Macro Voices - podcast cover

Macro Voices

Hedge Fund Manager Erik Townsendwww.macrovoices.com
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

Episodes

Spotlight #5 The Democratization of Alternative Investments – Art & Farmland

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

Oct 30, 202044 minEp. 1024

MacroVoices #243 Tian Yang: A New Commodity Bull Market is Coming

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

Oct 29, 20202 hr 32 minEp. 1023

MacroVoices #242 Stephanie Kelton on Modern Monetary Theory

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

Oct 22, 20202 hr 31 minEp. 1022

MacroVoices #241 Mike Alkin & Guy Keller: Uranium Special

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

Oct 15, 20201 hr 29 minEp. 1021

MacroVoices #240 Dr. Pippa Malmgren: U.S. Election Outlook

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...

Oct 08, 20201 hr 25 minEp. 1020

MacroVoices #238 Alex Gurevich: Bond Yields, U.S. Dollar, Equities & more

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

Sep 23, 20201 hr 29 minEp. 1018

MacroVoices #235 Luke Gromen: U.S. Dollar Deep Dive

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

Sep 03, 20202 hr 37 minEp. 1015

MacroVoices #234 Brent Johnson: The Dollar is Not Dead

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

Aug 27, 20201 hr 19 minEp. 1014

MacroVoices #232 Vincent Deluard: The Nuclear Winter of the 60/40 Portfolio

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

Aug 13, 20201 hr 1 minEp. 1012

MacroVoices #229 Summer Special: Grant Williams Unplugged

MacroVoices Erik Townsend and Patrick Ceresna welcome Grant Williams to the show to discuss how long the central bank balance sheet expansion will continue, comparison between this recession to the past recessions, outlook on gold, US/China relations and more. Link: https://bit.ly/2CV3H7j

Jul 23, 20201 hr 23 minEp. 1009

MacroVoices #228 Lyn Alden: The Road to Inflation

MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show to discuss the recession, equity markets, bond yields, gold, inflation, and much more. Link: https://bit.ly/3jfl2bY

Jul 16, 20201 hr 12 minEp. 1008

MacroVoices #227 Hugh Hendry: He's BAAAAACK!!!

MacroVoices Erik Townsend and Patrick Ceresna welcome Hugh Hendry to the show to discuss everything from Caribbean real estate to his come-back in the world of macro & more Link: https://bit.ly/38HpSJR

Jul 09, 20201 hr 18 minEp. 1006

MacroVoices #226 Charlie McElligott Explains the Upside Catalyst for Equity Market

MacroVoices Erik Townsend and Patrick Ceresna welcome Charlie McElligott to the show to discuss what’s keeping stock prices elevated in the face of a global pandemic, treasury yields, and much more. And be sure to stay tuned for our postgame segment, when Harley Bassman, inventor of the MOVE Index, returns to talk options with Patrick. Link: https://bit.ly/2ZvC5gF

Jul 02, 20201 hr 28 minEp. 1005

MacroVoices #225 Harley Bassman: The long slow road to inflation

MacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman to the show to discuss everything from the recession outlook to the coming shift from deflation to inflation, and what it means for fixed income markets & more. Link: https://bit.ly/2CIZ4x5

Jun 25, 20201 hr 23 minEp. 1004

MacroVoices #222 Vikram Mansharamani: Post-COVID19 Economic Outlook

MacroVoices Erik Townsend and Patrick Ceresna welcome Vikram Mansharamani to the show to discuss how supply chains are restructuring in the wake of the COVID19 pandemic, the coming secular shift from deflation to inflation, and much more. Link: https://bit.ly/30aOgSc

Jun 04, 20202 hr 31 minEp. 998

MacroVoices #221 Ronald Stöferle: In Gold We Trust

MacroVoices Erik Townsend and Patrick Ceresna welcome Ronald Stöferle to the show to discuss all things gold, including both the metals and the mining stocks & more. Link: https://bit.ly/2XCfA92

May 28, 20201 hr 20 minEp. 996