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Macro Voices
Macro Voices
352 episodes · by Hedge Fund Manager Erik Townsend ([email protected] )
About Macro Voices
Macro Voices is a podcast with 352 episodes in the PodLexicon database, each accompanied by a full searchable transcript and AI-generated summary. 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 PodLexicon indexes every episode of Macro Voices and turns each one into a searchable AI summary — find the episode that covers a topic, track how that topic evolved over time, or compare what different guests said about it.
Topics Covered on Macro Voices
Runaway inflation as macro endgame trigger Dollar strength and global system cracks Precious metals weakness versus non-USD strength Technical setup for short-term equity bounce Credit stress and widening spreads Bear-Market Rally vs. New Bull Fed and Fiscal Stimulus Impact Deflation Now, Stagflation Later
Notable Guests on Macro Voices
Popular Episodes
Recent Episodes
MacroVoices #546 Darius Dale: Darius Dale for POTUS 2028 — August 20, 2026MacroVoices #545 Michael Howell: Warsh vs. The Markets — August 13, 2026MacroVoices #544 Viktor Shvets: How Markets Survive Disruption — August 06, 2026MacroVoices #543 Jim Bianco: Who Solves Inflation The FED or The Market? — July 30, 2026MacroVoices #542 Luke Gromen: As The Conflict Turns — July 23, 2026MacroVoices #541 Dr. Anas Alhajji: Bab el-Mandeb: The Next Oil Chokepoint Nobody's Watching — July 16, 2026MacroVoices #540 Adam Parker: Beyond the AI Bubble: Diversifying Portfolios in an Earnings-Driven Market — July 09, 2026MacroVoices #539 Rory Johnston: Hormuz Crisis, is it Really Over? — July 02, 2026MacroVoices #538 Lyn Alden: Is The War Really Over and What’s Next For Markets? — June 25, 2026MacroVoices #537 Brent Johnson: There’s No Turning Back — June 18, 2026MacroVoices #536 Larry Mcdonald: The Migration is Upon us — June 11, 2026MacroVoices #535 Michael Every: NAFTA and NAPTHA – Warcraft & Fartcraft — June 04, 2026MacroVoices #534 Dr. Pippa Malmgren: Superpower War or Superpower Hug? — May 28, 2026MacroVoices #533 Morgan Downey: The Return of Oil 101 — May 21, 2026MacroVoices #532 Mike Green: Record Mechanical Flows — May 14, 2026MacroVoices #531 Louis-Vincent Gave: Semiconductors, AI & Iran Conflict — May 07, 2026MacroVoices #530 Daniel Lacalle: China and The Us Will Decide The Outcome of The Iran War — April 30, 2026MacroVoices #529 Ole S Hansen: Commodities in The Wake of The Iran Crisis — April 23, 2026MacroVoices #528 Luke Gromen: Hormuz Could Lead To a 1956 US Suez Moment — April 16, 2026MacroVoices #527 Adam Rozencwajg: What Comes Next After The Iran Crisis — April 09, 2026MacroVoices #526 Matt Barrie: Pay To PrAI — April 02, 2026MacroVoices #525 Lyn Alden: Iran Contagion, Inflation & Private Credit — March 26, 2026MacroVoices #524 Simon White: War + Inflation = More Inflation — March 19, 2026MacroVoices #523 Jim Bianco: Energy, FED & Economy in the wake of Iran conflict — March 12, 2026MacroVoices #522 Matt Loszak: Factory Mass-Production of Advanced Nuclear Power Plants — March 05, 2026MacroVoices #521 Jeff Currie: The Great Rotation — February 26, 2026MacroVoices #520 Michael Every: USD Stablecoins in The Age of Economic Statecraft — February 19, 2026MacroVoices #519 Alex Gurevich: The Next Perfect Trade — February 12, 2026MacroVoices #518 Dr. Anas Alhajji: Debunking The 2026 Oil Bear Narrative — February 05, 2026MacroVoices #517 Justin Huhn: Uranium at The Tipping Point — January 29, 2026MacroVoices #516 Craig Tindale: Critical Materials, A Strategic Analysis — January 22, 2026MacroVoices #515 Rory Johnston: Why Trump is Keeping The Oil Price High — January 15, 2026MacroVoices #514 Darius Dale: 2026, Fasten Your Seat belts For Take-off — January 08, 2026MacroVoices #513 Why Are All The Rich Guys Moving To New Zealand and What Do They Know? — December 31, 2025MacroVoices #512 David Rosenberg: Will The 2025’s K become 2026’s — December 24, 2025MacroVoices #511 Robert Kahn: Geopolitical Outlook For 2026 — December 18, 2025MacroVoices #510 Jim Bianco: From FED Cuts, to inflation, to Gen Z’s Infatuation with Socialism — December 11, 2025MacroVoices #509 Marko Papic: Geo-macro Outlook for 2026 — December 04, 2025MacroVoices #508 Laskhman Achuthan: Inflation Cycles Amid Regime Change — November 26, 2025MacroVoices #507 Michael Howell: Is This The end of the Everything Bubble — November 20, 2025MacroVoices #506 Mike Green: Volatility, High-Yield, Precious Metals & More — November 13, 2025MacroVoices #505 Michael Every: Does Anyone Remember PMIs? — November 06, 2025MacroVoices #504 Brent Johnson: The Genius of Stablecoins — October 30, 2025MacroVoices #503 Adam Rozencwajg: Gold, Oil & Uranium — October 23, 2025MacroVoices #502 Tian Yang: A Whiff of Reflation? — October 16, 2025MacroVoices #501 Matt Barrie: AI Caramba? — October 09, 2025MacroVoices #500 Lyn Alden: What Will Stop This Train? — October 02, 2025MacroVoices #499 Has The Luke Gromen Moment Arrived? — September 25, 2025MacroVoices #498 Louis-Vincent Gave: Which Megatrend Will Reshape The World? — September 18, 2025MacroVoices #497 Dr. Anas Alhajji: The Impact of Trump Polices on Russia, China, India & OPEX+ — September 11, 2025
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