Macro Voices-logo

Macro Voices

Markets and Investing

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


Episodes

MacroVoices #307 Viktor Shvets: Inflation is still a pendulum but will eventually yield to disinflation

1/20/2022
MacroVoices Erik Townsend and Patrick Ceresna welcome Macquarie Chief Macro and Asia-Pacific strategist Viktor Shvets to the show. They touch on inflation and then move on to what’s driving various macro asset classes around the globe. *Please note that the market wrap commentary was recorded mid-session with the S&P still up on the day, before the late-day crash to new lows* Link: https://bit.ly/3KsAZZQ

Duration:01:21:23

MacroVoices #306 Darius Dale: Reflation Will Give Way To Deflation

1/13/2022
MacroVoices Erik Townsend and guest host Kevin Muir welcome 42 Macro founder Darius Dale to the show where he says the reflation trade is making a come-back, but that it will eventually yield to deflation. Then Erik and Kevin discuss Kevin’s article published by Bloomberg, titled The Bond Market Refuses to Accept Economic Reality. Link: https://bit.ly/3I3UmX3

Duration:01:33:19

MacroVoices #305 Grant Williams: Inflation, Putin, Tesla & More

1/6/2022
MacroVoices Erik Townsend and Patrick Ceresna welcome "Things That Make You Go Hmm..." author Grant Williams as the first feature interview guest of the new year. They discuss what lays ahead as we discover whether inflation is set to be secular or transitory & much more. Link: https://bit.ly/3zzzLGU

Duration:01:20:40

MacroVoices #304 Louis-Vincent Gave: China, Russia, US Dollar & more

12/30/2021
MacroVoices Erik Townsend and Patrick Ceresna welcome Gavekal Research co-founder Louis Vincent Gave as 2021’s final feature interview guest. They discuss the big picture of where the world of macro stands and what lays ahead in 2022. Link: https://bit.ly/3HiOB7m

Duration:00:56:14

MacroVoices #303 Jesse Felder Joins Inflation/Deflation Debate

12/23/2021
MacroVoices Erik Townsend and Patrick Ceresna welcome The Felder Report founder Jesse Felder to the show. Jesse disagrees with the disinflationary views David Rosenberg and others have expressed on MacroVoices, and will lay out his side of the story and also discuss precious metals and much more. Link: https://bit.ly/3mqvHna

Duration:01:05:03

MacroVoices #302 Francesco Filia: Plotting a Course for Digitization of Financial Markets

12/16/2021
MacroVoices Erik Townsend and Patrick Ceresna welcome Fasanara Capital founder Francesco Filia to the show. Fracesco has prepared a chart deck quite different than those he’s shared with us in the past and he’ll share a vision for the coming digitization of financial assets and more. Link: https://bit.ly/3DWVGbX

Duration:00:58:26

MacroVoices #301 Julian Brigden: There‘s Behind the Curve and There‘s This

12/9/2021
MacroVoices Erik Townsend and Patrick Ceresna welcome MI2 Partners founder Julian Brigden to the show. Julian explains in great detail why he disagrees with the transitory inflation argument posed by David Rosenberg last week. Link: https://bit.ly/3rSuKYb

Duration:01:21:26

MacroVoices #300 David Rosenberg: Last Disinflationist Standing

12/2/2021
MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show. David describes the reasons the inflation we’ve already seen has occurred, and why he doesn’t think it will last. They also discuss stock prices, bond yields, precious metals, and much more. Breakfast with Dave: https://bit.ly/3ElgkTU Link: https://bit.ly/3ElHOZx

Duration:01:00:33

MacroVoices #299 Lyn Alden: Revisiting Inflation/Deflation Signals

11/24/2021
MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show where she weighs in on where she agrees and where she disagrees with the views Jeff Snider shared with us on last week’s podcast. Link: https://bit.ly/3nN7rfZ

Duration:01:12:35

MacroVoices #298 Jeff Snider: I agree with Janet Yellen and Jay Powell

11/18/2021
MacroVoices Erik Townsend and Patrick Ceresna welcome Alhambra Investments' CIO Jeffrey Snider to the show. Jeff gives the first truly credible counter-argument to date for the secular inflation thesis that so many of our previous expert guests have come around to in the last couple of years. Link: https://bit.ly/30JPTZF

Duration:01:23:48

MacroVoices #297 Ole Hansen: Commodity Sector Outlook

11/11/2021
MacroVoices Erik Townsend and Patrick Ceresna welcome Saxo Bank Commodity Strategy chief Ole Hansen to the show to discuss the outlook for commodities with the macro backdrop of secular inflation, which Ole sees on the near horizon, and whether gold, copper, or other commodities will be the best inflation hedge for what lies ahead. Link: https://bit.ly/3H8BcQh

Duration:01:16:08

MacroVoices #296 Mike Green: FOMC + The Future of Digital Currency

11/4/2021
MacroVoices Erik Townsend and Patrick Ceresna welcome to the show, Simplify Asset Management Chief Strategist and portfolio manager Mike Green. They start the discussion with a review of this week’s Federal Reserve announcements regarding inflation and asset purchase tapering, then move on to the question of where digital currency is headed, and who will be in control. Link: https://bit.ly/2ZQuCww

Duration:01:16:25

MacroVoices #295 David Hay: The Case for Greenflation

10/28/2021
MacroVoices Erik Townsend and Patrick Ceresna welcome Evergreen Gavekal CIO David Hay to the show to discuss what David calls Greenflation, along with the usual macro suspects such as stocks, precious metals, and bond yields. Link: https://bit.ly/3CryxOG

Duration:01:04:12

MacroVoices #294 Luke Gromen: The U.S. Government Cannot Afford Secular Inflation

10/21/2021
MacroVoices Erik Townsend and Patrick Ceresna welcome Forest For The Trees (FFTT) founder Luke Gromen to the show. They discuss the U.S. Dollar, inflation, what the consequences of inflation will be, and much more. Link: https://bit.ly/3AYPIWh

Duration:01:04:13

MacroVoices #293 Cullen Roche: Debt Ceiling, Interest Rates & Stagflation

10/14/2021
MacroVoices Erik Townsend and Patrick Ceresna welcome Cullen Roche to the show to discuss the debt ceiling debate, why a platinum coin supposedly solves perpetual motion and buys a free lunch for deficit spending, where inflation is headed, and much more. Link: https://bit.ly/3p50wjA

Duration:01:14:49

MacroVoices #292 Russell Napier: Knock-on Effects of Secular Inflation

10/7/2021
MacroVoices Erik Townsend and Patrick Ceresna welcome Russell Napier to the show. They explore whether the developing situation in China changes the inflation calculus, then go on to talk about rates, inflation, and where this whole macro picture is headed. Link: https://bit.ly/3DlRqTn

Duration:01:10:43

MacroVoices #291 Jeroen Blokland: Inflation, Bond Yields, Portfolio Allocation & Bitcoin Unpublished

9/30/2021
MacroVoices Erik Townsend and Patrick Ceresna welcome True Insights founder Jeroen Blokland to the show to discuss inflation, the FED’s dot plot and where interest rates are headed, portfolio allocations, and much more. Link: https://bit.ly/3onjHEU

Duration:01:09:30

MacroVoices #290 Juliette Declercq: Are Cyclical Indices Positioned To Outperform?

9/23/2021
MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show. They discuss the whole macro picture and then translate those ideas to actionable market strategies. Link: https://bit.ly/3kDuN6t

Duration:00:55:44

MacroVoices #289 Jim Bianco: Persistent Inflation/ Bond Yields/ DeFi

9/16/2021
MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco from Bianco Research to the show to discuss secular inflation, demographics, decentralized finance, and much more. Link: https://bit.ly/3AjypQq

Duration:01:16:35

MacroVoices #288 Paul Krake: Mega themes for 2020s

9/9/2021
MacroVoices Erik Townsend and this week's guest host Kevin Muir welcome View from the Peak founder Paul Krake to the show to discuss what Paul calls megathematics, the important trends to watch in the current macro environment. Link: https://bit.ly/3yZmuWz

Duration:01:07:51