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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Charlie McElligott

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

  • Perspectives on the recent sell off
  • The next Fed pivot – does it have to be dovish?
  • Fading expectations of the Fed rate cut in spring ‘23
  • Consolidation of August rally and where it’s headed next
  • How to navigate increased volatility
  • Why Gamma is the most important flow

 

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 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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David Hay

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

  • Outlook on energy market
  • Justification of CapEx in fuel switching
  • How the global recession will impact oil prices
  • Pricing in recession – what this means for energy prices
  • Is this the dip to buy in energy?
  • The Green Energy Transition
  • Perspectives on gold & silver
  • How long will the Fed continue to expand their balance sheet?

Download the podcast transcript: [Click Here]

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

Adam Rozencwajg

Erik Townsend and Patrick Ceresna welcome Adam Rozencwajg to MacroVoices. Erik and Adam discuss:

  • Beginning of an energy crisis?
  • Impacts of an energy crisis on recession
  • Shifting paradigms in natural gas pricing US vs. Europe
  • Impacts of fertilizer shortage
  • Outlook on gold

 

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.

Harley Bassman

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

  • Is the bottom finally in?
  • Relationship between inflation and interest rates
  • How far can the fed raise interest rate to fight inflation?
  • Driving force behind inflation
  • Why is the stock market not crashing based on recent events
  • Outlook on gold
  • Wealth disparity between boomers vs. millennials

 

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.

Lyn Alden

Erik Townsend and Patrick Ceresna welcome Lyn Alden to MacroVoices. Erik and Lyn discuss:

  • Energy update
  • Impacts of oil prices and Russia/Ukraine war on inflation
  • Recession risk and supply crisis in oil
  • Outlook on recession
  • Recession impacts on commodities vs. equities
  • Which way will the interest rates go?

Download the podcast transcript: [Click Here]

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

  • Inflation update
  • Anticipation of a deflationary recession
  • Dangers of deflationary money
  • Outlook on commodities
  • Why collateral is the biggest money risk
  • Will the Fed be forced out of tightening cycle?
  • Why rising oil prices signal deflation

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.

 

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).

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

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).

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

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.

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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