• MacroVoices Podcast with Hedge Fund Manager Erik Townsend

    MacroVoices Podcast with Hedge Fund Manager Erik Townsend

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  • MacroVoices Podcast with Hedge Fund Manager Erik Townsend

About Erik Townsend

Erik Townsend

Erik Townsend was a software entrepreneur in his first career, then went on to manage a global macro hedge fund. 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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Ronald Stoeferle

Erik Townsend and Patrick Ceresna welcome Ronald Stoeferle to MacroVoices. Erik and Ronald discuss:

  • Return of volatility
  • Is recession upon us?
  • Price of gold
  • Rate hike cycle and inflation
  • Velocity of money and inflation expectations
  • Relationship between gold and crypto
  • Performance of mining shares
  • General market outlook

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Ronald will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Supporting Materials for Download are listed below - click to open or download.

Conversation with Macrovoices Jan 2022 

GMI Think Piece - January 2022 Ronald Peter Stoeferle

Incrementum Bitcoin Chartbook - January 2022

Big Picture Trading Chart Book January 27 2022

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Viktor Shvets

Erik Townsend and Patrick Ceresna welcome Viktor Shvets to MacroVoices. Erik and Viktor discuss:

  • The inflation pendulum
  • Monetary policy and its relationship to the stock market
  • Negative interest rates and gold
  • Will the Fed tighten or ease?
  • Post Covid geopolitics between US/China/Russia
  • What’s priced wrong and where are investment opportunities?
  • How to invest during the re-opening of the economy

*Please note that the market wrap commentary was recorded mid-session with the S&P still up on the day, before the late-day crash to new lows*

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Patrick will refer to it throughout the postgame segment. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Supporting Materials for Download are listed below - click to open or download.

Big Picture Trading Chart Book January 20 2022 

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Darius Dale

Erik Townsend and guest host Kevin Muir welcome Darius Dale to MacroVoices. Erik and Darius discuss:

  • Deflation or inflation?
  • Omicron effects on the markets
  • How will recovery impact asset prices post-pandemic? 
  • End of stimulus and what that means for the markets
  • Fed is late to tighten – where does this go next?
  • Impending secular inflation vs. 1970’s inflation
  • Outlook on gold and precious metals
  • Quantifying potential downside in the stock market

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Darius will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Supporting Materials for Download are listed below - click to open or download.

42 Macro - MacroVoices 01 13 2022

42 Macro - Learning the Process: Welcome to the GRIDs 

The Bond Market Refuses to Accept Economic Reality by Kevin Muir - Bloomberg

The Macro Tourist Newsletter 

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Erik Townsend and Patrick Ceresna welcome Grant Williams to MacroVoices. Erik and Grant discuss:

  • Are central banks leading us to inflation trap?
  • Will the Fed follow through with tapering?
  • Omicron effects on reopening of the economy
  • Asset allocation in current market conditions
  • Tesla – will it finally roll over and break?
  • Disparity between oil displacement and transition to green energy
  • Foreign affairs – US/Russia/China relations 

 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Patrick will refer to it throughout the postgame segment. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Supporting Materials for Download are listed below - click to open or download.

The Winds Of Change - TTMYGH 10 2021

Big Picture Trading Chart Book January 6 2022

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Louis-Vincent Gave

Erik Townsend and Patrick Ceresna welcome Louis-Vincent Gave to MacroVoices. Erik and Louis discuss:

  • Omicron effects on the markets
  • Fed’s tapering – is it real this time?
  • Is the Fed heading into an inflation trap?
  • Final era of oil 
  • US/China & US/Russia relations post COVID
  • Precious metals, US Dollar and cryptocurrency

Download the podcast transcript: [Click Here]

Supporting Materials for Download are listed below - click to open or download.

 

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Jesse Felder

Erik Townsend and Patrick Ceresna welcome Jesse Felder to MacroVoices. Erik and Jesse discuss:

  • Inflation vs Deflation
  • What happens if there is no correction in nominal prices?
  • "The Buffet Yardstick”
  • What is in store for equity markets next year?
  • Precious metals and mining stocks – where is the opportunity? 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Jesse will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Supporting Materials for Download are listed below - click to open or download.

The Felder Report Charts - MacroVoices December 2021

Big Picture Trading Chart Book December 23 2021

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Francesco Filia

Erik Townsend and Patrick Ceresna welcome Francesco Filia to MacroVoices. Erik and Francesco discuss:

  • DeFi – Decentralized Finance
  • Will bonds be replaced with new credit instruments?
  • The next step leading to DeFi
  • Displaced bonds and what that would mean for investors
  • Cryptocurrency and digital lending
  • What to expect in digitization of financial industry 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Francesco will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Supporting Materials for Download are listed below - click to open or download.

Emergence Of The New Capital Markets - MACROVoices Dec 2021

Big Picture Trading Chart Book December 16 2021

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Julian Brigden

Erik Townsend and Patrick Ceresna welcome Julian Brigden to MacroVoices. Erik and Julian discuss:

  • Inflation, deflation or disinflation?
  • Core PCE and Final Demand PPI
  • Precious metal outlook
  • Backing up of rates and how far can it go?
  • Is the Fed going to taper?
  • Warning about the 1960’s

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Julian will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Supporting Materials for Download are listed below - click to open or download.

There's Behind the Curve and There's This - MacroVoices December 2021

Big Picture Trading Chart Book December 9 2021

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David Rosenberg

Erik Townsend and Patrick Ceresna welcome David Rosenberg to MacroVoices. Erik and David discuss:

  • Inflation outlook
  • Powell’s latest comments
  • Will there be a meaningful correction?
  • Commodities supercycle
  • Outlook on gold and crypto currency
  • What’s next for US dollar

    Breakfast with Dave 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Patrick will refer to it throughout the postgame segment. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Supporting Materials for Download are listed below - click to open or download.

Big Picture Trading Chart Book December 2 2021

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Lyn Alden

Erik Townsend and Patrick Ceresna welcome Lyn Alden to MacroVoices. Erik and Lyn discuss:

  • Long-term debt cycle
  • Lessons from the 1940’s financial repression 
  • Will the government keep the inflation going?
  • Bonds vs. Inflation
  • Broad money and CPI
  • The oil cycle
  • Perspectives on monetary and fiscal policy
  • Portfolio composition in current landscape

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Lyn will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Supporting Materials for Download are listed below - click to open or download.

Lyn Alden - MacroVoices November 2021

Big Picture Trading Chart Book November 24 2021

Macro Voices All-Stars

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 Patrick Ceresna shall NOT be liable for losses resulting from investment decisions based on information or viewpoints presented on MACRO VOICES.

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