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
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
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
