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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 Ma... more
FAQs about Macro Voices:How many episodes does Macro Voices have?The podcast currently has 364 episodes available.
March 03, 2022MacroVoices #313 Dr. Pippa Malmgren: WWIII Has Already StartedMacroVoices Erik Townsend and Patrick Ceresna welcome former U.S. Presidential advisor, Dr. Pippa Malmgren to the show. They discuss the situation in Ukraine - but looking at it in the context of a bigger picture that led Pippa and other prominent thought leaders to predict a major escalation of war tensions long before this particular crisis erupted.WWIII Has Already Started - By Dr. Pippa Malmgren: https://bit.ly/3pCtJSaLink: https://bit.ly/3sEO1MZ...more1h 20minPlay
February 25, 2022MacroVoices #312 Charlie McElligott: Tightening Cycle Is A Headwind Until It Becomes A TailwindMacroVoices Erik Townsend and Patrick Ceresna welcome Nomura’s head of cross-asset Macro Strategy, Charlie McElligott to the show to discuss how prior tightening cycles have played out in markets and his prognostications for what present Federal Reserve policy will mean for the markets.Link: https://bit.ly/3LZ2TgU...more1h 19minPlay
February 17, 2022MacroVoices #311 Jim Bianco: Has the Fed Signaled a Policy Error?MacroVoices Erik Townsend and Patrick Ceresna welcome Bianco Research founder Jim Bianco to the show. Their discussion includes everything from inflation to bond yields to the equity market outlook, and even touches on what the decentralized finance revolution might mean to fixed income markets in years to come.Link: https://bit.ly/3rXnzxL...more1h 26minPlay
February 10, 2022MacroVoices #310 Alex Gurevich: The Trades of March 2020MacroVoices Erik Townsend and Patrick Ceresna welcome Alex Gurevich to the show to discuss inflation, the U.S. Dollar, bond yields and stock prices in the face of central bank tightening, before discussing his new book -The Trades of March 2020: A Shield Against Uncertainty.Link: https://bit.ly/3gF6Qc4...more1h 16minPlay
February 03, 2022MacroVoices #309 Izabella Kaminska: What Shape Will the COVID Recovery Take?MacroVoices Erik Townsend and Patrick Ceresna welcome Izabella Kaminska to the show. They discuss everything from inflation to sustainability of Uber and Airbnb’s business model. Then be sure to stay for the postgame segment to get an update on bond markets from Patrick.Link: https://bit.ly/3GrVW3U...more1h 14minPlay
January 27, 2022MacroVoices#308 Ronald Stoeferle: Precious Metals UpdateMacroVoices Erik Townsend and Patrick Ceresna welcome precious metals guru Ronald Stoeferle to the show to discuss the big picture of what's going on with the Fed and this past week's equity market volatility, before moving on to precious metals update.Link: https://bit.ly/3II4Lbo...more1h 20minPlay
January 20, 2022MacroVoices #307 Viktor Shvets: Inflation is still a pendulum but will eventually yield to disinflationMacroVoices Erik Townsend and Patrick Ceresna welcome Macquarie Chief Macro and Asia-Pacific strategist Viktor Shvets to the show. They touch on inflation and then move on to what’s driving various macro asset classes around the globe.*Please note that the market wrap commentary was recorded mid-session with the S&P still up on the day, before the late-day crash to new lows*Link: https://bit.ly/3KsAZZQ...more1h 22minPlay
January 13, 2022MacroVoices #306 Darius Dale: Reflation Will Give Way To DeflationMacroVoices Erik Townsend and guest host Kevin Muir welcome 42 Macro founder Darius Dale to the show where he says the reflation trade is making a come-back, but that it will eventually yield to deflation. Then Erik and Kevin discuss Kevin’s article published by Bloomberg, titled The Bond Market Refuses to Accept Economic Reality.Link: https://bit.ly/3I3UmX3...more1h 34minPlay
January 06, 2022MacroVoices #305 Grant Williams: Inflation, Putin, Tesla & MoreMacroVoices Erik Townsend and Patrick Ceresna welcome "Things That Make You Go Hmm..." author Grant Williams as the first feature interview guest of the new year. They discuss what lays ahead as we discover whether inflation is set to be secular or transitory & much more. Link: https://bit.ly/3zzzLGU...more1h 21minPlay
December 30, 2021MacroVoices #304 Louis-Vincent Gave: China, Russia, US Dollar & moreMacroVoices Erik Townsend and Patrick Ceresna welcome Gavekal Research co-founder Louis Vincent Gave as 2021’s final feature interview guest. They discuss the big picture of where the world of macro stands and what lays ahead in 2022.Link: https://bit.ly/3HiOB7m...more57minPlay
FAQs about Macro Voices:How many episodes does Macro Voices have?The podcast currently has 364 episodes available.