Macro Voices 

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

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Title	Date published
MacroVoices #463 Izabella Kaminska: On Why Markets Aren’t Getting The Signal	2025-01-16
MacroVoices #462 Luke Gromen: 2025 Outlook	2025-01-08
MacroVoices #461 Thomas Jam Pedersen: Nuclear Fuels and Fuel Cycles For Energy Transition	2024-12-31
MacroVoices #460 Thomas Jam Pedersen: Advanced Nuclear Reactor Designs For Energy Transition	2024-12-24
MacroVoices #459 Robert Kahn: Looking Ahead To 2025 Geopolitics & Markets	2024-12-19
MacroVoices #458 David Rosenberg: Lament of A Bear	2024-12-12
MacroVoices #457 Justin Huhn: The Fundamentals For Nuclear Keep Getting Better	2024-12-05
MacroVoices #456 Jeff Currie: Repricing of Macro Markets	2024-11-27
MacroVoices #455 Daniel Lacalle: Is The Trump Trade Over?	2024-11-21
MacroVoices #454 Vincent Deluard: The Five Body Problem	2024-11-14
MacroVoices #453 Dr. Pippa Malmgren: Unconventional Insights on US Presidential Election	2024-11-07
MacroVoices #452 Darius Dale: No Difference Between Trump & Harris	2024-10-31
MacroVoices #451 Brent Johnson: Macro Drivers of UST’s, PM’s & The Role of The BRICS	2024-10-24
MacroVoices #450 Dr. Anas Alhajji: Oil, Middle-East Politics & China	2024-10-17
MacroVoices #449 Harley Bassman: The Magic of Mortgages	2024-10-10
MacroVoices #448 Luke Gromen: Why the Gold Recycling Trade is Accelerating	2024-10-03
MacroVoices #447 Eric Peters: US/EU/China, Competitive Outlook	2024-09-26
MacroVoices #446 Matt Barrie: AI’ll Be Back!	2024-09-19
MacroVoices #445 Jim Bianco: Still No Landing, and Inflation is Not Transitory	2024-09-12
MacroVoices #444 Mike Alkin: Uranium Fundamentals Couldn’t Be Better	2024-09-05

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