Macro Voices

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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Avsnitt(300)

MacroVoices #259 Louis-Vincent Gave: As Inflationista As They Come

MacroVoices #259 Louis-Vincent Gave: As Inflationista As They Come

MacroVoices Erik Townsend and Patrick Ceresna welcome Louis-Vincent Gave to the show to talk about why Louis is as inflationista as they come and how to trade the coming inflation. Then Kevin Muir joi...

18 Feb 20211h 19min

MacroVoices #258 Julian Brigden: As Good As It Gets?

MacroVoices #258 Julian Brigden: As Good As It Gets?

MacroVoices Erik Townsend and Patrick Ceresna welcome Julian Brigden to the show to discuss why Julian thinks equity valuations are already stretched and why he shares the inflationary view expressed ...

11 Feb 20211h 29min

MacroVoices #257 Jim Bianco: Wall Street Bets - Who's Playing Who?

MacroVoices #257 Jim Bianco: Wall Street Bets - Who's Playing Who?

MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show to discuss the coming inflation and how to trade it, update on the COVID pandemic, and the lunacy that is Wall Street Bets....

4 Feb 20211h 29min

MacroVoices #256 Russell Napier: Prepare for Secular Inflation

MacroVoices #256 Russell Napier: Prepare for Secular Inflation

MacroVoices Erik Townsend and Patrick Ceresna welcome Russell Napier to the show to discuss how stocks are rallying to new all-time highs amidst the ongoing pandemic and where we stand with regard to ...

28 Jan 20211h 16min

MacroVoices #255 Mike Green: Bitcoin’s Role in the Future of Digital Currency

MacroVoices #255 Mike Green: Bitcoin’s Role in the Future of Digital Currency

MacroVoices Erik Townsend and Patrick Ceresna welcome Logica Funds chief strategist Mike Green to the show to discuss the digital currency revolution generally, Bitcoin and where it’s headed. Link: h...

21 Jan 20211h 29min

MacroVoices #254 Luke Gromen: The FED Faces No Easy Choices

MacroVoices #254 Luke Gromen: The FED Faces No Easy Choices

MacroVoices Erik Townsend and Patrick Ceresna welcome Luke Gromen to the show to discuss whether if this is the beginning of a trend reversal to the upside or just a dead cat bounce, where the dollar ...

14 Jan 20211h 29min

MacroVoices #253 Art Berman: U.S. Oil Production Still Set for Steep Decline in 2021

MacroVoices #253 Art Berman: U.S. Oil Production Still Set for Steep Decline in 2021

MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show to discuss the coming domestic production decline which Art still predicts, when it will happen, as well as this week’s OPE...

7 Jan 20211h 32min

MacroVoices #252 Holiday Special Part 2

MacroVoices #252 Holiday Special Part 2

MacroVoices Erik Townsend and Patrick Ceresna welcome back Ronald Stoeferle and Grant Williams in this second half of two-part Holiday Special series to discuss the distinction between inflation and f...

31 Dec 20201h 12min

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