Macro Voices show

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:

 MacroVoices #258 Julian Brigden: As Good As It Gets? | File Type: audio/mpeg | Duration: 01:29:36

MacroVoices Erik Townsend and Patrick Ceresna welcome Julian Brigden to the show to discuss why Julian thinks equity valuations are already stretched and why he shares the inflationary view expressed by Russell Napier and Jim Bianco in recent episodes. Link: https://bit.ly/3rHZfgk

 MacroVoices #257 Jim Bianco: Wall Street Bets - Who's Playing Who? | File Type: audio/mpeg | Duration: 01:29:38

MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show to discuss the coming inflation and how to trade it, update on the COVID pandemic, and the lunacy that is Wall Street Bets. Link: https://bit.ly/3rhbSP8

 MacroVoices #256 Russell Napier: Prepare for Secular Inflation | File Type: audio/mpeg | Duration: 01:16:28

MacroVoices Erik Townsend and Patrick Ceresna welcome Russell Napier to the show to discuss how stocks are rallying to new all-time highs amidst the ongoing pandemic and where we stand with regard to the economic outlook generally & much more. Link: https://bit.ly/36ohb7p

 MacroVoices #255 Mike Green: Bitcoin’s Role in the Future of Digital Currency | File Type: audio/mpeg | Duration: 01:29:06

MacroVoices Erik Townsend and Patrick Ceresna welcome Logica Funds chief strategist Mike Green to the show to discuss the digital currency revolution generally, Bitcoin and where it’s headed. Link: https://bit.ly/39Rrv94

 MacroVoices #254 Luke Gromen: The FED Faces No Easy Choices | File Type: audio/mpeg | Duration: 01:29:29

MacroVoices Erik Townsend and Patrick Ceresna welcome Luke Gromen to the show to discuss whether if this is the beginning of a trend reversal to the upside or just a dead cat bounce, where the dollar is headed and what that will mean for the markets & more. Link: https://bit.ly/38Jw2Li

 MacroVoices #253 Art Berman: U.S. Oil Production Still Set for Steep Decline in 2021 | File Type: audio/mpeg | Duration: 01:32:29

MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show to discuss the coming domestic production decline which Art still predicts, when it will happen, as well as this week’s OPEC+ meeting, and much more. Link: https://bit.ly/3ooBVDb

 MacroVoices #252 Holiday Special Part 2 | File Type: audio/mpeg | Duration: 01:12:32

MacroVoices Erik Townsend and Patrick Ceresna welcome back Ronald Stoeferle and Grant Williams in this second half of two-part Holiday Special series to discuss the distinction between inflation and fiat debasement, and then talk through a long list of hedging trades against each of those risks, ranging from precious metals to bitcoin to farmland to base metals and crude oil. Link: https://bit.ly/3rAWVZf

 MacroVoices #251 Holiday Special Part 1 | File Type: audio/mpeg | Duration: 01:11:32

MacroVoices Erik Townsend and Patrick Ceresna welcome Ronald Stoeferle and Grant Williams in this first half of Holiday Special series to talk about fiat currency debasement and inflation, commodities and different ways to hedge, crypto currencies and more. Link: https://bit.ly/3pnrakj

 MacroVoices #250 Kyle Bass: Commodity Bull Market, Inflation & Singapore | File Type: audio/mpeg | Duration: 01:31:42

MacroVoices Erik Townsend and Patrick Ceresna welcome Kyle Bass to the show to discuss equity markets, how Joe Biden’s presidency will affect oil prices, and why Singapore will be the big winner as Hong Kong loses its independence from China and more. Link: https://bit.ly/38cpoM1

 MacroVoices #249 Dr. Pippa Malmgren: Get Ready for Trump News Network | File Type: audio/mpeg | Duration: 01:25:56

MacroVoices Erik Townsend and Patrick Ceresna welcome back Dr. Pippa Malmgren to the show for an update on what she sees next for Donald Trump assuming his attempts to overturn the election results are unsuccessful. Link: https://bit.ly/2Lmh6cJ

 MacroVoices #248 Jeff Snider: QE Still Isn’t Money Printing, and USD Still Isn’t Crashing | File Type: audio/mpeg | Duration: 01:37:17

MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show to revisit his dollar-bullish Eurodollar thesis, and consider where the market could be headed from here, and whether or not this week’s move invalidates his prior views. Link: https://bit.ly/2VwzilU

 Smarter Markets - Robert Friedland: Envisioning commodities graded & traded on how responsibly they're produced | File Type: audio/mpeg | Duration: 01:14:34

Billionaire Canadian financier Robert Friedland headlines the inaugural episode of Smarter Markets, and shares a vision of commodities being graded based on how responsibly they were produced with regard to ESG priorities, thus allowing free market price discovery to determine a market premium to reward responsible producers of metals and other commodities which have historically had an adverse environmental impact.. Robert goes on to share his vision for how a distributed ledger (blockchain) could be used to hold commodity producers to account and assure buyers of commodities that they've received the full and true details of how those commodities were produced.

 Erik's Interview on Market Huddle re: Abaxx Technologies Investment | File Type: audio/mpeg | Duration: 48:06

Erik lays out the reasons he invested in Abaxx Technologies, what the company is about, and how investors can get involved when ABXX stock starts trading publicly on December 15th.

 MacroVoices #247 David Rosenberg: Too much debt spells lower future growth and inflation | File Type: audio/mpeg | Duration: 01:13:07

MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show to discuss everything from what’s holding up the stock market to whether bond yields have bottomed to the inflation outlook. Link: https://bit.ly/2UZqqFb

 MacroVoices #246 Daniel Lacalle: U.S. Election, European Outlook & More | File Type: audio/mpeg | Duration: 01:16:46

MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show to discuss what’s holding the stock market up as the vaccine news is offset by a marked increase in cases and deaths, bond yields, inflation, and much more. Link: https://bit.ly/3pUMwa6

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