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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.
September 09, 2021MacroVoices #288 Paul Krake: Mega themes for 2020sMacroVoices Erik Townsend and this week's guest host Kevin Muir welcome View from the Peak founder Paul Krake to the show to discuss what Paul calls megathematics, the important trends to watch in the current macro environment.Link: https://bit.ly/3yZmuWz...more1h 8minPlay
September 02, 2021MacroVoices #287 Wayne Himelsein: Under the covers of Long VolMacroVoices Erik Townsend and Patrick Ceresna welcome Logica Funds founder Wayne Himelsein to the show to discuss trading the long volatility strategy.Link: https://bit.ly/3yJd8hg...more1h 18minPlay
August 26, 2021MacroVoices #286 Summer Special: Digital Currencies & Decentralized Finance Revolution Part 2MacroVoices Erik Townsend welcome Dr. Pippa Malmgren and Clint Cox in this second installment of two-part summer special to discuss digital currency and decentralized finance revolution. Link: https://bit.ly/2UpC53g...more1h 13minPlay
August 19, 2021MacroVoices #285 Summer Special: Digital Currencies & Decentralized Finance Revolution Part 1MacroVoices Erik Townsend welcome Dr. Pippa Malmgren and Clint Cox in this first installment of two-part summer special to discuss digital currency and decentralized finance revolution. Link: https://bit.ly/3gd5yoN...more1h 25minPlay
August 12, 2021MacroVoices #284 Lakshman Achuthan: Economic cycle is turning...but what about assets?MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss how all those economic cycle indicators that were turning up last we spoke with him are starting to turn down now, meaning the risk of an economic cycle downturn is heightened now. Then Grant Williams joins the postgame discussion.Link: https://bit.ly/37DMICM ...more1h 30minPlay
August 04, 2021MacroVoices #283 Brent Johnson: US Dollar Still Not CrashingMacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital's Brent Johnson to the show. Brent says the US dollar isn't really crashing to zero as some have suggested, then goes on to articulate a balanced view on the inflation/deflation debate. They also discuss commodities including precious metals, and why Brent thinks the soft commodities may be a good play if prices pull back.Link: https://bit.ly/37kB4fL...more1h 22minPlay
July 29, 2021MacroVoices #282 Bill Blain: Consequences of Secular InflationMacroVoices Erik Townsend and Patrick Ceresna welcome Shard Capital Strategist and Alternative Investments chief Bill Blain to the show. Bill says secular inflation is here to stay, then goes on to explain several less obvious nuances of the finance industry's readiness for the coming change and much more.Link: https://bit.ly/3fax7hW...more1h 10minPlay
July 22, 2021MacroVoices #281 Darius Dale: Inflation is officially on hold but just for nowMacroVoices Erik Townsend and Patrick Ceresna welcome 42 Macro founder Darius Dale to the show to discuss why he is a secular inflationist long-term even though his models predict disinflation in coming months.Link: https://bit.ly/3eI2nok...more1h 6minPlay
July 15, 2021MacroVoices #280 Aaran Param: Inflation, Stocks, Dollar, EM, China, Commodities & moreMacroVoices Erik Townsend and Patrick Ceresna welcome Aaran Param from Variant Perception to the show to discuss whether inflation is secular or transitory, Stocks, Bond Yields, Commodities, and much more.Link: https://bit.ly/3xKio4I...more1h 15minPlay
July 08, 2021MacroVoices #279 Viktor Shvets: The Inflation-Deflation PendulumMacroVoices Erik Townsend and Patrick Ceresna welcome Viktor Shvets to the show to discuss in detail why he disagrees with the view that we're beginning a 1970's scale secular inflation event. Link: https://bit.ly/3wrQOYo...more1h 15minPlay
FAQs about Macro Voices:How many episodes does Macro Voices have?The podcast currently has 349 episodes available.