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)

Hot Topic #12: Oil Market Special with Art Berman and Nate Hagens

Hot Topic #12: Oil Market Special with Art Berman and Nate Hagens

Petroleum Geologist Art Berman and Prof. Nate Hagens join Erik Townsend for an oil market special. We start with the current OPEC+ deal breakdown and outlook then move on to the long-term picture. Li...

6 Apr 20201h 17min

MacroVoices #213 Josh Crumb: Deciphering the Gold market

MacroVoices #213 Josh Crumb: Deciphering the Gold market

MacroVoices Erik Townsend and Patrick Ceresna welcome Josh Crumb to the show to discuss gold-oil ratio, pricing models for gold relative to both crude oil and real interest rates, and what lies ahead ...

2 Apr 20201h 28min

All-Stars #99 Louis-Vincent Gave: We’re experiencing three crises disguised as one!

All-Stars #99 Louis-Vincent Gave: We’re experiencing three crises disguised as one!

All-Star Louis-Vincent Gave returns to explain why the markets are currently enthralled in not just one but three simultaneous crises. Link: https://bit.ly/3avksSv

30 Mar 202014min

MacroVoices #212 Simon White: Aftermath of the biggest monetary policy intervention in world history

MacroVoices #212 Simon White: Aftermath of the biggest monetary policy intervention in world history

MacroVoices Erik Townsend and Patrick Ceresna welcome Simon White to the show to talk about the implications of the FED’s recent QE, if the stocks and bonds will both start selling off and how the ass...

26 Mar 20201h 25min

Hot Topic #11 Lenore Hawkins & Dr. Steve Bickel: The only way to save the economy is to reduce the COVID19 hospitalization rate

Hot Topic #11 Lenore Hawkins & Dr. Steve Bickel: The only way to save the economy is to reduce the COVID19 hospitalization rate

Florida physician Dr. Steve Bickell and Tematica Research global macro strategist Lenore Hawkins join Erik Townsend for this week’s COVID19 update podcast Link: https://bit.ly/2UdwF8I

24 Mar 202047min

All-Stars #98 Luke Gromen: Stocks will keep selling off unless the Fed buys unlimited debt

All-Stars #98 Luke Gromen: Stocks will keep selling off unless the Fed buys unlimited debt

All-star Luke Gromen says the only way for stocks to trade is down unless the Fed buys an unlimited amount of debt. P.S. both of those things are happening as we release this episode! Link: https://...

23 Mar 202030min

MacroVoices #211 Jim Bianco: COVID-19 & Risk Parity Unwind - What's next for markets?

MacroVoices #211 Jim Bianco: COVID-19 & Risk Parity Unwind - What's next for markets?

MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show to talk about the impact of COVID-19 on the economy and markets, the systemic risks to markets and impact on dealers & more...

19 Mar 20201h 35min

Hot Topic #10 COVID19 Update: Imperial College report makes waves

Hot Topic #10 COVID19 Update: Imperial College report makes waves

Once again, host Erik Townsend gives a detailed update on the evolving #COVID19 crisis in this full-length special report. Link: http://bit.ly/2vB07fo

18 Mar 20201h 2min

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