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Macro Voices

Author: Hedge Fund Manager Erik Townsend

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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
518 Episodes
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MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show to discuss the U.S. Dollar system, structurally how it works and why it’s leading systemically to a dollar shortage. Link: https://bit.ly/3geQLIg
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
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
FarmTogether founder Artem Milinchuck joins Erik Townsend to discuss Farmland Investing; why it’s been the favored trade of billionaires and how FarmTogether is making this asset class available to all accredited investors.Link: https://bit.ly/2W8czNL
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
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
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
All-star Dr. Anas Alhajji joins us on the final episode of MacroVoices All-Stars and shares his outlook for global crude oil markets.Link: https://bit.ly/2BxlOPQ
MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show for another crude oil special! They discuss everything from U.S. production dynamics to the price forecast and more.Link: https://bit.ly/2zIZPoG
All-Star Louis-Vincent Gave returns for an update on Hong Kong, the USD, and U.S. Civil UnrestLink:https://bit.ly/2ADm67U
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
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
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
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
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
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 forwardLink: https://bit.ly/2ZG1QwC
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
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.ioLink: https://bit.ly/2LBhXmM
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
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
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Comments (13)

Daniel Salafia

Fantastic podcast!!...i live in Australia and i got the info from ABC Bullion monthly investing reoprt from my email and gave this podcast a go...This is so informative and lots of valuable info...Highly recommended!!! Cheers Erik you made my day!!!

Jun 26th
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Chris Anderson

great interview, loved it!

Jun 16th
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Tj

erik so boring

Feb 10th
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Mermadone

This episode is probably the best in the last year! Very informative.

Jan 31st
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Bill Slikkerveer

consider George Goncalves /Bond Strategist w Snider/DiMartino...what a mix

Sep 24th
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Tom Winston

,.

Sep 2nd
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Bill Slikkerveer

unable download

Jul 10th
Reply (1)

Bill Slikkerveer

How about Hedgeye...KM has received essentially free advertising by coming on the show, Real Vision

May 10th
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Craig Murphy

Absolutely terrific work. Very informative macro history and outlooks providing specific and detailed insight and differing outlooks and oppinions, presented in a way that you will learn soooo much. The All Stars format is fantastic! keep up the epic work. And Thank you

May 5th
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Fortunate

Very good content, I'm grateful for this podcast

Apr 29th
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Bill Slikkerveer

Awesome presentation...love it... keep it coming

Apr 19th
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Max

Absolutely the best podcast I listen to. The Pippa M. podcast most recently is by far the best one I've heard.

Jul 14th
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