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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.
December 23, 2021MacroVoices #303 Jesse Felder Joins Inflation/Deflation DebateMacroVoices Erik Townsend and Patrick Ceresna welcome The Felder Report founder Jesse Felder to the show. Jesse disagrees with the disinflationary views David Rosenberg and others have expressed on MacroVoices, and will lay out his side of the story and also discuss precious metals and much more.Link: https://bit.ly/3mqvHna...more1h 6minPlay
December 16, 2021MacroVoices #302 Francesco Filia: Plotting a Course for Digitization of Financial MarketsMacroVoices Erik Townsend and Patrick Ceresna welcome Fasanara Capital founder Francesco Filia to the show. Fracesco has prepared a chart deck quite different than those he’s shared with us in the past and he’ll share a vision for the coming digitization of financial assets and more.Link: https://bit.ly/3DWVGbX...more59minPlay
December 09, 2021MacroVoices #301 Julian Brigden: There‘s Behind the Curve and There‘s ThisMacroVoices Erik Townsend and Patrick Ceresna welcome MI2 Partners founder Julian Brigden to the show. Julian explains in great detail why he disagrees with the transitory inflation argument posed by David Rosenberg last week.Link: https://bit.ly/3rSuKYb...more1h 22minPlay
December 02, 2021MacroVoices #300 David Rosenberg: Last Disinflationist StandingMacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show. David describes the reasons the inflation we’ve already seen has occurred, and why he doesn’t think it will last. They also discuss stock prices, bond yields, precious metals, and much more. Breakfast with Dave: https://bit.ly/3ElgkTULink: https://bit.ly/3ElHOZx...more1h 1minPlay
November 24, 2021MacroVoices #299 Lyn Alden: Revisiting Inflation/Deflation SignalsMacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show where she weighs in on where she agrees and where she disagrees with the views Jeff Snider shared with us on last week’s podcast.Link: https://bit.ly/3nN7rfZ...more1h 13minPlay
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
FAQs about Macro Voices:How many episodes does Macro Voices have?The podcast currently has 364 episodes available.