

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

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!

Aug 4, 2021 • 1h 21min
MacroVoices #283 Brent Johnson: US Dollar Still Not Crashing
MacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital's Brent Johnson to the show. Brent says the US dollar isn't really crashing to zero as some have suggested, then goes on to articulate a balanced view on the inflation/deflation debate. They also discuss commodities including precious metals, and why Brent thinks the soft commodities may be a good play if prices pull back.
Link: https://bit.ly/37kB4fL

Jul 29, 2021 • 1h 10min
MacroVoices #282 Bill Blain: Consequences of Secular Inflation
MacroVoices Erik Townsend and Patrick Ceresna welcome Shard Capital Strategist and Alternative Investments chief Bill Blain to the show. Bill says secular inflation is here to stay, then goes on to explain several less obvious nuances of the finance industry's readiness for the coming change and much more.
Link: https://bit.ly/3fax7hW

Jul 22, 2021 • 1h 5min
MacroVoices #281 Darius Dale: Inflation is officially on hold but just for now
MacroVoices Erik Townsend and Patrick Ceresna welcome 42 Macro founder Darius Dale to the show to discuss why he is a secular inflationist long-term even though his models predict disinflation in coming months.
Link: https://bit.ly/3eI2nok

Jul 15, 2021 • 1h 14min
MacroVoices #280 Aaran Param: Inflation, Stocks, Dollar, EM, China, Commodities & more
MacroVoices Erik Townsend and Patrick Ceresna welcome Aaran Param from Variant Perception to the show to discuss whether inflation is secular or transitory, Stocks, Bond Yields, Commodities, and much more.
Link: https://bit.ly/3xKio4I

Jul 8, 2021 • 1h 14min
MacroVoices #279 Viktor Shvets: The Inflation-Deflation Pendulum
MacroVoices Erik Townsend and Patrick Ceresna welcome Viktor Shvets to the show to discuss in detail why he disagrees with the view that we're beginning a 1970's scale secular inflation event.
Link: https://bit.ly/3wrQOYo

Jul 1, 2021 • 1h 11min
MacroVoices #278 Eric Peters: Secular Inflation and Digital Currency
MacroVoices Erik Townsend and Patrick Ceresna welcome back One River Asset Management CIO Eric Peters to the show. Eric has been in the news quite a bit lately, as his new venture One River Digital has become one of the most voracious buyers of Bitcoin. Eric returns as this week’s feature interview guest to discuss secular inflation and the digital currency revolution in detail.
Link: https://bit.ly/3AmXGJJ

Jun 24, 2021 • 1h 13min
MacroVoices #277 Daniel Lacalle: Inflation, Recovery Outlook, Energy, Digital Currency & More
MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show. Daniel says inflation is coming, but he doesn’t worry about it running away or becoming a major economic challenge. They also explore Daniel’s thoughts on both cryptocurrency and sovereign digital currency, and much more.
Link: https://bit.ly/3vUHrAr