• 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 Michael Howell to MacroVoices. Erik and Michael discuss:

  • Gold Liquidity Cycle Overview
  • Impact of President Trump’s Trade Policies 
  • 2025 Outlook & Liquidity Conditions 
  • Debt Maturity Wall & US Policy Uncertainties
  • US Bond Market & Term Premium 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Michael 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 Daniel Lacalle to MacroVoices. Erik and Daniel discuss:

  • European Perspective on US-EU Relations
  • Impact of US-EU Trade Tensions
  • Stagflation Risks & Debt Sustainability
  • Monetary Policy & Central Bank Collaboration 
  • EU’s Potential De-Dollarization 

 

Download the podcast transcript: [Click Here]

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Erik Townsend and Patrick Ceresna welcome Simon White to MacroVoices. Erik and Simon discuss:

  • Market Volatility & Trump Tariffs 
  • Impact of Trade Deficits & Globalisation 
  • Fiscal Deficits & Treasury Demand
  • Liquidity Tightening & Basis Trade
  • Capital Nationalism & Trade Nationalism 

 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Simon 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 Mike Alkin to MacroVoices. Erik and Mike discuss:

  • Nuclear Industry’s Bullish Outlook
  • Bullish Factors & Market Dynamics
  • Geopolitical Impacts
  • Supply Deficits & Market Forecasts 
  • Long-Term Market Outlook

 

Download the podcast transcript: [Click Here]

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Erik Townsend and Patrick Ceresna welcome Matt Barrie to MacroVoices. Erik and Matt discuss:

  • State of The AI Landscape
  • Progression of AI Functionality
  • Hardware Evolution & Competition 
  • Investment Opportunities in AI
  • Future Trends and Predictions

 

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

  • Trump Administration’s Impact on Market Volatility 
  • Judicial Intervention and Market Implications
  • International Rotation and Market Opportunities 
  • Bitcoin and Its Role in The Global Monetary System
  • Gold, Energy Market Trends
  • The Role of AI in Nuclear Energy Renaissance 

Download the podcast transcript: [Click Here]

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Erik Townsend and Patrick Ceresna welcome Tian Yang to MacroVoices. Erik and Tian discuss:

  • Macro Environment & Leading Indicators
  • Trump Administration Policy Impact
  • Knowns and Unknowns in The Economy
  • Global Equities Outlook

 

Download the podcast transcript: [Click Here]

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

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

  • Zelensky & Trump’s Diplomacy
  • The Mineral Deal & It’s Implications
  • Mexico & Canada Tariffs 
  • Volatility & Market Strategy
  • EU & China

 

Download the podcast transcript: [Click Here]

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

  • Need For Monetary System Change
  • Analysis of The Mar-a-Lago Accord
  • Challenges & Misconceptions
  • Alternatives & Future Outlook 

 

Download the podcast transcript: [Click Here]

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

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

  • Fourth Turning & Economic Risk
  • Inflation Outlook & Market Analysis 
  • Sticky Inflation & Market Implications
  • Fed Policy Scenarios & Market Reactions
  • Left & Right Tail Risk of The Doge Process

 

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).

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

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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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