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
May 11, 2020 • 13min
All-Stars #104 Brent Johnson: Dollar, SPX, Gold & Commodities update
All-star Brent Johnson joins Erik Townsend for an update on the US Dollar, S&P 500, Gold, Gold mining shares, and commodities generally in the COVID19 aftermath.
Link: https://bit.ly/2SW5aPP
May 7, 2020 • 1h 38min
MacroVoices #218 Lakshman Achuthan: What cycles teach us about what to expect post coronavirus
MacroVoices Erik Townsend and Patrick Ceresna welcome Lakshman Achuthan to the show to discuss what cycle need to be focused on during this crisis, the three D’s of recession, and what economic cycles teach us about what to expect next.
Link: https://bit.ly/2Wce4dY
Apr 30, 2020 • 1h 46min
MacroVoices #217 Dr. Lacy Hunt: The Road Through Deflation Toward Eventual Hyperinflation
MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Lacy Hunt to the show to discuss his core thesis on interest rates and inflation, how to interpret FED policy on inflation and perspectives on the FED bailing out the high yield market
Link: https://bit.ly/2xrUpgO
Apr 29, 2020 • 26min
All-Stars #103 Jeff Snider: The Myth of Central Bank Market Support (and liquidity)
All-Star Jeff Snider is back! Jay Powell has added $1.5 trillion in bank reserves in just eight weeks, so where's all the money? It's conspicuously missing from all the places it should be showing up.
Apr 27, 2020 • 51min
Hot Topic #14: Crude Oil BLACK SWAN ALERT with Jim Bianco
The two guys who predicted the Coronavirus Pandemic back in January, Jim Bianco and Erik Townsend say there could be another crisis brewing in the Crude Oil Market!
Link: https://bit.ly/2zuF2ok
Apr 23, 2020 • 1h 33min
MacroVoices #216 David Rosenberg: Stagflation is coming but not yet
MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show to discuss the general market outlook, investment strategies to navigate market volatility and impacts of COVID-19 crisis on emerging markets and more.
Link: https://bit.ly/2S4WOoF
Apr 20, 2020 • 24min
All-Stars #102 Louis-Vincent Gave: Charting a path toward post-COVID macro reality
All-Star Louis-Vincent Gave returns with his perspective as to what lays ahead after the #COVID19 crisis.
Link: https://bit.ly/3cChnRl
Apr 13, 2020 • 16min
All-Stars #101 Julian Brigden: USD and SPX outlook in the wake of COVID-19
All-star @JulianMI2 returns to discuss the post-crisis direction of the dollar and the stock market
Link: https://bit.ly/2Xx20VL
Apr 9, 2020 • 1h 46min
MacroVoices #214 Eric Peters: Knock-on effects of the Coronavirus Crisis
MacroVoices Erik Townsend and Patrick Ceresna welcome Eric Peters from One River Asset Management to talk about the impacts of coronavirus on the recent market dislocation and the implications of the recent record-setting monetary intervention and more.
Link: https://bit.ly/3c7Doaa
Apr 8, 2020 • 1h 10min
Hot Topic #13: Gold for Grownups! Jeff Christian debunks the myths of the market.
CPM Group founder Jeff Christian debunks popular myths and explains how the physical precious metals market really works.
Link: https://bit.ly/3dYyCO2
