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Macro Voices

Business & Economics Podcasts

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

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

Location:

United States

Description:

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

Twitter:

@MacroVoices

Language:

English

Contact:

(603) 672-3898


Episodes

MacroVoices #267 Jeff Snider: Why Deflation Is The Story, Not Inflation

4/15/2021
MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider back to the show where Jeff makes the case for deflation rather than inflation, against consensus. Then be sure to stay tuned for the postgame segment where Patrick will give an update on the 50dma charts. Link: https://bit.ly/3mPOTtz

Duration:01:17:35

MacroVoices #266 Jesse Felder: Macro Roadmap for the S&P500

4/8/2021
MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show. Jesse sees inflation on the horizon and has quite a bit to say about macro risk factors and where the S&P500 may be headed next. Link: https://bit.ly/3t26fpv

Duration:01:08:08

MacroVoices #265 Steven Van Metre: The Last Deflationist Standing

4/1/2021
MacroVoices Erik Townsend and Patrick Ceresna welcome Steven Van Metre to the show to talk about why the outlook really is still deflationary unless and until private credit expansion returns with a vengeance. Link: https://bit.ly/39y2KPI

Duration:01:14:04

MacroVoices #264 Robert Friedland: Investing in the Green Revolution

3/25/2021
MacroVoices Erik Townsend and Patrick Ceresna welcome billionaire Canadian financier Robert Friedland to the show. Robert already gave a terrific two-part interview on the Smarter Markets podcast, on the subject of what it’s really going to take to Green the Global economy. In this MacroVoices episode, they discuss how to invest in the formative green revolution, and where the best opportunities can be found for investors. So if you missed the 2-part interview on Smarter Markets, we suggest...

Duration:01:25:39

Spotlight #6 Josh Crumb & Joe Raia: Dimensions of Abaxx Technologies

3/19/2021
Remember when Kyle Bass appeared on MacroVoices and suggested that Erik should get Josh Crumb on the show to explain all the various dimensions of Abaxx Technologies and how the company plans to disrupt commodity trading by bringing the latest technologies to bear to create smarter commodity markets? The long-awaited interview is finally here. Abaxx founders Josh Crumb and Joe Raia lay out the whole story of what Abaxx intends to do, from a new commodity exchange in Singapore to embracing...

Duration:01:05:43

MacroVoices #263 Juliette Declercq: Why Equities Stand On Much Stronger Ground Than Consensus Seem To Believe

3/18/2021
MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show to discuss everything from secular inflation to how far the long end of the treasury curve can go to why Juliette thinks the stock market stands on firmer ground than some skeptics are suggesting. Link: https://bit.ly/3tw53uj

Duration:01:09:24

MacroVoices #262 Diego Parrilla: The End Game Is Inflation But The Path Is Unclear

3/11/2021
MacroVoices Erik Townsend and Patrick Ceresna welcome Diego Parrilla to the show to talk about what the inflation trend means for bond yields, equity markets and commodities, as well as gold, the VIX, and much more. Then Gold Royalty Corp. CEO Amir Adnani joins in the postgame to discuss the royalty and streaming business model for precious metals, and where PM streaming shares fit into a portfolio allocation strategy.

Duration:01:21:02

MacroVoices #261 Ole Hansen: Commodities Are Back!

3/4/2021
MacroVoices Erik Townsend and Patrick Ceresna welcome Ole Hansen to the show to discuss the return of a commodity bull market, which commodity will benefit from the Green Revolution and outlook on agriculture, uranium and more. Link: https://bit.ly/38a84bx

Duration:01:20:27

MacroVoices #260 Lyn Alden: Shifting from Monetary to Fiscal Dominance

2/25/2021
MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show to discuss everything from inflation to the long term debt cycle to broad money supply growth to gold & even Bitcoin. Link: https://bit.ly/3uGHujZ

Duration:01:28:25

MacroVoices #259 Louis-Vincent Gave: As Inflationista As They Come

2/18/2021
MacroVoices Erik Townsend and Patrick Ceresna welcome Louis-Vincent Gave to the show to talk about why Louis is as inflationista as they come and how to trade the coming inflation. Then Kevin Muir joins in postgame segment to discuss why he thinks investors need to understand the Treasury General Account. Link: https://bit.ly/3quIOUm

Duration:01:18:59

MacroVoices #258 Julian Brigden: As Good As It Gets?

2/11/2021
MacroVoices Erik Townsend and Patrick Ceresna welcome Julian Brigden to the show to discuss why Julian thinks equity valuations are already stretched and why he shares the inflationary view expressed by Russell Napier and Jim Bianco in recent episodes. Link: https://bit.ly/3rHZfgk

Duration:01:29:36

MacroVoices #257 Jim Bianco: Wall Street Bets - Who's Playing Who?

2/4/2021
MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show to discuss the coming inflation and how to trade it, update on the COVID pandemic, and the lunacy that is Wall Street Bets. Link: https://bit.ly/3rhbSP8

Duration:01:29:38

MacroVoices #256 Russell Napier: Prepare for Secular Inflation

1/28/2021
MacroVoices Erik Townsend and Patrick Ceresna welcome Russell Napier to the show to discuss how stocks are rallying to new all-time highs amidst the ongoing pandemic and where we stand with regard to the economic outlook generally & much more. Link: https://bit.ly/36ohb7p

Duration:01:16:28

MacroVoices #255 Mike Green: Bitcoin’s Role in the Future of Digital Currency

1/21/2021
MacroVoices Erik Townsend and Patrick Ceresna welcome Logica Funds chief strategist Mike Green to the show to discuss the digital currency revolution generally, Bitcoin and where it’s headed. Link: https://bit.ly/39Rrv94

Duration:01:29:06

MacroVoices #254 Luke Gromen: The FED Faces No Easy Choices

1/14/2021
MacroVoices Erik Townsend and Patrick Ceresna welcome Luke Gromen to the show to discuss whether if this is the beginning of a trend reversal to the upside or just a dead cat bounce, where the dollar is headed and what that will mean for the markets & more. Link: https://bit.ly/38Jw2Li

Duration:01:29:29

MacroVoices #253 Art Berman: U.S. Oil Production Still Set for Steep Decline in 2021

1/7/2021
MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show to discuss the coming domestic production decline which Art still predicts, when it will happen, as well as this week’s OPEC+ meeting, and much more. Link: https://bit.ly/3ooBVDb

Duration:01:32:29

MacroVoices #252 Holiday Special Part 2

12/31/2020
MacroVoices Erik Townsend and Patrick Ceresna welcome back Ronald Stoeferle and Grant Williams in this second half of two-part Holiday Special series to discuss the distinction between inflation and fiat debasement, and then talk through a long list of hedging trades against each of those risks, ranging from precious metals to bitcoin to farmland to base metals and crude oil. Link: https://bit.ly/3rAWVZf

Duration:01:12:32

MacroVoices #251 Holiday Special Part 1

12/24/2020
MacroVoices Erik Townsend and Patrick Ceresna welcome Ronald Stoeferle and Grant Williams in this first half of Holiday Special series to talk about fiat currency debasement and inflation, commodities and different ways to hedge, crypto currencies and more. Link: https://bit.ly/3pnrakj

Duration:01:11:32

MacroVoices #250 Kyle Bass: Commodity Bull Market, Inflation & Singapore

12/17/2020
MacroVoices Erik Townsend and Patrick Ceresna welcome Kyle Bass to the show to discuss equity markets, how Joe Biden’s presidency will affect oil prices, and why Singapore will be the big winner as Hong Kong loses its independence from China and more. Link: https://bit.ly/38cpoM1

Duration:01:31:42

MacroVoices #249 Dr. Pippa Malmgren: Get Ready for Trump News Network

12/10/2020
MacroVoices Erik Townsend and Patrick Ceresna welcome back Dr. Pippa Malmgren to the show for an update on what she sees next for Donald Trump assuming his attempts to overturn the election results are unsuccessful. Link: https://bit.ly/2Lmh6cJ

Duration:01:25:56