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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Erik Townsend and Patrick Ceresna welcome Mark Nelson to MacroVoices. Erik and Mark discuss:

  • COP28
  • Nuclear Energy Technologies
  • Molten Salt Reactors & Their Safety
  • Thorium as Nuclear Fuel And Its Potential Benefits and Drawbacks
  • SMRs And Their Potential For Cost-Effective Nuclear
  • Nuclear Regulation And Its Impact on Innovation
  • Pebble Bed Reactors And Their Pros and Cons
  • China’s Nuclear Energy Advancements
  • Streamlining Nuclear Regulation for Global Energy Transition

 

Download the podcast transcript: [Click Here]

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

  • Energy Systems’ Flaws
  • Energy Security, Efficiency and Policy 
  • Climate Change and Standard of Living
  • Energy Price, Consumption and Sustainability 
  • Politics and The Impact on Energy Transition
  • Energy Sources, Alternatives and Their Limitations
  • Energy Return on Investment and Time
  • Renewable Energy and its Limitations
  • Harnessing Hydro Energy 
  • Nuclear Energy and its Potential to Replace Fossil Fuels

 

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).

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:

  • FED’s Inconsistencies 
  • FED Politics and Election-Year Pressure
  • US Economy, Inflation, and Interest Rates
  • FED’s Future Rate Cuts
  • Interest Rate Impacts on The General Population
  • Yield Curve Inversion and Its Implications
  • Potential Impact of Bitcoin ETF Approval
  • Government Regulation of Cryptocurrency 

 

Download the podcast transcript: [Click Here]

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Matt Barrie

Erik Townsend and Patrick Ceresna welcome Matt Barrie to MacroVoices. Erik and Matt discuss:

  • AI Technology and its Rapid Advancement 
  • Advancements in The Visual Spectrum 
  • Impact on Hollywood and Creative Industries
  • Potential For Fraud and Scams
  • Data Protection and AI Regulation
  • AI Advancements and its Effect on Society 

 

Download the podcast transcript: [Click Here]

 

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Marko Papic

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

  • Ukraine-Russia Conflict and The West
  • Israel-Gaza Conflict and its Potential Global Implications
  • US-Iran Conflict Impact on Markets
  • Geopolitical Risk in South America
  • China-Taiwan's Potential Conflict and US Supply Dependence 
  • US Election and How it Could Affect Markets

 

Download the podcast transcript: [Click Here]

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

 

  • Outlook on Equity Markets
  • Inflation, Interest Rates
  • Bond Market Trends
  • Oil Prices and Market Impacts
  • Geopolitical Risks and Investment Stratergies

 

 

Rosenberg Research Free Trial 

 

Download the podcast transcript: [Click Here]

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Daniel Lacalle

Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to MacroVoices. Erik and Daniel discuss:

  • Economic Recession and Market Performance
  • Market Trends
  • Economic Growth and Inflation
  • The Market Outlook
  • Energy Prices and Supply and Demand
  • Nuclear Energy in Europe

Download the podcast transcript: [Click Here]

 

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

  • Economic Growth and Recession Indicators
  • Trends and Inflation
  • The FED's Goals
  • Inflation and Interest Rates
  • Global Economic Trends
  • Economic Cycles and Geopolitical Trends

 

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.

Leigh Goehring

Erik Townsend and Patrick Ceresna welcome Leigh Goehring to MacroVoices. Erik and Leigh discuss:

 

  • Commodity Prices
  • Commodity Investing 
  • Commodity Market Trends
  • Gold & Oil Prices
  • Potential Monetary Regime Change
  • Gold-Backed Digital Currencies 

 

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 Rory Johnston to MacroVoices. Erik and Rory discuss:

  • Supply/Demand Dynamics
  • China's Oil Demand
  • Oil Market and Geopolitcal Risk
  • Tensions in The Middle East and Oil Sanctions
  • OPEC's Response if Tensions in The Region Expand
  • Oil Market and Crack Spreads
  • Energy Transition and Crack Spreads
  • SPR Refills

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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