Superinvestors and the Art of Worldly Wisdom

#14: Erik Townsend on Living The Macro Dream

Oct 17, 2017

01:02:13

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Episode notes

Introduction

2min

How I Got My Start at MIT

6min

The Importance of Curiosity in Computer Science

5min

The Y2K Fears

3min

The Cushing.com Crash

2min

The Importance of Taking Business Advice From a Lawyer

4min

The Dream of Owning a Yacht

2min

The Importance of a Mission in Life

3min

What Drew You to Global Macro?

4min

10.

The Four Seasons of Global Macro

6min

11.

Peak Cheap Oil: The Fourth Turning Idea

3min

12.

The Decline of Oil Production

4min

13.

The Future of Electric Vehicles

3min

14.

The Dollar View and the Oil View

3min

15.

The Fourth Turning Idea

4min

16.

The Importance of Flying an Airplane

5min

17.

How to Keep in Touch With Eric Townson

3min

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.