Macro Voices

Each week on Macro Voices, hedge fund manager Erik Townsend sits down to cut through the noise of daily financial headlines. The focus here is on the larger, often overlooked forces shaping global markets-the deep currents of macroeconomics, geopolitics, and long-term cycles that truly drive investment outcomes. You’ll hear Erik’s own seasoned market commentary, grounded in a practitioner’s perspective, followed by substantive conversations with a carefully selected roster of guests. These aren’t just pundits; they are leading economists, veteran traders, and strategic thinkers from the highest levels of finance, all brought in to share actionable insights rather than generic advice. The discussions are detailed and technical at times, designed for serious investors and professionals who want to understand the "why" behind market movements. This podcast operates without superficial hype, offering a platform for deep dives into monetary policy, commodity trends, and systemic risks. Funding for the production is provided by Fourth Turning Capital Management, ensuring the content remains independent and focused squarely on value for the listener. Tune in for a consistently rigorous and forward-looking analysis that helps frame the complex landscape of modern investing.