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Macro Voices

Macro Voices

379 Episodes • By Hedge Fund Manager Erik Townsend • 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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Macro Voices
Macro Voices
@macrovoices
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MacroVoices #424 Rory Johnston: Crude Oil Update: Fundamentals, Geopolitical Risks, and SPR
MacroVoices Erik Townsend & Patrick Ceresna welc... more
Apr 18 2024 1h 4m
OPEC vs US Demand Outlook
Chapter 1 9 mins
Crude Oil and Geopolitical Risk
Chapter 2 8 mins
Global Oil Market Spare Capacity Discussion
Chapter 3 6 mins
US Shale Production and Geopolitical Impacts
Chapter 4 6 mins
Geopolitical Challenges in Oil Markets
Chapter 5 6 mins
Ukraine Attacks Impact on Oil Markets
Chapter 6 13 mins
Strategic Petroleum Reserve Refill Discussion
Chapter 7 12 mins
Market Analysis and Forecast Discussion
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MacroVoices #423 Justin Huhn: Accelerated Demand Growth in Supply Driven Bull Market
MacroVoices Erik Townsend &  Patrick Ceresna wel... more
Apr 11 2024 1h 16m
Uranium Investment Risks and Downsides
Chapter 1 12 mins
Uranium Market Analysis
Chapter 2 6 mins
Nuclear Power and AI Data Centers
Chapter 3 9 mins
Nuclear Power and Uranium Supply
Chapter 4 9 mins
Global Uranium Market and Geopolitics
Chapter 5 9 mins
Global Nuclear Fuel Market Analysis
Chapter 6 3 mins
Market Trends in Nuclear Fuel Industry
Chapter 7 8 mins
Potential Future of Nuclear and Uranium
Chapter 8 15 mins
Market Analysis and Forecast Discussion
Chapter 9 50 sec
Investment Disclaimer on Macro Voices
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MacroVoices #422 Larry McDonald: How To Listen When Markets Speak
MacroVoices Erik Townsend &  Patrick Ceresna wel... more
Apr 4 2024 1h 1m
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MacroVoices #421 Luke Gromen: More Dollar Liquidity To Come…
MacroVoices Erik Townsend &  Patrick Ceresna wel... more
Mar 28 2024 57m
April NASDAQ Analysis and Outlook
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MacroVoices #420 Ole Hansen: Green Shoots in The Commodity Markets
MacroVoices Erik Townsend &  Patrick Ceresna wel... more
Mar 21 2024 1h 7m
Natural Gas Price Trends and Factors
Chapter 1 13 mins
Commodity Market Outlook and Trends
Chapter 2 7 mins
Agricultural and Gas Price Impact
Chapter 3 6 mins
Interest Rates and Commodity Markets
Chapter 4 5 mins
Recent Surge in Precious Metals Explained
Chapter 5 6 mins
Outlook on Gold, Copper, and Uranium
Chapter 6 11 mins
Crude Oil Market Dynamics and Analysis
Chapter 7 4 mins
Market Analysis and Volatility Forecast
Chapter 8 11 mins
Economic Forecast and Market Analysis
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MacroVoices #419 Arjun Murti: Navigating the 2020s Energy Transition Landscape
MacroVoices Erik Townsend &  Patrick Ceresna wel... more
Mar 14 2024 1h 6m
Outlook for Oil and Gas Prices
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MacroVoices #418 Jeff Snider: From Waller Speak to Risk, After Risk, After Risk
  MacroVoices Erik Townsend &  Patrick Ceresna w... more
Mar 7 2024 1h 9m
Gold Rally on Federal Reserve Comments
Chapter 1 9 mins
Macro Voices
Chapter 2 9 mins
Assessing Economic Recession Risk
Chapter 3 8 mins
Macro Risks in Commercial Real Estate
Chapter 4 10 mins
Commercial Real Estate and Government Debt
Chapter 5 12 mins
Global Economic Outlook and Challenges
Chapter 6 10 mins
Eurodollar System and Market Analysis
Chapter 7 8 mins
Gold and Uranium Market Analysis
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MacroVoices #417 Jim Bianco: FED Cuts, May, June or Bust?
MacroVoices Erik Townsend & Patrick Ceresna welc... more
Feb 29 2024 1h 2m
Gold Features Chart Analysis and Strategy
Chapter 1 15 mins
Inflation, Fed Policy & Market Outlook
Chapter 2 9 mins
Analyzing Possibility of Rate Hikes
Chapter 3 6 mins
Impact of Economic Data on Rates
Chapter 4 4 mins
Global Economic Discrepancies Post-2020
Chapter 5 4 mins
Economic Outlook and Market Speculation
Chapter 6 13 mins
Market Analysis and Research Products
Chapter 7 7 mins
Technical Analysis and Market Outlook
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MacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway?
MacroVoices Erik Townsend & Patrick Ceresna welc... more
Feb 22 2024 1h 13m
Commodity Prices Impact Inflation Trends
Chapter 1 14 mins
Inflation and Monetary Policy Discussion
Chapter 2 3 mins
Financial Market Risks and Containment
Chapter 3 5 mins
Housing Market Collapse and Unemployment Trends
Chapter 4 3 mins
Commodity Investing Trends and Opportunities
Chapter 5 4 mins
Understanding CPI, Gold, and Inflation
Chapter 6 11 mins
Inflation Trends and Global Conflicts
Chapter 7 9 mins
Potential Implications of Current International Tensions
Chapter 8 8 mins
Market Analysis and Predictions
Chapter 9 11 mins
Financial Market Analysis and Trends
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MacroVoices #415 Tian Yang: Fiscal, Sisyphus or Hercules
MacroVoices Erik Townsend & Patrick Ceresna welc... more
Feb 15 2024 1h 3m
Gold's Short-Term Pullback Cycle
Chapter 1 14 mins
Macro Voices
Chapter 2 3 mins
Pricing Power and Inflation Leading Indicators
Chapter 3 10 mins
Themes in Markets and Asset Allocation
Chapter 4 4 mins
Narrow Breath Bubbles and US Elections
Chapter 5 12 mins
Potential Market Impacts and Analysis
Chapter 6 8 mins
Volatility, Fed Intentions, Dollar, and Gold
Chapter 7 9 mins
Gold Charts and Treasury Yields
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MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999
MacroVoices Erik Townsend & Patrick Ceresna welc... more
Feb 8 2024 1h 9m
Chinese Producers' Price Wars and Environmental Concerns
Chapter 1 13 mins
Market Outlook and Risk Management
Chapter 2 5 mins
China's Car Export Impact on Policymakers
Chapter 3 9 mins
China's Economic Reopening and Misconceptions
Chapter 4 8 mins
China's Advancements in Nuclear Energy
Chapter 5 11 mins
China's Nuclear Power and Geopolitical Influence
Chapter 6 12 mins
Threat to US Energy Advantage
Chapter 7 8 mins
Analysis of US Dollar, Gold, Uranium, Bonds
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MacroVoices #413 Darius Dale: Still Bullish
MacroVoices Erik Townsend & Patrick Ceresna welc... more
Feb 1 2024 1h 3m
NASDAQ Levels and Sector Rotation
Chapter 1 6 mins
Stock Market Outlook
Chapter 2 11 mins
Probability of Recession and Soft Landing
Chapter 3 5 mins
Inflation Concerns and Interest Rate Outlook
Chapter 4 5 mins
Fiscal Policy and Market Impacts
Chapter 5 11 mins
China's Liquidity Trap and Trade Opportunities
Chapter 6 11 mins
Macro Research and Market Analysis
Chapter 7 10 mins
Dollar Index and Gold Market Analysis
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MacroVoices #412 Dr. Anas Alhajji: 2024 Petroleum Outlook Update
MacroVoices Erik Townsend & Patrick Ceresna welc... more
Jan 25 2024 1h 10m
Price Dislocation and Future Projections
Chapter 1 14 mins
The Red Sea
Chapter 2 9 mins
2023 Energy Forecasts and Demand Analysis
Chapter 3 10 mins
Oil Demand, Production, Price Expectations for 2024
Chapter 4 10 mins
Synergy Between Saudi Arabia and Russia
Chapter 5 14 mins
Climate Impacts on Petroleum Consumption
Chapter 6 10 mins
Currency, Gold, Uranium, Bond Market Analysis
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MacroVoices #411 Jeroen Blokland: Inflation, Hard/Soft Landing, Geopolitics and More
MacroVoices Erik Townsend & Patrick Ceresna welc... more
Jan 18 2024 55m
Interest Rates and Bond Investments
Chapter 1 12 mins
Inflation, Soft Landing, and US Debt
Chapter 2 14 mins
Gold's Rise and Debt Sustainability
Chapter 3 11 mins
Geopolitical Tensions Impact on Markets
Chapter 4 5 mins
Market Analysis and Volatility Outlook
Chapter 5 11 mins
Discussion on Financial Market Indicators
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MacroVoices #410 Justin Huhn: Investing in All Things Nuclear
MacroVoices Erik Townsend & Patrick Ceresna welc... more
Jan 11 2024 1h 30m
Uranium Market Correction and Global Demand
Chapter 1 15 mins
Investing in Uranium
Chapter 2 6 mins
Kazakhstan's Uranium Production and Geopolitical Uncertainty
Chapter 3 4 mins
Global Uranium Production and Market Dynamics
Chapter 4 14 mins
US Legislation's Impact on Russian Uranium
Chapter 5 8 mins
Uranium Market Dynamics and Supply Concerns
Chapter 6 12 mins
Uranium Market and Seawater Recovery
Chapter 7 7 mins
Governmental Risk and Uranium Market Impact
Chapter 8 7 mins
Oil Prices and Stock Market Outlook
Chapter 9 12 mins
Tech Stocks, Volatility, Dollar, Gold
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MacroVoices #409 Mark Nelson: All Things Nuclear Energy
MacroVoice's Erik Townsend & Patrick Ceresna wel... more
Jan 4 2024 2h 9m
Viability of Shipping Container Energy Solutions
Chapter 1 8 mins
Changing Attitudes Towards Nuclear Energy
Chapter 2 5 mins
The Future of Nuclear Energy
Chapter 3 14 mins
Molten Salt Reactors vs. Pressurized Water Reactors
Chapter 4 5 mins
Thorium as Reactor Fuel
Chapter 5 7 mins
Thorium and SMRs
Chapter 6 16 mins
Critiquing the Concept of SMRs
Chapter 7 5 mins
Modular Nuclear Power for Energy Transition
Chapter 8 13 mins
Limitations of Shipping Container-Sized Nuclear Reactors
Chapter 9 8 mins
Nuclear Energy and Pebble Bed Reactors
Chapter 10 8 mins
Advances in High-Temperature Nuclear Reactor Technologies
Chapter 11 6 mins
China's Nuclear Energy Dominance
Chapter 12 13 mins
Advocating for Global Nuclear Regulatory Reform
Chapter 13 4 mins
Progress at Idaho National Laboratory
Chapter 14 9 mins
Radiant Energy's Work in Nuclear Energy
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MacroVoices #408 Lyn Alden: Broken Energy
MacroVoice's Erik Townsend & Patrick Ceresna wel... more
Dec 28 2023 1h 48m
Energy Systems
Chapter 1 4 mins
The Broken Energy Crisis
Chapter 2 6 mins
Challenges in Energy Security and Perception
Chapter 3 5 mins
Energy and Climate Change Politics
Chapter 4 4 mins
Energy Price & Environmental Considerations
Chapter 5 3 mins
Price's Relation to Green Energy
Chapter 6 4 mins
Impact of Politicalization on Energy Prices
Chapter 7 4 mins
Energy Sources and Efficiency
Chapter 8 3 mins
Energy Return on Investment and Renewable Energy
Chapter 9 6 mins
Nuclear Energy Efficiency and Challenges
Chapter 10 6 mins
Comparison of Energy Sources
Chapter 11 4 mins
Comparing Energy Sources
Chapter 12 10 mins
Government Policy and Negative Electricity Prices
Chapter 13 15 mins
Exploring Energy Transition Options
Chapter 14 4 mins
Deep Geothermal and Turbines
Chapter 15 7 mins
Improving Efficiency in Heat-to-Electricity Conversion
Chapter 16 7 mins
Energy Sources and Cost in Sustainability
Chapter 17 7 mins
Investment Research and Nuclear Power
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MacroVoices #407 Jim Bianco: Jay Powell’s “word salad”, FOMC Mood Swings, Interest Rate Outlook, Crypto & More
MacroVoice's Erik Townsend & Patrick Ceresna wel... more
Dec 21 2023 1h 31m
Peak Interest Rates and Economic Resiliency
Chapter 1 15 mins
Understanding the Fed's Monetary Policy Reversal
Chapter 2 6 mins
Federal Reserve's Policy and Interest Rates
Chapter 3 12 mins
Inflation Concerns, Fed Uncertainty
Chapter 4 5 mins
The Impact of Interest Rates
Chapter 5 6 mins
Interest Rates' Impact on Economy, Inequality
Chapter 6 12 mins
Yield Curve and Stock Market Prediction
Chapter 7 7 mins
Bitcoin ETFs and US Government Concerns
Chapter 8 5 mins
Outperforming Index in Fixed Income Market
Chapter 9 8 mins
Market Paradigm and Potential Risks
Chapter 10 9 mins
Market Trends and Potential Risks
Chapter 11 51 sec
Investment Disclaimer and Sponsorship Information
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MacroVoices #406 Matt Barrie: AI-pocalypse Now
Macrovoice's Erik Townsend & Patrick Ceresna wel... more
Dec 14 2023 1h 23m
US Ban on Russian Uranium Imports
Chapter 1 12 mins
Advancements and Implications of AI
Chapter 2 11 mins
Rapid AI Adoption in Freelancing Threatens Middle Class
Chapter 3 4 mins
The Impact of AI on Society
Chapter 4 8 mins
Future AI and Impersonation Scams
Chapter 5 11 mins
Competing Foundational Models in AI
Chapter 6 10 mins
The Risks and Challenges of AI
Chapter 7 12 mins
AI Cyber Attacks and Threats
Chapter 8 12 mins
Options Trading and Market Analysis
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MacroVoices #405 Marko Papic: Investment Implications of Geopolitics Around The Globe
MacroVoice's Erik Townsend and Patrick Ceresna welco... more
Dec 7 2023 1h 26m
Potential Catalyst and Rally in Uranium
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MacroVoices #404 David Rosenberg: The Bond Bullion Barbell
MacroVoices Erik Townsend and Patrick Ceresna welcom... more
Nov 30 2023 1h 2m
Investing Beyond Geopolitics
Chapter 1 9 mins
Bearish Stock Market and Inflation Outlook
Chapter 2 10 mins
Declining Inflation's Impact on Markets
Chapter 3 12 mins
Geopolitical Impacts and Investment Themes
Chapter 4 13 mins
Global Demand Weakens for Commodities
Chapter 5 8 mins
Discussion on Market Outlook
Chapter 6 8 mins
US Dollar, Gold, Analysis, Portfolio Hedging
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MacroVoices #403 Daniel Lacalle: EU Economic Outlook, Inflation, Monetary Aggregates, Energy and Much More
MacroVoices Erik Townsend and Patrick Ceresna welcom... more
Nov 22 2023 1h 14m
Oil Prices and OPEC Meeting Concerns
Chapter 1 12 mins
Market Perspectives
Chapter 2 9 mins
Geopolitical Issues' Prolonged Impact on Economy
Chapter 3 19 mins
Economic Outlook and OPEC Speculation
Chapter 4 15 mins
Changing Sentiment Towards Nuclear Energy
Chapter 5 4 mins
Oil and Equities Trading Analysis
Chapter 6 11 mins
Market Analysis and Outlook
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MacroVoices #402 lakshman Achuthan: A Soft Landing Still A Dream
MacroVoices Erik Townsend and Patrick Ceresna welcom... more
Nov 16 2023 57m
Cyclical Highs and Inflationary Factors
Chapter 1 17 mins
Lakshman Achuthan Discusses Economic Indicators
Chapter 2 11 mins
Analysis of Inflation and Forward-Looking Indicators
Chapter 3 11 mins
Global Trends' Impact on Economic Cycles
Chapter 4 7 mins
Energy Transition Crisis and Market Analysis
Chapter 5 9 mins
Stocks, USD, and Gold Outlook
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MacroVoices #401 Leigh Goehring: The Role of Monetary Policy in Commodity Investing​
MacroVoices Erik Townsend and Patrick Ceresna, welco... more
Nov 9 2023 1h 16m
The Strength of Oil Demand
Chapter 1 14 mins
Monetary Policy and Commodity Prices Connection
Chapter 2 6 mins
Investing in Commodities and Regime Change
Chapter 3 12 mins
Shift in Global Reserve Currency
Chapter 4 14 mins
Potential Monetary Changes and Gold's Role
Chapter 5 16 mins
Oil Pressure and Geopolitical Shifts
Chapter 6 11 mins
US Dollar, Gold, Fixed Income Analysis
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MacroVoices #400 Rory Johnston: All Things Oil
MacroVoices Erik Townsend & Patrick Ceresna welc... more
Nov 2 2023 1h 23m
Potential Purchase With SPR Changes
Chapter 1 14 mins
Oil Supply Imbalance and Price Predictions
Chapter 2 4 mins
Cushing & Geopolitical Risks Importance
Chapter 3 7 mins
Middle East War and Iranian Risks
Chapter 4 4 mins
Iran, Hamas, and Venezuela's Oil
Chapter 5 9 mins
Venezuelan Election and Oil Market Impact
Chapter 6 3 mins
Saudi Arabia's Oil Market Strategy
Chapter 7 6 mins
Oil Market Disruptions and Crack Spreads
Chapter 8 7 mins
Gasoline Demand and Energy Transition
Chapter 9 15 mins
Middle East Conflict and Market Concerns
Chapter 10 9 mins
USD Index and Gold Futures Analysis
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