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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Welcome to Macro Voices

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Erik Townsend and Patrick Ceresna welcome Charlie McElligott to MacroVoices. Erik and Charlie discuss:

  • Perspective on late cycle dynamics
  • Update on the steepener narrative 
  • Cross asset momentum reversal and what is coming next?
  • CTA position estimating model – how does it work?
  • Equity and bond market outlook
  • Significant upside potential in VIX – could it be the next blow-up event?
  • Gold outlook – is it time to buy?

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Charlie 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 for access to supporting materials.

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All-Star Luke Gromen and Erik discuss:

  • Update on monetary policy: Monetization by any other time is ok, but call it what it is and you’re a crackpot conspiracy theorist!
  • Market outlook for non-monetization: Gold bull run could pause a little longer, but stocks already heading higher
  • What if the ‘risk off event everyone’s been waiting for’ already happened in the form of the Repo crisis?

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All-Star Juliette Declercq and Erik discuss:

  • Monetary policy outlook
  • Are central banks using up all their ammunition, leaving themselves vulnerable to the next crisis?
  • Translating Juliette’s macro outlook to actionable trading strategies

 

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Erik Townsend and Patrick Ceresna welcome Keith McCullough to MacroVoices. Erik and Keith discuss:

  • Q4 2019 Macro themesWhat is next? 
  • Inflation or stagflation – is time to own gold?
  • What is next for the Chinese economy?
  • Outlook on US dollar
  • Equity markets – FOMO vs. deteriorating earnings expectations
  • Perspective on the market melt up
  • Labor share of income and corporate margins
  • Long short pairs trade in software industry

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Keith 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 for access to supporting materials.

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All-Star Dr. Pippa Malmgren and Erik discuss:

  • Civil unrest around the globe: What’s driving it and what does it mean?
  • How technology will contribute to both the problem and its solution
  • Update on President Trump’s post-White House aspirations for a news media empire
  • Why Pippa remains optimistic on global growth and stock prices

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Erik Townsend and Patrick Ceresna welcome Alex Gurevich to MacroVoices. Erik and Alex discuss:

  • Perspectives on the latest FOMC meeting
  • Treasury market - is it time to go long?
  • Next FOMC meeting forecast
  • Short term and long term views on Gold - is it time to buy?
  • Outlook on US dollar
  • Christine Lagarde and ECB - what's next for Euro currency
  • Outlook on global and US equity markets
  • Perspectives on the Chinese credit expansion

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 postgame. 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 for access to supporting materials.

The video is intended for ADVANCED investors, and explains how to use the "Long-Short Equity" hedge fund strategy to achieve superior investment returns in your own account.


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All-Star Brent Johnson and Erik discuss:

  • Why Brent was able to see new highs coming for stocks, despite his own reservations about the economy
  • Why Brent expects Christine Lagarde to make a big splash when she takes office as the new ECB chief
  • Gold market update, including why Brent still thinks a deeper correction is coming before Gold moves to new all time highs

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Erik Townsend and Patrick Ceresna welcome Diego Parrilla to MacroVoices. Erik and Diego discuss:

  • Contrarian investment thesis – the energy world is flat vs. the anti-bubbles
  • Concept of Anti-Bubble
  • Monetary Policies without limits, what’s next?
  • Term premia, credit risk, equity risk and liquidity premia
  • Limits of negative rates
  • Gold, treasuries and insurance
  • Balanced portfolios and portfolio construction

Download the podcast transcript: [Click Here]

 

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Diego 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 for access to supporting materials.

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All-Star Prof. Steve Keen and Erik discuss:

  • Changing of t Guard: Populism on the rise globally and what it means
  • Brexit: Will it happen and what does it mean for markets?

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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