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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 349 episodes available.
November 18, 2021MacroVoices #298 Jeff Snider: I agree with Janet Yellen and Jay PowellMacroVoices Erik Townsend and Patrick Ceresna welcome Alhambra Investments' CIO Jeffrey Snider to the show. Jeff gives the first truly credible counter-argument to date for the secular inflation thesis that so many of our previous expert guests have come around to in the last couple of years.Link: https://bit.ly/30JPTZF ...more1h 24minPlay
November 11, 2021MacroVoices #297 Ole Hansen: Commodity Sector OutlookMacroVoices Erik Townsend and Patrick Ceresna welcome Saxo Bank Commodity Strategy chief Ole Hansen to the show to discuss the outlook for commodities with the macro backdrop of secular inflation, which Ole sees on the near horizon, and whether gold, copper, or other commodities will be the best inflation hedge for what lies ahead. Link: https://bit.ly/3H8BcQh...more1h 17minPlay
November 04, 2021MacroVoices #296 Mike Green: FOMC + The Future of Digital CurrencyMacroVoices Erik Townsend and Patrick Ceresna welcome to the show, Simplify Asset Management Chief Strategist and portfolio manager Mike Green. They start the discussion with a review of this week’s Federal Reserve announcements regarding inflation and asset purchase tapering, then move on to the question of where digital currency is headed, and who will be in control.Link: https://bit.ly/2ZQuCww...more1h 17minPlay
October 28, 2021MacroVoices #295 David Hay: The Case for GreenflationMacroVoices Erik Townsend and Patrick Ceresna welcome Evergreen Gavekal CIO David Hay to the show to discuss what David calls Greenflation, along with the usual macro suspects such as stocks, precious metals, and bond yields.Link: https://bit.ly/3CryxOG...more1h 5minPlay
October 21, 2021MacroVoices #294 Luke Gromen: The U.S. Government Cannot Afford Secular InflationMacroVoices Erik Townsend and Patrick Ceresna welcome Forest For The Trees (FFTT) founder Luke Gromen to the show. They discuss the U.S. Dollar, inflation, what the consequences of inflation will be, and much more.Link: https://bit.ly/3AYPIWh...more1h 5minPlay
October 14, 2021MacroVoices #293 Cullen Roche: Debt Ceiling, Interest Rates & StagflationMacroVoices Erik Townsend and Patrick Ceresna welcome Cullen Roche to the show to discuss the debt ceiling debate, why a platinum coin supposedly solves perpetual motion and buys a free lunch for deficit spending, where inflation is headed, and much more.Link: https://bit.ly/3p50wjA...more1h 15minPlay
October 07, 2021MacroVoices #292 Russell Napier: Knock-on Effects of Secular InflationMacroVoices Erik Townsend and Patrick Ceresna welcome Russell Napier to the show. They explore whether the developing situation in China changes the inflation calculus, then go on to talk about rates, inflation, and where this whole macro picture is headed.Link: https://bit.ly/3DlRqTn...more1h 11minPlay
September 30, 2021MacroVoices #291 Jeroen Blokland: Inflation, Bond Yields, Portfolio Allocation & Bitcoin UnpublishedMacroVoices Erik Townsend and Patrick Ceresna welcome True Insights founder Jeroen Blokland to the show to discuss inflation, the FED’s dot plot and where interest rates are headed, portfolio allocations, and much more.Link: https://bit.ly/3onjHEU...more1h 10minPlay
September 23, 2021MacroVoices #290 Juliette Declercq: Are Cyclical Indices Positioned To Outperform?MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show. They discuss the whole macro picture and then translate those ideas to actionable market strategies. Link: https://bit.ly/3kDuN6t...more56minPlay
September 16, 2021MacroVoices #289 Jim Bianco: Persistent Inflation/ Bond Yields/ DeFiMacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco from Bianco Research to the show to discuss secular inflation, demographics, decentralized finance, and much more.Link: https://bit.ly/3AjypQq...more1h 17minPlay
FAQs about Macro Voices:How many episodes does Macro Voices have?The podcast currently has 349 episodes available.