Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible b...
MacroVoices #458 David Rosenberg: Lament of A Bear
MacroVoices Erik Townsend & Patrick Ceresna welcome back, David Rosenberg. They’ll discuss his recent piece, “Lament of a Bear,” where he acknowledges his past skepticism of the stock bull market hasn’t held up. He explains why he’s reconsidering his outlook, factoring in AI and other emerging trends. https://bit.ly/3ZNxjvn
⚫ Follow David on X: https://www.x.com/EconGuyRosie
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🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
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1:09:31
MacroVoices #457 Justin Huhn: The Fundamentals For Nuclear Keep Getting Better
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Justin Huhn. They’ll explore the nuclear renaissance, Justin’s bold prediction about the bottom of the nearly year-long correction in uranium mining stocks, the key fundamentals shaping the sector's future, and much more. https://bit.ly/3Vobdgm
⚫ Follow Justin on X: https://www.x.com/UraniumInsider
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🔴 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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1:10:58
MacroVoices #456 Jeff Currie: Repricing of Macro Markets
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Jeff Currie. They’ll delve into all things macro, from treasury yields and credit spreads to unusual pricing patterns across various asset classes. They’ll also explore energy markets, copper, nuclear energy, and the implications of Chris Wright’s potential role as Energy Secretary in the incoming Trump administration. https://bit.ly/4fKZDUO
🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3OtqAAk
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH
🔴 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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1:07:57
MacroVoices #455 Daniel Lacalle: Is The Trump Trade Over?
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Daniel Lacalle. We'll explore the Trump Trade, whether it's winding down or just gaining momentum, and discuss what lies ahead for the markets. https://bit.ly/3CEID3X
⚫ Follow Daniel Lacalle on X: https://www.x.com/DLacalle_IA
🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4fZfrCU
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH
🔴 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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1:08:37
MacroVoices #454 Vincent Deluard: The Five Body Problem
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Vincent Deluard. They’ll discuss secular inflation, the gig economy, and what Vincent calls the 'shadow lending and savings markets.' He’ll also share his outlook on precious metals post-election and introduce a new theory: The '5-Body Problem.' https://bit.ly/3UT7cQN
⚫ Follow Vincent on X: https://www.x.com/VincentDeluard
🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/48NM7No
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH
🔴 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
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