Macro Voices

Hedge Fund Manager Erik Townsend

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 read less

Our Editor's Take

The Macro Voices podcast invites listeners into the elite realm of macroeconomics. With Erik Townsend as host, listeners can trust they're hearing from a professional. Along with his guests, he shares the latest news in the world market.

A former software entrepreneur, Erik studied in MIT's Artificial Intelligence lab. He later started the Cushing Group, which provided computing technology to the market. After selling his firm, Erik realized that many banks couldn't manage his assets well. So, he began studying macroeconomics and investing. Erik then founded Fourth Turning Capital Management in 2013. In 2016, he started the podcast to share his knowledge with the public.

In one episode, David Rosenberg joins the podcast to assess the "Bear Market Bottom." David is the president and founder of Rosenberg Research. He discusses interest rates, inflation, and the possibility of an upcoming credit crisis. Mark Nelson, founder and managing director of Radiant Energy Group, joins another episode. He goes through the pros and cons of nuclear energy. These include waste disposal and the problematic history of the atomic power industry. Mark also advocates for Mothers for Nuclear. This group rebelled against the shutting down of a California nuclear plant. Their discussion on all things nuclear is informative and sometimes alarming.

When Lakshman Achuthan joins, he shares his predictions on an upcoming economic recession. Lakshan coauthored Beating the Business Cycle: How to Profit from Turning Points in the Economy and has valuable advice. He and Erik also discuss US/China geopolitics and the inflation cycle. In another podcast episode, Erik welcomes Matt Barrie. He is the CEO of Freelancer.com and joins to talk about artificial intelligence. Matt insists there are tremendous risks and potential when it comes to AI. What impacts will the development of AI have on macroeconomics?

With new episodes of Macro Voices arriving weekly, the podcast keeps listeners well informed.

read less
BusinessBusiness

Episodes

MacroVoices #411 Jeroen Blokland: Inflation, Hard/Soft Landing, Geopolitics and More
Jan 18 2024
MacroVoices #411 Jeroen Blokland: Inflation, Hard/Soft Landing, Geopolitics and More
MacroVoices Erik Townsend & Patrick Ceresna welcome Jeroen Blokland as this weeks guest. Jeroen and Erik discuss inflation, Soft vs. Hard Landing, sustainability of U.S. Debt, geopolitics, precious metals and more. https://bit.ly/4b5mOY3   ⚫ Follow Jeroen Blokland on X: https://twitter.com/jsblokland ⚫ Check Out Jeroen’s Substack: https://trueinsights.substack.com/       🌟The Gold Standard of Profits🌟 π™π™£π™‘π™€π™˜π™ π™žπ™£π™œ π™‹π™§π™€π™›π™žπ™©π™¨ π™žπ™£ π™π™π™š π˜Ύπ™€π™’π™žπ™£π™œ 𝙂𝙀𝙑𝙙 𝘽π™ͺ𝙑𝙑 π™ˆπ™–π™§π™ π™šπ™©   Join Patrick Ceresna for a 𝗙π—₯π—˜π—˜ π—Ÿπ—œπ—©π—˜ webinar Monday January 22nd, 2024 at 1:00pm ET Register here for 𝗙π—₯π—˜π—˜: https://www.bigpicturetrading.com/gold     πŸ”΄ Subscribe to Erik's Substack: https://eriktownsend.substack.com/   πŸ”΄ Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1   πŸ”΄ Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr   πŸ”»Download This Episode's Chartbook: πŸ“ˆπŸ“‰: https://bit.ly/3HpyhE0   βœ…Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD   πŸ”΄ Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity   βœ… Join OptionFinity discord: https://discord.gg/Rvnsv6Y     Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
MacroVoices #410 Justin Huhn: Investing in All Things Nuclear
Jan 11 2024
MacroVoices #410 Justin Huhn: Investing in All Things Nuclear
MacroVoices Erik Townsend & Patrick Ceresna welcome Justin Huhn as this weeks guest. Erik & Justin focus on the immediate investment plays in the uranium mining sector, and how pending legislation only strengthens the bull case for Uranium and Uranium mining shares.   ⚫ Follow Justin Huhn on X: https://twitter.com/uraniuminsider ⚫ Check Out Uranium Insider Newsletter: https://www.uraniuminsider.com     🌟The Gold Standard of Profits🌟 π™π™£π™‘π™€π™˜π™ π™žπ™£π™œ π™‹π™§π™€π™›π™žπ™©π™¨ π™žπ™£ π™π™π™š π˜Ύπ™€π™’π™žπ™£π™œ 𝙂𝙀𝙑𝙙 𝘽π™ͺ𝙑𝙑 π™ˆπ™–π™§π™ π™šπ™©   Join Patrick Ceresna for a 𝗙π—₯π—˜π—˜ π—Ÿπ—œπ—©π—˜ webinar Monday January 15th, 2024 at 1:00pm ET Register here for 𝗙π—₯π—˜π—˜: https://www.bigpicturetrading.com/gold     πŸ”΄ Subscribe to Erik's Substack: https://eriktownsend.substack.com/   πŸ”΄ Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1   πŸ”΄ Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr   πŸ”»Download This Episode's Chartbook: πŸ“ˆπŸ“‰: https://bit.ly/3vxVG3y   βœ…Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD   πŸ”΄ Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity   βœ… Join OptionFinity discord: https://discord.gg/Rvnsv6Y   Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials