

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

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

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

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

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

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


