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...

Welcome to Macro Voices

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hunt ben 300px keylineErik Townsend welcomes Dr. Ben Hunt to back MacroVoices. Erik and Ben discuss:

  • Sea of Change at Central Banks
  • Negative impact of Fed shrinking their balance sheet
  • Janet Yellen just broke up with you
  • Impact on the market conditions moving forward
  • Considerations on interest rate and bond trends
  • Fed impact on equity markets
  • Considerations for the future of the ETF market
  • Flaws of the volatility ETFs
  • Considerations in the Real Estate Markets

Get embed code for this episode. | For other embed code options click here. | Download the audio MP3 File (56.86 MB) . | Download the podcast transcript:   pdf Here (725 KB)

Ben Hunt is the chief investment strategist at Salient, a $14 billion asset manager based in Houston and San Francisco, and the author of Epsilon Theory, a newsletter and website that examines markets through the lenses of game theory and history. Over 100,000 professional investors and allocators read Epsilon Theory for its fresh perspective into market dynamics.

Dr. Hunt received his Ph.D. in Government from Harvard University in 1991. He taught political science for 10 years, leaving academia in 2000 to co-found a successful software company. Dr. Hunt began his investment career in 2003, first in venture capital and subsequently as a portfolio manager of two hedge funds. Dr. Hunt joined Salient in 2013, where he combines his background as a portfolio manager, risk manager, entrepreneur, and academic to provide a unique perspective on investment risk and reward on behalf of Salient and its clients.

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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