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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
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Macro Voices
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MacroVoices #270 Dylan Grice: Are Central Bankers Politicians or Economists?
1:05:17
1:05:17
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1:05:17
MacroVoices Erik Townsend and Patrick Ceresna welcome Dylan Grice to the show to discuss everything from inflation vs. deflation to how far bond yields can go to the outlook for asset markets. Link: https://bit.ly/3xUCNEqBy Hedge Fund Manager Erik Townsend
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Macro Voices
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MacroVoices #269 Charlie McElligott: The reflation that reversed course in April will reverse course again
1:28:49
1:28:49
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1:28:49
MacroVoices Erik Townsend and Patrick Ceresna welcome Charlie McElligott from Nomura to the show. Charlie says the reflation trade that reversed in April is likely to reverse again, with more reflation still to come. They talk about everything from inflation to bond yields to the market outlook for stocks and other asset classes. Link: https://bit.…
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Macro Voices
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MacroVoices #268 Art Berman: Crude Oil Update
1:13:57
1:13:57
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1:13:57
MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show. Art nailed the call for $65 crude oil when we had him on in early January, but now he says the big move higher in price is probably mostly over, and he doesn’t see any reason to expect crude oil prices to rally much higher than $70. And that’s despite the fact that Art st…
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Macro Voices
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MacroVoices #267 Jeff Snider: Why Deflation Is The Story, Not Inflation
1:17:35
1:17:35
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1:17:35
MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider back to the show where Jeff makes the case for deflation rather than inflation, against consensus. Then be sure to stay tuned for the postgame segment where Patrick will give an update on the 50dma charts. Link: https://bit.ly/3mPOTtzBy Hedge Fund Manager Erik Townsend
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Macro Voices
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MacroVoices #266 Jesse Felder: Macro Roadmap for the S&P500
1:08:08
1:08:08
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1:08:08
MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show. Jesse sees inflation on the horizon and has quite a bit to say about macro risk factors and where the S&P500 may be headed next. Link: https://bit.ly/3t26fpvBy Hedge Fund Manager Erik Townsend
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Macro Voices
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MacroVoices #265 Steven Van Metre: The Last Deflationist Standing
1:14:04
1:14:04
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1:14:04
MacroVoices Erik Townsend and Patrick Ceresna welcome Steven Van Metre to the show to talk about why the outlook really is still deflationary unless and until private credit expansion returns with a vengeance. Link: https://bit.ly/39y2KPIBy Hedge Fund Manager Erik Townsend
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Macro Voices
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MacroVoices #264 Robert Friedland: Investing in the Green Revolution
1:25:39
1:25:39
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1:25:39
MacroVoices Erik Townsend and Patrick Ceresna welcome billionaire Canadian financier Robert Friedland to the show. Robert already gave a terrific two-part interview on the Smarter Markets podcast, on the subject of what it’s really going to take to Green the Global economy. In this MacroVoices episode, they discuss how to invest in the formative gr…
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Macro Voices
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Spotlight #6 Josh Crumb & Joe Raia: Dimensions of Abaxx Technologies
1:05:43
1:05:43
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1:05:43
Remember when Kyle Bass appeared on MacroVoices and suggested that Erik should get Josh Crumb on the show to explain all the various dimensions of Abaxx Technologies and how the company plans to disrupt commodity trading by bringing the latest technologies to bear to create smarter commodity markets? The long-awaited interview is finally here. Abax…
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Macro Voices
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MacroVoices #263 Juliette Declercq: Why Equities Stand On Much Stronger Ground Than Consensus Seem To Believe
1:09:24
1:09:24
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1:09:24
MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show to discuss everything from secular inflation to how far the long end of the treasury curve can go to why Juliette thinks the stock market stands on firmer ground than some skeptics are suggesting. Link: https://bit.ly/3tw53uj…
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Macro Voices
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MacroVoices #262 Diego Parrilla: The End Game Is Inflation But The Path Is Unclear
1:21:02
1:21:02
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1:21:02
MacroVoices Erik Townsend and Patrick Ceresna welcome Diego Parrilla to the show to talk about what the inflation trend means for bond yields, equity markets and commodities, as well as gold, the VIX, and much more. Then Gold Royalty Corp. CEO Amir Adnani joins in the postgame to discuss the royalty and streaming business model for precious metals,…
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Macro Voices
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MacroVoices #261 Ole Hansen: Commodities Are Back!
1:20:27
1:20:27
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1:20:27
MacroVoices Erik Townsend and Patrick Ceresna welcome Ole Hansen to the show to discuss the return of a commodity bull market, which commodity will benefit from the Green Revolution and outlook on agriculture, uranium and more. Link: https://bit.ly/38a84bxBy Hedge Fund Manager Erik Townsend
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Macro Voices
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MacroVoices #260 Lyn Alden: Shifting from Monetary to Fiscal Dominance
1:28:25
1:28:25
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1:28:25
MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show to discuss everything from inflation to the long term debt cycle to broad money supply growth to gold & even Bitcoin. Link: https://bit.ly/3uGHujZBy Hedge Fund Manager Erik Townsend
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Macro Voices
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MacroVoices #259 Louis-Vincent Gave: As Inflationista As They Come
1:19:00
1:19:00
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1:19:00
MacroVoices Erik Townsend and Patrick Ceresna welcome Louis-Vincent Gave to the show to talk about why Louis is as inflationista as they come and how to trade the coming inflation. Then Kevin Muir joins in postgame segment to discuss why he thinks investors need to understand the Treasury General Account. Link: https://bit.ly/3quIOUm…
