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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This episode of Hot Topic features...

  • Why USO’s 1:8 reverse split is a setup for massive retail inflows to Crude Oil ETPs this week
  • Why oil producers will be taking the other side of futures bought by USO and other ETPs
  • The perfect storm: What happens when a historically unprecedented % of shorts stand for physical delivery
  • There simply is no good solution: Even with a financial bailout, the logistic nightmare could cripple the industry

Supporting Materials for Download

Bianco Research Presentation 04 27 2020 

 

 

 

 

 

  

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This episode of Hot Topic features...

  • The macro argument for gold: Jeff and Erik agree on a super-bullish outlook
  • Understanding the physical gold market and the people in it: No license required!
  • Jeff debunks some of the popular myths and misconceptions about how the physical gold market functions
  • Jeff’s advice on how to ignore the conspiracy theories and design a diversified portfolio of both physical and paper precious metals exposure

Supporting Materials for Download

MacroVoices Spotlight #2 Bob Coleman: Private Vaulting of Precious Metals = Independence from the Financial System

 

 

 

 

 

 

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This episode of Hot Topic features...

  • The OPEC+ Cut Deal – Negotiations broke down over the weekend – what’s next for the market?
  • Outlook for U.S. Shale after the Coronavirus Crisis: Is a V-shaped recovery realistic?
  • Long-term outlook for energy markets after the crisis

 

 

Supporting Materials for Download

Oil-Market Madness - Art Berman Chartbook 

Economics for the Future - Beyond the Superorganism 

The Human Predicament 

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This episode of Hot Topic features...

  • Boots on the ground updates from Ground Zero: Northern Italy and Florida Healthcare preparedness updates
  • All the MDs agree Erik’s symptoms are NOT COVID19, yet dozens of listeners from all over the world wrote in with identical symptoms. How does Dr. Steve reconcile this conundrum?
  • What will it take to avoid a complete shutdown of the global economy?

Supporting Materials for Download

MUST READ ARTICLE: The Hammer and the Dance 

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This episode of Hot Topic features...

  • BLOCKBUSTER: The Imperial College Report—what it says and why it’s making such an impact on policymakers
  • Lessons from Hubei Province: Why shouldn’t we expect a similar outcome in the USA?
  • Making it Personal: Erik’s own experience with “probably having COVID19”

Supporting Materials for Download

Imperial College Report on COVID-19 Pandemic 

 

 

 

 

 

 

  

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This episode of Hot Topic features...

  • Before, After, and Inbetween: Lenore’s experience watching a society go from complete denial to new normal in 72 hours
  • Seeing it Coming: As the author of an article PREDICTING healthcare facilities being overwhelmed, how did Lenore’s experience in Italy compare to her predictions?
  • Lenore’s outlook for and advice to Americans, Brits, and others around the world: What’s coming and what you can expect it to be like
  • Economic impacts on stock indices, commodities, and other markets

Supporting Materials for Download

Coronavirus: Is It No Major Worry Or A Pandemic? Yes 

 

 

 

 

 

 

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This episode of Hot Topic features Tracy Shuchart. Erik and Tracy discuss:

  • The COVID19 Crisis: Recap on what Erik sees on the horizon (see also full podcast yesterday)
  • What COVID19 demand destruction means for energy markets
  • OPEC+ and Russia: What happened? Are they bluffing or is this really a price war?
  • What does it all mean for U.S. Shale, and is a shale industry bail-out politically tenable in an election year?

 

 

 

 

 

 

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This episode of Hot Topic features...

  • Outlook: 1 month before USA and all of Europe experience total failure of their healthcare systems (Italy is already there)
  • Review of what led to Wuhan outbreak
  • Why Hong Kong and Singapore were able to get their outbreaks under control
  • Lessons learned from South Korea
  • What went so wrong in Italy and why are USA and all of Europe about to repeat those mistakes?
  • USA – the Land of Denial
  • Market and Economic effects
  • Election dynamics in USA

Supporting Materials for Download

The W.H.O. (Finally!) Declares Coronavirus A "Pandemic" 

Peak Prosperity 

 

 

 

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This episode of Hot Topic features...

  • Rebroadcast of Jan 30 interview with Dr. Chris Martenson (covered all major aspects of COVID19 pandemic)
  • New developments in R0, CFR, community testing
  • Analysis of why markets and the general public have still yet to fully come to terms with the extent of the pandemic

 

 

 

 

 

 

 

  

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This episode of Hot Topic features panelists Jim Bianco, Mike Shedlock, Dr. Ben Hunt & Dr. Chris Martenson. Erik and the panelists discuss:

  • Why a super-spreader driven silent global contagion may have alreadyoccurred
  • Why draconian lockdown measures may be the only effective remedies against #COVID19’s high R0
  • Contrasting views on the range of possible economic and market outcomes from our expert guest panel

 

Supporting Materials for Download

Jim Bianco Slides 02 24 2020 

Mike Shedlock Slides 02 24 2020 

 

 

 

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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