• MacroVoices Podcast with Hedge Fund Manager Erik Townsend

    MacroVoices Podcast with Hedge Fund Manager Erik Townsend

Homepage Slideshow

  • MacroVoices Podcast with Hedge Fund Manager Erik Townsend

About Erik Townsend

hedge fund manager Erik Townsend

Erik Townsend is a retired software entrepreneur turned hedge fund manager. Throughout his career, Erik has capitalized on his ability to understand complex systems and anticipate paradigm shifts far in advance of the mainstream. Read More...

Front cover 1 200Discover Erik's
New Book

Welcome to Macro Voices

Always FREE of charge! Registration Never Required but we do recommend it! Just click on any player below to listen Now!
Guest Pitches!

Details

Play the Above Episode in a Pop-Up Window   |  Download the Above MP3 File

male silhouette.

Erik Townsend and Patrick Ceresna welcome Jim Bianco to MacroVoices. Erik and Jim discuss:

  • Trump’s National Debt Plan
  • Tariffs and Sovereign Wealth Fund
  • Global Trade & Security 
  • US Debt Crisis 
  • Role of Bitcoin in The Government 

 

Download the podcast transcript: [Click Here]

Click here to register or login for access to supporting materials.

Details

Play the Above Episode in a Pop-Up Window   |  Download the Above MP3 File

male silhouette.

Erik Townsend and Patrick Ceresna welcome Guy Keller to MacroVoices. Erik and Guy discuss:

  • Uranium Market Overview
  • Capacity & Government Policies Impacting Uranium
  • Tech Companies & Nuclear Fuel Cycle
  • Impact of Tariffs on Uranium Supply
  • Nuclear Innovation & Technology Investments 

 

Download the podcast transcript: [Click Here]

Click here to register or login for access to supporting materials.

Details

Play the Above Episode in a Pop-Up Window   |  Download the Above MP3 File

male silhouette.

Erik Townsend and Patrick Ceresna welcome Rory Johnston to MacroVoices. Erik and Rory discuss:

  • Oil Market & inventory Levels 
  • Trump’s Policies & The Impact on Oil Markets
  • Tariffs on Canadian & Mexican Oil Imports
  • OPEC’s Role & Trump’s Influence 
  • Challenges in Increasing US Oil Production

 

Download the podcast transcript: [Click Here]

Click here to register or login for access to supporting materials.

Details

Play the Above Episode in a Pop-Up Window   |  Download the Above MP3 File

male silhouette.

Erik Townsend and Patrick Ceresna welcome Michael Every to MacroVoices. Erik and Michael discuss:

  • Trump’s First Day & Market Volatility
  • Economic Statecraft vs. Economic Policy
  • Tariff Threats & Grand Strategy 
  • Trump’s Moves & Geopolitical Implications
  • US-European Relations

 

Download the podcast transcript: [Click Here]

Click here to register or login for access to supporting materials.

Details

Play the Above Episode in a Pop-Up Window   |  Download the Above MP3 File

male silhouette.

Erik Townsend and Patrick Ceresna welcome Izabella Kaminska to MacroVoices. Erik and Izabella discuss:

  • The Politization of Finance & it’s Implications
  • Global Populism & Reform Cycles
  • The Role of Transparency & AI Journalism
  • The Impact of Media on Financial Markets
  • Bidenomics & its Global Implications

 

Download the podcast transcript: [Click Here]

Click here to register or login for access to supporting materials.

Details

Play the Above Episode in a Pop-Up Window   |  Download the Above MP3 File

male silhouette.

Erik Townsend and Patrick Ceresna welcome Luke Gromen to MacroVoices. Erik and Luke discuss:

  • US Dollar & Treasury Yields Outlook
  • Bitcoin & Cryptocurrencies
  • Inflation & Bond Market Dynamics 
  • Trump Administration & Market Implications
  • Doge & Economic Risks

 

Download the podcast transcript: [Click Here]

Click here to register or login for access to supporting materials.

Details

Play the Above Episode in a Pop-Up Window   |  Download the Above MP3 File

male silhouette.

Erik Townsend and Patrick Ceresna welcome Thomas Jam Pedersen to MacroVoices. Erik and Thomas Jam discuss:

  • The Importance of Fuel Cycles & Supply Chains
  • The Role of Uranium 233 & Thorium 
  • Nuclear Fuel Waste Recycling & its Challenges 
  • Economic & Environmental Benefits of Thorium Reactors 
  • The Future of Nuclear Energy

 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Thomas Jam will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Click here to register or login for access to supporting materials.

Details

Play the Above Episode in a Pop-Up Window   |  Download the Above MP3 File

male silhouette.

Erik Townsend and Patrick Ceresna welcome Thomas Jam Pedersen to MacroVoices. Erik and Thomas Jam discuss:

  • Advanced Nuclear Reactor Designs & Technologies 
  • Energy Consumption & Prosperity 
  • SMR's, Advanced Reactors & The Pro's & Con's
  • The Role of Thorium in Energy Transition
  • Advantages of Molten Salt Reactors

 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Thomas Jam will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Click here to register or login for access to supporting materials.

Details

Play the Above Episode in a Pop-Up Window   |  Download the Above MP3 File

male silhouette.

Erik Townsend and Patrick Ceresna welcome Robert Kahn to MacroVoices. Erik and Robert discuss:

  • Trump 2.0 & Market Expectations
  • US-China Relations & Trade Disruptions 
  • Geopolitics & Market Outlook
  • Populist Movement in Europe

 

Download the podcast transcript: [Click Here]

Click here to register or login for access to supporting materials.

Details

Play the Above Episode in a Pop-Up Window   |  Download the Above MP3 File

male silhouette.

Erik Townsend and Patrick Ceresna welcome David Rosenberg to MacroVoices. Erik and David discuss:

  • Comparing The AI & The Dot-Com Bubbles
  • Impact of Trump’s Victory on The Stock Market
  • Potential Risks to The AI-Driven Bull Market
  • Concerns About Market Positioning & Sentiment 
  • Inflation Outlook 

 

Download the podcast transcript: [Click Here]

Click here to register or login for access to supporting materials.

Macro Voices All-Stars

Macro Voices Videos

MACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those of the participants. MACRO VOICES, its producers, and hosts Erik Townsend and Patrick Ceresna shall NOT be liable for losses resulting from investment decisions based on information or viewpoints presented on MACRO VOICES.

Go to top