

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

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.

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.

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

Nov 19, 2020 • 1h 17min
MacroVoices #246 Daniel Lacalle: U.S. Election, European Outlook & More
MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show to discuss what’s holding the stock market up as the vaccine news is offset by a marked increase in cases and deaths, bond yields, inflation, and much more.
Link: https://bit.ly/3pUMwa6

Nov 12, 2020 • 1h 25min
MacroVoices #245 Lakshman Achuthan: Brace For Inflation
MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI's Lakshman Achuthan to the show to talk about why he sees an inflation cycle on the near horizon and where we stand in the economic cycle and the outlook for markets.
Link: https://bit.ly/35o7h5A

Nov 6, 2020 • 1h 52min
MacroVoices #244 Marin Katusa: How to Play the Secular Gold Bull Market
MacroVoices Erik Townsend and Patrick Ceresna welcome Marin Katusa to the show to discuss everything from MMT and how it will drive a secular bull market in precious metals to why some of the best mining companies are only listed on Canadian exchanges to how to allocate a precious metals portfolio to benefit from all these trends.
Link: https://bit.ly/3p4lsV8

Oct 30, 2020 • 44min
Spotlight #5 The Democratization of Alternative Investments – Art & Farmland
Asset classes previously available only to the super-rich such as fine art and farmland are being democratized and brought within reach of all investors. Hear insights from the CEOs -Artem Milinchuk of FarmTogether.com and Scott Lynn of Masterworks.io- behind this new trend, where it’s headed, and how to invest in both fine art and farmland without breaking the bank.
Link: https://bit.ly/3jIBUqu

Oct 29, 2020 • 1h 32min
MacroVoices #243 Tian Yang: A New Commodity Bull Market is Coming
MacroVoices Erik Townsend and Patrick Ceresna welcome Variant Perception's Tian Yang to the show to talk about why his team sees inflation on the horizon and they think a new secular bull market in commodities is on deck.
Link: https://bit.ly/37TkIfG

Oct 22, 2020 • 1h 31min
MacroVoices #242 Stephanie Kelton on Modern Monetary Theory
MacroVoices Erik Townsend and Patrick Ceresna welcome Stephanie Kelton to the show to discuss how Modern Monetary Theory can enable more, not less government spending using the power of central banks to conjure new money supply out of thin air to finance government spending, without necessarily raising taxes or borrowing from foreigners.
Link: https://bit.ly/31x0ZhV

Oct 15, 2020 • 1h 29min
MacroVoices #241 Mike Alkin & Guy Keller: Uranium Special
MacroVoices Erik Townsend and guest co-host Kevin Muir welcome Mike Alkin & Guy Keller to the show to talk about the future of nuclear power industry, how Uranium market works and the investment opportunities in the Uranium market & more.
Link: https://bit.ly/3k5i35H