Macro Voices (podcast)

Macro Voices

Manage series 120079

By Hedge Fund Manager Erik Townsend. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio streamed directly from their servers.

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

298 episodes available. A new episode about every 6 days averaging 80 mins duration .

Macro Voices

Darius Dale: Hedgeye turn BEARISH U.S. Growth1:10:32

6d ago1:10:32

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1:10:32

Erik Townsend and Patrick Ceresna welcome Darius Dale to MacroVoices. Erik and Darius discuss the peak in the U.S. growth cycle, inflation and earnings. They further discuss the global divergence reiterated and the prognostications vs the reality of the markets. They further discuss China’s massive credit expansion, the US dollar and the breakd ...…

Macro Voices

Simon White: Equities are running out of road1:22:57

13d ago1:22:57

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1:22:57

Erik Townsend and Patrick Ceresna welcome Simon White to MacroVoices. Erik and Simon discuss the equity markets and the post-crash dynamics. They look at the medium-term drivers of the U.S. dollar and ask if something has fundamentally changed in the U.S. treasury markets. They look that the yield curve, TED and LIBOR OIS spreads and conclude b ...…

Macro Voices

Julian Brigden: Stock collapse under own weight or Fed/yields do it for them1:27:00

20d ago1:27:00

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1:27:00

Erik Townsend and Patrick Ceresna welcome Julian Brigden to MacroVoices. Erik and Julian discuss what is on the horizon for inflation and is there a risk of runaway inflation? They look at today’s market and what comes next for equities. They discuss if the market highs in already and if bonds and stocks sell off, where does the money go? They ...…

Macro Voices

Jeff Snider: U.S. Treasury Yield Curve Deep Dive1:46:42

27d ago1:46:42

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1:46:42

Erik Townsend and Patrick Ceresna welcome Jeffrey Snider to MacroVoices. Erik and Jeff discuss what the current yield curve is telling us? They touch on the changes from an era of fed funds rate targeting and reflect on the 2006-2009 period for interest rates and the reflation trends in the post “Great Financial Crisis”. Jeff continues to decon ...…

Macro Voices

John Mauldin: No sign of imminent recession1:19:17

1M ago1:19:17

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1:19:17

Erik Townsend welcomes John Mauldin to MacroVoices. Erik starts by asking John if this is the end or just the beginning of this small market dislocation? They further discuss drivers behind the back up of interest rates and ask how far can the 10-year go before something breaks and what are the risks? They proceed to discuss inflation, China an ...…

Macro Voices

Jim Grant: The great Bond BEAR Market has already begun!1:33:12

1M ago1:33:12

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1:33:12

Erik Townsend welcomes Jim Grant to MacroVoices. Erik and Jim discuss new Fed governor Powell, treasury yields and how far the FED go before something breaks. They discuss his outlook on inflation, gold, junk bonds, China and the drivers of long term debt cycles. They reflect on History and what happened when the FED did not bail out the banks ...…

Macro Voices

Jeffrey Snider: Since 2008 major turning points in Gold have been punctuated by Eurodollar anomalies1:34:55

2M ago1:34:55

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1:34:55

Erik Townsend and Patrick Ceresna welcome Jeffrey Snider to MacroVoices. Erik and Jeffrey discuss gold swaps, how central banks engage in them and what has changed in gold swap markets today. They further investigate the gold bug’s conspiracy theory about “gold pukes” and what happened to gold in the 2008 crisis. They finally touch on how has t ...…

Macro Voices

Rick Rule: Natural Resource Investing1:20:05

2M ago1:20:05

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1:20:05

Erik Townsend welcomes back Rick Rule from Sprott Global to MacroVoices. Erik and Rick discuss using a top down macro perspective on resource investing. The delve into rare earths, lithium uranium and nuclear energy. The discuss the future of liquid fluoride thorium reactors, copper, potash and investing in water as a commodity.…

Macro Voices

Eric Peters: Systemic Risks are Mounting1:28:28

2M ago1:28:28

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1:28:28

Erik Townsend welcomes Eric Peters to MacroVoices. Erik and Eric discuss if this is just a small equity market dislocation or is this bigger, the VIX complex and why the Inverse VIX products were flawed. They put context on the increasing rates, the movement of the dollar, stagflation and inflation risks. They further consider the impact of the ...…

Macro Voices

Jared Dillian: The week short vol imploded1:28:21

2M ago1:28:21

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1:28:21

Erik Townsend welcomes Jared Dillian to MacroVoices. Erik and Jared discuss the drivers of this stock market drop and ask if higher volatility here to stay? The further discuss if this is the beginning of a sustained unwinding of the short vol trade and where are the markets heading from here. They further discuss bonds, interest rates, the US ...…

Macro Voices

Art Berman: Crude Oil Special Double Header1:24:07

3M ago1:24:07

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1:24:07

Erik Townsend welcomes Art Berman to MacroVoices. Erik and Art discuss the current oil markets, comparative inventories and OPECs influence on the price. They further put into context on OPEC production cuts and how much new oil is coming from higher prices. They look at the economics on the shale oil fields, perspectives on US oil exports and ...…

Macro Voices

Chris Cole: Volatility and the Alchemy of Risk1:21:10

3M ago1:21:10

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1:21:10

Erik Townsend welcomes Chris Cole to MacroVoices. Erik and Chris discuss all things about underlying risks in the current low volatility market. They discuss share buybacks, the explicit vs implicit short vol positions and the impact of risk parity, VAR control, funds. The look at the potential impact of the unwind in the short VIX trade and wh ...…

Macro Voices

Mark Cudmore: Around the World of Macro1:20:57

3M ago1:20:57

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1:20:57

Erik Townsend welcomes Bloomberg’s Mark Cudmore to MacroVoices. Erik and Mark discuss the outlook for the US dollar, rate differentials and the impact of the Yuan oil contract. They further discuss bonds, inflation and stagnation. They move on to commodities, equities, China and Europe.By requests@macrovoices.com (Hedge Fund Manager Erik Townsend).

Macro Voices

Josh Steiner: Global Housing Market Analysis1:23:11

3M ago1:23:11

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1:23:11

Erik Townsend welcomes Josh Steiner to MacroVoices. Erik and Josh discuss the macro drivers of the Canadian and Australian real estate markets. They look at Canada’s minsky moment, the new government policies and the impact on the Canadian banks. They move on to discuss the Australian one-cylinder economy, perspectives on the Australian constru ...…

Macro Voices

Anatomy of the U.S. Dollar End Game Part 5 of 51:27:08

3M ago1:27:08

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1:27:08

MacroVoices and Erik Townsend welcome Jeffrey Snider, Mark Yusko and Luke Gromen to the show. In Part 5 of the 5 Part Series, the panel discuss the possible sign posts for the big change and the potential triggers for a lower U.S. dollar. They ask if structural changes be implemented to change the course of the dollar and ask which investment a ...…

Macro Voices

Anatomy of the U.S. Dollar End Game Part 4 of 51:20:52

4M ago1:20:52

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1:20:52

MacroVoices and Erik Townsend welcome Jeffrey Snider, Mark Yusko and Luke Gromen to the show. In Part 4 of the 5 Part Series, Mark Yusko and Luke Gromen debate the gold/oil ratio and gold as a reserve asset. They further discuss international attempts to bypass the U.S. Dollar and the U.S. Dollar shortage caused by the oil price. The finally de ...…

Macro Voices

Anatomy of the U.S. Dollar End Game Part 3 of 51:04:46

4M ago1:04:46

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1:04:46

MacroVoices and Erik Townsend welcome Jeffrey Snider, Mark Yusko and Luke Gromen to the show. In Part 3 of the 5 Part Series, Mark Yusko and Luke Gromen discuss the cyclical patterns and technicals for the U.S. Dollar and ask if there is room for another rally. They discuss the gold and the oil for Yuan plan. They look at demographics, deflatio ...…

Macro Voices

Anatomy of the U.S. Dollar End Game Part 2 of 51:11:21

4M ago1:11:21

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1:11:21

MacroVoices and Erik Townsend welcome Jeffrey Snider, Mark Yusko and Luke Gromen to the show. In Part 2 of the 5 Part Series, Jeffrey Snider explains the post 2007 U.S. Dollar shortage and how the dollar scarcity play out? They move on to discuss the problems facing China at the moment and perspective on the China gold buying. They ask if Ameri ...…

Macro Voices

Anatomy of the U.S. Dollar End Game Part 1 of 51:17:02

4M ago1:17:02

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1:17:02

MacroVoices and Erik Townsend welcome Jeffrey Snider, Mark Yusko and Luke Gromen to the show. In Part 1 of the 5 Part Series, Jeffrey Snider presents perspectives on where we are today. Looks at how Russia and Brazil dealt with US dollar funding through derivatives and FX repo auctions. They further discuss China’s management of the U.S. dollar ...…

Macro Voices

Prof. Steve Keen: Reinventing how Economics is Taught1:28:46

4M ago1:28:46

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1:28:46

Erik Townsend welcomes back Steve Keen to MacroVoices. Erik and Steve discuss the 2008 crisis and what could go wrong in the current cycle. They discuss the false narratives around QE and bank reserves and where is the risk to correction in asset pricing. They further discuss the walking dead of debt and the future zombies to be. They further d ...…

Macro Voices

Juliette Declercq: 2018 Macro Outlook1:20:09

4M ago1:20:09

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1:20:09

Erik Townsend welcomes Juliette Declercq to MacroVoices. Erik and Juliette discuss the US and Chinese economy, inflation and the cautious outlook on equities for 2018. They further discuss interest rates, bond and the potential of a yield curve inversion. Finally, they discuss the Fed and her bearish outlook for the US dollar.…

Macro Voices

Marin Katusa: Mohamed bin Salman is reshaping Saudi Arabia1:24:15

4M ago1:24:15

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1:24:15

Erik Townsend welcomes Marin Katusa back to MacroVoices. Erik and Marin discuss Saudi Arabian politics and the power shift in the Middle East. They touch on the Petrodollar and the Yuan oil contract, the Saudi Aramco IPO and understanding the OPEC and Russia relationship. The further discuss the future of the electric vehicle market, uranium, g ...…

Macro Voices

Jonathan Tepper: Is Retail a Consensus Short or a Contrarian Long?1:34:43

5M ago1:34:43

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1:34:43

Erik Townsend welcomes Jonathan Tepper back to MacroVoices. Erik and Jonathan discuss the outlook on the US dollar, the momentum trade on global equities and VPs contrarian call on the retailers. They further discuss Australian real estate, the Canadian economy and the outlook on China. Special post game guest Devin Anderson to discuss the VIX ...…

Macro Voices

Francesco Filia: Positive Feedback Loops Threaten Systemic Risk Escalation1:30:03

5M ago1:30:03

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1:30:03

Erik Townsend welcomes Francesco Filia to MacroVoices. Erik and Francesco discuss the twin bubbles in equities and bonds and what the catalyst could be for the reversal. They further discuss the fake market narrative, feedback loops, European junk bonds and the big short VOL trade. Conversation continues in the postgame with guest Kevin Muir to ...…

Macro Voices

Keith McCullough: Bullish Real Growth1:10:56

5M ago1:10:56

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1:10:56

Erik Townsend welcomes back Keith McCullough to MacroVoices. Erik and Keith discuss the bull narrative on equities and why valuations are not a catalyst. They further go into the trends in growth and inflation, and where we are in the economic cycle. They look at growth acceleration, earnings and the valuations on technology stocks.…

Macro Voices

Jeffrey Snider: Eurodollar University Part 41:33:02

5M ago1:33:02

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1:33:02

Erik Townsend welcomes back Jeffrey Snider to MacroVoices for Part 4 of the Eurodollar University. Erik and Jeffrey discuss the failure of Primus and AIG back in 2008, the Gramm-Leach-Bliley Act, Henry Paulson and Glass–Steagall. They further discuss the Eurodollar system going parabolic in the 2000s, Banks manipulating regulations and the big ...…

Macro Voices

Grant Williams: Petroyuan Oil Contract could be a Game Changer1:22:49

6M ago1:22:49

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1:22:49

Erik Townsend welcomes back Grant Williams to MacroVoices. Erik and Grant discuss the outlook for the US dollar, the Petroyuan oil contract and the outlook on gold. They discuss inflation risks, interest rates and bonds, real estate and perspectives on China’s credit bubble. They wrap things up discussing cryptocurrencies and the outlook on Europe.…

Macro Voices

Harley S. Bassman: The Convexity Maven opines on Macro Themes1:13:29

6M ago1:13:29

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1:13:29

Erik Townsend welcomes Harley Bassman to MacroVoices. Erik and Harley discuss the creation of the MOVE index, the three Drivers of Risk: Duration, Credit, and Convexity and the demographic of the Baby Boomers continues to drive financial markets. They further discuss perspective on CAPE ratio levels, correlation of buybacks to cumulative flows ...…

Macro Voices

Jeffrey Snider: Eurodollar University Part 343:43

6M ago43:43

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43:43

Erik Townsend welcomes back Jeffrey Snider to MacroVoices. Erik and Jeffrey discuss the Basel Accords, capital reserve ratios and risk weighting assets. The further discuss the leverage in bank capital, adoption of the JPM RiskMetrics and illustrations of the basic interbank functions.By requests@macrovoices.com (Hedge Fund Manager Erik Townsend).

Macro Voices

Art Berman: Comparative Inventory draws spell higher oil prices1:29:46

6M ago1:29:46

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1:29:46

Erik Townsend welcomes back Art Berman to MacroVoices. Erik and Art discuss the comparative inventories on oil and the oil prices responsiveness to the changes in inventories. The further discuss the realization that price recovery takes time and that many refinery intakes have not yet recovered. They further discuss backwardation on WTI, consi ...…

Macro Voices

Jeffrey Christian: Gold on course for new all-time highs by 20201:25:56

6M ago1:25:56

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1:25:56

Erik Townsend welcomes Jeffrey Christian back to MacroVoices. Erik and Jeffrey discuss the outlook on the US dollar, gold, silver and global de-dollarization. They further discuss considerations on new crude oil contract with settlement in yuan, backed by gold and the next Fed Chairman. Later in the interview, they discuss ECB policy considerat ...…

Macro Voices

Jeffrey Snider: Eurodollar University Part 21:20:13

7M ago1:20:13

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1:20:13

Erik Townsend and Jeffrey Snider are back for Part 2 of the Eurodollar University. Erik and Jeffrey discuss the case of the missing money and the transformation of banking into a wholesale model. They look and the radical monetary evolution and put it into context in understanding the great inflation of the 1970s.…

Macro Voices

Mark Yusko: All Things Macro1:03:41

7M ago1:03:41

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1:03:41

Part 2 of a two part interview with Mark Yusko discussing commodities, the economy, the markets and more.By requests@macrovoices.com (Hedge Fund Manager Erik Townsend).

Macro Voices

Mark Yusko: USD in secular bear market1:11:14

7M ago1:11:14

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1:11:14

Erik Townsend welcomes Mark Yusko back to MacroVoices. They start by discussing Mark’s US Dollar bear thesis from 2016, considerations on the petrodollar and the ascend of the Renminbi. The further discuss the “One Belt One Road Initiative” and ask if the secular blow off top on the dollar occurred?By requests@macrovoices.com (Hedge Fund Manager Erik Townsend).

Macro Voices

Mark Grant: Central Bank Liquidity Drives Everything1:07:09

7M ago1:07:09

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1:07:09

Erik Townsend welcomes Mark Grant to MacroVoices. Erik and Mark discuss the outlook for the US Dollar, the Euro, precious metals and US equity markets. The further discuss the impact of Global CB policy vs the FED and ask if the 35-year bond bull market over? Further discussed is perspectives on China’s credit bubble, the underfunded pension cr ...…

Macro Voices

Hugh Hendry: Inflation is just over the horizon!1:08:35

7M ago1:08:35

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1:08:35

MacroVoices welcomes Hugh Hendry as this week’s guest. Erik and Hugh discuss the outlook on the global economy, wage and price inflation and the US dollar. The further discuss interest rates, the yield curve, precious metals and global equity markets. Finally, they discuss the considerations on the Chinese credit bubble.…

Macro Voices

Luke Gromen: The biggest mean reversion in 50+ years is underway!1:07:07

7M ago1:07:07

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1:07:07

Erik Townsend welcomes Luke Gromen to MacroVoices. Erik and Luke discuss his bearish perspectives on the US Dollars and why budget deficits matter. The discuss the new yuan oil contract and how it is changing global landscape and impacting the global Eurodollar system. The further discuss the gold/oil ratio, new rounds of QE, inflation and the ...…

Macro Voices

Jeffrey Snider: Eurodollar University Part 11:18:18

8M ago1:18:18

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1:18:18

Erik Townsend welcomes back Jeffrey Snider to MacroVoices. Erik and Jeffrey look at the evolution of Eurodollars. They explore what exactly are Eurodollars and where do they come from? They look at money as interbank liabilities and the transformation of banking into a wholesale model.By requests@macrovoices.com (Hedge Fund Manager Erik Townsend).

Macro Voices

Joe McMonigle: Crude Oil Special1:21:39

8M ago1:21:39

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1:21:39

Erik Townsend welcomes Joe McMonigle to MacroVoices. Erik and Joe discuss the oil supply glut, the import data, oil inventories and the outlook for U.S. oil production. They further discuss the geopolitics of Venezuela and Iran and debate if the Saudi Aramco IPO going to happen?By requests@macrovoices.com (Hedge Fund Manager Erik Townsend).

Macro Voices

Josh Crumb: All About Gold1:18:25

8M ago1:18:25

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1:18:25

Erik Townsend welcomes Josh Crumb to MacroVoices. Erik and Josh discuss his perspectives on gold and the influences of energy and interest rates. They further discuss the outlook for currencies and cryptocurrencies including bitcoin.By requests@macrovoices.com (Hedge Fund Manager Erik Townsend).

Macro Voices

Neil Howe: The really big crisis has yet to arrive!1:29:20

8M ago1:29:20

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1:29:20

Erik Townsend welcomes Neil Howe to MacroVoices. Erik and Neil discuss the Fourth Turning, when it started and how long it will last. They ask if there another big global event on the horizon and what to expect for the next decade? The further explore the impact of baby boomers retiring, the Homelander generation and reflections on the book whi ...…

Macro Voices

Raoul Pal & Julian Brigden: When will the dollar rout end?1:28:09

9M ago1:28:09

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1:28:09

Erik Townsend welcomes Julian Brigden and Raoul Pal back to MacroVoices. Erik, Julian & Raoul discuss their views on the US Dollar, the equity markets and the business cycle. They further explore the outlook on the bond bull market, demographics and the coming pension crisis.By requests@macrovoices.com (Hedge Fund Manager Erik Townsend).

Macro Voices

Chris Whalen: Equity markets overvalued but not ready to crash1:42:13

9M ago1:42:13

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1:42:13

Erik Townsend welcomes Chris Whalen to MacroVoices. Erik and Chris discuss his views on the U.S. dollar and the overvalued equity markets. The further discuss corporate debt, interest rates, bonds and the high levels of private debt. They further discuss Chris’s books “Inflated” and “Ford Men”.By requests@macrovoices.com (Hedge Fund Manager Erik Townsend).

Macro Voices

Dr. Pippa Malmgren: CryptoCurrencies – libertarian dream come true or Orwellian nightmare?1:31:21

9M ago1:31:21

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1:31:21

Erik Townsend welcomes Dr. Pippa Malmgren back to MacroVoices. Erik and Pippa discuss European geopolitics and what is in store for European migration and Turkish politics. They further move into discussing the geopolitics associated with the cryptocurrencies and blockchain technologies.By requests@macrovoices.com (Hedge Fund Manager Erik Townsend).

Macro Voices

Dr. Ben Hunt: The Federal Reserve is no longer your friend!1:10:59

9M ago1:10:59

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1:10:59

Erik Townsend welcomes Dr. Ben Hunt back to MacroVoices. Erik and Ben discuss the sea of change at central banks and the negative impact of Fed shrinking their balance sheet. They further discuss the -impact on the markets and the considerations on interest rate and bond trends. They later touch on the flaws of the volatility ETFs and considera ...…

Macro Voices

Tian Yang: It’s not time to be short the stock market. Yet.1:13:17

10M ago1:13:17

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1:13:17

Erik Townsend welcomes Tian Yang to MacroVoices. Erik and Tian discuss the US growth and credit cycles and the global liquidity conditions deteriorating sharply. They further discuss China, global equities and fixed income. They further explore the current conditions in Europe, Japan and AustraliaBy requests@macrovoices.com (Hedge Fund Manager Erik Townsend).

Macro Voices

Alex Gurevich: ZERO evidence the secular bull market in bonds is over1:07:43

10M ago1:07:43

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1:07:43

Erik Townsend welcomes Alex Gurevich to MacroVoices. Erik and Alex discuss Mario Draghi and ECB, his short Swiss Franc positioning and the US Dollar outlook. They further discuss trump reflation, equity markets and his views on secular interest rates and inflation. Further discussed China, Japan and the outlook on the Canadian economy.…

Macro Voices

Jesse Felder: The Party is Ending for Stock Bulls1:14:17

10M ago1:14:17

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1:14:17

Erik Townsend welcomes Jesse Felder to MacroVoices. Erik and Jesse discuss the technicals on the markets, DeMark indicators and the potential turning points in the exhausted trends. They further discuss the VIX short positioning and debate if we are in a secular turn in share buybacks?By requests@macrovoices.com (Hedge Fund Manager Erik Townsend).

Macro Voices

Keith McCullough: Tech Rally is Not Over!1:13:01

10M ago1:13:01

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1:13:01

Erik Townsend welcomes back Keith McCullough to MacroVoices. Erik and Keith discuss his outlook on the US Dollar, his views on the reflation trade rolling over and his bullish outlook on the US markets and the Nasdaq. They further discuss bond yields, the Euro and his outlook on the emerging markets.…

Macro Voices

Axel Merk: Trump reflation trade is dead. Equity market hasn’t noticed yet.1:14:11

10M ago1:14:11

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1:14:11

Erik Townsend welcomes back Axel Merk to MacroVoices. Erik and Axel discuss Europe, ECB policy, UK elections and the future of the European union. They further debate the Trump reflation trade, the U.S. dollar and fiscal/monetary policy. Looking around the globe, the look at the Chinese Yuan devaluation, Japan and the outlook on gold.…

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