Macro Voices
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

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MacroVoices #191 Alex Gurevich: Stop this conversation and pause this interview, go buy gold!

MacroVoices #191 Alex Gurevich: Stop this conversation and pause this interview, go buy gold!

Erik Townsend and Patrick Ceresna welcome Alex Gurevich to MacroVoices. They discuss the latest FOMC meeting, if it’s time to go long in the treasury market, outlook on gold and more.  Link: http://b...

31 Loka 20191h 6min

All-Stars #74 Brent Johnson: Expect ECB’s Christine Lagarde to take office and take action quickly!

All-Stars #74 Brent Johnson: Expect ECB’s Christine Lagarde to take office and take action quickly!

All-Star Brent Johnson expects Christine Lagarde to hit the ground running as she takes the helm of the ECB this week. Also stock and gold market outlooks. Link: http://bit.ly/2Jqf7QQ

28 Loka 201914min

MacroVoices #190 Diego Parrilla: They'll change the rules to bail out the system

MacroVoices #190 Diego Parrilla: They'll change the rules to bail out the system

Erik Townsend and Patrick Ceresna welcome Diego Parrilla to MacroVoices. They discuss Diego’s contrarian investment thesis, his concept of anti-bubbles, balanced portfolio construction and more.  Lin...

24 Loka 20191h 12min

All-Stars #73 Prof. Steve Keen: Rising Populism & Brexit update

All-Stars #73 Prof. Steve Keen: Rising Populism & Brexit update

All-Star Prof. Steve Keen is back with an update on the recent surge in populism around the globe and Steve’s outlook for the resolution of the Brexit dilemma Link: http://bit.ly/31Amewu

22 Loka 201914min

All-Stars #72 Jeff Snider: The Supply-side of the Eurodollar equation

All-Stars #72 Jeff Snider: The Supply-side of the Eurodollar equation

All-Star Jeff Snider is back with more perspective on the global dollar liquidity situation, this time focusing on the supply rather than demand side of the equation. Link: http://bit.ly/2Jb9aXV

21 Loka 201925min

MacroVoices #189 Stephanie Pomboy: S&P Earnings Do Not Equal Corporate Profits

MacroVoices #189 Stephanie Pomboy: S&P Earnings Do Not Equal Corporate Profits

Erik Townsend and Patrick Ceresna welcome Stephanie Pomboy to MacroVoices. They discuss the expansion of the FED’s balance sheet, the significance of the recent liquidity shock and the divergence betw...

17 Loka 20191h 24min

All-Stars #71 Julian Brigden: Geopolitical risks, Chinese liquidity dynamics & “not” QE

All-Stars #71 Julian Brigden: Geopolitical risks, Chinese liquidity dynamics & “not” QE

All-Star Julian Brigden weighs in on the Saudi Arabia oil infrastructure attacks, Chinese liquidity, and the Fed’s QE that isn’t QE according to the Fed Link: http://bit.ly/33CcXFC

16 Loka 201913min

All-Stars #70 Luke Gromen: The official narrative just FAILED!

All-Stars #70 Luke Gromen: The official narrative just FAILED!

All-Star Luke Gromen says the official narrative just failed: The notion that the USD shortage would affect the rest of the world before it would affect the U.S. just collapsed according to Luke, and ...

15 Loka 201918min

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