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

  • Is this the beginning of the end for the U.S. dollar as the global reserve currency?
  • Relative decline to other fiat currencies or loss of purchasing power?
  • Democratic control of the Senate – how does this affect yields?
  • When will deficits start to matter?
  • How do you translate the current state of the dollar into investment strategies?
  • Bitcoin vs. Gold
  • Are we finally at a point of runaway wage & price inflation?

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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Erik Townsend and Patrick Ceresna welcome Art Berman to MacroVoices. Erik and Art discuss:

  • Saudi Arabia’s production cut decision and what this means
  • Will U.S. shale industry recover?
  • Expected decline in demand in oil
  • Analysis of current comparative inventory report
  • Pandemic and U.S. consumption recovery – what does this mean for gasoline?
  • Perspectives on previous prediction of a big decline in U.S. production in Q1
  • Can OPEC compensate for loss of U.S. production?
  • Lag times between getting the rig started to actual oil production and what this means
  • Price vs. Comparative inventory yield curve

Download the podcast transcript: [Click Here]

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

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Erik Townsend and Patrick Ceresna welcome Ronald Stoeferle and Grant Williams to MacroVoices. Erik and the panlists discuss:

  • How to trade a fiat currency debasement
  • Hedging or trading inflation
  • Gold, silver, platinum and palladium 
  • Hard assets like real estate including farmland
  • Copper and iron ore and the battery metals
  • Energy as an inflation hedge

Download the podcast transcript: [Click Here]

 

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Erik Townsend and Patrick Ceresna welcome Ronald Stoeferle and Grant Williams to MacroVoices. Erik and the panelists discuss:

  • Fiat currency debasement
  • Yellen, MMT and debasement, how could it play out differently
  • Commodities and different ways to hedge
  • Cryptocurrencies, Bitcoin and its role as a debasement hedge

Download the podcast transcript: [Click Here]

 

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Erik Townsend and Patrick Ceresna welcome Kyle Bass to MacroVoices. Erik and Kyle discuss:

  • All-time highs despite the pandemic – are we shifting into a new paradigm?
  • Impending inflation and how to trade it 
  • Is gold still the best hedge against fiat debasement?
  • Is the bond bull market finally done and are we headed toward negative yield?
  • Negative yields in Europe – will this recover as inflation begins?
  • How will Biden administration change the macro outlook?
  • Implications of electrification of the economy
  • Will Singapore be replacing Hong Kong as the financial center in Asia?
  • Perspectives on crypto currencies

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

  • Update on President Trump may start his own news network
  • Why Trump running a news network may be more powerful than being the President 
  • Upcoming meeting of the electors – how will this impact President Trump’s actions
  • What would Trump News Network look like?
  • Possible pardoning for Julian Assange and Edward Snowden and its implications
  • Perspectives on inflation 
  • Outlook on digital currencies 

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 Jeff Snider to MacroVoices. Erik and Jeff discuss:

  • DXY reaching multi-year lows – is this the beginning of the dollar crash?
  • Basics of US dollar crash and related Treasury market destruction
  • Has quantitative easing been successful?
  • Japanese Inflation & QE – Is US monetary policy following the Japanese model?
  • Lower indication in inflation indices despite excessive liquidity
  • Is the U.S. dollar’s global reserve currency status being threatened?
  • Perspectives on MMT

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.

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Billionaire Canadian financier Robert Friedland headlines the inaugural episode of Smarter Markets, and shares a vision of commodities being graded based on how responsibly they were produced with regard to ESG priorities, thus allowing free market price discovery to determine a market premium to reward responsible producers of metals and other commodities which have historically had an adverse environmental impact.. Robert goes on to share his vision for how a distributed ledger (blockchain) could be used to hold commodity producers to account and assure buyers of commodities that they've received the full and true details of how those commodities were produced.

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Erik lays out the reasons he invested in Abaxx Technologies, what the company is about, and how investors can get involved when ABXX stock starts trading publicly on December 15th.

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

  • Has the market  priced in the vaccine news?
  • How does this translate into the stock market
  • Shift to secular inflation or return to deflation?
  • Where is the stock market headed from here?
  • Will US Treasury will go negative on 10yr or will they stay at zero?
  • Treasuries vs. Gold

Download the podcast transcript: [Click Here

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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.

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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