• 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

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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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).

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Jeff Snider

Erik Townsend and Patrick Ceresna welcome Jeff Snider to MacroVoices. Erik and Jeff discuss:

  • Secular or transitory inflation?
  • Increase in energy prices and CPI
  • How will the government respond?
  • Foreign investment in bond market 
  • Lack of investing in oil market 
  • Bond market as inflation indicator
  • Why Yellen and Powell may be right

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Jeff 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).

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Ole Hansen

Erik Townsend and Patrick Ceresna welcome Ole Hansen to MacroVoices. Erik and Ole discuss:

  • Price of energy & green investing focus
  • Post pandemic demand increase & supply chain disruptions
  • Inflation hedge in current environment
  • Outlook on oil and energy
  • Precious metals, uranium and nuclear power
  • Impacts of weather on supply for agriculture production

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Ole 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).

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Mike Green

Erik Townsend and Patrick Ceresna welcome Mike Green to MacroVoices. Erik and Mike discuss:

  • Views on the latest FOMC meeting
  • Outlook on equity markets, gold and crude oil
  • China’s impact on commodities
  • Which way will the bond yields go?
  • Impacts of Cryptocurrency and DeFi on central banks
  • Benefits of tokenized digital dollar

 

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).

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David Hay

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

  • Inflation and Greenflation 
  • Outlook on equities
  • Paul Tudor Jones’ “Range Expansion” 
  • Breakouts and Breakdowns
  • Cryptocurrencies & Gold
  • Investment strategies in current environment
  • Wage inflation and employment shortages

 

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).

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Luke Gromen

Erik Townsend and Patrick Ceresna welcome Luke Gromen to MacroVoices. Erik and Luke discuss:

  • Is this inflation transitory or structural?
  • Secular inflation and tax receipts
  • How MMT may impact monetary policy moving forward
  • How will central banks respond?
  • Politics and policy – what it means for asset allocation
  • Outlook on bond yields, US dollar, bitcoin and gold

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).

Click here to register or login for access to supporting materials.

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Cullen Roche

Erik Townsend and Patrick Ceresna welcome Cullen Roche to MacroVoices. Erik and Cullen discuss:

  • Trillion-dollar coin and debt ceiling
  • Stagnant economy and inflation
  • Modern Monetary Theory
  • Will inflation turn into stagflation?
  • Fed’s response to inflation
  • Keynesian’s counter cyclical policy
  • Outlook on equities, dollar and bond yields 

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).

Click here to register or login for access to supporting materials.

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Erik Townsend and Patrick Ceresna welcome Russell Napier to MacroVoices. Erik and Russell discuss:

  • Current situation in China and its impacts on inflation
  • Interest rates and inflation
  • China’s influence on central banks facing inflation
  • Collectivism and its implications on central banks
  • Outlook for bond rates
  • Impacts of inflation on stock market
  • Financial repression – how will it unfold?
  • Outlook on equities and gold

 Find out more about Russell's new course at www.didaskoeducation.org or you can contact Russell at This email address is being protected from spambots. You need JavaScript enabled to view it.

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).

Click here to register or login for access to supporting materials.

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Jeroen Blokland

Erik Townsend and Patrick Ceresna welcome Jeroen Blokland to MacroVoices. Erik and Jeroen discuss:

  • Is inflation transitory?
  • Policy response to inflation
  • Supply chain disruption
  • Bullish sentiment in the stock market
  • Portfolio allocation
  • Reflecting on last week’s FOMC 
  • China and Evergrande
  • Perspectives on Bitcoin

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Jeroen 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).

  

David GarofaloSPECIAL POST GAME GUEST- David Garofalo

 

 

 

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Juliette Declercq

Erik Townsend and Patrick Ceresna welcome Juliette Declercq to MacroVoices. Erik and Juliette discuss:

  • Macro outlook
  • The two types of inflation
  • Unemployment rate and wage inflation
  • How will the Fed react to rising wages?
  • Wealth accumulation by generations and income inequality
  • Supply and demand imbalances

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Juliette 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).

Click here to register or login for access to supporting materials.

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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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