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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Gurevich PhotoErik Townsend welcomes Alex Gurevich back to MacroVoices. Erik and Alex discuss:

  • Mario Draghi and ECB
  • Short the Swiss Franc
  • US Dollar outlook
  • Trump reflation and the equity markets
  • Views on secular interest rates
  • Inflation trade
  • Long-term sustainability of the European Union
  • Outlook on China and Japan
  • Canadian economy, real estate and Canadian dollar
  • Consideration on the oil markets
  • Precious metals outlook

Get embed code for this episode. | For other embed code options click here. | Download the audio MP3 File (54.25 MB) . | Download the podcast transcript:   pdf Here (542 KB)

Alex Gurevich is Founder and Chief Investment Officer of HonTe Investments. He has been involved in trading for over 20 years and is considered one of the world’s preeminent macro traders. He has held various roles on Wall Street which included managing derivative franchise businesses and running the global macro portfolio at JP Morgan. More recently, Alex has been managing his personal wealth through his family office. He is author of The Next Perfect Trade, which thoughtfully articulates his portfolio strategy and was published in the fall of 2015. Alex was born and raised in St. Petersburg, Russia and earned his PhD in mathematics from the University of Chicago.

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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