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 #6: COVID-19 Pandemic Update

Hot Topic #6: COVID-19 Pandemic Update

This week we’re re-broadcasting our Jan. 30th interview with Dr. Chris Martenson which proved incredibly prescient. Erik Townsend then offers an update on what’s changed since that interview. Link: h...

2 Mar 20201h 16min

MacroVoices #208 Francesco Filia: Francesco Filia: How to navigate the cliff edge in markets

MacroVoices #208 Francesco Filia: Francesco Filia: How to navigate the cliff edge in markets

MacroVoices Erik Townsend and Patrick Ceresna welcome Francesco Filia to the show. They discuss why the US treasury bond is no longer a good investment and its systemic implications, the upcoming dail...

28 Feb 20201h 30min

All-Stars #94 Jeff Snider: The slowdown started before the Coronavirus hit the tape!

All-Stars #94 Jeff Snider: The slowdown started before the Coronavirus hit the tape!

All-Star Jeff Snider is back! Jeff says there were clear signs of economic slowdown before the Coronavirus story even came out. Link: http://bit.ly/2vlLTyP

26 Feb 202029min

Hot Topic #5: COVID Super-Spreader Stealth Pandemic?

Hot Topic #5: COVID Super-Spreader Stealth Pandemic?

We’ve assembled the #COVID thought leaders of Financial Twitter; Jim Bianco, Mike "Mish" Shedlock, Dr. Ben Hunt & Dr. Chris Martenson for an in-depth panel discussion as #COVID19 escalates toward glob...

24 Feb 20201h 24min

MacroVoices #207 Ralph Delguidice: Demand is being manufactured for US Treasury paper

MacroVoices #207 Ralph Delguidice: Demand is being manufactured for US Treasury paper

MacroVoices Erik Townsend and Patrick Ceresna welcome Ralph Delguidice to the show. They discuss some of the knock-on implications of the US Treasury bond, why treasury and investment grade bond deman...

20 Feb 20201h 28min

MacroVoices #206 Chris Cole: Optimizing portfolio construction for changing times

MacroVoices #206 Chris Cole: Optimizing portfolio construction for changing times

MacroVoices Erik Townsend and Patrick Ceresna welcome Chris Cole  to the show to discuss his latest article "The Allegory of the Hawk and Serpent", the law of cosmic duality in investing, and the role...

13 Feb 20201h 37min

All-Stars #93 Luke Gromen: Busted! JP Morgan charged for gold price manipulation

All-Stars #93 Luke Gromen: Busted! JP Morgan charged for gold price manipulation

FFTT founder Luke Gromen is back to talk about the conclusions we can draw from the U.S. government charging JP Morgan with criminal gold price manipulation Link: http://bit.ly/2SCKwmQ

10 Feb 202022min

MacroVoices #205 Art Berman: Will the crude oil market catch the Coronavirus?

MacroVoices #205 Art Berman: Will the crude oil market catch the Coronavirus?

MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show. They discuss the 2020 demand growth, how oversold is the price of oil and what effect the over-reaction to Coronavirus has...

7 Feb 20201h 36min

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