Macro Voices
Hedge Fund Manager Erik Townsend
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
Episodes
Mentioned books
Oct 14, 2021 • 1h 15min
MacroVoices #293 Cullen Roche: Debt Ceiling, Interest Rates & Stagflation
MacroVoices Erik Townsend and Patrick Ceresna welcome Cullen Roche to the show to discuss the debt ceiling debate, why a platinum coin supposedly solves perpetual motion and buys a free lunch for deficit spending, where inflation is headed, and much more.
Link: https://bit.ly/3p50wjA
Oct 7, 2021 • 1h 11min
MacroVoices #292 Russell Napier: Knock-on Effects of Secular Inflation
MacroVoices Erik Townsend and Patrick Ceresna welcome Russell Napier to the show. They explore whether the developing situation in China changes the inflation calculus, then go on to talk about rates, inflation, and where this whole macro picture is headed.
Link: https://bit.ly/3DlRqTn
Sep 30, 2021 • 1h 10min
MacroVoices #291 Jeroen Blokland: Inflation, Bond Yields, Portfolio Allocation & Bitcoin Unpublished
MacroVoices Erik Townsend and Patrick Ceresna welcome True Insights founder Jeroen Blokland to the show to discuss inflation, the FED’s dot plot and where interest rates are headed, portfolio allocations, and much more.
Link: https://bit.ly/3onjHEU
Sep 23, 2021 • 56min
MacroVoices #290 Juliette Declercq: Are Cyclical Indices Positioned To Outperform?
MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show. They discuss the whole macro picture and then translate those ideas to actionable market strategies.
Link: https://bit.ly/3kDuN6t
Sep 16, 2021 • 1h 17min
MacroVoices #289 Jim Bianco: Persistent Inflation/ Bond Yields/ DeFi
MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco from Bianco Research to the show to discuss secular inflation, demographics, decentralized finance, and much more.
Link: https://bit.ly/3AjypQq
Sep 9, 2021 • 1h 8min
MacroVoices #288 Paul Krake: Mega themes for 2020s
MacroVoices Erik Townsend and this week's guest host Kevin Muir welcome View from the Peak founder Paul Krake to the show to discuss what Paul calls megathematics, the important trends to watch in the current macro environment.
Link: https://bit.ly/3yZmuWz
Sep 2, 2021 • 1h 18min
MacroVoices #287 Wayne Himelsein: Under the covers of Long Vol
MacroVoices Erik Townsend and Patrick Ceresna welcome Logica Funds founder Wayne Himelsein to the show to discuss trading the long volatility strategy.
Link: https://bit.ly/3yJd8hg
Aug 26, 2021 • 1h 12min
MacroVoices #286 Summer Special: Digital Currencies & Decentralized Finance Revolution Part 2
MacroVoices Erik Townsend welcome Dr. Pippa Malmgren and Clint Cox in this second installment of two-part summer special to discuss digital currency and decentralized finance revolution.
Link: https://bit.ly/2UpC53g
Aug 19, 2021 • 1h 24min
MacroVoices #285 Summer Special: Digital Currencies & Decentralized Finance Revolution Part 1
MacroVoices Erik Townsend welcome Dr. Pippa Malmgren and Clint Cox in this first installment of two-part summer special to discuss digital currency and decentralized finance revolution.
Link: https://bit.ly/3gd5yoN
Aug 12, 2021 • 1h 30min
MacroVoices #284 Lakshman Achuthan: Economic cycle is turning...but what about assets?
Lakshman Achuthan, co-founder of the Economic Cycle Research Institute, shares his expert insights on the shifting tides of economic indicators, warning of a potential downturn. Grant Williams, a seasoned financial analyst, joins in to discuss the implications for various asset classes, including equities, gold, and oil. They dive into the intricacies of economic cycles, risk management strategies, and the future of currency systems, contrasting traditional fiat alternatives with emerging digital currencies. Expect a deep dive into navigating turbulent economic waters!
