361 épisodes
- MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They discuss how the Strait of Hormuz remained closed for months, why crude oil prices did not respond as expected, and what may happen as the conflict re-escalates. They also cover precious metals, inflation, monetary policy, and other major macroeconomic developments. https://bit.ly/45gBPnZ
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🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ MacroVoices #541 Dr. Anas Alhajji: Bab el-Mandeb: The Next Oil Chokepoint Nobody's Watching
16/07/2026 | 1 h 56 minMacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Anas Alhajji. They’ll discuss Anas’s review on how we got into this conflict and why he still believes that it was the goal of the United States to close Hormuz. https://bit.ly/4wKIgvh
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09/07/2026 | 41 minMacroVoices Erik Townsend & Patrick Ceresna welcome, Adam Parker. They discuss the U.S equity market. https://bit.ly/4aK7d1u
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🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/- MacroVoices Erik Townsend & Patrick Ceresna welcome, Rory Johnston. They discuss the Hormuz crisis, China’s role in tempering global oil demand, and the outlook for what comes next as negotiations evolve in the middle east. https://bit.ly/4eIFMaO
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🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ - MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They discuss the Hormuz crisis, Fed policy under new leadership, budget deficits, the AI trade, and AI's mounting demands on energy markets. https://bit.ly/4oJoM7q
🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3R2YuAL
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🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
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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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