Macro Voices
En podkast av Hedge Fund Manager Erik Townsend - Torsdager
684 Episoder
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MacroVoices #486 David Rosenberg: Navigating Choppy Waters
Publisert: 26.6.2025 -
MacroVoices #485 Jeff Currie: The Joule Order
Publisert: 18.6.2025 -
MacroVoices #484 Rory Johnston: Crude Oil Forward Curve Conundrum
Publisert: 12.6.2025 -
MacroVoices #483 Vincent Deluard: MAGA vs. Corporate America
Publisert: 5.6.2025 -
MacroVoices #482 Mike Green: What The Market Is Not Discounting
Publisert: 29.5.2025 -
MacroVoices #481 Jim Bianco: This is The End of The Beginning
Publisert: 22.5.2025 -
MacroVoices #480 Louis-Vincent Gave: What Comes Next After The Trade War Dust Settles
Publisert: 15.5.2025 -
MacroVoices #479 Anas Alhajji: What Do Saudi Arabia & Allies in OPEC+ Want from Accelerating the Unwinding of Voluntary Cuts?
Publisert: 8.5.2025 -
MacroVoices #478 Luke Gromen: Trump Tariff Policy Will Drive Gold Even Higher
Publisert: 1.5.2025 -
MacroVoices #477 Michael Howell: Are We Approaching A Debt Refinancing Crisis
Publisert: 24.4.2025 -
MacroVoices #475 Daniel Lacalle: Is This The End of The Monetary System As We Know it?
Publisert: 17.4.2025 -
MacroVoices #475 Simon White: The Dawn of A New Financial Order
Publisert: 10.4.2025 -
MacroVoices #474 Mike Alkin: Uranium Supply Is In Structural Deficit And The Fuel Buyers Don’t “Get It”!
Publisert: 3.4.2025 -
MacroVoices #473 Matt Barrie: AI of The Storm
Publisert: 27.3.2025 -
MacroVoices #472 Lyn Alden: Navigating Headline Driven Markets
Publisert: 20.3.2025 -
MacroVoices #471 Tian Yang: Tariffs Will Continue Until Morale Improves
Publisert: 13.3.2025 -
MacroVoices #470 Michael Every: A Week Where Decades Happen?
Publisert: 6.3.2025 -
MacroVoices #469 Jeff Snider: The Mar-a-Lago Accord Seen Through A Eurodollar Lens
Publisert: 27.2.2025 -
MacroVoices #468 Darius Dale: Changing World Order
Publisert: 20.2.2025 -
MacroVoices #467 Jim Bianco: The Mar-a-Lago Accord
Publisert: 13.2.2025
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