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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 #246 Daniel Lacalle: U.S. Election, European Outlook & More

11/19/2020
MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show to discuss what’s holding the stock market up as the vaccine news is offset by a marked increase in cases and deaths, bond yields, inflation, and much more. Link: https://bit.ly/3pUMwa6

Duration:01:16:46

MacroVoices #245 Lakshman Achuthan: Brace For Inflation

11/12/2020
MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI's Lakshman Achuthan to the show to talk about why he sees an inflation cycle on the near horizon and where we stand in the economic cycle and the outlook for markets. Link: https://bit.ly/35o7h5A

Duration:01:25:06

MacroVoices #244 Marin Katusa: How to Play the Secular Gold Bull Market

11/5/2020
MacroVoices Erik Townsend and Patrick Ceresna welcome Marin Katusa to the show to discuss everything from MMT and how it will drive a secular bull market in precious metals to why some of the best mining companies are only listed on Canadian exchanges to how to allocate a precious metals portfolio to benefit from all these trends. Link: https://bit.ly/3p4lsV8

Duration:01:52:24

Spotlight #5 The Democratization of Alternative Investments – Art & Farmland

10/30/2020
Asset classes previously available only to the super-rich such as fine art and farmland are being democratized and brought within reach of all investors. Hear insights from the CEOs -Artem Milinchuk of FarmTogether.com and Scott Lynn of Masterworks.io- behind this new trend, where it’s headed, and how to invest in both fine art and farmland without breaking the bank. Link: https://bit.ly/3jIBUqu

Duration:00:43:47

MacroVoices #243 Tian Yang: A New Commodity Bull Market is Coming

10/29/2020
MacroVoices Erik Townsend and Patrick Ceresna welcome Variant Perception's Tian Yang to the show to talk about why his team sees inflation on the horizon and they think a new secular bull market in commodities is on deck. Link: https://bit.ly/37TkIfG

Duration:01:32:08

MacroVoices #242 Stephanie Kelton on Modern Monetary Theory

10/22/2020
MacroVoices Erik Townsend and Patrick Ceresna welcome Stephanie Kelton to the show to discuss how Modern Monetary Theory can enable more, not less government spending using the power of central banks to conjure new money supply out of thin air to finance government spending, without necessarily raising taxes or borrowing from foreigners. Link: https://bit.ly/31x0ZhV

Duration:01:30:37

MacroVoices #241 Mike Alkin & Guy Keller: Uranium Special

10/15/2020
MacroVoices Erik Townsend and guest co-host Kevin Muir welcome Mike Alkin & Guy Keller to the show to talk about the future of nuclear power industry, how Uranium market works and the investment opportunities in the Uranium market & more. Link: https://bit.ly/3k5i35H

Duration:01:28:36

MacroVoices #240 Dr. Pippa Malmgren: U.S. Election Outlook

10/8/2020
MacroVoices Erik Townsend and this week's guest host Kevin Muir welcome Dr. Pippa Malmgren to the show to discuss everything from the outlook for markets in various election scenarios to the risk of an increase in civil unrest after the election to Pippa’s prediction that President Trump will aspire to create his own television news empire after leaving the White House, regardless of whether that happens in 2021 or after four more years as President. Link: https://bit.ly/34FHJPQ

Duration:01:25:28

MacroVoices #239 Art Berman: U.S. Production still set to decline…but so is demand

10/1/2020
MacroVoices Erik Townsend and Patrick Ceresna welcome back Art Berman to the show to discuss where oil price is headed from here, decreasing price sensitivity to changes in comparative inventory and an update on Art’s previous prediction on U.S. production of oil. Link: https://bit.ly/3d0eYBr

Duration:01:20:34

MacroVoices #238 Alex Gurevich: Bond Yields, U.S. Dollar, Equities & more

9/23/2020
MacroVoices Erik Townsend and Patrick Ceresna welcome Alex Gurevich to the show to discuss if the bond bull market is finally coming to an end, if the U.S. dollar is heading to a secular decline and perspectives on gold, equity markets & more. Then Jim Bianco from Bianco Research joins in the postgame segment to talk about the upcoming US Presidential Election. Link: https://bit.ly/3hR0qoo

Duration:01:29:16

MacroVoices #237 Juliette Declercq: U.S. Election Outlook, U.S. Dollar, Real Yields and more

9/17/2020
MacroVoices Erik Townsend and Patrick Ceresna welcome Juliette Declercq to the show to discuss the potential outcomes of the U.S. Presidential election and their impact on markets, inflation, the US Dollar, and much more. Link: https://bit.ly/3mvrQU9

Duration:01:10:51

MacroVoices #236 Mike Green: Passive Investing Dynamics, Inflation vs. Hyperinflation, Digital Currencies & more

9/10/2020
MacroVoices Erik Townsend and Patrick Ceresna welcome Mike Green to the show to discuss the reflexive effects of passive investing on market price action, before moving on to the US dollar, inflation, gold, digital reserve currencies and much more. Link: https://bit.ly/33kfmWC

Duration:01:19:47

MacroVoices #235 Luke Gromen: U.S. Dollar Deep Dive

9/3/2020
MacroVoices Erik Townsend and PatrickCeresna welcome Luke Gromen to the show to discuss if the U.S. Dollar is having that "Luke Gromen Moment" he has predicted for years, the stock market, the U.S. fiscal situation, gold and much more. Link: https://bit.ly/3jMGHr4

Duration:01:37:20

MacroVoices #234 Brent Johnson: The Dollar is Not Dead

8/27/2020
MacroVoices Erik Townsend and Patrick Ceresna welcome Brent Johnson to the show to discuss the U.S. Dollar in depth, including why Brent thinks the dollar bears are declaring victory prematurely. They also discuss stocks, gold, and much more. Link: https://bit.ly/2YFAfu2

Duration:01:19:04

MacroVoices #233 Jesse Felder: How Long Can Stock Market Mania Continue?

8/20/2020
MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show to discuss everything from the stock market, to the U.S. dollar, to gold & much more. Link: https://bit.ly/2CJ3Hrc

Duration:01:23:25

MacroVoices #232 Vincent Deluard: The Nuclear Winter of the 60/40 Portfolio

8/13/2020
MacroVoices Erik Townsend and Patrick Ceresna welcome Vincent Deluard to the show to discuss the shortcomings of 60/40 portfolio, why inflation still hasn’t happened, and if the U.S. dollar is facing the beginning of its demise and more. Link: https://bit.ly/3iDyBAz

Duration:01:00:30

MacroVoices #231 Jim Bianco: Coronavirus, MMT, U.S. Dollar, All Leads to Gold

8/6/2020
MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show to discuss everything from if Jim has indeed turned bullish, coronavirus update, fixed income markets, what’s next for US dollar & much more. Link: https://bit.ly/3krJ8Rp

Duration:01:36:25

MacroVoices #230 Summer Special: Deep Dive into U.S. Dollar with Jeff Snider

7/30/2020
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

Duration:00:52:57

MacroVoices #229 Summer Special: Grant Williams Unplugged

7/23/2020
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

Duration:01:23:15

MacroVoices #228 Lyn Alden: The Road to Inflation

7/16/2020
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

Duration:01:12:11