Macro Voices

By Hedge Fund Manager Erik Townsend

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

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FAQs about Macro Voices:

How many episodes does Macro Voices have?

The podcast currently has 349 episodes available.

Macro Voices episodes:

May 18, 2020 All-Stars #105 Juliette Declercq: Post-crisis economic recovery
All-Star Juliette Declercq returns to discuss views on deflation vs. inflation, if MMT is what makes the difference between depression and reflation and post-crisis equity outlook.

Link: https://bit.ly/2AFOUwd
...more
18min
May 14, 2020 MacroVoices #219 Dr. Ben Hunt: Charting the post COVID-19 economic recovery
MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Ben Hunt to the show to discuss the three narratives of the coronavirus crisis, if there will be a secular shift from deflation to inflation and how Frontline Heroes is supporting healthcare workers.
Link: https://bit.ly/3fIMBIG
...more
1h 26min
May 11, 2020 All-Stars #104 Brent Johnson: Dollar, SPX, Gold & Commodities update
All-star Brent Johnson joins Erik Townsend for an update on the US Dollar, S&P 500, Gold, Gold mining shares, and commodities generally in the COVID19 aftermath.
Link: https://bit.ly/2SW5aPP
...more
13min
May 07, 2020 MacroVoices #218 Lakshman Achuthan: What cycles teach us about what to expect post coronavirus
MacroVoices Erik Townsend and Patrick Ceresna welcome Lakshman Achuthan to the show to discuss what cycle need to be focused on during this crisis, the three D’s of recession, and what economic cycles teach us about what to expect next.
Link: https://bit.ly/2Wce4dY
...more
1h 39min
April 30, 2020 MacroVoices #217 Dr. Lacy Hunt: The Road Through Deflation Toward Eventual Hyperinflation
MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Lacy Hunt to the show to discuss his core thesis on interest rates and inflation, how to interpret FED policy on inflation and perspectives on the FED bailing out the high yield market
Link: https://bit.ly/2xrUpgO
...more
1h 47min
April 29, 2020 All-Stars #103 Jeff Snider: The Myth of Central Bank Market Support (and liquidity)
All-Star Jeff Snider is back! Jay Powell has added $1.5 trillion in bank reserves in just eight weeks, so where's all the money? It's conspicuously missing from all the places it should be showing up.
...more
26min
April 27, 2020 Hot Topic #14: Crude Oil BLACK SWAN ALERT with Jim Bianco
The two guys who predicted the Coronavirus Pandemic back in January, Jim Bianco and Erik Townsend say there could be another crisis brewing in the Crude Oil Market!
Link: https://bit.ly/2zuF2ok
...more
52min
April 23, 2020 MacroVoices #216 David Rosenberg: Stagflation is coming but not yet
MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show to discuss the general market outlook, investment strategies to navigate market volatility and impacts of COVID-19 crisis on emerging markets and more.
Link: https://bit.ly/2S4WOoF
...more
1h 34min
April 20, 2020 All-Stars #102 Louis-Vincent Gave: Charting a path toward post-COVID macro reality
All-Star Louis-Vincent Gave returns with his perspective as to what lays ahead after the #COVID19 crisis.
Link: https://bit.ly/3cChnRl
...more
25min
April 13, 2020 All-Stars #101 Julian Brigden: USD and SPX outlook in the wake of COVID-19
All-star @JulianMI2 returns to discuss the post-crisis direction of the dollar and the stock market
Link: https://bit.ly/2Xx20VL
...more
16min

FAQs about Macro Voices:

How many episodes does Macro Voices have?

The podcast currently has 349 episodes available.