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 #3 Scott Lynn: Securitized Investment in Fine Art

Fine Art investing expert Scott Lynn, founder of Masterworks.io joins Erik Townsend for an in-depth discussion of fine art investing including the securitized approach to investing in blue chip classic artworks being pioneered by Masterworks.io Link: https://bit.ly/2LBhXmM

May 18, 202027 minEp. 993

MacroVoices #219 Dr. Ben Hunt: Charting the post COVID-19 economic recovery

MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Ben Hunt to the show to discuss the three narratives of the coronavirus crisis, if there will be a secular shift from deflation to inflation and how Frontline Heroes is supporting healthcare workers. Link: https://bit.ly/3fIMBIG

May 14, 20201 hr 26 minEp. 991

MacroVoices #216 David Rosenberg: Stagflation is coming but not yet

MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show to discuss the general market outlook, investment strategies to navigate market volatility and impacts of COVID-19 crisis on emerging markets and more. Link: https://bit.ly/2S4WOoF

Apr 23, 20202 hr 33 minEp. 985

MacroVoices #214 Eric Peters: Knock-on effects of the Coronavirus Crisis

MacroVoices Erik Townsend and Patrick Ceresna welcome Eric Peters from One River Asset Management to talk about the impacts of coronavirus on the recent market dislocation and the implications of the recent record-setting monetary intervention and more. Link: https://bit.ly/3c7Doaa

Apr 09, 20202 hr 46 minEp. 981

Hot Topic #12: Oil Market Special with Art Berman and Nate Hagens

Petroleum Geologist Art Berman and Prof. Nate Hagens join Erik Townsend for an oil market special. We start with the current OPEC+ deal breakdown and outlook then move on to the long-term picture. Link: https://bit.ly/34gkbkc

Apr 06, 20201 hr 18 minEp. 978

MacroVoices #213 Josh Crumb: Deciphering the Gold market

MacroVoices Erik Townsend and Patrick Ceresna welcome Josh Crumb to the show to discuss gold-oil ratio, pricing models for gold relative to both crude oil and real interest rates, and what lies ahead for precious metals & much more. Link: https://bit.ly/2R6iGj0

Apr 02, 20201 hr 28 minEp. 977

MacroVoices #211 Jim Bianco: COVID-19 & Risk Parity Unwind - What's next for markets?

MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show to talk about the impact of COVID-19 on the economy and markets, the systemic risks to markets and impact on dealers & more. Then Kevin Muir joins in the postgame to talk about the imploding risk parity. Link: https://bit.ly/2wdj5ZW

Mar 19, 20202 hr 35 minEp. 972