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 #245 Lakshman Achuthan: Brace For Inflation | File Type: audio/mpeg | Duration: 01:25:06

MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI's Lakshman Achuthan to the show to talk about why he sees an inflation cycle on the near horizon and where we stand in the economic cycle and the outlook for markets. Link: https://bit.ly/35o7h5A

 MacroVoices #244 Marin Katusa: How to Play the Secular Gold Bull Market | File Type: audio/mpeg | Duration: 01:52:24

MacroVoices Erik Townsend and Patrick Ceresna welcome Marin Katusa to the show to discuss everything from MMT and how it will drive a secular bull market in precious metals to why some of the best mining companies are only listed on Canadian exchanges to how to allocate a precious metals portfolio to benefit from all these trends. Link: https://bit.ly/3p4lsV8

 Spotlight #5 The Democratization of Alternative Investments – Art & Farmland | File Type: audio/mpeg | Duration: 43:47

Asset classes previously available only to the super-rich such as fine art and farmland are being democratized and brought within reach of all investors. Hear insights from the CEOs -Artem Milinchuk of FarmTogether.com and Scott Lynn of Masterworks.io- behind this new trend, where it’s headed, and how to invest in both fine art and farmland without breaking the bank. Link: https://bit.ly/3jIBUqu

 MacroVoices #243 Tian Yang: A New Commodity Bull Market is Coming | File Type: audio/mpeg | Duration: 01:32:08

MacroVoices Erik Townsend and Patrick Ceresna welcome Variant Perception's Tian Yang to the show to talk about why his team sees inflation on the horizon and they think a new secular bull market in commodities is on deck. Link: https://bit.ly/37TkIfG

 MacroVoices #242 Stephanie Kelton on Modern Monetary Theory | File Type: audio/mpeg | Duration: 01:30:37

MacroVoices Erik Townsend and Patrick Ceresna welcome Stephanie Kelton to the show to discuss how Modern Monetary Theory can enable more, not less government spending using the power of central banks to conjure new money supply out of thin air to finance government spending, without necessarily raising taxes or borrowing from foreigners. Link: https://bit.ly/31x0ZhV

 MacroVoices #241 Mike Alkin & Guy Keller: Uranium Special | File Type: audio/mpeg | Duration: 01:28:36

MacroVoices Erik Townsend and guest co-host Kevin Muir welcome Mike Alkin & Guy Keller to the show to talk about the future of nuclear power industry, how Uranium market works and the investment opportunities in the Uranium market & more. Link: https://bit.ly/3k5i35H

 MacroVoices #240 Dr. Pippa Malmgren: U.S. Election Outlook | File Type: audio/mpeg | Duration: 01:25:28

MacroVoices Erik Townsend and this week's guest host Kevin Muir welcome Dr. Pippa Malmgren to the show to discuss everything from the outlook for markets in various election scenarios to the risk of an increase in civil unrest after the election to Pippa’s prediction that President Trump will aspire to create his own television news empire after leaving the White House, regardless of whether that happens in 2021 or after four more years as President. Link: https://bit.ly/34FHJPQ

 MacroVoices #239 Art Berman: U.S. Production still set to decline…but so is demand | File Type: audio/mpeg | Duration: 01:20:34

MacroVoices Erik Townsend and Patrick Ceresna welcome back Art Berman to the show to discuss where oil price is headed from here, decreasing price sensitivity to changes in comparative inventory and an update on Art’s previous prediction on U.S. production of oil.   Link: https://bit.ly/3d0eYBr  

 MacroVoices #238 Alex Gurevich: Bond Yields, U.S. Dollar, Equities & more | File Type: audio/mpeg | Duration: 01:29:16

MacroVoices Erik Townsend and Patrick Ceresna welcome Alex Gurevich to the show to discuss if the bond bull market is finally coming to an end, if the U.S. dollar is heading to a secular decline and perspectives on gold, equity markets & more. Then Jim Bianco from Bianco Research joins in the postgame segment to talk about the upcoming US Presidential Election. Link: https://bit.ly/3hR0qoo

 MacroVoices #237 Juliette Declercq: U.S. Election Outlook, U.S. Dollar, Real Yields and more | File Type: audio/mpeg | Duration: 01:10:51

MacroVoices Erik Townsend and Patrick Ceresna welcome Juliette Declercq to the show to discuss the potential outcomes of the U.S. Presidential election and their impact on markets, inflation, the US Dollar, and much more.  Link: https://bit.ly/3mvrQU9

 MacroVoices #236 Mike Green: Passive Investing Dynamics, Inflation vs. Hyperinflation, Digital Currencies & more | File Type: audio/mpeg | Duration: 01:19:47

MacroVoices Erik Townsend and Patrick Ceresna welcome Mike Green to the show to discuss the reflexive effects of passive investing on market price action, before moving on to the US dollar, inflation, gold, digital reserve currencies and much more. Link: https://bit.ly/33kfmWC

 MacroVoices #235 Luke Gromen: U.S. Dollar Deep Dive | File Type: audio/mpeg | Duration: 01:37:20

MacroVoices Erik Townsend and PatrickCeresna welcome Luke Gromen to the show to discuss if the U.S. Dollar is having that "Luke Gromen Moment" he has predicted for years, the stock market, the U.S. fiscal situation, gold and much more. Link: https://bit.ly/3jMGHr4

 MacroVoices #234 Brent Johnson: The Dollar is Not Dead | File Type: audio/mpeg | Duration: 01:19:04

MacroVoices Erik Townsend and Patrick Ceresna welcome Brent Johnson to the show to discuss the U.S. Dollar in depth, including why Brent thinks the dollar bears are declaring victory prematurely. They also discuss stocks, gold, and much more. Link: https://bit.ly/2YFAfu2

 MacroVoices #233 Jesse Felder: How Long Can Stock Market Mania Continue? | File Type: audio/mpeg | Duration: 01:23:25

MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show to discuss everything from the stock market, to the U.S. dollar, to gold & much more. Link: https://bit.ly/2CJ3Hrc

 MacroVoices #232 Vincent Deluard: The Nuclear Winter of the 60/40 Portfolio | File Type: audio/mpeg | Duration: 01:00:31

MacroVoices Erik Townsend and Patrick Ceresna welcome Vincent Deluard to the show to discuss the shortcomings of 60/40 portfolio, why inflation still hasn’t happened, and if the U.S. dollar is facing the beginning of its demise and more.  Link: https://bit.ly/3iDyBAz

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