & The Role of The BRICS

MacroVoices #450 Dr. Anas Alhajji: Oil, Middle-East Politics & China
In this podcast episode, energy markets expert Dr. Anas Alhajji explores the intricate world of oil markets. He examines how geopolitical tensions, decreased demand from China, and the strategic maneuvers of OPEC Plus are shaping current oil prices. Dr. Alhajji highlights how the rise of electric vehicles and China's e...

MacroVoices #449 Harley Bassman: The Magic of Mortgages

MacroVoices #448 Luke Gromen: Why the Gold Recycling Trade is Accelerating

MacroVoices #447 Eric Peters: US/EU/China, Competitive Outlook

MacroVoices #446 Matt Barrie: AI’ll Be Back!

MacroVoices #445 Jim Bianco: Still No Landing, and Inflation is Not Transitory

MacroVoices #444 Mike Alkin: Uranium Fundamentals Couldn’t Be Better

MacroVoices #443 Viktor Shvets: From Central Banks To Assets Classes To Geopolitics & More

MacroVoices #442 Ole Hansen: Year of The Metals

MacroVoices #441 Diego Parrilla: The Revenge of The Anti-Bubbles

MacroVoices #440 Louis-Vincent Gave: What Just Happened?

MacroVoices #439 Rory Johnston: Discretionary Risks To The Oil Market
MacroVoices #438 Marko Papic: U.S. Presidential Race Risks & Complications for Markets
MacroVoices #437 Lyn Alden: Energy Security, Precious Metals & More
This podcast episode delves into the complexities of current economic challenges, particularly the nuanced implications of interest rate changes, the potential for a secular inflation rise, and the impact of geopolitical events on digital assets. With insights from Lyn Alden and Erik Townsend, the discussion spans the ...
MacroVoices #436 Tian Yang: Left & Right Tails

MacroVoices #435 Daniel Lacalle: Navigating Monetary Debasement
The conversation centers on the unsustainability of debt-driven economic policies and the illusion of free government benefits. Economist Daniel Lacalle argues that massive stimulus packages and deficit spending primarily benefit large corporations and those with access to capital, exacerbating wealth inequality. He re...
MacroVoices #434 Bill Blain: Will Higher For Longer, Lead To Market Mayhem?
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