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 #245 Lakshman Achuthan: Brace For Inflation

MacroVoices #245 Lakshman Achuthan: Brace For Inflation

MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI's Lakshman Achuthan to the show to talk about why he sees an inflation cycle on the near horizon and where we stand in the economic cycle and...

12 Nov 20201h 25min

MacroVoices #244 Marin Katusa: How to Play the Secular Gold Bull Market

MacroVoices #244 Marin Katusa: How to Play the Secular Gold Bull Market

MacroVoices Erik Townsend and Patrick Ceresna welcome Marin Katusa to the show to discuss everything from MMT and how it will drive a secular bull market in precious metals to why some of the best min...

6 Nov 20201h 52min

Spotlight #5 The Democratization of Alternative Investments – Art & Farmland

Spotlight #5 The Democratization of Alternative Investments – Art & Farmland

Asset classes previously available only to the super-rich such as fine art and farmland are being democratized and brought within reach of all investors. Hear insights from the CEOs -Artem Milinchuk o...

30 Okt 202043min

MacroVoices #243 Tian Yang: A New Commodity Bull Market is Coming

MacroVoices #243 Tian Yang: A New Commodity Bull Market is Coming

MacroVoices Erik Townsend and Patrick Ceresna welcome Variant Perception's Tian Yang to the show to talk about why his team sees inflation on the horizon and they think a new secular bull market in co...

29 Okt 20201h 32min

MacroVoices #242 Stephanie Kelton on Modern Monetary Theory

MacroVoices #242 Stephanie Kelton on Modern Monetary Theory

MacroVoices Erik Townsend and Patrick Ceresna welcome Stephanie Kelton to the show to discuss how Modern Monetary Theory can enable more, not less government spending using the power of central banks ...

22 Okt 20201h 30min

MacroVoices #241 Mike Alkin & Guy Keller: Uranium Special

MacroVoices #241 Mike Alkin & Guy Keller: Uranium Special

MacroVoices Erik Townsend and guest co-host Kevin Muir welcome Mike Alkin & Guy Keller to the show to talk about the future of nuclear power industry, how Uranium market works and the investment oppor...

15 Okt 20201h 28min

MacroVoices #240 Dr. Pippa Malmgren: U.S. Election Outlook

MacroVoices #240 Dr. Pippa Malmgren: U.S. Election Outlook

MacroVoices Erik Townsend and this week's guest host Kevin Muir welcome Dr. Pippa Malmgren to the show to discuss everything from the outlook for markets in various election scenarios to the risk of a...

8 Okt 20201h 25min

MacroVoices #239 Art Berman: U.S. Production still set to decline…but so is demand

MacroVoices #239 Art Berman: U.S. Production still set to decline…but so is demand

MacroVoices Erik Townsend and Patrick Ceresna welcome back Art Berman to the show to discuss where oil price is headed from here, decreasing price sensitivity to changes in comparative inventory and a...

1 Okt 20201h 20min

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