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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Guest Pitches!

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

  • Post-Trump Market Anomalies 
  • Dollar, Bitcoin & Safe Haven Assets
  • Natural Gas as Marginal Energy 
  • Potential Nuclear Policy Shift
  • Copper & Uranium Demand

 

Download the podcast transcript: [Click Here]

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

DanielLacalle2020

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

  • US Dollar Outlook
  • Geopolitical Tensions & Market Implications
  • US-China Trade War
  • Inflation & Economic Policy Under Trump
  • Monetary Policy Shifts

 

Download the podcast transcript: [Click Here]

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

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Erik Townsend and Patrick Ceresna welcome Vincent Deluard to MacroVoices. Erik and Vincent discuss:

  • Secular Inflation & The Pandemic
  • President Trump’s Policies & Their Impacts 
  • Gold & Crypto Markets
  • Shadow Economy & Their Role
  • US Dollar, China Stimulus & Nuclear Energy

 

Download the podcast transcript: [Click Here]

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:

  • Trump’s Election Victory & Its Complications
  • Cultural Shifts & Political Polarisation 
  • Technology & Government Transparency 
  • Geopolitical Implications & Markets
  • Legalisation of Cryptocurrencies

 

Download the podcast transcript: [Click Here]

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

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

  • Election Investment Implications
  • Fourth Turning & Fiscal Policy 
  • Populism & Sovereign Debt
  • Inflation & Business Cycle
  • Gold Liquidity & US Liquidity

 

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.

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Erik Townsend and Patrick Ceresna welcome Brent Johnson to MacroVoices. Erik and Brent discuss:

  • BRICS & US Dollar
  • Foreign Holders of US Treasuries
  • Central Banks & Precious Metals
  • US Equities & Fixed Income
  • Oil Market Outlook

 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Brent 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 Dr. Anas Alhajji to MacroVoices. Erik and Anas discuss:

  • Middle East Tensions and Oil Market Impact
  • Israel and Iran Tensions 
  • Long-Term Oil Market Outlook
  • Decline in Oil Prices Despite Supply Reductions
  • China/Russia Impact on Oil Markets

 

Download the podcast transcript: [Click Here]

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

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Erik Townsend and Patrick Ceresna welcome Harley Bassman to MacroVoices. Erik and Harley discuss:

  • Understanding Mortgage Backed Securities (MBS)
  • Strategies For Investing in MBS
  • Current Market Conditions & Outlook
  • Creditworthiness & Government Backstop
  • Regulatory Changes & ETF Innovations

 

Download the podcast transcript: [Click Here]

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

Luke Gromen

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

  • China’s Economic Strategy & Market Performance
  • The Taylor Rule & FED’s Policy Shift
  • Impact of Hedge Funds on U.S Treasury Markets
  • Energy Demand & Financial Strain
  • Gold Forecast & Market Outlook

 

Download the podcast transcript: [Click Here]

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

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

  • FED Policy & US Dollar
  • Global Economic Tensions
  • Dollar’s Role as Global Reserve Currency
  • Inflation & Central Banks
  • Digital Assets & Precious Metals
  • Commodities & Market Outlook

 

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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