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

    • 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

    MacroVoices #208 Francesco Filia: Francesco Filia: How to navigate the cliff edge in markets

    MacroVoices #208 Francesco Filia: Francesco Filia: How to navigate the cliff edge in markets

    MacroVoices Erik Townsend and Patrick Ceresna welcome Francesco Filia to the show. They discuss why the US treasury bond is no longer a good investment and its systemic implications, the upcoming daily liquidity crisis and what it means for the market and perspectives on economic impacts of COVID-19 Link: http://bit.ly/3ceaoP5

    • 1 hr 30 min
    All-Stars #94 Jeff Snider: The slowdown started before the Coronavirus hit the tape!

    All-Stars #94 Jeff Snider: The slowdown started before the Coronavirus hit the tape!

    All-Star Jeff Snider is back! Jeff says there were clear signs of economic slowdown before the Coronavirus story even came out.Link: http://bit.ly/2vlLTyP

    • 29 min
    Hot Topic #5: COVID Super-Spreader Stealth Pandemic?

    Hot Topic #5: COVID Super-Spreader Stealth Pandemic?

    We’ve assembled the #COVID thought leaders of Financial Twitter; Jim Bianco, Mike "Mish" Shedlock, Dr. Ben Hunt & Dr. Chris Martenson for an in-depth panel discussion as #COVID19 escalates toward global pandemic status.Link: http://bit.ly/3a2O1dy 

    • 1 hr 24 min
    MacroVoices #207 Ralph Delguidice: Demand is being manufactured for US Treasury paper

    MacroVoices #207 Ralph Delguidice: Demand is being manufactured for US Treasury paper

    MacroVoices Erik Townsend and Patrick Ceresna welcome Ralph Delguidice to the show. They discuss some of the knock-on implications of the US Treasury bond, why treasury and investment grade bond demand flows will remain solid and the US treasury demand impact of Dodd Frank and more. Link: http://bit.ly/38JCGik

    • 1 hr 28 min
    MacroVoices #206 Chris Cole: Optimizing portfolio construction for changing times

    MacroVoices #206 Chris Cole: Optimizing portfolio construction for changing times

    MacroVoices Erik Townsend and Patrick Ceresna welcome Chris Cole  to the show to discuss his latest article "The Allegory of the Hawk and Serpent", the law of cosmic duality in investing, and the role of long-vol and commodity trends following have in dragon portfolio & more. Then Emil Kalinowski joins in postgame.Link: http://bit.ly/2tVwTXD

    • 1 hr 37 min
    All-Stars #93 Luke Gromen: Busted! JP Morgan charged for gold price manipulation

    All-Stars #93 Luke Gromen: Busted! JP Morgan charged for gold price manipulation

    FFTT founder Luke Gromen is back to talk about the conclusions we can draw from the U.S. government charging JP Morgan with criminal gold price manipulationLink: http://bit.ly/2SCKwmQ

    • 22 min

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