Macro Voices

Updated: 24 Dec 2025 • 424 episodes
www.macrovoices.com

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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MacroVoices Erik Townsend & Patrick Ceresna welcome, David Rosenberg. They discuss, the U.S. economic outlook, why Rosie’s not concerned about persistent inflation, precious metals, and much more. https://bit.ly/3KJP6iw   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/44Ixhag   ✅Sign up for a FREE 14-day

78 min
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01:18:21
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MacroVoices Erik Townsend & Patrick Ceresna welcome, Robert Kahn. They will discuss all things geopolitics, from Tariffs to mid-term elections to the price of crude oil to who will be the next Fed chair https://bit.ly/4s9t21C   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/492eOqi   ✅Sign up for a FREE

76 min
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01:16:58
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MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They discuss, what just happened and what it means for markets. https://bit.ly/4rRuipR    Register for Big Picture Trading's asymmetric challenge here: https://www.bigpicturetrading.com/challenge    🔻Download Big Picture Trading Chartbook 📈📉: https://b

67 min
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01:07:56
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MacroVoices Erik Townsend & Patrick Ceresna welcome, Marko Papic. We’ll discuss the deteriorating situation in Venezuela, the impacts of a potential Russia-Ukraine peace deal on markets, the spat between Japan and China, and the U.S. mid-term election cycle, considering the market impacts of all these developments. htt

72 min
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01:12:05
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MacroVoices Erik Townsend & Patrick Ceresna welcome, Lakshman Achuthan. They’ll discuss all things cycles, from the current outlook on growth and inflation cycles to how cycles in general perform in times like these when big political and geopolitical headlines are driving markets. https://bit.ly/4iGSes1   🔻Download B

64 min
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01:04:36
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MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Howell. They’ll discuss the global liquidity cycle, why it has a 65-month periodicity, and where we stand in that cycle right now. https://bit.ly/3X7ZN0J   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4pkiqdI   ✅Sign up for a FREE 14-day tria

72 min
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01:12:18
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