MacroVoices #531 Louis-Vincent Gave: Semiconductors, AI & Iran Conflict
MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They’ll discuss, what’s going on in the conflict and what it will m...
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Macro Voices
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...
Macro Voices Podcast Guide
Listen to Macro Voices, a Business podcast by Hedge Fund Manager Erik Townsend. Stream 302 episodes in English, follow new audio stories, and play episodes online on Radio and Podcast.
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20 of 302 episodesMacroVoices #530 Daniel Lacalle: China and The Us Will Decide The Outcome of The Iran War
MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle. They’ll discuss secular inflation, precious metals, the greater risk to...
MacroVoices #529 Ole S Hansen: Commodities in The Wake of The Iran Crisis
MacroVoices Erik Townsend & Patrick Ceresna welcome, Ole Hansen. They’ll discuss what comes next in the Iran conflict, what the longer-term...
MacroVoices #528 Luke Gromen: Hormuz Could Lead To a 1956 US Suez Moment
MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They discuss the Iran crisis, its knock-on effects, and what it means for...
MacroVoices #527 Adam Rozencwajg: What Comes Next After The Iran Crisis
MacroVoices Erik Townsend & Patrick Ceresna welcome, Adam Rozencwajg. They discuss, crude oil, food & fertilisers, uranium, and gold after t...
MacroVoices #526 Matt Barrie: Pay To PrAI
MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie & Dr. Anas Alhajji. They discuss the latest developments in AI, their impac...
MacroVoices #525 Lyn Alden: Iran Contagion, Inflation & Private Credit
MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They will discuss the Iran conflict, the return to a multi-polar world order...
MacroVoices #524 Simon White: War + Inflation = More Inflation
MacroVoices Erik Townsend & Patrick Ceresna welcome, Simon White. They discuss the risk-off playbook, food price inflation, the breakdown in...
MacroVoices #523 Jim Bianco: Energy, FED & Economy in the wake of Iran conflict
MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco & Dr. Anas Alhajji. They will discuss everything from the geopolitical situa...
MacroVoices #522 Matt Loszak: Factory Mass-Production of Advanced Nuclear Power Plants
MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Loszak. They’ll discuss big picture of what the advanced nuclear industry needs to...
MacroVoices #521 Jeff Currie: The Great Rotation
MacroVoices Erik Townsend & Patrick Ceresna welcome, Jeff Currie. They’ll discuss the commodity bull market, why metals are outperforming al...
MacroVoices #520 Michael Every: USD Stablecoins in The Age of Economic Statecraft
MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every. They dicuss a macro/geopolitics sweep, Warsh, Iran escalation risk and U...
MacroVoices #519 Alex Gurevich: The Next Perfect Trade
MacroVoices Erik Townsend & Patrick Ceresna welcome, Alex Gurevich. They’ll discuss, fixed income, energy, precious metals, the Japanese Yen...
MacroVoices #518 Dr. Anas Alhajji: Debunking The 2026 Oil Bear Narrative
MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Anas Alhajji. They’ll discuss the events that have transpired in energy markets sin...
MacroVoices #517 Justin Huhn: Uranium at The Tipping Point
MacroVoices Erik Townsend & Patrick Ceresna welcome, Justin Huhn. They’ll discuss the outlook for nuclear energy generally and for uranium m...
MacroVoices #516 Craig Tindale: Critical Materials, A Strategic Analysis
MacroVoices Erik Townsend & Patrick Ceresna welcome, Craig Tindale. They’ll discuss why China is holding all the cards, and how those cards...
MacroVoices #515 Rory Johnston: Why Trump is Keeping The Oil Price High
MacroVoices Erik Townsend & Patrick Ceresna welcome, Rory Johnston. They will discuss all things crude oil, starting with the Venezuela news...
MacroVoices #514 Darius Dale: 2026, Fasten Your Seat belts For Take-off
MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They discuss why Darius thinks that one year from now in January 2027, we’...
MacroVoices #513 Why Are All The Rich Guys Moving To New Zealand and What Do They Know?
MacroVoices Erik Townsend & Patrick Ceresna welcome, Mark Williams, Graham Lawrence & Brendan Goodwin. They discuss why a surprising number...
MacroVoices #512 David Rosenberg: Will The 2025’s K become 2026’s
MacroVoices Erik Townsend & Patrick Ceresna welcome, David Rosenberg. They discuss, the U.S. economic outlook, why Rosie’s not concerned abo...