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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 371 episodes available.
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
July 01, 2021MacroVoices #278 Eric Peters: Secular Inflation and Digital CurrencyMacroVoices Erik Townsend and Patrick Ceresna welcome back One River Asset Management CIO Eric Peters to the show. Eric has been in the news quite a bit lately, as his new venture One River Digital has become one of the most voracious buyers of Bitcoin. Eric returns as this week’s feature interview guest to discuss secular inflation and the digital currency revolution in detail.Link: https://bit.ly/3AmXGJJ...more1h 12minPlay
June 24, 2021MacroVoices #277 Daniel Lacalle: Inflation, Recovery Outlook, Energy, Digital Currency & MoreMacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show. Daniel says inflation is coming, but he doesn’t worry about it running away or becoming a major economic challenge. They also explore Daniel’s thoughts on both cryptocurrency and sovereign digital currency, and much more.Link: https://bit.ly/3vUHrAr...more1h 14minPlay
June 17, 2021MacroVoices #276 Philip Verleger: Energy Economics and InflationMacroVoices Erik Townsend and Patrick Ceresna welcome Philip Verleger to the show to give us a different perspective on the economics of the energy industry, including his views on the coming secular inflation.Link: https://bit.ly/3vApK91...more1h 16minPlay
June 10, 2021MacroVoices #275 Steve Keen: Inflation Will Not Run AwayMacroVoices Erik Townsend and Patrick Ceresna welcome Steve Keen to the show. Steve says inflation is definitely coming, but it won’t be the runaway inflation feared by many people, nor will it be the hyperinflation some folks fear. Link: https://bit.ly/2Tkfrby...more59minPlay
June 03, 2021MacroVoices #274 Marin Katusa: PM Investing for Accredited InvestorsMacroVoices Erik Townsend and Patrick Ceresna welcome back Marin Katusa to the show. This week’s interview focuses specifically on the private equity deals that are only offered to accredited investors, allowing them to buy precious metals mining stocks directly from the issuing company, off the listed exchange, and at a discount to the price everyone else is paying for the same shares on the open market. They also discuss private placements and financings in gold mining stocks as well as other speculative natural resource investments such as uranium and even carbon credits.Link: https://bit.ly/3cfJUyh...more1h 23minPlay
May 27, 2021MacroVoices #273 Larry McDonald: Dollar Down & Gold, Oil, Uranium UpMacroVoices Erik Townsend and Patrick Ceresna welcome Larry McDonald from The Bear Traps Report to the show to discuss inflation, bond yields, market outlooks, and much more.Link: https://bit.ly/3hZZMbY...more1h 16minPlay
May 20, 2021MacroVoices #272 David Rosenberg: Inflation Will Be TransitoryMacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show where he explains why he still sees deflation as the governing force, and why he disagrees with the suddenly all-popular inflation narrative.Free 30-Day Trial to Rosenberg Research: https://bit.ly/3f2n9zILink: https://bit.ly/3wmukbQ...more1h 21minPlay
May 13, 2021MacroVoices #271 Harley Bassman: Hedging a High Interest FutureMacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman to the show. For years Harley has been on a personal mission to figure out how to make institutional hedging tools available to retail investors, because Harley sees a risk of long-term interest rates backing up in coming years that could create a much worse threat than the 2008 financial crisis. They talk about the risk he sees, why he thinks it's so important to hedge against it, and discuss the ETF he just launched to make runaway interest rate insurance available to anyone who wants it.Then be sure to stay tuned for our postgame segment after the feature interview, when Patrick and Erik discuss Tesla, cryptocurrencies, and much more.Link: https://bit.ly/3eK4dp0 ...more1h 6minPlay
FAQs about Macro Voices:How many episodes does Macro Voices have?The podcast currently has 371 episodes available.