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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Julian Brigden

Erik Townsend and Patrick Ceresna welcome Julian Brigden to MacroVoices. Erik and Julian discuss:

  • Inflation update
  • What is Hyper-Financialization
  • What’s next for the bond market
  • Is it time to short junk bonds?
  • Outlook on precious metals
  • Signs that the bottoms are really in
  • How to invest with the current economic backdrop

Download the podcast transcript: [Click Here]

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

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Darius Dale

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

  • Has the crash already happened or is it yet to come?
  • The Fed will tighten until something breaks
  • Can the Fed save the market?
  • Liquidity cycle and growth cycle
  • Fighting inflation with recession
  • Is price control on the horizon?
  • Food and energy inflation

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).

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Dr. Anas Alhajji

Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to MacroVoices. Erik and Anas discuss:

  • Factors that affect increasing oil price
  • OPEC+ targets and extra capacity to meet demand
  • Russian oil production and its effects on the global market
  • Escalation of energy crisis in Europe
  • Which way will the oil price go?
  • Increasing natural gas and electricity prices in US
  • Alternative energy sources for Europe
  • How to invest in the energy market with the current backdrop

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.

Luke Gromen

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

  • Why foreign divestiture of US assets is a big deal
  • What happened to gold?
  • Strengthening Ruble and Russian energy
  • Dichotomy of US dollar
  • Transitory or beginning of a secular inflation?
  • Why the Fed needs to have negative interest rates
  • Possible inflationary recession and the knock-on effects

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.

Ronnie Stoeferle

Erik Townsend and Patrick Ceresna welcome Ronnie Stoeferle to MacroVoices. Erik and Ronnie discuss:

  • Stagflation 2.0 and impacts on gold market
  • Definition of stagflation
  • Performance of gold
  • Impacts of current geopolitics on the price of gold
  • The Great Moderation is over
  • Recession and the Fed
  • Commodity super cycle and where it’s headed

Download the podcast transcript: [Click Here]

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

Tian Yang

Erik Townsend and Patrick Ceresna welcome Tian Yang to MacroVoices. Erik and Tian discuss:

  • Is recession on the horizon?
  • Peaked CPI and what’s coming next
  • Growth slowdown and equity sell-off
  • Outlook on China and Europe
  • 5 Signs of a market bottom
  • Impacts of Europe vs. Russia on commodity supply chains
  • What factors to consider as investors

Download the podcast transcript: [Click Here]

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

  • Global financial system meltdown and US dollar’s loss of hegemony 
  • De-globalization of financial flows
  • Flight-to-safety trades going in opposite direction 
  • China vs. Taiwan and why we should be concerned
  • Geopolitics and recent sell-off in markets
  • Outlook on bonds, equities and energy

Join Patrick for a Free LIVE Webinar on Trade Repair Strategy on Sunday May 22nd at 11am ET 

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.

David Rosenberg

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

  • Beginning of a bear market and how much lower will it go?
  • Fed policy changes and inflation
  • Powell vs. Volcker  
  • Recession is being engineered by the Fed
  • What is driving the current equity market sell off?
  • Perspectives on precious metals
  • Outlook on bonds and commodities

 

Rosenberg Research 30-Day Free Trial 

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.

Josh Crumb

Erik Townsend and guest host Kevin Muir welcome Josh Crumb to MacroVoices. Erik and Josh discuss:

  • Today’s finance industry and where it’s headed
  • Tokenized digital assets and DeFi revolution
  • Replacing US dollar as global reserve currency with digital currency
  • How secured digital bearer assets will transform the finance industry
  • What is self-sovereign identity and why it matters

 

Download the podcast transcript: [Click Here]

 

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Ole Hansen

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

  • How to make sense of the commodity market under the current backdrop
  • Inflation and central bank’s reaction 
  • Monetary policy vs. commodity supply demand
  • What drives a commodity super cycle?
  • Will crisis emerge due to surge of global food prices?
  • Energy – how high will oil prices go?
  • Outlook on precious metals

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.

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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