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 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
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
