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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Episoder(300)

MacroVoices #251 Holiday Special Part 1

MacroVoices #251 Holiday Special Part 1

MacroVoices Erik Townsend and Patrick Ceresna welcome Ronald Stoeferle and Grant Williams in this first half of Holiday Special series to talk about fiat currency debasement and inflation, commodities...

24 Des 20201h 11min

MacroVoices #250 Kyle Bass: Commodity Bull Market, Inflation & Singapore

MacroVoices #250 Kyle Bass: Commodity Bull Market, Inflation & Singapore

MacroVoices Erik Townsend and Patrick Ceresna welcome Kyle Bass to the show to discuss equity markets, how Joe Biden’s presidency will affect oil prices, and why Singapore will be the big winner as Ho...

18 Des 20201h 31min

MacroVoices #249 Dr. Pippa Malmgren: Get Ready for Trump News Network

MacroVoices #249 Dr. Pippa Malmgren: Get Ready for Trump News Network

MacroVoices Erik Townsend and Patrick Ceresna welcome back Dr. Pippa Malmgren to the show for an update on what she sees next for Donald Trump assuming his attempts to overturn the election results ar...

10 Des 20201h 25min

MacroVoices #248 Jeff Snider: QE Still Isn’t Money Printing, and USD Still Isn’t Crashing

MacroVoices #248 Jeff Snider: QE Still Isn’t Money Printing, and USD Still Isn’t Crashing

MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show to revisit his dollar-bullish Eurodollar thesis, and consider where the market could be headed from here, and whether or n...

3 Des 20201h 37min

Smarter Markets - Robert Friedland: Envisioning commodities graded & traded on how responsibly they're produced

Smarter Markets - Robert Friedland: Envisioning commodities graded & traded on how responsibly they're produced

Billionaire Canadian financier Robert Friedland headlines the inaugural episode of Smarter Markets, and shares a vision of commodities being graded based on how responsibly they were produced with reg...

28 Nov 20201h 14min

Erik's Interview on Market Huddle re: Abaxx Technologies Investment

Erik's Interview on Market Huddle re: Abaxx Technologies Investment

Erik lays out the reasons he invested in Abaxx Technologies, what the company is about, and how investors can get involved when ABXX stock starts trading publicly on December 15th.

27 Nov 202048min

MacroVoices #247 David Rosenberg: Too much debt spells lower future growth and inflation

MacroVoices #247 David Rosenberg: Too much debt spells lower future growth and inflation

MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show to discuss everything from what’s holding up the stock market to whether bond yields have bottomed to the inflation ou...

25 Nov 20201h 13min

MacroVoices #246 Daniel Lacalle: U.S. Election, European Outlook & More

MacroVoices #246 Daniel Lacalle: U.S. Election, European Outlook & More

MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show to discuss what’s holding the stock market up as the vaccine news is offset by a marked increase in cases and deaths, b...

19 Nov 20201h 16min

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