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 #230 Summer Special: Deep Dive into U.S. Dollar with Jeff Snider

MacroVoices #230 Summer Special: Deep Dive into U.S. Dollar with Jeff Snider

MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show to discuss the U.S. Dollar system, structurally how it works and why it’s leading systemically to a dollar shortage.  Lin...

30 Jul 202052min

MacroVoices #229 Summer Special: Grant Williams Unplugged

MacroVoices #229 Summer Special: Grant Williams Unplugged

MacroVoices Erik Townsend and Patrick Ceresna welcome Grant Williams to the show to discuss how long the central bank balance sheet expansion will continue, comparison between this recession to the pa...

23 Jul 20201h 23min

MacroVoices #228 Lyn Alden: The Road to Inflation

MacroVoices #228 Lyn Alden: The Road to Inflation

MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show to discuss the recession, equity markets, bond yields, gold, inflation, and much more.  Link: https://bit.ly/3jfl2bY

16 Jul 20201h 12min

Spotlight #4 Artem Milinchuck: Farmland Investing Now Available to All Accredited Investors - The Future of Investing

Spotlight #4 Artem Milinchuck: Farmland Investing Now Available to All Accredited Investors - The Future of Investing

FarmTogether founder Artem Milinchuck joins Erik Townsend to discuss Farmland Investing; why it’s been the favored trade of billionaires and how FarmTogether is making this asset class available to al...

10 Jul 202038min

MacroVoices #227 Hugh Hendry: He's BAAAAACK!!!

MacroVoices #227 Hugh Hendry: He's BAAAAACK!!!

MacroVoices Erik Townsend and Patrick Ceresna welcome Hugh Hendry to the show to discuss everything from Caribbean real estate to his come-back in the world of macro & more  Link: https://bit.ly/38Hp...

9 Jul 20201h 18min

MacroVoices #226 Charlie McElligott Explains the Upside Catalyst for Equity Market

MacroVoices #226 Charlie McElligott Explains the Upside Catalyst for Equity Market

MacroVoices Erik Townsend and Patrick Ceresna welcome Charlie McElligott to the show to discuss what’s keeping stock prices elevated in the face of a global pandemic, treasury yields, and much more. A...

2 Jul 20201h 27min

MacroVoices #225 Harley Bassman: The long slow road to inflation

MacroVoices #225 Harley Bassman: The long slow road to inflation

MacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman to the show to discuss everything from the recession outlook to the coming shift from deflation to inflation, and what it means for...

25 Jun 20201h 22min

All-Stars #110 Dr. Anas Alhajji: Rebalancing the global oil market will take ~1 year

All-Stars #110 Dr. Anas Alhajji: Rebalancing the global oil market will take ~1 year

All-star Dr. Anas Alhajji joins us on the final episode of MacroVoices All-Stars and shares his outlook for global crude oil markets. Link: https://bit.ly/2BxlOPQ

22 Jun 202023min

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