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
Jun 11, 2020 • 1h 21min
MacroVoices #223 Diego Parrilla: False Diversification and Risk Parity Unwind
MacroVoices Erik Townsend and Patrick Ceresna welcome Diego Parrilla to the show to discuss the post-COVID19 economic and market recovery, the coming transition to secular inflation, precious metals, and much more.
Link: https://bit.ly/37qPgD5
Jun 8, 2020 • 18min
All-Stars #108 Luke Gromen: Central Banks on Steroids
All-Star Luke Gromen is back to talk about how the Fed is tapering its balance sheet expansion and what that would mean for the markets.
Link: https://bit.ly/3h65Jkt
Jun 4, 2020 • 1h 31min
MacroVoices #222 Vikram Mansharamani: Post-COVID19 Economic Outlook
MacroVoices Erik Townsend and Patrick Ceresna welcome Vikram Mansharamani to the show to discuss how supply chains are restructuring in the wake of the COVID19 pandemic, the coming secular shift from deflation to inflation, and much more.
Link: https://bit.ly/30aOgSc
Jun 1, 2020 • 26min
All-Stars #107 Jeff Snider: Huge Money Printing Speaks For Itself, So Why Is Jay Powell Trying To Sell It So Aggressively?
All-Star Jeff Snider is back to talk about how the most aggressive monetary program in the Fed's history hasn't moved the needle one bit and how Jay Powell took his show on the road to 60 Minutes and lied repeatedly.
Link: https://bit.ly/2U0kgo3
May 28, 2020 • 1h 20min
MacroVoices #221 Ronald Stöferle: In Gold We Trust
MacroVoices Erik Townsend and Patrick Ceresna welcome Ronald Stöferle to the show to discuss all things gold, including both the metals and the mining stocks & more.
Link: https://bit.ly/2XCfA92
May 26, 2020 • 28min
All-Stars #106 Dr. Pippa Malmgren: The Post-COVID19 Economy Recovery and U.S.-China Relations
All-star Dr. Pippa Malmgren is back with commentary on how the recovery is likely to play out in both the real economy and financial markets, and how U.S.-China relations will fare going forward
Link: https://bit.ly/2ZG1QwC
May 21, 2020 • 1h 38min
MacroVoices #220 Daniel Lacalle: Fiat Currency Debasement, Central Banks and Gold
MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show to discuss the secular transition from deflation to inflation, hard assets generally, precious metals, the stock market outlook, and much more.
Link: https://bit.ly/2ZsMf3g
May 18, 2020 • 27min
Spotlight #3 Scott Lynn: Securitized Investment in Fine Art
Fine Art investing expert Scott Lynn, founder of Masterworks.io joins Erik Townsend for an in-depth discussion of fine art investing including the securitized approach to investing in blue chip classic artworks being pioneered by Masterworks.io
Link: https://bit.ly/2LBhXmM
May 18, 2020 • 18min
All-Stars #105 Juliette Declercq: Post-crisis economic recovery
All-Star Juliette Declercq returns to discuss views on deflation vs. inflation, if MMT is what makes the difference between depression and reflation and post-crisis equity outlook.
Link: https://bit.ly/2AFOUwd
May 14, 2020 • 1h 26min
MacroVoices #219 Dr. Ben Hunt: Charting the post COVID-19 economic recovery
MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Ben Hunt to the show to discuss the three narratives of the coronavirus crisis, if there will be a secular shift from deflation to inflation and how Frontline Heroes is supporting healthcare workers.
Link: https://bit.ly/3fIMBIG
