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Macro Voices

Macro Voices

Auteur(s): Hedge Fund Manager Erik Townsend
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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, LLCCopyright 2019 © Erik Townsend | Macro Voices – All rights reserved Finances personnelles Économie
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  • MacroVoices #489 Darius Dale: Are You Positioned For The Melt-Up?
    Jul 17 2025

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They discuss why Darius is bullish on U.S. equities, echoing Lyn Alden's recent views, as the U.S. pivots to a pro-growth fiscal policy aimed at "growing our way out" of its national debt crisis. But Darius also warns that if this strategy fails, the likely fallback will be monetary debasement, so investors should take profits before that chapter begin. https://bit.ly/3GRPBou

    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4eTp2Me

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag

    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

    🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

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    1 h et 8 min
  • MacroVoices #488 Lyn Alden: Run It Hot!
    Jul 10 2025

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They discuss why Lyn believes investors should run their portfolios hot in today’s environment. With fiscal policy now driving market outcomes more than monetary, Lyn argues this backdrop supports further upside for equity markets. https://bit.ly/4lFuowO

    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4lKvEyJ

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag

    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

    🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    Voir plus Voir moins
    1 h et 16 min
  • MacroVoices #487 Larry McDonald: The Great Migration To Hard Assets
    Jul 3 2025

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Larry McDonald. They’ll discuss everything from copper to the dollar to precious metals. https://bit.ly/3Gqe0Bt

    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3TVQ1gu

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag

    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

    🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

    Voir plus Voir moins
    1 h et 8 min

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