Macro Voices

Hedge Fund Manager Erik Townsend
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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
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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
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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
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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
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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
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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
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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
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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
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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  
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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

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