Macro Voices

Weekly market commentary and interviews with finance and macroeconomics AI summary

Erik Townsend Visit website › Business · EN · 300 episodes · latest 2026-11-12

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What it is about

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

Publisher’s own description, taken unchanged from the podcast feed.
Copyright 2019 © Erik Townsend | Macro Voices – All rights reserved

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Latest episodes

  1. 2026-11-12 · 1 hr 5 min · Episode 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. 2026-11-05 · 55 min · Episode 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. 2026-10-29 · 55 min · Episode 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. 2026-10-22 · 1 hr 40 min · Episode 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. 2026-10-15 · 1 hr 13 min · Episode 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. 2026-10-08 · 1 hr 5 min · Episode 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. 2026-10-01 · 1 hr 7 min · Episode 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. 2026-09-25 · 1 hr 1 min · Episode 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. 2026-09-24 · 1 hr 12 min · Episode 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. 2026-09-17 · 1 hr 7 min · Episode 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…

Episode details from the publisher’s feed. Playback happens at the publisher.

Publisher details

Oldest episode in feed
04/2021 · over 5 years
Typical length
1 hr 15 min
Format
Episodic Newest first, episodes stand alone

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