359 episódios
MacroVoices #540 Adam Parker: Beyond the AI Bubble: Diversifying Portfolios in an Earnings-Driven Market
09/07/2026 | 41minMacroVoices 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 Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 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
✅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/ - MacroVoices Erik Townsend & Patrick Ceresna welcome, Brent Johnson. They’ll discuss the Iran deal, Brent’s outlook for the U.S. dollar, and much more. https://bit.ly/4xRl8ga
🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4eOilN4
✅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/ - MacroVoices Erik Townsend & Patrick Ceresna welcome, Larry McDonald. They discuss what’s driven this sell-off, whether the Iran conflict had anything to do with it, and where the opportunities lie in today’s markets. https://bit.ly/4ebDAHe
🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4eeE8fp
✅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/
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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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