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 headshotErik Townsend and Aaron Chan welcome Julian Brigden to MacroVoices. Erik and Julian discuss:

  • Waxing and waning of U.S. Dollar cycles driving global crises
  • Central bank over-reaction to oil crash and now cyclical inflation
  • Potentially materially higher headline inflation and wage numbers in 2017
  • China moving from exporting deflation to inflation
  • Peak central bank omnipotence
  • Potential for sub-$1,000 and sub-$14 gold and silver prices
  • Similarities between present conditions and 1986-87
  • Impact of U.S. Dollar repatriation on Eurodollar funding
  • U.S. oil substitution leading to a deficit of reserves around the world
  • Timeline for replacing the U.S. Dollar as the global reserve currency
  • Real Vision Publications Homepage and Launch Video

 

 

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Julian Brigden is the Co-Founder and President of Macro Intelligence 2 Partners. Julian has over 25 years of experience in financial markets and has held positions in market and policy focused consulting to hedge funds and banks as well as in FICC sales. Julian spent five years at Medley Global Advisors from 1999 to 2004, a leading macro policy intelligence firm, as the Managing Director of the G7 Client Team providing timely trading recommendations. From 2004 to 2011, he served as North American Head of Hedge Fund Sales at Crédit Agricole. He has worked in London, Zurich, New York and Vail at UBS, Lehman Brothers, HSBC, Drexel, Credit Suisse, and Salomon Brother in foreign exchange and precious metals.

As a global macro strategist, and not a journalist or economist by training, Julian’s primary focus is exploiting trading opportunities inherent in macroeconomic and policy related developments. He is particularly skilled at exploring correlations in the economy and financial markets which are vital to a vast array of investment decision makers. Julian has been featured on Bloomberg, CNBC, the New York Times, Wall Street Journal and in Barron’s among other for the firm's research on EM, liquidity, QE, Bubbles, and global Fx.

 

 

·      Waxing and waning of U.S. Dollar cycles driving global crises

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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