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 #300 David Rosenberg: Last Disinflationist Standing
MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show. David describes the reasons the inflation we’ve already seen has occurred, and why he doesn’t think it will last. They also discuss stock prices, bond yields, precious metals, and much more.
Breakfast with Dave: https://bit.ly/3ElgkTU
MacroVoices #299 Lyn Alden: Revisiting Inflation/Deflation Signals
MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show where she weighs in on where she agrees and where she disagrees with the views Jeff Snider shared with us on last week’s podcast.
MacroVoices #298 Jeff Snider: I agree with Janet Yellen and Jay Powell
MacroVoices Erik Townsend and Patrick Ceresna welcome Alhambra Investments' CIO Jeffrey Snider to the show. Jeff gives the first truly credible counter-argument to date for the secular inflation thesis that so many of our previous expert guests have come around to in the last couple of years.
MacroVoices #297 Ole Hansen: Commodity Sector Outlook
MacroVoices Erik Townsend and Patrick Ceresna welcome Saxo Bank Commodity Strategy chief Ole Hansen to the show to discuss the outlook for commodities with the macro backdrop of secular inflation, which Ole sees on the near horizon, and whether gold, copper, or other commodities will be the best inflation hedge for what lies ahead.
MacroVoices #296 Mike Green: FOMC + The Future of Digital Currency
MacroVoices Erik Townsend and Patrick Ceresna welcome to the show, Simplify Asset Management Chief Strategist and portfolio manager Mike Green. They start the discussion with a review of this week’s Federal Reserve announcements regarding inflation and asset purchase tapering, then move on to the question of where digital currency is headed, and who will be in control.
MacroVoices #295 David Hay: The Case for Greenflation
MacroVoices Erik Townsend and Patrick Ceresna welcome Evergreen Gavekal CIO David Hay to the show to discuss what David calls Greenflation, along with the usual macro suspects such as stocks, precious metals, and bond yields.
Each episode is packed with information, always presented in a way that makes it easily digestible and highly accessible for a variety of audiences. Really appreciate the relevancy of each episode’s topics too!
ERIK TOWNSEND is an arrogant host who can sound racist
… other than that the show is amazing…
The guests on this show are always very inspiring …
EURO DOLLAR university was one of the most enlightened pieces I have ever heard ..
Listening to this show really gives you the feeling that you are learning something special, exclusive and cutting edge ….
My only problem is Erik… super arrogant .. loves to call people idiots and obviously is anti Black Lives Matter even though he knows nothing about being black in America but freely criticizes us in the movement …
Anyway keep up the good work and try and be less of a jerk
Erik - your editorial on ignorance surrounding the threat of hyper-inflation was excellent. I vote for more editorials!
Thanks for the great work.