Macro Voices

Hedge Fund Manager Erik Townsend
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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
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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
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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
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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
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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
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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
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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!
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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
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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
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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

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