• MacroVoices Podcast with Hedge Fund Manager Erik Townsend

    MacroVoices Podcast with Hedge Fund Manager Erik Townsend

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  • 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...

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Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to MacroVoices. Erik and Daniel discuss:

  • Trade Negotiations & Market Cycles 
  • US – EU Trade Agreement
  • Oil Prices & OPEC Strategy
  • Copper Market & Tariffs 
  • Dollar Index & Precious Metals

 

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Erik Townsend and Patrick Ceresna welcome Rick Rule to MacroVoices. Erik and Rick discuss:

  • Oil vs. Uranium 
  • Policy Risks & Market Dynamics 
  • Uranium Market & Policy Support
  • Gold & Silver Markets
  • Gold Equities & Market Performance 

 

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Erik Townsend and Patrick Ceresna welcome Dr. Pippa Malmgren to MacroVoices. Erik and Pippa discuss:

  • Stablecoins & Their Impact on Finance
  • Scott Bessent & Financial Strategy
  • The Role of Intelligence Agencies in Markets
  • The Impact of Declassification on Public Trust
  • The Future of Markets & Intelligence Agencies 

 

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Big Picture Trading Chart book July 24 2025

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Erik Townsend and Patrick Ceresna welcome Darius Dale to MacroVoices. Erik and Darius discuss:

  • Market Outlook
  • Paradigm C & Its Implications
  • Structural Forces & Market Dynamics
  • FED Policy & Political Influence
  • Concerns About Exogenous Risks

 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Darius 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).

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Erik Townsend and Patrick Ceresna welcome Lyn Alden to MacroVoices. Erik and Lyn discuss:

  • Fiscal Policy vs Monetary Policy 
  • Impact of Fiscal Deficits on Economy 
  • Asset Class Performance
  • Energy Sector Outlook
  • Bitcoin & Government Policies 

 

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Erik Townsend and Patrick Ceresna welcome Larry McDonald to MacroVoices. Erik and Larry discuss:

  • Lithium & Copper Market Outlook
  • Impact of Tariffs on Copper
  • Natural Gas & Energy Demand
  • Petroleum Reserve & Oil Services Equities
  • Gold Market & Financial Repression

 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Larry 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)

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

  • Market Outlook & Geopolitical Influences
  • Inflation & Tariff Impact
  • Bond Market & US Dollar Outlook
  • Precious Metals & Central Bank Buying
  • Energy Markets & Geopolitical tensions

 

Download the podcast transcript: [Click Here]

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Erik Townsend and Patrick Ceresna welcome Jeff Currie to MacroVoices. Erik and Jeff discuss:

  • EU Defence & Capital Rotation
  • Impact of US Retreat & EU Opportunities 
  • Commodities & Energy Transition
  • Gold & Digital Currencies
  • Geopolitical Implications & Energy Policy

 

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

  • Crude Oil Market Overview
  • Term Structure and Market Expectations 
  • Fundamental Drivers & Market Behaviour 
  • US Shale & Global Energy Crisis
  • Supply & Demand Dynamics 

 

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Erik Townsend and Patrick Ceresna welcome Vincent Deluard to MacroVoices. Erik and Vincent discuss:

  • Market Outlook & Recent Performance
  • Impact of Tariffs & Policy Risks
  • Trump’s Impact on Corporate America
  • Foreign Capital & US Markets 
  • US-Europe Relationship & Monetary Policy

 

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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.

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