Macro Voices
Hosted by Erik Townsend & Patrick Ceresna · 5 decoded episodes · newest Oct 8, 2026
<p>Weekly market commentary by retired Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. </p>
Episodes 5
- Oct 8, 2026 · 1h 5mDollar strength collides with America’s new geopolitical eraThe episode connects dollar funding stress, policy coordination, and U.S.-China rivalry to a market regime spanning currencies, bonds, commodities, and equities.
- Oct 1, 2026 · 1h 7mRosenberg challenges inflation fears as bonds face real-rate pressureThe episode tests whether energy shocks, fiscal supply, AI investment, and political change can reshape inflation and bond-market expectations.
- Sep 25, 2026 · 1h 1mGeopolitical rivalry raises energy, technology and market risksThe discussion connects conflicts and strategic competition to practical threats involving fuel supplies, AI policy, financial access and nuclear escalation.
- Sep 24, 2026 · 1h 12mGeopolitics turns diesel and oil into strategic weaponsThe episode connects refinery vulnerability, energy supply chains, and market positioning to a wider struggle over currencies, rates, and global power.
- Sep 17, 2026 · 1h 7mHarley Bassman says markets are losing faith in institutionsThe episode connects fiscal deficits, Fed credibility, financial innovation, and crowded trades to a broader question of whether markets still trust U.S. institutions.