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
Jul 30, 2020 • 53min
MacroVoices #230 Summer Special: Deep Dive into U.S. Dollar with Jeff Snider
MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show to discuss the U.S. Dollar system, structurally how it works and why it’s leading systemically to a dollar shortage.
Link: https://bit.ly/3geQLIg
Jul 23, 2020 • 1h 23min
MacroVoices #229 Summer Special: Grant Williams Unplugged
MacroVoices Erik Townsend and Patrick Ceresna welcome Grant Williams to the show to discuss how long the central bank balance sheet expansion will continue, comparison between this recession to the past recessions, outlook on gold, US/China relations and more.
Link: https://bit.ly/2CV3H7j
Jul 16, 2020 • 1h 12min
MacroVoices #228 Lyn Alden: The Road to Inflation
MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show to discuss the recession, equity markets, bond yields, gold, inflation, and much more.
Link: https://bit.ly/3jfl2bY
Jul 10, 2020 • 39min
Spotlight #4 Artem Milinchuck: Farmland Investing Now Available to All Accredited Investors - The Future of Investing
FarmTogether founder Artem Milinchuck joins Erik Townsend to discuss Farmland Investing; why it’s been the favored trade of billionaires and how FarmTogether is making this asset class available to all accredited investors.
Link: https://bit.ly/2W8czNL
Jul 9, 2020 • 1h 18min
MacroVoices #227 Hugh Hendry: He's BAAAAACK!!!
MacroVoices Erik Townsend and Patrick Ceresna welcome Hugh Hendry to the show to discuss everything from Caribbean real estate to his come-back in the world of macro & more
Link: https://bit.ly/38HpSJR
Jul 2, 2020 • 1h 28min
MacroVoices #226 Charlie McElligott Explains the Upside Catalyst for Equity Market
MacroVoices Erik Townsend and Patrick Ceresna welcome Charlie McElligott to the show to discuss what’s keeping stock prices elevated in the face of a global pandemic, treasury yields, and much more. And be sure to stay tuned for our postgame segment, when Harley Bassman, inventor of the MOVE Index, returns to talk options with Patrick.
Link: https://bit.ly/2ZvC5gF
Jun 25, 2020 • 1h 23min
MacroVoices #225 Harley Bassman: The long slow road to inflation
MacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman to the show to discuss everything from the recession outlook to the coming shift from deflation to inflation, and what it means for fixed income markets & more.
Link: https://bit.ly/2CIZ4x5
Jun 22, 2020 • 24min
All-Stars #110 Dr. Anas Alhajji: Rebalancing the global oil market will take ~1 year
All-star Dr. Anas Alhajji joins us on the final episode of MacroVoices All-Stars and shares his outlook for global crude oil markets.
Link: https://bit.ly/2BxlOPQ
Jun 18, 2020 • 1h 33min
MacroVoices #224 Art Berman: Expect oil prices to move down, then up, then WAY up
MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show for another crude oil special! They discuss everything from U.S. production dynamics to the price forecast and more.
Link: https://bit.ly/2zIZPoG
Jun 15, 2020 • 18min
All-Stars #109 Louis-Vincent Gave: Why Xi Jinping needs to save rather than destroy Hong Kong
All-Star Louis-Vincent Gave returns for an update on Hong Kong, the USD, and U.S. Civil Unrest
Link:https://bit.ly/2ADm67U
