

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

Mar 19, 2021 • 1h 6min
Spotlight #6 Josh Crumb & Joe Raia: Dimensions of Abaxx Technologies
Remember when Kyle Bass appeared on MacroVoices and suggested that Erik should get Josh Crumb on the show to explain all the various dimensions of Abaxx Technologies and how the company plans to disrupt commodity trading by bringing the latest technologies to bear to create smarter commodity markets? The long-awaited interview is finally here. Abaxx founders Josh Crumb and Joe Raia lay out the whole story of what Abaxx intends to do, from a new commodity exchange in Singapore to embracing blockchain technology to redesign how futures markets work, to a new suite of self-sovereign identity tools for finance that could revolutionize the way the industry does business.
Link:https://bit.ly/3r17uDB

Mar 18, 2021 • 1h 9min
MacroVoices #263 Juliette Declercq: Why Equities Stand On Much Stronger Ground Than Consensus Seem To Believe
MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show to discuss everything from secular inflation to how far the long end of the treasury curve can go to why Juliette thinks the stock market stands on firmer ground than some skeptics are suggesting.
Link: https://bit.ly/3tw53uj

Mar 11, 2021 • 1h 21min
MacroVoices #262 Diego Parrilla: The End Game Is Inflation But The Path Is Unclear
MacroVoices Erik Townsend and Patrick Ceresna welcome Diego Parrilla to the show to talk about what the inflation trend means for bond yields, equity markets and commodities, as well as gold, the VIX, and much more. Then Gold Royalty Corp. CEO Amir Adnani joins in the postgame to discuss the royalty and streaming business model for precious metals, and where PM streaming shares fit into a portfolio allocation strategy.

Mar 5, 2021 • 1h 20min
MacroVoices #261 Ole Hansen: Commodities Are Back!
MacroVoices Erik Townsend and Patrick Ceresna welcome Ole Hansen to the show to discuss the return of a commodity bull market, which commodity will benefit from the Green Revolution and outlook on agriculture, uranium and more.
Link: https://bit.ly/38a84bx

Feb 25, 2021 • 1h 28min
MacroVoices #260 Lyn Alden: Shifting from Monetary to Fiscal Dominance
MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show to discuss everything from inflation to the long term debt cycle to broad money supply growth to gold & even Bitcoin.
Link: https://bit.ly/3uGHujZ

Feb 18, 2021 • 1h 19min
MacroVoices #259 Louis-Vincent Gave: As Inflationista As They Come
MacroVoices Erik Townsend and Patrick Ceresna welcome Louis-Vincent Gave to the show to talk about why Louis is as inflationista as they come and how to trade the coming inflation. Then Kevin Muir joins in postgame segment to discuss why he thinks investors need to understand the Treasury General Account.
Link: https://bit.ly/3quIOUm

Feb 11, 2021 • 1h 30min
MacroVoices #258 Julian Brigden: As Good As It Gets?
MacroVoices Erik Townsend and Patrick Ceresna welcome Julian Brigden to the show to discuss why Julian thinks equity valuations are already stretched and why he shares the inflationary view expressed by Russell Napier and Jim Bianco in recent episodes.
Link: https://bit.ly/3rHZfgk

Feb 4, 2021 • 1h 30min
MacroVoices #257 Jim Bianco: Wall Street Bets - Who's Playing Who?
MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show to discuss the coming inflation and how to trade it, update on the COVID pandemic, and the lunacy that is Wall Street Bets.
Link: https://bit.ly/3rhbSP8

Jan 28, 2021 • 1h 16min
MacroVoices #256 Russell Napier: Prepare for Secular Inflation
MacroVoices Erik Townsend and Patrick Ceresna welcome Russell Napier to the show to discuss how stocks are rallying to new all-time highs amidst the ongoing pandemic and where we stand with regard to the economic outlook generally & much more.
Link: https://bit.ly/36ohb7p

Jan 21, 2021 • 1h 29min
MacroVoices #255 Mike Green: Bitcoin’s Role in the Future of Digital Currency
MacroVoices Erik Townsend and Patrick Ceresna welcome Logica Funds chief strategist Mike Green to the show to discuss the digital currency revolution generally, Bitcoin and where it’s headed.
Link: https://bit.ly/39Rrv94