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 #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.
MacroVoices #293 Cullen Roche: Debt Ceiling, Interest Rates & Stagflation
MacroVoices Erik Townsend and Patrick Ceresna welcome Cullen Roche to the show to discuss the debt ceiling debate, why a platinum coin supposedly solves perpetual motion and buys a free lunch for deficit spending, where inflation is headed, and much more.
MacroVoices #292 Russell Napier: Knock-on Effects of Secular Inflation
MacroVoices Erik Townsend and Patrick Ceresna welcome Russell Napier to the show. They explore whether the developing situation in China changes the inflation calculus, then go on to talk about rates, inflation, and where this whole macro picture is headed.
MacroVoices #291 Jeroen Blokland: Inflation, Bond Yields, Portfolio Allocation & Bitcoin Unpublished
MacroVoices Erik Townsend and Patrick Ceresna welcome True Insights founder Jeroen Blokland to the show to discuss inflation, the FED’s dot plot and where interest rates are headed, portfolio allocations, and much more.
MacroVoices #290 Juliette Declercq: Are Cyclical Indices Positioned To Outperform?
MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show. They discuss the whole macro picture and then translate those ideas to actionable market strategies.
MacroVoices #289 Jim Bianco: Persistent Inflation/ Bond Yields/ DeFi
MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco from Bianco Research to the show to discuss secular inflation, demographics, decentralized finance, and much more.
Could give it 10 stars if I could!
Erik I can hear you getting fatter
Since you are such a pompous jacka$$ most of the time… I took this opportunity to give you zero stars. The audio is garbage and I wish I could get my time back. You are so arrogant and obtuse on a regular basis that you get no sympathy from me. No one wants to hear anything you have to say anyway. Lucky for you the guests are good when I can hear them.
Timely topics discussed with knowledgeable guests make this an informative yet highly entertaining podcast!