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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- Artist: Hedge Fund Manager Erik Townsend
- Copyright: Copyright 2019 © Erik Townsend | Macro Voices – All rights reserved
Podcasts:
All-Star Juliette Declercq is back with the 2020 outlook. Juliette remains cautiously bullish, but perhaps not quite as bullish as she was in late 2019 Link: http://bit.ly/30Y3W9G
New updated version re-recorded 1/28/20 to reflect new information and correct errors in first version. WE RECOMMEND YOU LISTEN AGAIN #2019nCoV #Wuhan #Coronavirus Host Erik Townsend weighs in with a summary of what he’s learned thus far about 2019-nCoV, the Wuhan Coronavirus, and his analysis of what it will mean to financial markets. Link: http://bit.ly/38ETuX2
Erik Townsend and Patrick Ceresna welcome Russell Napier to MacroVoices. They discuss why we should expect a credit crisis, what will come out of MMT & helicopter money, and how to prepare for runaway inflation and more. Link: http://bit.ly/2tOWNfJ
All-Star Louis-Vincent Gave explains the five macro pillars that have driven the stock market to record highs, then explains why all five will come under pressure in 2020 Link:http://bit.ly/2ugYMJx
Erik Townsend and Patrick Ceresna welcome Grant Williams to MacroVoices. They discuss the recent civil unrest and global social degradation, if Tesla will follow the collapse of WeWork, and how to react to the recent rise in price of gold. Link: http://bit.ly/2TGMp4n
All-Star Jeff Snider says the Fed is behind the 8 ball. Jeff says the ailing global Eurodollar system is the real reason the economy underperforms against its potential. Link: http://bit.ly/2Nn3e0e
Erik Townsend and Patrick Ceresna welcome Marin Katusa to MacroVoices. They discuss the outlook on gold, updates on previous investments, how private placements work and what to expect at the upcoming VRIC and more. Link: http://bit.ly/2Tazd7i
All-star Brent Johnson is bullish on the dollar, and cautious about stocks & gold at current price levels. Link: http://bit.ly/2Fn94tW
Erik Townsend and Patrick Ceresna welcome Dr.Pippa Malmgren to MacroVoices. They discuss the knowledge doubling curve, collection and monetization of personal data, ephemeralization and its consequences & how autonomous vehicles will change the future. Link: http://bit.ly/2QFZXKi
All-Star Luke Gromen says the repo crisis was the Fed’s “Whatever it takes moment”, and balance sheet expansion is the name of the game for the foreseeable future Link:http://bit.ly/2ZrQNVt
Erik Townsend and Patrick Ceresna welcome Art Berman to MacroVoices. They discuss Art’s views on IEA’s forecast of oil glut in 2020, comparative inventory system, oil price outlook and more. Link: http://bit.ly/35SOKfI
All-star Jeff Snider is back with a year-end review and 2020 outlook for the U.S. Dollar and the Eurodollar system Link: http://bit.ly/2Mn3DPr
Erik Townsend and Patrick Ceresna welcome Jim Bianco to MacroVoices. They discuss Jim’s views on Zoltan Pozsar’s theory of repo dislocation, if QE4 is imminent in the near future and what’s on the horizon for the bond market and the fixed income market & more Link: http://bit.ly/2tvZOAY
All-Star Louis-Vincent Gave returns for an update on the S&P Christmas Rally, why Apple has outperformed despite the trade war, & Much more! Link: http://bit.ly/35sZUri
MacroVoices Erik Townsend and Patrick Ceresna welcome Juliette Declercq to the show where Juliette decodes the FOMC statement & macro outlook, and translate that view into actionable trading strategies. Then Jeff Snider joins in the postgame to talk Repo. Link: http://bit.ly/2Pedb1c
