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#308 Ronald Stoeferle: Precious Metals Update
MacroVoices Erik Townsend and Patrick Ceresna welcome precious metals guru Ronald Stoeferle to the show to discuss the big picture of what's going on with the Fed and this past week's equity market volatility, before moving on to precious metals update.
MacroVoices #307 Viktor Shvets: Inflation is still a pendulum but will eventually yield to disinflation
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*
MacroVoices #306 Darius Dale: Reflation Will Give Way To Deflation
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.
MacroVoices #305 Grant Williams: Inflation, Putin, Tesla & More
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.
MacroVoices #304 Louis-Vincent Gave: China, Russia, US Dollar & more
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.
MacroVoices #303 Jesse Felder Joins Inflation/Deflation Debate
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.
Best in class
Erik Townsend is the host of the best podcast on financial matters attracting a wide range of experts on different matters and different asset-class.
I’ve been listening to Marco Voices for years and the quality of it has remained the same: excellent.
Please go on!
Excellent source of Macro Views
Erik Townsend, the podcast’s host, brings every week a guest and discusses some interesting aspect of the markets or an emerging trend. Erik brings to the podcast a deep understanding of the oil market.
Simply the best !
I listen to dozens of different financial and economic podcasts. MacroVoices is SIMPLY THE BEST! Thanks so much to Erik and Patrick for their generosity. The insight and guidance they have shared with people like me over the past 4-5 years is priceless.