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

    All-Stars #90 Juliette Declercq: Still bullish, but slightly less so than Q4

    All-Stars #90 Juliette Declercq: Still bullish, but slightly less so than Q4

    All-Star Juliette Declercq is back with the 2020 outlook. Juliette remains cautiously bullish, but perhaps not quite as bullish as she was in late 2019Link: http://bit.ly/30Y3W9G

    • 16 min
    MacroVoices Hot Topic #4: Wuhan Coronavirus (2019-nCov) Market Impact Analysis v2

    MacroVoices Hot Topic #4: Wuhan Coronavirus (2019-nCov) Market Impact Analysis v2

    New updated version re-recorded 1/28/20 to reflect new information and correct errors in first version. WE RECOMMEND YOU LISTEN AGAIN #2019nCoV #Wuhan #CoronavirusHost Erik Townsend weighs in with a summary of what he’s learned thus far about 2019-nCoV, the Wuhan Coronavirus, and his analysis of what it will mean to financial markets. Link: http://bit.ly/38ETuX2

    • 20 min
    MacroVoices #203 Russell Napier: The coming credit crisis will be outside the U.S.

    MacroVoices #203 Russell Napier: The coming credit crisis will be outside the U.S.

    Erik Townsend and Patrick Ceresna welcome Russell Napier to MacroVoices. They discuss why we should expect a credit crisis, what will come out of MMT & helicopter money, and how to prepare for runaway inflation and more. Link: http://bit.ly/2tOWNfJ

    • 1 hr 27 min
    All-Stars #89 Louis-Vincent Gave: All five pillars supporting the melt-up will come under pressure in 2020

    All-Stars #89 Louis-Vincent Gave: All five pillars supporting the melt-up will come under pressure in 2020

    All-Star Louis-Vincent Gave explains the five macro pillars that have driven the stock market to record highs, then explains why all five will come under pressure in 2020Link:http://bit.ly/2ugYMJx

    • 15 min
    MacroVoices #202 Grant Williams: Civil unrest around the world. Failing Unicorns. All paths lead to gold.

    MacroVoices #202 Grant Williams: Civil unrest around the world. Failing Unicorns. All paths lead to gold.

    Erik Townsend and Patrick Ceresna welcome Grant Williams to MacroVoices. They discuss the recent civil unrest and global social degradation, if Tesla will follow the collapse of WeWork, and how to react to the recent rise in price of gold. Link: http://bit.ly/2TGMp4n

    • 1 hr 26 min
    All-Stars #88 Jeff Snider: The Fed is avoiding the real issue driving divergences in their models

    All-Stars #88 Jeff Snider: The Fed is avoiding the real issue driving divergences in their models

    All-Star Jeff Snider says the Fed is behind the 8 ball. Jeff says the ailing global Eurodollar system is the real reason the economy underperforms against its potential.Link: http://bit.ly/2Nn3e0e

    • 29 min

Customer Reviews

A Solberg ,

Insightful

I really appreciate the way they study topics from different sides, always evaluating their hypothesis in light of new information. One of my favorite podcasts

Norwegian follower ,

Awsome

Great podcast for macro updates and big picture trades!

magnusholan ,

Good content, crap sound quality

The content is good, but the sound quality is really crap. Step up the game guys.

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