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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John LlewellynErik Townsend welcomes John Llewellyn to MacroVoices. Erik and John discuss:

  • How the Brexit vote is simply a prelude to a highly uncertain process
  • Polling accuracy and the distinct possibility of Britain exiting the EU
  • The near-term economic impacts of Brexit on the British economy including lower foreign-direct investment and trade re-negotiations
  • The broader global economic impact of a “leave” vote
  • Brexit’s impact on the U.S. Dollar and the possibility of re-igniting a Asian debt crisis
  • Potential monetary policy accommodation from the ECB
  • The implications of Brexit on global oil prices
  • Rise of European populism as a leading indicator of the U.S. political theatre



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Before co-founding Llewellyn Consulting, John was Global Chief Economist and then Senior Economic Policy Advisor at Lehman Brothers. This followed almost twenty years at the Organisation for Economic Cooperation and Development (OECD) in Paris, where variously he was Head of International Forecasting and Policy Analysis, Editor of the OECD Economic Outlook, Deputy Director for Social Affairs, Manpower and Education, and finally Chef de Cabinet to the Secretary-General. Prior to that he spent nearly ten years at the Faculty of Economics of the University of Cambridge, and he was also a Fellow of St. John’s College.

John earned his undergraduate degree at the Victoria University of Wellington, New Zealand, and his doctorate at the University of Oxford. He has published widely.

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 Nathan Egger shall NOT be liable for losses resulting from investment decisions based on information or viewpoints presented on MACRO VOICES.

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