Macro Voices

Hedge Fund Manager Erik Townsend
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Jan 14, 2021 • 1h 29min

MacroVoices #254 Luke Gromen: The FED Faces No Easy Choices

MacroVoices Erik Townsend and Patrick Ceresna welcome Luke Gromen to the show to discuss whether if this is the beginning of a trend reversal to the upside or just a dead cat bounce, where the dollar is headed and what that will mean for the markets & more. Link: https://bit.ly/38Jw2Li
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Jan 7, 2021 • 1h 32min

MacroVoices #253 Art Berman: U.S. Oil Production Still Set for Steep Decline in 2021

MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show to discuss the coming domestic production decline which Art still predicts, when it will happen, as well as this week’s OPEC+ meeting, and much more. Link: https://bit.ly/3ooBVDb
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Dec 31, 2020 • 1h 13min

MacroVoices #252 Holiday Special Part 2

MacroVoices Erik Townsend and Patrick Ceresna welcome back Ronald Stoeferle and Grant Williams in this second half of two-part Holiday Special series to discuss the distinction between inflation and fiat debasement, and then talk through a long list of hedging trades against each of those risks, ranging from precious metals to bitcoin to farmland to base metals and crude oil. Link: https://bit.ly/3rAWVZf
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Dec 24, 2020 • 1h 12min

MacroVoices #251 Holiday Special Part 1

MacroVoices Erik Townsend and Patrick Ceresna welcome Ronald Stoeferle and Grant Williams in this first half of Holiday Special series to talk about fiat currency debasement and inflation, commodities and different ways to hedge, crypto currencies and more. Link: https://bit.ly/3pnrakj
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Dec 18, 2020 • 1h 32min

MacroVoices #250 Kyle Bass: Commodity Bull Market, Inflation & Singapore

MacroVoices Erik Townsend and Patrick Ceresna welcome Kyle Bass to the show to discuss equity markets, how Joe Biden’s presidency will affect oil prices, and why Singapore will be the big winner as Hong Kong loses its independence from China and more. Link: https://bit.ly/38cpoM1
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Dec 10, 2020 • 1h 26min

MacroVoices #249 Dr. Pippa Malmgren: Get Ready for Trump News Network

MacroVoices Erik Townsend and Patrick Ceresna welcome back Dr. Pippa Malmgren to the show for an update on what she sees next for Donald Trump assuming his attempts to overturn the election results are unsuccessful. Link: https://bit.ly/2Lmh6cJ
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Dec 3, 2020 • 1h 37min

MacroVoices #248 Jeff Snider: QE Still Isn’t Money Printing, and USD Still Isn’t Crashing

MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show to revisit his dollar-bullish Eurodollar thesis, and consider where the market could be headed from here, and whether or not this week’s move invalidates his prior views. Link: https://bit.ly/2VwzilU
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Nov 28, 2020 • 1h 15min

Smarter Markets - Robert Friedland: Envisioning commodities graded & traded on how responsibly they're produced

Billionaire Canadian financier Robert Friedland headlines the inaugural episode of Smarter Markets, and shares a vision of commodities being graded based on how responsibly they were produced with regard to ESG priorities, thus allowing free market price discovery to determine a market premium to reward responsible producers of metals and other commodities which have historically had an adverse environmental impact.. Robert goes on to share his vision for how a distributed ledger (blockchain) could be used to hold commodity producers to account and assure buyers of commodities that they've received the full and true details of how those commodities were produced.
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Nov 27, 2020 • 48min

Erik's Interview on Market Huddle re: Abaxx Technologies Investment

Erik lays out the reasons he invested in Abaxx Technologies, what the company is about, and how investors can get involved when ABXX stock starts trading publicly on December 15th.
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Nov 25, 2020 • 1h 13min

MacroVoices #247 David Rosenberg: Too much debt spells lower future growth and inflation

MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show to discuss everything from what’s holding up the stock market to whether bond yields have bottomed to the inflation outlook. Link: https://bit.ly/2UZqqFb

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