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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

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
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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

All-Stars #34 Danielle DiMartino-Booth: The stock market can rally thru the 1st or 2nd rate cut

7/19/2019
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All-Star Danielle DiMartino-Booth explains “Double Easing” (rate cuts and QE at the same time) and why it’s a possibility, and explains why the stock market can rally a bit longer despite the global growth slowdown. Link: http://bit.ly/2YfP1c2

Duration:00:19:01

MacroVoices #176 Jim Rickards on his new book, Aftermath

7/18/2019
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Erik Townsend and Patrick Ceresna welcome Jim Rickards to MacroVoices. Erik and Jim discuss the progression of growing debt, the cost of low growth and high debt, and Jim’s new book “Aftermath: Seven Secrets of Wealth Preservation in the Coming Chaos” Link: http://bit.ly/2SliM5K

Duration:01:18:45

Energy Week #11: Iran, EIA, Venezuela, Canadian Crude. Panel Alhajji/Hemsworth/McMonigle

7/17/2019
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Energy Week covers the price reversal, Iran policy, EIA, Venezuela & Canadian crude differentials. Panel Anas Alhajji, Joe McMonigle and Patricia Hemsworth with host Erik Townsend. Link: http://bit.ly/2Y6gM6B

Duration:00:55:05

MacroVoices Video - Digital Currency Revolution: Outlook and Update

7/17/2019
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In this first of what we hope to be many more MacroVoices Videos, Erik Townsend provides an update on the Digital Currency Revolution. In this video Erik covers the following... The Digital Currency Revolution will be as big of a deal as the PC or the Public Internet Blockchain-based Cryptocurrencies will not play a major role in the digital currency revolution New distributed ledger technology is already making Blockchain obsolete Erik’s 2018 book predicted that Silicon Valley tech...

Duration:00:41:57

All-Stars #33 Prof. Steve Keen: How the field of Economics was corrupted

7/16/2019
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All-Star Prof.Steve Keen pulls no punches telling Erik Townsend how and why the field of economics lost touch with the real world. Link: http://bit.ly/2JLJ3WO

Duration:00:26:05

All-Stars #32 Jeffrey Snider: Eurodollar System Explains Fed Funds over IOER

7/15/2019
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All-Star Jeff Snider explains why the Fed's IOER hasn't worked as a ceiling over Fed Funds, and the significance of each, including the recent move of FF well above IOER and how this relates to the EuroDollar System.

Duration:00:31:04

Inside the Investment Committee #2: Long bonds, short the Euro Gurevich/Brigden/Declercq

7/12/2019
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Fund manager Alex Gurevich is in the hot seat this month, pitching his “perfect trade” from 2014 long bonds and short the Euro. Alex explains why he believes this was truly a ‘perfect’ can’t lose trade, then we translate to current markets. Link: http://bit.ly/2G8uawM

Duration:00:45:39

All-Stars #31 Julian Brigden: Crypto, Gold and the Dollar

7/12/2019
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All-Star Julian Brigden opines on the return of crypto currencies, gold, silver, and the U.S. Dollar. Link: http://bit.ly/2LQ6b9C

Duration:00:13:12

MacroVoices #175 Jesse Felder: Breadth divergences signal caution warranted on new all-time highs

7/11/2019
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Erik Townsend and Patrick Ceresna welcome Jesse Felder to MacroVoices. Erik and Jesse discuss the theories on the length of this market cycle, outlook on the dollar and bond yields, and the unwind of institutional risk parity trade and much more. Link: http://bit.ly/2xKZugy

Duration:01:28:20

Energy Week #10: Inventory data or Tropical Storm? What’s driving the price rally? Alhajji/Shuchart/Berman

7/10/2019
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Energy Week episode #10: What’s driving the price rally? Tropical storm in the gulf or massive inventory draw? Also security in Straits of Hormuz and Art v. Anas on data interpretation. Link: http://bit.ly/2LKEOxu

Duration:00:47:58

All-Stars #30 Luke Gromen: Still bullish risk assets, Gold & BTC despite global Dollar squeeze

7/10/2019
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All-Star Luke Gromen tells Erik Townsend he understands and agrees with the “global dollar squeeze” argument, but it doesn’t deter him from being bullish Gold, Bitcoin, and risk assets generally. Link: http://bit.ly/2LdwKpt

Duration:00:15:58

All-Stars #29 Brent Johnson: Still not chasing Gold at these levels

7/9/2019
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All-Star Brent Johnson tells Erik Townsend he's not chasing gold at these prices, and his conviction that the USD is headed much higher has never been stronger. Brent also thinks SPX 4000 is possible in the next 2-3 years. Link: http://bit.ly/2LdZvlR

Duration:00:25:05

MacroVoices Video - Digital Currency Revolution: Outlook and Update

7/9/2019
More
In this first of what we hope to be many more MacroVoices Videos, Erik Townsend provides an update on the Digital Currency Revolution. In this video Erik covers the following... The Digital Currency Revolution will be as big of a deal as the PC or the Public Internet Blockchain-based Cryptocurrencies will not play a major role in the digital currency revolution New distributed ledger technology is already making Blockchain obsolete Erik’s 2018 book predicted that Silicon Valley tech...

Duration:00:25:05

All-Stars #28 Louis-Vincent Gave: $13tn of Negative-Yielding Debt

7/8/2019
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All-star Louis-Vincent Gave tells Erik Townsend that $13.5tn of negative-yielding sovereign debt around the world is a sign the global economy is in serious trouble. U.S. Stocks may be at all-time highs, but the rest of the world is in decline. Link: http://bit.ly/2XKIfuH

Duration:00:19:12

All Stars #27 Dr.Pippa Malmgren: Don't underestimate the importance of data security

7/5/2019
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Today's All-Star Dr.Pippa Malmgren says why privacy will be the governance issue of our time. Link -> https://www.macrovoices.com/podcasts-collection/macrovoices-all-stars-podcasts/617-all-stars-27-pippa-malmgren-don-t-underestimate-the-importance-of-data-security

Duration:00:25:02

MacroVoices #174 John Netto: Gold will hit $1500 this month

7/4/2019
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Erik Townsend and Patrick Ceresna welcome John Netto to MacroVoices. Erik and John discuss what’s driving this market, where is gold heading next and how to apply sentiment indicators to investing strategy. Link -> https://www.macrovoices.com/614-john-netto

Duration:01:15:07

All-Stars #26 Juliette Declercq: Should lawyers be in charge of Central Banks?

7/4/2019
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After Juliette Declercq stirred up some commotion with her tweet asking whether it makes sense for lawyers to be in charge of the 2 main central banks, we wanted the full story…

Duration:00:11:13

Energy Week #9: OPEC+, G20, And a Deep Dive on Forward Curves. Panel Hansen/Cook

7/3/2019
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This week's panel includes Ole Hansen and Chris Cook. Topics include G20, OPEC+, market reaction to both, and Chris takes a deep dive on forward curves.

Duration:01:01:24

All-Stars #25 Danielle DiMartino-Booth: The U.S. is not immune to the global economic slowdown

7/3/2019
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All-Star Danielle DiMartino Booth tells host Erik Townsend that the U.S. is anything but immune to the global economic recession that is now beginning. Also Fed vs. Trump and why it's important to have an independent Fed. Direct Link -> https://www.macrovoices.com/podcasts-collection/macrovoices-all-stars-podcasts/613-all-stars-25-danielle-dimartino-booth

Duration:00:14:02

All-Stars #24 Prof. Steve Keen: Credit MATTERS to Aggregate Demand!

7/2/2019
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All-Star Professor Steve Keen debunks mainstream economists failure to consider Credit as a determinant of aggregate demand

Duration:00:15:05