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 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
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
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
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
