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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pippa malmgren harald malmgren

Erik Townsend and Aaron Chan welcome Dr. Harald Malmgren and Dr. Pippa Malmgren to MacroVoices. Erik, Harald, and Pippa discuss:

  • Trump's governance effectiveness in light of the enemies he has made on the campaign trail
  • What Trump's dollar-spend per voter portends for the moneyed lobbyists
  • Sources and potential escalation of social unrest and riots in the aftermath of Trump's victory
  • The long-running trend of repressive economic conditions and Fed policy leading to unrest
  • The potential for Trump to galvanize the determination, grit, and work ethic of the American electorate
  • Whether markets are prematurely jumping to the conclusion that Trump is necessarily inflationary
  • Constitutional limitations pertaining to specific policies espoused by Trump during the campaign
  • Outlook for foreign relations with China, Russia, and Mexico
  • The big picture behind the global populist movement and where it might be headed next
  • Breakdown of the social contract and the collapse in the government's ability to function and meet entitlements

Get embed code for this episode. | For other embed code options click here. | audio Download the MP3 File (36.19 MB) .

Dr. Harald Malmgen is former advisor to the Secretary of Defense. Under President Johnson, and he became the first Assistant US Trade Representative. He left his position as a highly regarded advisor to the US government and taught at some of the TOP universities in the USA. As a research associate, he worked with the Nobel Prize winner Thomas Schelling and completed his PhD with summa cum laude. President Nixon subsequently appointed him the Principal Deputy US Trade Representative, with rank of Ambassador. In this role he served as chief US trade negotiator under Presidents Nixon and Ford. In 1975 Malmgren left government service, and was appointed Woodrow Wilson Fellow at the Smithsonian Institution. During his lengthy career in the private-sector, Malmgren authored numerous peer-reviewed scholarly articles. In 1998, he co-founded the Cordell Hull Institute with former Secretary of State Lawrence Eagleburger.

Dr. Philippa Malmgren (@DrPippaM on Twitter and social media) helps companies, investors, policymakers and the public better understand the interplay between politics, policy, geopolitics and economics. She is a regular commentator and guest anchor on CNBC, BBC, Bloomberg and Sky News. She also appears on popular radio shows like The Jerry Doyle Show. In 2015 her book Signals: the Breakdown of the Social Contract and the Rise of Geopolitics became a best-seller on Amazon in four categories after being crowdfunded on Indigogo (249% of the target in just 15 days). The updated version of Signals will be published by Weidenfeld & Nicholson in June 2016. The Chinese paid a near record price for the translation rights In April 2015 she also wrote “Geopolitics for Investors” which was commissioned by the CFA. She founded DRPM Group, an economic advisory firm whose clients include investment banks, fund managers and hedge funds as well as Sovereign Wealth Funds, pension funds, global corporations and family offices. She has an especially strong view on the importance of manufacturing in modern economies and cofounded H-Robotics, which manufactures commercial drones. She won the 2015 Intelligence Squared Robotics debate that the BBC broadcast to 80m people. Harpers Bazaar filmed her for their Women at Work series in December 2015. She serves on several advisory boards and working groups: Real Vision TV, the British Ministry of Defence Working Group on Global Strategic Trends, the Greater London Authority Infrastructure Advisory Board, MIT Media Lab Food Project and Indiana University School of Public Policy and Environmental Affairs as well as the Indiana University Manufacturing Initiative. She is a Governor and member of the Council of Management of the Ditchley Foundation which encourages global dialogue on policy issues. She also briefs Britain’s top military leaders in the British Army Generalship Program. She has attended the Federal Reserve’s Jackson Hole Meeting for more than ten years. She served as financial market advisor to the President in the White House and on the National Economic Council from 2001-2002. She was a member of the President’s Working Group on Financial Markets and the Working Group on Corporate Governance through Enron and 911. Having a military history background, she was asked to work on terrorism risks to the economy after 911. She was the Deputy Head of Global Strategy at UBS and the Chief Currency Strategist for Bankers Trust. She headed the Global Investment Management business for Bankers Trust in Asia. In 2000 The World Economic Forum in Davos named Dr. Malmgren a Global Leader for Tomorrow. She is a popular speaker at conferences across a wide range of industries on behalf of The Financial Times, The Economist, Institutional Investor, The Millken Conference and diverse global firms. She has written for Wired Magazine, The International Economy, Economia, and Monocle. She writes a column for Rev Grand Prix Journal about F1 technologies and the real economy. Newsweek has asked to publish excerpts of her book. She has a B.A. from Mount Vernon College and a M.Sc. and Ph.D. from the London School of Economics. She completed the Harvard Program on National Security, briefed The Office of Net Assessment at the Pentagon and participated in the Pentagon’s Joint Civilian Orientation Conference (JCOC). In July 2016, she will be the keynote speaker for the London School of Economics graduation ceremony. She is a member of the Council on Foreign Relations, Chatham House, The Institute for International Strategic Security and the Royal Geographical Society.

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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