Macro Voices

Hedge Fund Manager Erik Townsend
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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
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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
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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
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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
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Jun 17, 2021 • 1h 16min

MacroVoices #276 Philip Verleger: Energy Economics and Inflation

MacroVoices Erik Townsend and Patrick Ceresna welcome Philip Verleger to the show to give us a different perspective on the economics of the energy industry, including his views on the coming secular inflation. Link: https://bit.ly/3vApK91
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Jun 10, 2021 • 59min

MacroVoices #275 Steve Keen: Inflation Will Not Run Away

Steve Keen, a renowned professor of economics known for his insights on debt and inflation, joins the discussion. He asserts that while inflation is on the horizon, it won't lead to the runaway fears some have. Keen critiques Austrian economic theories, explores the impacts of COVID-19 on supply chains, and examines the interplay between climate change and economic stability. He advocates for a new economic model that integrates environmental factors and highlights innovative investment approaches in farmland.
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Jun 3, 2021 • 1h 23min

MacroVoices #274 Marin Katusa: PM Investing for Accredited Investors

MacroVoices Erik Townsend and Patrick Ceresna welcome back Marin Katusa to the show. This week’s interview focuses specifically on the private equity deals that are only offered to accredited investors, allowing them to buy precious metals mining stocks directly from the issuing company, off the listed exchange, and at a discount to the price everyone else is paying for the same shares on the open market. They also discuss private placements and financings in gold mining stocks as well as other speculative natural resource investments such as uranium and even carbon credits. Link: https://bit.ly/3cfJUyh
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May 27, 2021 • 1h 16min

MacroVoices #273 Larry McDonald: Dollar Down & Gold, Oil, Uranium Up

MacroVoices Erik Townsend and Patrick Ceresna welcome Larry McDonald from The Bear Traps Report to the show to discuss inflation, bond yields, market outlooks, and much more. Link: https://bit.ly/3hZZMbY
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May 20, 2021 • 1h 20min

MacroVoices #272 David Rosenberg: Inflation Will Be Transitory

MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show where he explains why he still sees deflation as the governing force, and why he disagrees with the suddenly all-popular inflation narrative. Free 30-Day Trial to Rosenberg Research: https://bit.ly/3f2n9zI Link: https://bit.ly/3wmukbQ
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May 13, 2021 • 1h 5min

MacroVoices #271 Harley Bassman: Hedging a High Interest Future

MacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman to the show. For years Harley has been on a personal mission to figure out how to make institutional hedging tools available to retail investors, because Harley sees a risk of long-term interest rates backing up in coming years that could create a much worse threat than the 2008 financial crisis. They talk about the risk he sees, why he thinks it's so important to hedge against it, and discuss the ETF he just launched to make runaway interest rate insurance available to anyone who wants it. Then be sure to stay tuned for our postgame segment after the feature interview, when Patrick and Erik discuss Tesla, cryptocurrencies, and much more. Link: https://bit.ly/3eK4dp0  

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