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 #224 Art Berman: Expect oil prices to move down, then up, then WAY up

MacroVoices #224 Art Berman: Expect oil prices to move down, then up, then WAY up

MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show for another crude oil special! They discuss everything from U.S. production dynamics to the price forecast and more. Link:...

18 Jun 20201h 32min

All-Stars #109 Louis-Vincent Gave: Why Xi Jinping needs to save rather than destroy Hong Kong

All-Stars #109 Louis-Vincent Gave: Why Xi Jinping needs to save rather than destroy Hong Kong

All-Star Louis-Vincent Gave returns for an update on Hong Kong, the USD, and U.S. Civil Unrest Link:https://bit.ly/2ADm67U

15 Jun 202017min

MacroVoices #223 Diego Parrilla: False Diversification and Risk Parity Unwind

MacroVoices #223 Diego Parrilla: False Diversification and Risk Parity Unwind

MacroVoices Erik Townsend and Patrick Ceresna welcome Diego Parrilla to the show to discuss the post-COVID19 economic and market recovery, the coming transition to secular inflation, precious metals, ...

11 Jun 20201h 21min

All-Stars #108 Luke Gromen: Central Banks on Steroids

All-Stars #108 Luke Gromen: Central Banks on Steroids

All-Star Luke Gromen is back to talk about how the Fed is tapering its balance sheet expansion and what that would mean for the markets. Link: https://bit.ly/3h65Jkt

8 Jun 202017min

MacroVoices #222 Vikram Mansharamani: Post-COVID19 Economic Outlook

MacroVoices #222 Vikram Mansharamani: Post-COVID19 Economic Outlook

MacroVoices Erik Townsend and Patrick Ceresna welcome Vikram Mansharamani to the show to discuss how supply chains are restructuring in the wake of the COVID19 pandemic, the coming secular shift from ...

4 Jun 20201h 31min

All-Stars #107 Jeff Snider: Huge Money Printing Speaks For Itself, So Why Is Jay Powell Trying To Sell It So Aggressively?

All-Stars #107 Jeff Snider: Huge Money Printing Speaks For Itself, So Why Is Jay Powell Trying To Sell It So Aggressively?

All-Star Jeff Snider is back to talk about how the most aggressive monetary program in the Fed's history hasn't moved the needle one bit and how Jay Powell took his show on the road to 60 Minutes and ...

1 Jun 202025min

MacroVoices #221 Ronald Stöferle: In Gold We Trust

MacroVoices #221 Ronald Stöferle: In Gold We Trust

MacroVoices Erik Townsend and Patrick Ceresna welcome Ronald Stöferle to the show to discuss all things gold, including both the metals and the mining stocks & more. Link: https://bit.ly/2XCfA92

28 Mai 20201h 20min

All-Stars #106 Dr. Pippa Malmgren: The Post-COVID19 Economy Recovery and U.S.-China Relations

All-Stars #106 Dr. Pippa Malmgren: The Post-COVID19 Economy Recovery and U.S.-China Relations

All-star Dr. Pippa Malmgren is back with commentary on how the recovery is likely to play out in both the real economy and financial markets, and how U.S.-China relations will fare going forward Link...

26 Mai 202028min

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