300 episodes

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

Macro Voices Hedge Fund Manager Erik Townsend

    • Business
    • 4.9 • 345 Ratings

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

    MacroVoices #299 Lyn Alden: Revisiting Inflation/Deflation Signals

    MacroVoices #299 Lyn Alden: Revisiting Inflation/Deflation Signals

    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

    • 1 hr 12 min
    MacroVoices #298 Jeff Snider: I agree with Janet Yellen and Jay Powell

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

    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


     

    • 1 hr 23 min
    MacroVoices #297 Ole Hansen: Commodity Sector Outlook

    MacroVoices #297 Ole Hansen: Commodity Sector Outlook

    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

    • 1 hr 16 min
    MacroVoices #296 Mike Green: FOMC + The Future of Digital Currency

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

    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

    • 1 hr 16 min
    MacroVoices #295 David Hay: The Case for Greenflation

    MacroVoices #295 David Hay: The Case for Greenflation

    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

    • 1 hr 4 min
    MacroVoices #294 Luke Gromen: The U.S. Government Cannot Afford Secular Inflation

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

    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

    • 1 hr 4 min

Customer Reviews

4.9 out of 5
345 Ratings

345 Ratings

MrSheen97 ,

Great. Especially if you want real assets ex BTC

Fabulous. Made some great investments ($$) because of this Podcast. Not sure if I'm sophisticated though.

Dazbea ,

Come here for the bad calls, stay for the insults

The hubris of this gentleman is beyond compare. Frequently calling others idiots, imbeciles while always reiterating that he claims to be only for “sophisticated investors”. This guy just doesn’t get it. NGMI

Pierre Le Count ,

Fabulous

Intelligent and thoughtful conversation about a topic, macro-investing, that is so otfen spoekn about in thoughtless market cliches.
Perhaps indicative of this thoughfullnes is the fact that the host, Erik Townsend, who thinks inflation is in the process of arriving and will be substained for a while, deliberately seeks out market commentators who do not share this view to discuss the matter in a calm thought provoking manner.
What can you say other than the host, Erik Townsend, won't be getting a job with Fox News in the forseeable future.

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