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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David Rosenberg

Erik Townsend and Patrick Ceresna welcome David Rosenberg to MacroVoices. Erik and David discuss:

  • Recent bear market rallies – is the bottom in?
  • How the Fed will manage monetary policy
  • Has inflation peaked?
  • Recent rally in gold
  • Rising geopolitical conflicts and its impact on investors
  • China re-opening

 

 Rosenberg Research Free Trial 

 

Download the podcast transcript: [Click Here]

 

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Pippa Malmgren

Erik Townsend welcomes Dr. Pippa Malmgren to MacroVoices. Erik and Pippa discuss:

  • World War III – what it really means
  • Russia’s willingness to weaponize oil prices and what that means for the markets
  • Why is mainstream media keeping the public in the dark?
  • Russia/Ukraine conflict
  • Crypto currencies & CBDC’s
  • Start of a space race
  • Return of Donald Trump
  • Reopening of China

Download the podcast transcript: [Click Here]

 

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Erik Townsend and Patrick Ceresna welcome Mike Green to MacroVoices. Erik and Mike discuss:

  • Proxy wars & the new war cycle
  • Dimensions to expect in the current ongoing war
  • Possible motives of escalating “friendly competition” to proxy wars
  • Is deflation on the horizon that will lead to depression?
  • Indebtedness of US & outlook on treasuries 
  • Perspectives on gold & uranium 
  • China’s reopening and their resumption of consumption

 

Download the podcast transcript: [Click Here]

 

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Rory Johnston

Erik Townsend and Patrick Ceresna welcome Rory Johnston to MacroVoices. Erik and Rory discuss:

  • Will the supply/demand levels return to pre-pandemic levels?
  • What to expect from Guyanese offshore oil
  • Shale growth – how high can it go?
  • China re-opening and its impact on energy market
  • EU’s embargo on Russian oil 
  • Purpose of SPR  

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik, Patrick and Nick 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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Eric Peters

Erik Townsend and Patrick Ceresna welcome Eric Peters to MacroVoices. Erik and Eric discuss:

  • Perspectives on current geopolitical landscape
  • Rising conflicts and Inflation 
  • Supply chain disruptions
  • Food and energy
  • How to navigate investing in the current economic backdrop
  • What China re-opening would mean for the rest of the world
  • New regime of financial repression on the horizon?

Download the podcast transcript: [Click Here]

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

Ole Hansen

Erik Townsend and Patrick Ceresna welcome Ole Hansen to MacroVoices. Erik and Ole discuss:

  • Commodities outlook
  • Fed’s policy and inflation
  • List of stocks to watch out for
  • Lack of investments, decarbonization and electrification
  • Perspectives on US dollar
  • Contango and backwardation
  • Will inflation persist during a recession?
  • CoT report 
  • Possibility of negative natural gas prices in Europe
  • Copper, gold and agriculture

Download the podcast transcript: [Click Here]

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

Louis-Vincent Gave

Erik Townsend and Patrick Ceresna welcome Louis-Vincent Gave to MacroVoices. Erik and Louis discuss:

  • Liquidity crisis and what lies ahead
  • China’s ongoing lockdown and its implications on the global economy
  • Will Xi Jinping pivot?
  • Global energy crisis & NOPEC bill
  • Re-opening of China and increasing inflation
  • Bond market outlook

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik, Patrick and Nick will refer to it throughout the 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 or login for access to supporting materials.

Daniel Lacalle

Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to MacroVoices. Erik and Daniel discuss:

  • Energy crisis in Europe
  • EU policy makers and their beliefs in efficacy of sanctions
  • Nord Stream pipeline sabotage 
  • What level of hardship is expected in Europe in coming months
  • Inflation and demand destruction
  • Will energy supply return to pre-pandemic levels?
  • Investing in current economic landscape
  • Outlook on US dollar

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik, Patrick and Nick will refer to it throughout the 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 or login for access to supporting materials.

Alex Gurevich

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

  • Inflation – will it get worse?
  • Energy crisis in Europe and UK policy response
  • Will the current economic backdrop persist?
  • Jay Powell and the Fed’s focus on core PCE
  • Depression on horizon?
  • Consequences to the US dollar
  • Dollar and the emerging market debt

Download the podcast transcript: [Click Here]

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

Jeff Snider

Erik Townsend and Patrick Ceresna welcome Jeff Snider to MacroVoices. Erik and Jeff discuss:

  • Fundamentals of Eurodollar system
  • What do the international markets have to do with the value of USD
  • Divestiture of foreign exchange assets
  • Best way to implement global digital currency system

Download the podcast transcript: [Click Here]

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

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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