Macro Voices
Summary: 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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Podcasts:
Erik Townsend and Patrick Ceresna welcome Charles Gave to MacroVoices. Erik and Charles discuss the corporate yield curve and what it is telling us about the equity market. They then delve into the Hong Kong dollar peg and perspective on China’s debt and related risks. They further discuss the risk parity trade with bonds and stocks selling off simultaneously and the return of secular inflation. They look at the upcoming monetary war and how gold will play the arbiter”. They further look into what happened in the 70’s with inflation and how one can prepare for the return of secular inflation.
Erik Townsend and Patrick Ceresna welcome Charles Gave to MacroVoices. Erik and Charles discuss the corporate yield curve and what it is telling us about the equity market. They then delve into the Hong Kong dollar peg and perspective on China’s debt and related risks. They further discuss the risk parity trade with bonds and stocks selling off simultaneously and the return of secular inflation. They look at the upcoming monetary war and how gold will play the arbiter”. They further look into what happened in the 70’s with inflation and how one can prepare for the return of secular inflation.
Erik Townsend and Patrick Ceresna welcome Russell Napier to MacroVoices. Erik and Russell discuss deflationary risks in the U.S. and context on current higher inflation prints. Erik asks Russell how high are risks of a credit event and what risks are there emanating from China. They further consider the impact of higher interest rates and ask if there a concern of the U.S. government not being able to fund itself. They ask what comes next for the equity markets, the impacts on junk bonds and what is next for Japan.
Erik Townsend and Patrick Ceresna welcome Russell Napier to MacroVoices. Erik and Russell discuss deflationary risks in the U.S. and context on current higher inflation prints. Erik asks Russell how high are risks of a credit event and what risks are there emanating from China. They further consider the impact of higher interest rates and ask if there a concern of the U.S. government not being able to fund itself. They ask what comes next for the equity markets, the impacts on junk bonds and what is next for Japan.
Erik Townsend and Patrick Ceresna welcome Marin Katusa to the show. They discuss uranium exports to from Russia to the U.S. and what options does the US have for new uranium sources? They further explore electric vehicles and why they’ll be a dominant trend over the coming years and why copper is a key component in playing the EV trend. They discuss if copper is a sole source material for EV or is there an alternative?
Erik Townsend and Patrick Ceresna welcome Marin Katusa to the show. They discuss uranium exports to from Russia to the U.S. and what options does the US have for new uranium sources? They further explore electric vehicles and why they’ll be a dominant trend over the coming years and why copper is a key component in playing the EV trend. They discuss if copper is a sole source material for EV or is there an alternative?
MacroVoices welcomes Harley Bassman, Mark Cudmore and Jeffrey Snider for a triple header episode asking if the market correction is over. The further discuss, bonds, commodities and the U.S. Dollar.
MacroVoices welcomes Harley Bassman, Mark Cudmore and Jeffrey Snider for a triple header episode asking if the market correction is over. The further discuss, bonds, commodities and the U.S. Dollar.
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 breakdown in currency and interest differentials.
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 breakdown in currency and interest differentials.
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 by looking at the outlook on the Canadian, Chinese and Japanese economies.
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 by looking at the outlook on the Canadian, Chinese and Japanese economies.
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 look at the US dollar, the correlation breakdown between the USD and US bonds and where to focus the bond short.
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 look at the US dollar, the correlation breakdown between the USD and US bonds and where to focus the bond short.
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 deconstruct rates, the negative term premiums and the markets inflation expectations. They conclude looking at central bank failure and why this flat curve is bad.