Macro Voices
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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Episodes (303)
MacroVoices #545 Michael Howell: Warsh vs. The Markets
Aug 13, 2026
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MacroVoices #544 Viktor Shvets: How Markets Survive Disruption
Aug 6, 2026
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MacroVoices #543 Jim Bianco: Who Solves Inflation The FED or The Market?
Jul 30, 2026
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MacroVoices #542 Luke Gromen: As The Conflict Turns
Jul 23, 2026
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MacroVoices #541 Dr. Anas Alhajji: Bab el-Mandeb: The Next Oil Chokepoint Nobody's Watching
Jul 16, 2026
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MacroVoices #540 Adam Parker: Beyond the AI Bubble: Diversifying Portfolios in an Earnings-Driven Market
Jul 9, 2026
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MacroVoices #539 Rory Johnston: Hormuz Crisis, is it Really Over?
Jul 2, 2026
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MacroVoices #538 Lyn Alden: Is The War Really Over and What’s Next For Markets?
Jun 25, 2026
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MacroVoices #537 Brent Johnson: There’s No Turning Back
Jun 18, 2026
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MacroVoices #536 Larry Mcdonald: The Migration is Upon us
Jun 11, 2026
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MacroVoices #535 Michael Every: NAFTA and NAPTHA – Warcraft & Fartcraft
Jun 4, 2026
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MacroVoices #534 Dr. Pippa Malmgren: Superpower War or Superpower Hug?
May 28, 2026
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MacroVoices #533 Morgan Downey: The Return of Oil 101
May 21, 2026
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MacroVoices #532 Mike Green: Record Mechanical Flows
May 14, 2026
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MacroVoices #531 Louis-Vincent Gave: Semiconductors, AI & Iran Conflict
May 7, 2026
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MacroVoices #530 Daniel Lacalle: China and The Us Will Decide The Outcome of The Iran War
Apr 30, 2026
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MacroVoices #529 Ole S Hansen: Commodities in The Wake of The Iran Crisis
Apr 23, 2026
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MacroVoices #528 Luke Gromen: Hormuz Could Lead To a 1956 US Suez Moment
Apr 16, 2026
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MacroVoices #527 Adam Rozencwajg: What Comes Next After The Iran Crisis
Apr 9, 2026
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MacroVoices #526 Matt Barrie: Pay To PrAI
Apr 2, 2026
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MacroVoices #525 Lyn Alden: Iran Contagion, Inflation & Private Credit
Mar 26, 2026
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MacroVoices #524 Simon White: War + Inflation = More Inflation
Mar 19, 2026
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MacroVoices #523 Jim Bianco: Energy, FED & Economy in the wake of Iran conflict
Mar 12, 2026
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MacroVoices #522 Matt Loszak: Factory Mass-Production of Advanced Nuclear Power Plants
Mar 5, 2026
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MacroVoices #521 Jeff Currie: The Great Rotation
Feb 26, 2026
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MacroVoices #520 Michael Every: USD Stablecoins in The Age of Economic Statecraft
Feb 19, 2026
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MacroVoices #519 Alex Gurevich: The Next Perfect Trade
Feb 12, 2026
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MacroVoices #518 Dr. Anas Alhajji: Debunking The 2026 Oil Bear Narrative
Feb 5, 2026
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MacroVoices #517 Justin Huhn: Uranium at The Tipping Point
Jan 29, 2026
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MacroVoices #516 Craig Tindale: Critical Materials, A Strategic Analysis
Jan 22, 2026
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MacroVoices #515 Rory Johnston: Why Trump is Keeping The Oil Price High
Jan 15, 2026
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MacroVoices #514 Darius Dale: 2026, Fasten Your Seat belts For Take-off
Jan 8, 2026
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MacroVoices #513 Why Are All The Rich Guys Moving To New Zealand and What Do They Know?
Dec 31, 2025
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MacroVoices #512 David Rosenberg: Will The 2025’s K become 2026’s
Dec 24, 2025
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MacroVoices #511 Robert Kahn: Geopolitical Outlook For 2026
Dec 18, 2025
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MacroVoices #510 Jim Bianco: From FED Cuts, to inflation, to Gen Z’s Infatuation with Socialism
Dec 11, 2025
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MacroVoices #509 Marko Papic: Geo-macro Outlook for 2026
Dec 4, 2025
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MacroVoices #508 Laskhman Achuthan: Inflation Cycles Amid Regime Change
Nov 26, 2025
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MacroVoices #507 Michael Howell: Is This The end of the Everything Bubble
Nov 20, 2025
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MacroVoices #506 Mike Green: Volatility, High-Yield, Precious Metals & More
Nov 13, 2025
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MacroVoices #505 Michael Every: Does Anyone Remember PMIs?
Nov 6, 2025
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MacroVoices #504 Brent Johnson: The Genius of Stablecoins
Oct 30, 2025
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MacroVoices #503 Adam Rozencwajg: Gold, Oil & Uranium
Oct 23, 2025
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MacroVoices #502 Tian Yang: A Whiff of Reflation?
Oct 16, 2025
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MacroVoices #501 Matt Barrie: AI Caramba?
Oct 9, 2025
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MacroVoices #500 Lyn Alden: What Will Stop This Train?
Oct 2, 2025
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MacroVoices #499 Has The Luke Gromen Moment Arrived?
Sep 25, 2025
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MacroVoices #498 Louis-Vincent Gave: Which Megatrend Will Reshape The World?
Sep 18, 2025
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MacroVoices #497 Dr. Anas Alhajji: The Impact of Trump Polices on Russia, China, India & OPEX+
Sep 11, 2025
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MacroVoices #496 Jim Bianco: The Post Covid Economy
Sep 4, 2025
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