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
Oct 8, 2020 • 1h 25min
MacroVoices #240 Dr. Pippa Malmgren: U.S. Election Outlook
MacroVoices Erik Townsend and this week's guest host Kevin Muir welcome Dr. Pippa Malmgren to the show to discuss everything from the outlook for markets in various election scenarios to the risk of an increase in civil unrest after the election to Pippa’s prediction that President Trump will aspire to create his own television news empire after leaving the White House, regardless of whether that happens in 2021 or after four more years as President.
Link: https://bit.ly/34FHJPQ
Oct 1, 2020 • 1h 21min
MacroVoices #239 Art Berman: U.S. Production still set to decline…but so is demand
MacroVoices Erik Townsend and Patrick Ceresna welcome back Art Berman to the show to discuss where oil price is headed from here, decreasing price sensitivity to changes in comparative inventory and an update on Art’s previous prediction on U.S. production of oil.
Link: https://bit.ly/3d0eYBr
Sep 23, 2020 • 1h 29min
MacroVoices #238 Alex Gurevich: Bond Yields, U.S. Dollar, Equities & more
MacroVoices Erik Townsend and Patrick Ceresna welcome Alex Gurevich to the show to discuss if the bond bull market is finally coming to an end, if the U.S. dollar is heading to a secular decline and perspectives on gold, equity markets & more. Then Jim Bianco from Bianco Research joins in the postgame segment to talk about the upcoming US Presidential Election.
Link: https://bit.ly/3hR0qoo
Sep 17, 2020 • 1h 11min
MacroVoices #237 Juliette Declercq: U.S. Election Outlook, U.S. Dollar, Real Yields and more
MacroVoices Erik Townsend and Patrick Ceresna welcome Juliette Declercq to the show to discuss the potential outcomes of the U.S. Presidential election and their impact on markets, inflation, the US Dollar, and much more.
Link: https://bit.ly/3mvrQU9
Sep 10, 2020 • 1h 20min
MacroVoices #236 Mike Green: Passive Investing Dynamics, Inflation vs. Hyperinflation, Digital Currencies & more
MacroVoices Erik Townsend and Patrick Ceresna welcome Mike Green to the show to discuss the reflexive effects of passive investing on market price action, before moving on to the US dollar, inflation, gold, digital reserve currencies and much more.
Link: https://bit.ly/33kfmWC
Sep 3, 2020 • 1h 37min
MacroVoices #235 Luke Gromen: U.S. Dollar Deep Dive
MacroVoices Erik Townsend and PatrickCeresna welcome Luke Gromen to the show to discuss if the U.S. Dollar is having that "Luke Gromen Moment" he has predicted for years, the stock market, the U.S. fiscal situation, gold and much more.
Link: https://bit.ly/3jMGHr4
Aug 27, 2020 • 1h 19min
MacroVoices #234 Brent Johnson: The Dollar is Not Dead
MacroVoices Erik Townsend and Patrick Ceresna welcome Brent Johnson to the show to discuss the U.S. Dollar in depth, including why Brent thinks the dollar bears are declaring victory prematurely. They also discuss stocks, gold, and much more.
Link: https://bit.ly/2YFAfu2
Aug 20, 2020 • 1h 23min
MacroVoices #233 Jesse Felder: How Long Can Stock Market Mania Continue?
MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show to discuss everything from the stock market, to the U.S. dollar, to gold & much more.
Link: https://bit.ly/2CJ3Hrc
Aug 13, 2020 • 1h 1min
MacroVoices #232 Vincent Deluard: The Nuclear Winter of the 60/40 Portfolio
MacroVoices Erik Townsend and Patrick Ceresna welcome Vincent Deluard to the show to discuss the shortcomings of 60/40 portfolio, why inflation still hasn’t happened, and if the U.S. dollar is facing the beginning of its demise and more.
Link: https://bit.ly/3iDyBAz
Aug 6, 2020 • 1h 36min
MacroVoices #231 Jim Bianco: Coronavirus, MMT, U.S. Dollar, All Leads to Gold
MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show to discuss everything from if Jim has indeed turned bullish, coronavirus update, fixed income markets, what’s next for US dollar & much more.
Link: https://bit.ly/3krJ8Rp
