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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Luke Gromen

Erik Townsend and Patrick Ceresna welcome Luke Gromen to MacroVoices. Erik and Luke discuss:

  • Is this inflation transitory or structural?
  • Secular inflation and tax receipts
  • How MMT may impact monetary policy moving forward
  • How will central banks respond?
  • Politics and policy – what it means for asset allocation
  • Outlook on bond yields, US dollar, bitcoin and gold

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Patrick will refer to it throughout the postgame segment. 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).

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Cullen Roche

Erik Townsend and Patrick Ceresna welcome Cullen Roche to MacroVoices. Erik and Cullen discuss:

  • Trillion-dollar coin and debt ceiling
  • Stagnant economy and inflation
  • Modern Monetary Theory
  • Will inflation turn into stagflation?
  • Fed’s response to inflation
  • Keynesian’s counter cyclical policy
  • Outlook on equities, dollar and bond yields 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Patrick will refer to it throughout the postgame segment. 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.

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Erik Townsend and Patrick Ceresna welcome Russell Napier to MacroVoices. Erik and Russell discuss:

  • Current situation in China and its impacts on inflation
  • Interest rates and inflation
  • China’s influence on central banks facing inflation
  • Collectivism and its implications on central banks
  • Outlook for bond rates
  • Impacts of inflation on stock market
  • Financial repression – how will it unfold?
  • Outlook on equities and gold

 Find out more about Russell's new course at www.didaskoeducation.org or you can contact Russell at This email address is being protected from spambots. You need JavaScript enabled to view it.

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Patrick will refer to it throughout the postgame segment. 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.

Jeroen Blokland

Erik Townsend and Patrick Ceresna welcome Jeroen Blokland to MacroVoices. Erik and Jeroen discuss:

  • Is inflation transitory?
  • Policy response to inflation
  • Supply chain disruption
  • Bullish sentiment in the stock market
  • Portfolio allocation
  • Reflecting on last week’s FOMC 
  • China and Evergrande
  • Perspectives on Bitcoin

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Jeroen 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).

  

David GarofaloSPECIAL POST GAME GUEST- David Garofalo

 

 

 

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Juliette Declercq

Erik Townsend and Patrick Ceresna welcome Juliette Declercq to MacroVoices. Erik and Juliette discuss:

  • Macro outlook
  • The two types of inflation
  • Unemployment rate and wage inflation
  • How will the Fed react to rising wages?
  • Wealth accumulation by generations and income inequality
  • Supply and demand imbalances

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Juliette 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.

Jim Bianco

Erik Townsend and Patrick Ceresna welcome Jim Bianco to MacroVoices. Erik and Jim discuss:

  • Is this inflation secular or cyclical?
  • Wage inflation and unemployment rate
  • Correlation between inflation and interest rate
  • Is this beginning of a bond-bear market?
  • Investment strategy in the current bond market landscape
  • Will Jay Powell be re-appointed?
  • Outlook on China
  • Perspectives on DeFi 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Patrick will refer to it throughout the postgame segment. 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.

Paul Krake

Erik Townsend and this week's guest host Kevin Muir welcome Paull Krake to MacroVoices. Erik and Paul discuss:

  • Major macro themes to observe
  • Megathematics
  • Perspectives on China
  • Hong Kong’s loss of independence and its impact on financial landscape
  • Climate change and ESG trend
  • Will the FED actually taper?
  • What’s next for digitization and DeFi

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Kevin will refer to it throughout the postgame segment. 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.

Wayne Himelsein

Erik Townsend and Patrick Ceresna welcome Wayne Himelsein to MacroVoices. Erik and Wayne discuss:

  • Long Vol vs. Short Vol strategies
  • Mitigating carry cost of long vol strategies 
  • Actively trading to manage negative carry
  • Straddles as a long vol trade 
  • Sizing a long vol hedge in a portfolio
  • Dynamic management of a long vol trade

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chartbook that accompanies this episode, as Erik and Wayne will refer to it throughout the interview. 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.

 

Dr. Pippa Malmgren

Erik Townsend welcomes Dr. Pippa Malmgren and Clint Cox to MacroVoices. Erik and the guests discuss:

  • Importance of Decentralized Finance
  • How to navigate DeFi revolution as an investor
  • Will credit be re-engineered in a digital currency system?
  • Geopolitical consequences of displacing USD as global reserve currency with new digital central bank reserve asset

Download the podcast transcript: [Click Here]

 

 

 

 

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Dr. Pippa Malmgren

Erik Townsend welcomes Dr. Pippa Malmgren and Clint Cox to MacroVoices. Erik and the guests discuss:

  • Digital currency & decentralized finance vs. conventional currency and finance system
  • Cryptocurrency, Central Bank Digital Currencies and Silicon Valley Digital Currencies
  • Can CBDCs coexist peacefully with non-government cryptocurrencies?
  • Big tech impact on digital currency systems

Download the podcast transcript: [Click Here]

 

 

 

 

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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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