Macro Voices

Weekly market commentary and interviews with finance and macroeconomics KI-Zusammenfassung

Erik Townsend Zur Website › Business · EN · 300 Folgen · zuletzt 12.11.2026

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Weekly market commentary by retired Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics.

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Neueste Folgen

  1. MacroVoices #558 Mike Alkin: Uranium at a Crossroads

    12.11.2026 · 1 Std. 5 Min. · Folge 1352

    MacroVoices Erik Townsend & Patrick Ceresna welcome Mike Alkin. They discuss how uranium’s structural supply deficit could drive prices higher even as mining shares are dragged down by fears of an AI capex slowdown,…

  2. MacroVoices #557 Michael Every: The Blue Tsunami Lands on Markets... and Geopolitics

    05.11.2026 · 55 Min. · Folge 1351

    MacroVoices Erik Townsend & Patrick Ceresna welcome Michael Every. They discuss how the Democrats’ congressional sweep could constrain U.S. foreign policy and reshape global markets, with Michael Every warning that a…

  3. MacroVoices #556 Luke Gromen: US Midterms & Beyond

    29.10.2026 · 55 Min. · Folge 1350

    MacroVoices Erik Townsend & Patrick Ceresna welcome Luke Gromen. They discuss why the economic fallout from the prolonged Strait of Hormuz disruption has been slower than expected, with China’s reduced oil demand and…

  4. MacroVoices #554 Dr. Anas Alhajji + Louis-Vincent Gave: Developing Crises in Middle-East and France

    22.10.2026 · 1 Std. 40 Min. · Folge 1349

    MacroVoices Erik Townsend & Patrick Ceresna welcome Dr. Anas Alhajji and Louis-Vincent Gave. They discuss Anas’s takeaways from the Riyadh Energy Week conferences and how the “three seas crisis” in the Gulf, Red Sea,…

  5. MacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants

    15.10.2026 · 1 Std. 13 Min. · Folge 1348

    MacroVoices Erik Townsend & Patrick Ceresna welcome Yasir Arafat. They discuss Aalo Atomics’ plan to mass-produce small nuclear reactors, initially for AI data centers, and the scale of the power demand the company…

  6. MacroVoices #553 Brent Johnson: Disparate Housewives

    08.10.2026 · 1 Std. 5 Min. · Folge 1347

    MacroVoices Erik Townsend & Patrick Ceresna welcome Brent Johnson. They discuss the dollar’s recent strength and Johnson’s longer-term bullish outlook, while allowing for a short-term pullback. They consider gold’s…

  7. MacroVoices #552 David Rosenberg: Navigating The Noise

    01.10.2026 · 1 Std. 7 Min. · Folge 1346

    MacroVoices Erik Townsend & Patrick Ceresna welcome David Rosenberg. They discuss David Rosenberg’s view that energy shocks are unlikely to drive sustained inflation without wage growth, along with the Fed regime shift…

  8. MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle (Part 2)

    25.09.2026 · 1 Std. 1 Min. · Folge 1345

    They discuss how Iran's threats to extend its strikes into the Indian Ocean and a possible 90-day U.S. diesel export ban could deepen the energy crisis, why Washington is rallying allies like Canada and Latin America…

  9. MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle

    24.09.2026 · 1 Std. 12 Min. · Folge 1344

    MacroVoices Erik Townsend & Patrick Ceresna welcome Michael Every. They discuss how escalating Iran–Middle East and Russia–Ukraine conflicts are weaponizing energy markets, why a looming global diesel crunch could…

  10. MacroVoices #550 Harley Bassman: In FED We Trust

    17.09.2026 · 1 Std. 7 Min. · Folge 1343

    MacroVoices Erik Townsend & Patrick Ceresna welcome Harley Bassman. They discuss the Fed’s credibility crisis, the fiscal recklessness behind higher term premiums, and how mortgage convexity, ETFs, and hyperscaler…

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