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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Guest Pitches!

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

  • The state of the commodity sector  

  • Inflation, commodity prices and supply chain issues 

  • Commodity market backwardation  

  • Gold Investments  

  • Gold, interest rates and metal demands  

  • Industrial metals and crude oil trends  

  • Oil production capacity and geopolitical tensions 

  • Oil market analysis and Commitment of Traders report 

  • Market trends and analysis  

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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Lyn Alden

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

  • The Broken Money System & Digital Currencies

  • Money, debt and the future of finance

  • Central Bank Digital Currencies

  • Stable Coin’s Relationship With Central Banks 

  • Financial Technology 

  • The Resurgence of Public Debt 

  • Economic Cycles, Debt and Inflation

  • Money, Energy & Geopolitics

  • Energy Market Trends

Download the podcast transcript: [Click Here]

Anas Alhajji

SPECIAL POST GAME GUEST- Anas Alhajji

 

 

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Erik Townsend and Patrick Ceresna welcome Alex Gurevich to MacroVoices. Erik and Alex discuss:

  • Financial Research Mistakes
  • Inflation/Deflation
  • Economic Outlook
  • The Impact of Economic Realities on Employment
  • Inflation/Deflation Predictions 
  • Geopolitical Impact on Oil Prices
  • Supply Shocks
  • Nuclear Energy 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Alex 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 Luke Gromen to MacroVoices. Erik and Luke discuss:

  • Retesting The Dollar Highs
  • US dollar System Unwinding - Feedback Loop​
  • Is the FED going to keep hiking until something breaks?
  • US Shale Patch Recovery? ​
  • Treasury yield crisis​
  • Economic warfare - weaponizing oil ​
  • What are the alternatives to treasures?​
  • Has the stock market rolled over?​

Download the podcast transcript: [Click Here]

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Simon White

Erik Townsend and Patrick Ceresna welcome Simon White to MacroVoices. Erik and Simon discuss:

  • Soft landing or recession?
  • What is next for inflation trends?
  • Gold, breaking down
  • Deflation, is it a risk? 
  • Credit Event risks
  • Stock/bond correlation
  • Sizing up the bearish bond market

Download the podcast transcript: [Click Here]

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

Louis-Vincent Gave

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

  • China recovery expectations
  • China/US trade relation 
  • De-dollarization and BRICS
  • Recent rally in energy markets
  • Are we headed toward a bifurcated world?
  • Possibility of Russia “weaponizing” energy prices and its implications 

Download the podcast transcript: [Click Here]

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Harley Bassman

Erik Townsend and Patrick Ceresna welcome Harley Bassman to MacroVoices. Erik and Harley discuss:

  • Perspective on the inverted yield curve 
  • The FED’s master plan for dealing with debt
  • Impact of demographics and immigration
  • 3 Risk Vectors in the bond market
  • Selling convexity in the bond markets
  • MBS rates relative to treasury yields 
  • S&P500 hedges cheapest in a decade

 

Download the podcast transcript: [Click Here]

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

Jesse Felder

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

  • Bear market & recession
  • Macro risks and lack of reaction from equity markets
  • Equity valuations, interest rates & “The Buffet Yardstick”
  • Macro earnings model
  • Beginning of a recovery?
  • Stocks and speculators
  • The Magnificent 7

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).

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

Brent Johnson

Erik Townsend and Patrick Ceresna welcome Brent Johnson to MacroVoices. Erik and Brent discuss:

  • Geopolitics and its impacts on the US dollar
  • BRICS currency initiative
  • Possible sanctions US may invoke
  • Threats to US dollar’s hegemony and the Eurodollar market
  • Where is US dollar headed from here?
  • Outlook on European markets
  • Russia/Ukraine conflict & energy markets
  • Breakdown/weakening of the Yen
  • Fiat currency, gold & soft commodities

 

Download the podcast transcript: [Click Here]

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

Matt Barrie

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

  • Unprecedented growth in Artificial Intelligence
  • Complex problem solving using AI
  • Transformer technology accelerating AI’s learning from vast datasets
  • AI’s potential to transform job markets, bridging skill gaps
  • Challenges in automating specialized tasks with AI
  • Concerns and legal issues regarding misuse of AI

 

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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