Introduction

Erik Townsend is a retired software entrepreneur turned hedge fund manager and host of the Macro Voices podcast. In this conversation Erik shares some of his formative experiences like breaking into MIT as a teenager to eventually selling his software firm near the height of dotcom mania. He explains why it "sucked" being a young retiree on a yacht in the Caribbean and how he's much happier today working long hours at his trading desk running his hedge fund. He also discusses his current macro framework and some of major themes that inform his trading today. For links and notes related to our conversation visit TheFelderReport.com/podcast.