All-Stars #109 Louis-Vincent Gave: Why Xi Jinping needs to save rather than destroy Hong Kong
All-Star Louis-Vincent Gave returns for an update on Hong Kong, the USD, and U.S. Civil Unrest Link: https://bit.ly/2ADm67U
Jun 15, 2020•18 min•Ep. 1001
Macro Voices
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
MacroVoices #223 Diego Parrilla: False Diversification and Risk Parity Unwind
MacroVoices Erik Townsend and Patrick Ceresna welcome Diego Parrilla to the show to discuss the post-COVID19 economic and market recovery, the coming transition to secular inflation, precious metals, and much more. Link: https://bit.ly/37qPgD5
Jun 11, 2020•1 hr 21 min•Ep. 1000
All-Stars #108 Luke Gromen: Central Banks on Steroids
All-Star Luke Gromen is back to talk about how the Fed is tapering its balance sheet expansion and what that would mean for the markets. Link: https://bit.ly/3h65Jkt
Jun 08, 2020•18 min•Ep. 999
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, 2020•1 hr 31 min•Ep. 998
All-Stars #107 Jeff Snider: Huge Money Printing Speaks For Itself, So Why Is Jay Powell Trying To Sell It So Aggressively?
All-Star Jeff Snider is back to talk about how the most aggressive monetary program in the Fed's history hasn't moved the needle one bit and how Jay Powell took his show on the road to 60 Minutes and lied repeatedly. Link: https://bit.ly/2U0kgo3
Jun 01, 2020•26 min•Ep. 997
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, 2020•1 hr 20 min•Ep. 996
All-Stars #106 Dr. Pippa Malmgren: The Post-COVID19 Economy Recovery and U.S.-China Relations
All-star Dr. Pippa Malmgren is back with commentary on how the recovery is likely to play out in both the real economy and financial markets, and how U.S.-China relations will fare going forward Link: https://bit.ly/2ZG1QwC
May 26, 2020•28 min•Ep. 995
MacroVoices #220 Daniel Lacalle: Fiat Currency Debasement, Central Banks and Gold
MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show to discuss the secular transition from deflation to inflation, hard assets generally, precious metals, the stock market outlook, and much more. Link: https://bit.ly/2ZsMf3g
May 21, 2020•1 hr 38 min•Ep. 994
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, 2020•27 min•Ep. 993
All-Stars #105 Juliette Declercq: Post-crisis economic recovery
All-Star Juliette Declercq returns to discuss views on deflation vs. inflation, if MMT is what makes the difference between depression and reflation and post-crisis equity outlook. Link: https://bit.ly/2AFOUwd
May 18, 2020•18 min•Ep. 992
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, 2020•1 hr 26 min•Ep. 991
All-Stars #104 Brent Johnson: Dollar, SPX, Gold & Commodities update
All-star Brent Johnson joins Erik Townsend for an update on the US Dollar, S&P 500, Gold, Gold mining shares, and commodities generally in the COVID19 aftermath. Link: https://bit.ly/2SW5aPP
May 11, 2020•13 min•Ep. 990
MacroVoices #218 Lakshman Achuthan: What cycles teach us about what to expect post coronavirus
MacroVoices Erik Townsend and Patrick Ceresna welcome Lakshman Achuthan to the show to discuss what cycle need to be focused on during this crisis, the three D’s of recession, and what economic cycles teach us about what to expect next. Link: https://bit.ly/2Wce4dY
May 07, 2020•1 hr 38 min•Ep. 989
MacroVoices #217 Dr. Lacy Hunt: The Road Through Deflation Toward Eventual Hyperinflation
MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Lacy Hunt to the show to discuss his core thesis on interest rates and inflation, how to interpret FED policy on inflation and perspectives on the FED bailing out the high yield market Link: https://bit.ly/2xrUpgO
Apr 30, 2020•1 hr 46 min•Ep. 988
All-Stars #103 Jeff Snider: The Myth of Central Bank Market Support (and liquidity)
All-Star Jeff Snider is back! Jay Powell has added $1.5 trillion in bank reserves in just eight weeks, so where's all the money? It's conspicuously missing from all the places it should be showing up.
Apr 29, 2020•26 min•Ep. 987
Hot Topic #14: Crude Oil BLACK SWAN ALERT with Jim Bianco
The two guys who predicted the Coronavirus Pandemic back in January, Jim Bianco and Erik Townsend say there could be another crisis brewing in the Crude Oil Market! Link: https://bit.ly/2zuF2ok
Apr 27, 2020•51 min•Ep. 986
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, 2020•1 hr 33 min•Ep. 985
All-Stars #102 Louis-Vincent Gave: Charting a path toward post-COVID macro reality
All-Star Louis-Vincent Gave returns with his perspective as to what lays ahead after the #COVID19 crisis. Link: https://bit.ly/3cChnRl
Apr 20, 2020•24 min•Ep. 984
All-Stars #101 Julian Brigden: USD and SPX outlook in the wake of COVID-19
All-star @JulianMI2 returns to discuss the post-crisis direction of the dollar and the stock market Link: https://bit.ly/2Xx20VL
Apr 13, 2020•16 min•Ep. 982
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, 2020•1 hr 46 min•Ep. 981
Hot Topic #13: Gold for Grownups! Jeff Christian debunks the myths of the market.
CPM Group founder Jeff Christian debunks popular myths and explains how the physical precious metals market really works. Link: https://bit.ly/3dYyCO2
Apr 08, 2020•1 hr 10 min•Ep. 980
All-Stars #100 Dr. Pippa Malmgren: Socio-economic implications of the Coronavirus Crisis
All-Star Dr. Pippa Malmgren returns to share her insights on whether the virus or the government ‘cure’ will be worse, and what lies ahead for the U.S. economy Link: https://bit.ly/2JO2FKE
Apr 07, 2020•45 min•Ep. 979
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, 2020•1 hr 18 min•Ep. 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, 2020•1 hr 28 min•Ep. 977
All-Stars #99 Louis-Vincent Gave: We’re experiencing three crises disguised as one!
All-Star Louis-Vincent Gave returns to explain why the markets are currently enthralled in not just one but three simultaneous crises. Link: https://bit.ly/3avksSv
Mar 30, 2020•15 min•Ep. 976
MacroVoices #212 Simon White: Aftermath of the biggest monetary policy intervention in world history
MacroVoices Erik Townsend and Patrick Ceresna welcome Simon White to the show to talk about the implications of the FED’s recent QE, if the stocks and bonds will both start selling off and how the asset markets will be impacted by the US governments reaction to COVID-19 crisis. Link: https://bit.ly/3akVx3S
Mar 26, 2020•1 hr 26 min•Ep. 975
Hot Topic #11 Lenore Hawkins & Dr. Steve Bickel: The only way to save the economy is to reduce the COVID19 hospitalization rate
Florida physician Dr. Steve Bickell and Tematica Research global macro strategist Lenore Hawkins join Erik Townsend for this week’s COVID19 update podcast Link: https://bit.ly/2UdwF8I
Mar 24, 2020•48 min•Ep. 974
All-Stars #98 Luke Gromen: Stocks will keep selling off unless the Fed buys unlimited debt
All-star Luke Gromen says the only way for stocks to trade is down unless the Fed buys an unlimited amount of debt. P.S. both of those things are happening as we release this episode! Link: https://bit.ly/2QHpAuR
Mar 23, 2020•30 min•Ep. 973
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, 2020•1 hr 35 min•Ep. 972
Hot Topic #10 COVID19 Update: Imperial College report makes waves
Once again, host Erik Townsend gives a detailed update on the evolving #COVID19 crisis in this full-length special report. Link: http://bit.ly/2vB07fo
Mar 18, 2020•1 hr 2 min•Ep. 971
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