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Business

Macro Voices

by Erik Townsend

Today: #178 in Business on our combined chart.

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Business
#178 New on this chart
#164 Pulse 3

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DateApple Podcasts
Oct 3#164

About the show

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

Latest episodes

  • MacroVoices #552 David Rosenberg: Navigating The Noise

    October 1, 2026 · 1 hr 7 min

    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 and higher real…

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

    September 25, 2026 · 1 hr 1 min

    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 into a U.S.-led bloc…

  • MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle

    September 24, 2026 · 1 hr 12 min

    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 fracture the “one-world”…

  • MacroVoices #550 Harley Bassman: In FED We Trust

    September 17, 2026 · 1 hr 7 min

    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 borrowing are rewiring…

  • MacroVoices #549 Matt Barrie: AI-gent Provocateur

    September 10, 2026 · 1 hr 19 min

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie. They discuss the rise of agentic AI and cheap open‑source models, how running AI on your own hardware will reshape enterprises and how this shift will massively disrupt…

  • MacroVoices #548 Dr. Carly Anderson: Emerging Energy Technologies Roundup

    September 3, 2026 · 49 min

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Carly Anderson. They discuss the coming “nuclear renaissance” driven by small modular reactors and mass manufacturing and how deep‑tech venture investing and industrial robotics can…

  • MacroVoices #547 Daniel Lacalle: The Future of Reserve Currency

    August 27, 2026 · 42 min

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle. They discuss sovereign debt, inflation, and the rise of cryptocurrencies and stablecoins forcing a shift toward more decentralised monetary systems. ✅Sign up for a FREE…

  • MacroVoices #546 Darius Dale: Darius Dale for POTUS 2028

    August 20, 2026 · 1 hr 23 min

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They discuss how fourth-turning dynamics, debt “disease,” and policy manipulation are reshaping bond markets. https://bit.ly/4cSYSJI   ✅Sign up for a FREE 14-day trial at…