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 #220 Daniel Lacalle: Fiat Currency Debasement, Central Banks and Gold

MacroVoices #220 Daniel Lacalle: Fiat Currency Debasement, Central Banks and Gold

MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show to discuss the secular transition from deflation to inflation, hard assets generally, precious metals, the stock market...

21 Mai 20201h 38min

Spotlight #3 Scott Lynn: Securitized Investment in Fine Art

Spotlight #3 Scott Lynn: Securitized Investment in Fine Art

Fine Art investing expert Scott Lynn, founder of Masterworks.io joins Erik Townsend for an in-depth discussion of fine art investing including the securitized approach to investing in blue chip classi...

18 Mai 202027min

All-Stars #105 Juliette Declercq: Post-crisis economic recovery

All-Stars #105 Juliette Declercq: Post-crisis economic recovery

All-Star Juliette Declercq returns to discuss views on deflation vs. inflation, if MMT is what makes the difference between depression and reflation and post-crisis equity outlook. Link: https://bi...

18 Mai 202017min

MacroVoices #219 Dr. Ben Hunt: Charting the post COVID-19 economic recovery

MacroVoices #219 Dr. Ben Hunt: Charting the post COVID-19 economic recovery

MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Ben Hunt to the show to discuss the three narratives of the coronavirus crisis, if there will be a secular shift from deflation to inflation a...

14 Mai 20201h 25min

All-Stars #104 Brent Johnson: Dollar, SPX, Gold & Commodities update

All-Stars #104 Brent Johnson: Dollar, SPX, Gold & Commodities update

All-star Brent Johnson joins Erik Townsend for an update on the US Dollar, S&P 500, Gold, Gold mining shares, and commodities generally in the COVID19 aftermath. Link: https://bit.ly/2SW5aPP

11 Mai 202012min

MacroVoices #218 Lakshman Achuthan: What cycles teach us about what to expect post coronavirus

MacroVoices #218 Lakshman Achuthan: What cycles teach us about what to expect post coronavirus

MacroVoices Erik Townsend and Patrick Ceresna welcome Lakshman Achuthan to the show to discuss what cycle need to be focused on during this crisis, the three D’s of recession, and what economic cycles...

7 Mai 20201h 38min

MacroVoices #217 Dr. Lacy Hunt: The Road Through Deflation Toward Eventual Hyperinflation

MacroVoices #217 Dr. Lacy Hunt: The Road Through Deflation Toward Eventual Hyperinflation

MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Lacy Hunt to the show to discuss his core thesis on interest rates and inflation, how to interpret FED policy on inflation and perspectives on...

30 Apr 20201h 46min

All-Stars #103 Jeff Snider: The Myth of Central Bank Market Support (and liquidity)

All-Stars #103 Jeff Snider: The Myth of Central Bank Market Support (and liquidity)

All-Star Jeff Snider is back! Jay Powell has added $1.5 trillion in bank reserves in just eight weeks, so where's all the money? It's conspicuously missing from all the places it should be showing up.

29 Apr 202025min

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