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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Hugh Hendry HeadshotErik Townsend welcomes Hugh Hendry to MacroVoices. Erik and Hugh discuss:

  • Global economic outlook
  • Is wage and price inflation coming?
  • Outlook for the US dollar
  • Where are interest rates and the yield curve going?
  • Bond volatility vs. steepener
  • Consideration on precious metals
  • Outlook for the Global equity markets
  • The credit bubble in China
  • Outlook for the Macro hedge fund industry

Get embed code for this episode. | For other embed code options click here. | Download the audio MP3 File (54.94 MB) . | Download the podcast transcript:  pdf Here (525 KB)

Hugh is the Founder, Partner, Principal Portfolio Manager of Eclectica Asset Management and leads both the investment thinking and research teams. He has over 20 years’ investment experience with Baillie Gifford, Credit Suisse Asset Management and Odey Asset Management. Hugh graduated in 1990 with a joint honours BA in accounting and economics from the University of Strathclyde and has regularly published research papers for practitioner and industry journals.

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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