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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Welcome to Macro Voices

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Guest Pitches!

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Erik Townsend and Patrick Ceresna welcome Rory Johnston to MacroVoices. Erik and Rory discuss:

  • OPEC’s Production Cuts & Their Impact on Oil Prices
  • Oil Market Dynamics & Trends
  • US Shale Oil Production, Rig Counts & Price Sensitivity 
  • Saudi Arabia’s Oil Strategy & Policies 
  • Oil Market Complications With Russia & Ukraine War
  • US Oil Reserves & Refilling

 

Download the podcast transcript: [Click Here]

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Erik Townsend and Patrick Ceresna welcome Marko Papic to MacroVoices. Erik and Marko discuss:

  • US Presidency Race & Conspiracy Theories 
  • Secret Service Performance & Political Polarization 
  • Potential Assassination Attempts on President Trump 
  • American Political Unrest 
  • Macroeconomic impacts from Future Policy
  • US Election Risk & Its Potential Impact on Markets

 

Download the podcast transcript: [Click Here]

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

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

  • US Interest Rates & Their Potential Impact
  • Economic Outlook & Impact of Recent Political Events
  • Energy Prices & Valuation in Stocks
  • China’s Economy, Gold Demand & Mining Shares
  • Europe’s Energy Crisis & Energy Demand Growth
  • AI & Nuclear Technology

 

Download the podcast transcript: [Click Here]

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

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Erik Townsend and Patrick Ceresna welcome Tian Yang to MacroVoices. Erik and Tian discuss:

  • Inflation & Recession 
  • US Inflation Rates & Bond Yields
  • COVID Distortion in Supply Chains 
  • US Economic Growth & Election 
  • Economic Outlook, Markets & Currencies 
  • Macroeconomic Trends & Investment Strategies 

 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Tian 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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Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to MacroVoices. Erik and Daniel discuss:

  • Debt Bubbling Bursting 
  • Economic Policies & Their Impact on The Middle Class
  • Economic Stagnation 
  • Government Spending, Debt & Inflation 
  • Monetary Debasement & Investment Strategies 
  • Investment Strategies In Post 60/40 Portfolio World

 

Download the podcast transcript: [Click Here]

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

Bill Blain

Erik Townsend and Patrick Ceresna welcome Bill Blain to MacroVoices. Erik and Bill discuss:

  • Stock Market Behaviour
  • Inflation, Supply Chains & Economic Growth
  • Agriculture & Bond Markets
  • EU Politics
  • Energy Security
  • China’s Nuclear Energy & Military Capabilities 

 

Download the podcast transcript: [Click Here]

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

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

  • US Economy Slowing
  • Inflation, Supply & Demand
  • Interest Rates & Economic Growth
  • Election Outcomes & Their Impact on Markets
  • Oil & Copper Prices
  • Investment Strategies & Risk Management 

 

Download the podcast transcript: [Click Here]

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

Jeff Currie

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

  • Central Bank Demand For Gold
  • Gold Recycling Replacing Dollar Recycling
  • Oil & Copper Markets 
  • Commodity Markets including, Oil, Coffee & Uranium
  • Commodity Super Cycle Driven By CapEx Boom
  • Energy Transition & Decarbonisation 

 

Download the podcast transcript: [Click Here]

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

Lakshman Achuthan

Erik Townsend and Patrick Ceresna welcome Lakshman Achuthan to MacroVoices. Erik and Lakshman discuss:

  • Global Industrial Growth
  • China’s Recovery
  • Inflation Cycles & Future Inflations Gauges
  • Inflation Expectations & Central Bank Policies
  • The Economy & Investment Strategies

 

Download the podcast transcript: [Click Here]

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

Jim Bianco

Erik Townsend and Patrick Ceresna welcome Jim Bianco to MacroVoices. Erik and Jim discuss:

  • Interest, Inflation Rates & Bond Yields
  • Fed Rate Hikes and The Economy’s Strength
  • Economic Crisis & Budget DeficitsTopic 4
  • Oil Demand & Supply, With Focus on China
  • Gold Prices & Asian Markets
  • US Election & The Stock Market

 

Download the podcast transcript: [Click Here]

 

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

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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