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 #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
    MacroVoices #205 Art Berman: Will the crude oil market catch the Coronavirus?

    MacroVoices #205 Art Berman: Will the crude oil market catch the Coronavirus?

    MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show. They discuss the 2020 demand growth, how oversold is the price of oil and what effect the over-reaction to Coronavirus has on world oil demand. Then Kevin Muir joins postgame segment to discuss Tesla's parabolic rise and blow-off top.Link: http://bit.ly/2ugJpRV

    • 1 hr 36 min
    All-Stars #92 Jeff Snider: Did anything really get “better” last September?

    All-Stars #92 Jeff Snider: Did anything really get “better” last September?

    All-star Jeff Snider takes on why the yield curve inversion last august (so far) hasn’t led to a recession, and what might have changed in the global economy since SeptemberLink: http://bit.ly/2Sg4W54

    • 23 min
    All-Stars #91 Dr. Pippa Malmgren: Coronavirus, Surveillance Capitalism, Election Outlook

    All-Stars #91 Dr. Pippa Malmgren: Coronavirus, Surveillance Capitalism, Election Outlook

    All-Star Dr. Pippa Malmgren returns with an update on the nCoV Coronavirus outbreak, Pippa’s reaction to Kyle Bass’ allegations about China mining American genetic data, and an update on the U.S. election outlookLink: http://bit.ly/2Se7rEP 

    • 25 min
    MacroVoices #204 Julian Brigden: The Truth about Central Bank Liquidity

    MacroVoices #204 Julian Brigden: The Truth about Central Bank Liquidity

    MacroVoices Erik Townsend and Patrick Ceresna bring you an amazing double header episode with Julian Brigden talking about central bank liquidity and an update on nCoV with Dr. Chris MartensonLink: http://bit.ly/2u7AkKO

    • 1 hr 39 min

Customer Reviews

TimFIN ,

Well worth your time

One of the best macro financial podcasts out there!

5amK ,

Well worth my time!

Probablt THE podcast for anyone looking to see beyond the financial headlines and manic breaking-story-of-the-day chatter of the financial mainstream media. Educational, insightful and honest. Hooked since episode 1!

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