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
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
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
