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Macro Voices

Erik Townsend
Inflation
Gold
Nuclear Energy
Uranium
China
Artificial Intelligence
Federal Reserve
US Dollar
Tariffs
Oil
Crude Oil
Geopolitics
Iran
Trump Administration
Monetary Policy
OPEC
Trump Tariffs
Interest Rates
Commodities
Market Volatility

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

PublishesWeeklyEpisodes304Founded11 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Macro Voices

Latest Episodes

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, with Mike Alkin arguing that the b... more

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 weaker or more inward-looking U.S... more

YouTube

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 coordinated strategic reserve rel... more

YouTube

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, and Black Sea, is reshaping energ... more

YouTube

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Recent Guests

Michael Every
Global strategist at Rabobank
Rabobank
Episode: MacroVoices #557 Michael Every: The Blue Tsunami Lands on Markets... and Geopolitics
Luke Gromen
Founder of Forest for the Trees and macroeconomic research provider
Forest for the Trees
Episode: MacroVoices #556 Luke Gromen: US Midterms & Beyond
Anas Alhajji
Founder of Energy Outlook Advisors and energy-market analyst
Energy Outlook Advisors
Episode: MacroVoices #554 Dr. Anas Alhajji + Louis-Vincent Gave: Developing Crises in Middle-East and France
Louis-Vincent Gave
Founder and CEO of Gavekal
Gavekal
Episode: MacroVoices #554 Dr. Anas Alhajji + Louis-Vincent Gave: Developing Crises in Middle-East and France
Yasir Arafat
Co-founder and chief technology officer of Aalo Atomics
Aalo Atomics
Episode: MacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants
Brent Johnson
Founder of Santiago Capital, proponent of the dollar milkshake theory
Santiago Capital
Episode: MacroVoices #553 Brent Johnson: Disparate Housewives
David Rosenberg
Founder of Rosenberg Research; best-selling author; NASA? (not applicable)
Rosenberg Research
Episode: MacroVoices #552 David Rosenberg: Navigating The Noise
Harley Bassman
Fixed income expert, inventor of the Move Index, known for convexity insights
Convexity Maven
Episode: MacroVoices #550 Harley Bassman: In FED We Trust
Matt Barrie
CEO and founder of Freelancer.com
Freelancer.com
Episode: MacroVoices #549 Matt Barrie: AI-gent Provocateur

Hosts

Erik Townsend
Host of Macro Voices (as introduced); Host of the show
Patrick Ceresna
Co-host and market desk contributor; Co-host/Analyst; Co-host of the show

Reviews

4.8 out of 5 stars from 6.8k ratings
  • Scam Company

    This CEO is a scam artist as i’m sure most of them are. His tech site “Freelancer” has a bunch of bots and people who try to extort you for more money.

    I hired a freelancer to update my website that was already set up in github, super simple job. Paid well for how simple it was. Well I should have know this easy to work with person would end up being a scam artist. He set my website up so I would t have back end access, to my own site! He also completely changed the entire set up and now my wh... more

    Apple Podcasts
    1
    Jamiem2113
    United States2 months ago
  • I thought you were getting better, but…

    Why almost every person you bring to the show is terrible? Don’t you have a filter?

    Look this guy, Darius Dale saying that Scott Bessent is doing a great job?!?!

    And look at you: re-podcasting Dr Carly Anderson? She was the worst, most deranged, lunatic person interviewed in the show. What have you said again? “The most intelligent person you know”? Seriously?

    It says a lot about you at the end. Very disappointing. I can’t listen to this trash anymore.

    Apple Podcasts
    1
    Edxs
    Canada3 months ago
  • How Marks survived disruption

    Awesome show -some of the guests have a real strong accent and are a hard to understand, -appreciate the great show!

    Apple Podcasts
    4
    easuccess2
    United States3 months ago
  • Finally someone brave

    You finally brought someone that was “telling it like it is, bullish or bearish, no holds barred”. By that I mean that Luke Gromen was the only one that is saying the truth about America and its lack of accountability.

    And what does it have to do with finance? Everything. Your president is making everything 100x worse and accelerating US decline. Gold has responded, long term de-dollarization is alive, world (minus the US) partnerships are thriving.

    Thank god China is here to help. It might be ... more

    Apple Podcasts
    5
    Edxs
    Canada4 months ago
  • Is it Cramer now?

    Well my friend, you were wrong about Dollar, oil, imminent correction and Uranium (a bit early to judge, for the latter).

    But, should I take the opposite side trade just like I do with Cramer?

    Your analysis are not bad despite your misses, but…

    In time, listening Craig Tindale, time ago, was a pain. Please do not invite these clowns.

    Apple Podcasts
    3
    Edxs
    Canada5 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Several reviews highlight the show as a foundational resource for macro investors.
Audience appreciates practical trading ideas and market-context discussions for portfolio positioning.
Listeners praise the depth and rigor of macro coverage and guest caliber.
Mixed feedback exists regarding guest alignment with certain geopolitical narratives.
Some critics note political drift or biased takes in recent episodes.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#91
United States/Business/Investing
Apple Podcasts
#183
United States/Business
Apple Podcasts
#46
United Kingdom/Business/Investing
Apple Podcasts
#53
Canada/Business/Investing
Apple Podcasts
#118
Canada/Business
Apple Podcasts
#126
United Kingdom/Business

Talking Points

Recent interactions between the hosts and their guests.

MacroVoices #557 Michael Every: The Blue Tsunami Lands on Markets... and Geopolitics
Q: How do you think the confrontation between the president and Congress plays out, and is there such a thing as a lame duck Congress?
Every says Congress is already in its lame-duck period, while Trump retains executive powers and veto authority. He warns that prolonged political conflict could distract Washington and undermine U.S. influence abroad.
MacroVoices #557 Michael Every: The Blue Tsunami Lands on Markets... and Geopolitics
Q: The Democrats have already vowed to stop the Iran war. What levers do they have, and can they stop it?
Every says Congress's power of the purse could matter, but the broader constraint is that it would be harder for the U.S. to sustain a war without congressional and public support. He notes that the extent of Congress's authority remains uncertain.
MacroVoices #556 Luke Gromen: US Midterms & Beyond
Q: Is this AI credit bubble and AI capex boom actually at risk of a bust?
Gromen sees risks from both political uncertainty and AI-related credit exposure. He argues that job displacement could weaken household debt repayment, increase bank losses, and add to Treasury supply.
MacroVoices #556 Luke Gromen: US Midterms & Beyond
Q: What's going on?
Gromen says the supply shock has been cushioned by China's reduced oil demand and strategic reserve drawdowns, along with coordinated releases from Western reserves. He warns that fertilizer costs may also reduce demand now and lower crop yields later.
MacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants
Q: Is it possible ever to make nuclear energy with the technologies that you're working with, cost less than coal and gas and be deployed just as quickly as a new coal plant can be built?
Arafat says it is possible. He expects costs to fall with production volume, with Aalo aiming to get below ten cents per kilowatt hour by its tenth reactor and to become competitive with coal and natural gas as output increases. He identifies supplier capacity as a major obstacle.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About Macro Voices

What is Macro Voices about and what kind of topics does it cover?

The show centers on deep-dive macroeconomics and markets, blending interviews with leading finance thinkers and hands-on trading perspectives. Episodes consistently cover policy dynamics, inflation, energy, geopolitical risks, and the liquidity cycle, often tying global events to asset-price implications and practical positioning ideas. Noteworthy are data-driven debates on debt dynamics, policy paths, and the evolving role of currencies, oil, and AI in shaping markets. The format often features a trading-desk segment and tactical ideas, appealing to institutional investors, hedge funds, and serious retail traders seeking rigorous, forward-looking macro analysis with actionable takeaways.

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How many listeners does Macro Voices get?

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Which podcasts are similar to Macro Voices?

These podcasts share a similar audience with Macro Voices:

1. Monetary Matters with Jack Farley
2. Forward Guidance
3. Thoughtful Money with Adam Taggart
4. The Market Huddle
5. The Grant Williams Podcast

How many episodes of Macro Voices are there?

Macro Voices launched 11 years ago and published 304 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Macro Voices?

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Where can I see ratings and reviews for Macro Voices?

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What guests have appeared on Macro Voices?

Recent guests on Macro Voices include:

1. Michael Every
2. Luke Gromen
3. Anas Alhajji
4. Louis-Vincent Gave
5. Yasir Arafat
6. Brent Johnson
7. David Rosenberg
8. Harley Bassman

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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