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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 #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

MacroVoices #248 Jeff Snider: QE Still Isn’t Money Printing, and USD Still Isn’t Crashing

12/3/2020
MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show to revisit his dollar-bullish Eurodollar thesis, and consider where the market could be headed from here, and whether or not this week’s move invalidates his prior views. Link: https://bit.ly/2VwzilU

Duration:01:37:17

Smarter Markets - Robert Friedland: Envisioning commodities graded & traded on how responsibly they're produced

11/28/2020
Billionaire Canadian financier Robert Friedland headlines the inaugural episode of Smarter Markets, and shares a vision of commodities being graded based on how responsibly they were produced with regard to ESG priorities, thus allowing free market price discovery to determine a market premium to reward responsible producers of metals and other commodities which have historically had an adverse environmental impact.. Robert goes on to share his vision for how a distributed ledger...

Duration:01:14:34

Erik's Interview on Market Huddle re: Abaxx Technologies Investment

11/27/2020
Erik lays out the reasons he invested in Abaxx Technologies, what the company is about, and how investors can get involved when ABXX stock starts trading publicly on December 15th.

Duration:00:54:13

MacroVoices #247 David Rosenberg: Too much debt spells lower future growth and inflation

11/25/2020
MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show to discuss everything from what’s holding up the stock market to whether bond yields have bottomed to the inflation outlook. Link: https://bit.ly/2UZqqFb

Duration:01:13:07

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