
Macro Voices
by Hedge Fund Manager Erik Townsend
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From 29 epsHosts
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Recent episodes
MacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants
Oct 15, 2026
1h 13m 08s
MacroVoices #553 Brent Johnson: Disparate Housewives
Oct 8, 2026
1h 04m 44s
MacroVoices #552 David Rosenberg: Navigating The Noise
Oct 1, 2026
1h 06m 36s
MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle (Part 2)
Sep 25, 2026
1h 01m 07s
MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle
Sep 24, 2026
1h 11m 42s
Insights from recent episode analysis
Audience Interest
Podcast Focus
Publishing Consistency
Platform Reach
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Most discussed topics
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Total monthly reach
Based on 1 signal.
Built from
By chart position
- 🇺🇸United States · InvestingHOME#7528K to 150K
- 🇮🇳India · Investing#1222K to 116K
- 🇬🇧United Kingdom · Investing#405.8K to 31K
- 🇦🇺Australia · Investing#412.8K to 15K
- 🇨🇦Canada · Investing#631.8K to 9.4K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
79K to 416K🎙 ~2x weekly·300 episodes·Last published 4d ago - Monthly Reach
Unique listeners across all episodes (30 days)
157K to 832K🇺🇸36%🇮🇳28%🇬🇧7%+23 more - Active Followers
Loyal subscribers who consistently listen
87K to 458K
Market Insights
Platform Distribution
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Total Followers
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 10/15/26 | MacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants | MacroVoices Erik Townsend & Patrick Ceresna welcome Yasir Arafat. They discuss Aalo Atomics’ plan to mass-produce small nuclear reactors, initially for AI data centers, and the scale of the power demand the company hopes to serve. Arafat describes how factory production and repeated designs could lower costs, while identifying supply-chain growth as a major challenge. They also discuss using low-enriched uranium in the near term, the longer-term potential of fast-spectrum reactors and fuel recycling, changing U.S. policies on nuclear energy, and competition with China. https://bit.ly/3TTkNdH Find out more: https://www.aalo.com/ ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ | 1h 13m 08s | ||||||
| 10/8/26 | MacroVoices #553 Brent Johnson: Disparate Housewives | MacroVoices Erik Townsend & Patrick Ceresna welcome Brent Johnson. They discuss the dollar’s recent strength and Johnson’s longer-term bullish outlook, while allowing for a short-term pullback. They consider gold’s support level and the possibility of further declines if the dollar rises, alongside Johnson’s view that the current area could be a buying opportunity. Johnson also outlines his thesis that the Fed and Treasury may work more closely together, including the theoretical possibility of revaluing U.S. gold holdings. https://bit.ly/3Wg8EjB ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ | 1h 04m 44s | ||||||
| 10/1/26 | MacroVoices #552 David Rosenberg: Navigating The Noise | MacroVoices Erik Townsend & Patrick Ceresna welcome David Rosenberg. They discuss David Rosenberg’s view that energy shocks are unlikely to drive sustained inflation without wage growth, along with the Fed regime shift and higher real yields, potential midterm gridlock and Treasury issuance as bond-market catalysts, Chinese open-source AI and housing weakness as disinflationary forces, the gold outlook, and the ROSY ETF and book news. ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ | 1h 06m 36s | ||||||
| 9/25/26 | MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle (Part 2) | They discuss how Iran's threats to extend its strikes into the Indian Ocean and a possible 90-day U.S. diesel export ban could deepen the energy crisis, why Washington is rallying allies like Canada and Latin America into a U.S.-led bloc against a China–Russia–Iran–North Korea axis, and how fears of a 2027 Taiwan move, AI supremacy, and tactical nuclear escalation are reshaping markets, capital flows, and national security. ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ | 1h 01m 07s | ||||||
| 9/24/26 | MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle | MacroVoices Erik Townsend & Patrick Ceresna welcome Michael Every. They discuss how escalating Iran–Middle East and Russia–Ukraine conflicts are weaponizing energy markets, why a looming global diesel crunch could fracture the “one-world” oil system into U.S.-led regional blocs, and how Washington may increasingly use tools like export bans, Arctic basing rights, and even dollar stablecoins as instruments of geopolitical statecraft against China and other rivals. https://bit.ly/4iRZKlX ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ | 1h 11m 42s | ||||||
| 9/17/26 | MacroVoices #550 Harley Bassman: In FED We Trust | MacroVoices Erik Townsend & Patrick Ceresna welcome Harley Bassman. They discuss the Fed’s credibility crisis, the fiscal recklessness behind higher term premiums, and how mortgage convexity, ETFs, and hyperscaler borrowing are rewiring the global bond market. https://bit.ly/46wQwnB ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ | 1h 07m 21s | ||||||
| 9/10/26 | MacroVoices #549 Matt Barrie: AI-gent Provocateur | MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie. They discuss the rise of agentic AI and cheap open‑source models, how running AI on your own hardware will reshape enterprises and how this shift will massively disrupt white‑collar work. ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ | 1h 19m 25s | ||||||
| 9/3/26 | emerging energy technologiesnuclear renaissance+4 | Carly Anderson | Big Picture TradingTimescale+2 | — | nuclear renaissancesmall modular reactors+3 | — | 49m 20s | ||
| 8/27/26 | sovereign debtinflation+3 | Daniel Lacalle | YoutubeSubstack | — | reserve currencysovereign debt+4 | Big Picture TradingFREE 14-day trial | 41m 57s | ||
| 8/20/26 | fourth-turning dynamicsdebt disease+3 | Darius Dale | YoutubeSubstack | — | Darius Dalebond markets+3 | Big Picture TradingFREE 14-day trial | 1h 22m 54s | ||
| 8/13/26 | global liquidity cyclemarket analysis+3 | Michael Howell | Big Picture TradingYoutube+1 | — | liquidity cyclemarkets+3 | — | 1h 06m 16s | ||
| 8/6/26 | market disruptioninflation signals+3 | Viktor Shvets | — | HormuzK-shaped economy+2 | market disruptioninflation+3 | Big Picture TradingFREE 14-day trial | 1h 02m 28s | ||
| 7/30/26 | inflationFOMC meeting+3 | Jim Bianco | YoutubeSubstack | — | inflationFOMC+4 | Big Picture TradingFREE 14-day trial | 1h 07m 08s | ||
| 7/23/26 | crude oil pricesconflict escalation+4 | Luke Gromen | — | Strait of Hormuz | crude oilinflation+4 | — | 1h 04m 10s | ||
| 7/16/26 | oil chokepointsMiddle East conflict+3 | Dr. Anas Alhajji | Big Picture TradingYoutube+1 | — | oilchokepoint+5 | — | 1h 56m 20s | ||
| 7/9/26 | U.S equity marketAI Bubble+3 | Adam Parker | Big Picture TradingYoutube+1 | — | U.S equity marketAI Bubble+3 | — | 41m 57s | ||
| 7/2/26 | Hormuz crisisChina's role+3 | Rory Johnston | — | ChinaHormuz+1 | Hormuz crisisChina+3 | — | 58m 17s | ||
| 6/25/26 | market analysisFed policy+4 | Lyn Alden | Big Picture TradingYoutube+1 | — | market trendsAI impact+3 | — | 1h 00m 33s | ||
| 6/18/26 | U.S. dollar outlookIran deal+3 | Brent Johnson | Big Picture TradingYoutube+1 | — | Brent JohnsonU.S. dollar+3 | — | 1h 28m 16s | ||
| 6/11/26 | market sell-offIran conflict+3 | Larry McDonald | Big Picture TradingYoutube+1 | — | market sell-offIran conflict+3 | — | 1h 20m 05s | ||
| 6/4/26 | geopoliticsinflation+5 | Michael EveryRory Johnston | Big Picture TradingSubstack | IranChina | IranChina+5 | — | 1h 37m 14s | ||
| 5/28/26 | AIRobotics+3 | Dr. Pippa MalmgrenJim Bianco | Big Picture TradingYoutube+1 | — | AIRobotics+5 | — | 1h 50m 29s | ||
| 5/21/26 | oil pricesmarket crisis+3 | Morgan Downey | Big Picture TradingYoutube+1 | — | oil pricesmarket crisis+5 | — | 1h 22m 45s | ||
| 5/14/26 | S&P 500inflation forecasts+4 | Mike Green | Big Picture TradingYoutube+1 | — | S&P 500Hormuz crisis+5 | — | 1h 46m 50s | ||
| 5/7/26 | semiconductorsAI+3 | Louis-Vincent Gave | Big Picture TradingYoutube+1 | Iran | semiconductorsAI+3 | — | 1h 19m 29s | ||
| 4/30/26 | secular inflationprecious metals+4 | Daniel Lacalle | Big Picture TradingYoutube+1 | ChinaThe Us+1 | inflationprecious metals+5 | — | 1h 14m 01s | ||
| 4/23/26 | Iran conflictenergy markets+2 | Ole Hansen | Big Picture Trading ChartbookErik | Iran | commoditiestrading+1 | — | 1h 12m 57s | ||
| 4/16/26 | Iran crisisinflation+1 | Luke Gromen | Big Picture Trading ChartbookErik | USIran | Hormuz1956 US Suez Moment | Big Picture TradingFREE14 | 1h 34m 27s | ||
| 4/9/26 | crude oilfood+4 | Adam Rozencwajg | Big Picture Trading ChartbookBig Picture Trading+1 | Iran | — | — | 1h 37m 01s | ||
| 4/2/26 | AIprivate credit markets+2 | Matt BarrieDr Anas Alhajji | Big Picture Trading ChartbookErik | — | dot-com scalemarket disruption+1 | Big Picture TradingFREE14 | 2h 15m 41s | ||
| 3/26/26 | Iran conflictmulti-polar world order+2 | Lyn Alden | Big Picture Trading ChartbookErik | Iran | inflationcredit markets+1 | Big Picture TradingFREE14 | 1h 38m 13s | ||
| 3/19/26 | warinflation+2 | Simon White | Big Picture Trading ChartbookErik | — | risk-off playbookeconomic discussion | — | 1h 54m 31s | ||
| 3/12/26 | geopolitical situationIran+2 | Jim BiancoDr Anas Alhajji | Big Picture Trading ChartbookErik's Substack | Iran | FEDeconomy+1 | Big Picture TradingFREE14 | 1h 52m 09s | ||
| 3/5/26 | advanced nuclear powercost of energy+1 | Matt Loszak | Big Picture Trading ChartbookBig Picture Trading+1 | — | nuclear energyenergy costs+1 | — | 1h 13m 12s | ||
| 2/26/26 | commodity bull marketmetals performance+2 | Jeff Currie | Big Picture Trading ChartbookErik | China | AIdata centers | Big Picture TradingFREE14 | 1h 01m 56s | ||
| 2/19/26 | USD stablecoinseconomic statecraft+3 | Michael Every | Big Picture Trading ChartbookWarsh+1 | Iran | macrogeopolitics+2 | — | 1h 15m 29s | ||
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Chart history for Macro Voices
Peaked at #12 in India, currently #12 in India.
| Market | Genre | Peak | Current | Trend |
|---|---|---|---|---|
| India | — | #12 | #12 | — |
| HU | — | #24 | #24 | — |
| SG | — | #24 | #24 | — |
| Sweden | — | #25 | #25 | — |
| Denmark | — | #25 | #25 | — |
| TR | — | #25 | #25 | — |
| Finland | — | #34 | #34 | — |
| RO | — | #34 | #34 | — |
| MY | — | #34 | #34 | — |
| GR | — | #35 | #35 | — |
| TH | — | #35 | #35 | — |
| SA | — | #39 | #39 | — |
| United Kingdom | — | #40 | #40 | — |
| IS | — | #40 | #40 | — |
| CL | — | #40 | #40 | — |
| Australia | — | #41 | #41 | — |
| Netherlands | — | #42 | #42 | — |
| HK | — | #42 | #42 | — |
| Norway | — | #47 | #47 | — |
| Ireland | — | #52 | #52 | — |
Chart Positions
50 placements across 41 markets.
Chart Positions
50 placements across 41 markets.