About Erik Townsend

hedge fund manager Erik Townsend

Erik Townsend is a retired software entrepreneur turned hedge fund manager. Throughout his career, Erik has capitalized on his ability to understand complex systems and anticipate paradigm shifts far in advance of the mainstream. Read More...

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Erik Townsend

In this episode: 

  • Why there’s no alternative to nuclear for finding 156,000 TWh of clean energy
  • Shortcomings of Light Water reactors
  • The ORNL Molten Salt Reactor Experiment & why it was cancelled
  • Why Chernobyl, Three Mile Island, and Fukushima should have been prevented
  • Why we need a crisis to precede a Nuclear Renaissance
  • Overcoming Weapons Proliferation & Waste Disposal objections
  • Way of the future: Small, modular reactors built in factories

 

 

Supporting Materials for Download

Energy Crisis Ep 4 Podcast Version Download

Viktor Shvets

Erik Townsend and Patrick Ceresna welcome Viktor Shvets to MacroVoices. Erik and Viktor discuss:

  • Reflections on Ukraine/Russia conflict and its impact on the globe
  • Inflation outlook
  • Interest rates, GDP & recession outlook
  • Perspectives on equities and gold
  • Re-opening of China, conflict between China/Taiwan

Download the podcast transcript: [Click Here]

 

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Erik Townsend

In this episode: 

  • Scope of the problem: Where are we going to get 156,000 TWh of clean energy to replace fossil fuels?
  • Introduction to Geothermal Energy
  • Deep Geothermal and Geothermal Electricity
  • Relevance of the shale oil revolution to Geothermal energy
  • Supercritical Geothermal Energy: Pumping serious heat
  • Technology breakthrough potential

 

 

Supporting Materials for Download

Energy Crisis Ep 3 Podcast Version Download

Lyn Alden

Erik Townsend and Patrick Ceresna welcome Lyn Alden to MacroVoices. Erik and Lyn discuss:

  • Energy outlook
  • Decoupling of unemployment rate vs. federal deficit
  • Reflexive effects of social security trust drawdown
  • Debt and gold
  • Interest expense
  • Fed remittances
  • Increase in banks holding of treasuries
  • Recession outlook & commodities outlook

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Lyn will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Click here to register or login for access to supporting materials.

Erik Townsend

In this episode: 

  • History of the Crude Oil Market
  • Low Hanging Fruit: Why oil production always gets more expensive over time
  • Hubbert’s Peak
  • Conventional vs. Non-Conventional Oil Production
  • OPEC Spare Capacity is all but exhausted

 

 

Supporting Materials for Download

Energy Crisis Ep 2 Podcast Version Download PDF

Robert Friedland

Erik Townsend and Patrick Ceresna welcome Robert 
Friedland to MacroVoices. Erik and Robert discuss:

  • Global energy crisis
  • Impacts on oil prices if Russia withholds oil export
  • Importance of Saudi Arabia’s role
  • Global recession and energy prices
  • Geothermal energy
  • Drilling vs. Spalling
  • Copper – supply and demand

Download the podcast transcript: [Click Here]

 

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Erik Townsend

In this episode: 

  • Societal Complexity & Pace of Human Advancement are a function of how much cheap, abundant energy is available to the economy
  • The importance of replacing Fossil Fuels with clean energy alternatives
  • Why Wind and Solar will never solve even half the problem
  • We cannot phase out fossil fuels before phasing in viable alternatives
  • Why Electricity and Hydrogen are not energy sources

 

 

Supporting Materials for Download

Energy Crisis Ep 1 Podcast Version Download PDF

Darius Dale

Erik Townsend and Patrick Ceresna welcome Darius Dale to MacroVoices. Erik and Dale discuss:

  • Is the bear market over?
  • What to expect in first half of 2023 
  • Chronology of stock market moves with impending recession
  • Implications of deglobalized world economy
  • Weaponization of inflation
  • Outlook on commodities and gold

 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Darius will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Click here to register or login for access to supporting materials.

Justin Huhn

Erik Townsend and Patrick Ceresna welcome Justin Huhn to MacroVoices. Erik and Justin discuss:

  • Overall investment argument for nuclear energy
  • Bifurcation of nuclear energy market
  • Available options for investing in nuclear
  • Strategy for investing in miners
  • Invest in the fuel or in the technology?
  • Understanding the nuclear fuel cycle and how to invest in it
  • Investing in conversion and enrichment

 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Justin will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Click here to register or login for access to supporting materials.

Mark Nelson

Erik Townsend and Patrick Ceresna welcome Mark Nelson to MacroVoices. Erik and Mark discuss:

  • History of nuclear power industry
  • Nuclear waste disposal
  • Nuclear weapons proliferation risk
  • How the nuclear decommissioning fund works
  • Potential alternatives to nuclear energy
  • Advanced nuclear
  • Nuclear fuel cycle

Download the podcast transcript: [Click Here]

 

Click here to register or login for access to supporting materials.

MACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those of the participants. MACRO VOICES, its producers, and hosts Erik Townsend and Patrick Ceresna shall NOT be liable for losses resulting from investment decisions based on information or viewpoints presented on MACRO VOICES.

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