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!

Dr. Pippa Malmgren

Erik Townsend and Patrick Ceresna welcome Dr. Pippa Malmgren to MacroVoices. Erik and Pippa discuss:

  • Causes of recent increased nuclear escalation risks
  • Possibility of China to annex the Russia/Ukraine conflict
  • Where is China/US relations headed?
  • The Pentagon’s involvement in SVB bailout
  • The ‘little giant’ strategy

 

Download the podcast transcript: [Click Here]

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Charlie McElligott

Erik Townsend and Patrick Ceresna welcome Charlie McElligott to MacroVoices. Erik and Charlie discuss:

  • Banking crisis – is it over or is it just the beginning?
  • Monetary policy implications from banking crisis
  • Will the Fed retain control of the markets?
  • Translating current market backdrop into portfolio construction
  • Recent upturn in the VIX – was it signaling an impending crisis
  • 0DTE and its effects on market volatility

Download the podcast transcript: [Click Here]

 

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Luke Gromen

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

  • The fall of SVB and the Fed’s hiking cycle
  • Is the Fed done with QT?
  • What will the Fed do with inflation and what it means for the markets
  • Crude oil – what’s next?
  • How to play the end of the hiking cycle
  • Tensions with Russia & China and what it means for the markets
  • Outlook on the US dollar

Download the podcast transcript: [Click Here]

 

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Louis-Vincent Gave

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

  • Hot topic macro themes
  • What is the market signalling?
  • Energy outlook
  • Escalation of conflict between US/Russia and what it means for the markets
  • Where is the bond market headed
  • Recession outlook
  • Fed rate hikes – is it over yet?

Download the podcast transcript: [Click Here]

 

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Dr. Anas Alhajji

Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to MacroVoices. Erik and Dr. Alhajji discuss:

  • Lessons learned after Russia/Ukraine conflict anniversary
  • SPR - What caused the recent big builds in inventory
  • Russian natural gas export
  • Oil price outlook
  • Internationalization of liquified gas and what’s ahead
  • Demand decline vs. demand destruction
  • Phasing out fossil fuels before finding viable replacements

 

Download the podcast transcript: [Click Here]

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

Julian Brigden

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

  • Has inflation topped and will it make its way down?
  • Expectations of a policy reversal
  • War cycle spending and its impact on the markets
  • Precious metals
  • European markets
  • Passive investing trend & return of volatility

 

 

 

Download the podcast transcript: [Click Here]

Dr. Pippa Malmgren

SPECIAL POST GAME GUEST- Dr. Pippa Malmgren

 

 

 

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Lakshman Achuthan

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

  • Recession – what do the cycles say?
  • Hiking rates into a global recession
  • Business cycle & job losses
  • 1970s-Era CPI inflation
  • Impact of geopolitics on the cycle 
  • Impacts of development of AI on jobs

Download the podcast transcript: [Click Here]

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

Erik Townsend

In this episode: 

  • Introduction to Geothermal Energy
  • Deep Geothermal and Geothermal Electricity
  • Relevance of the shale oil revolution to Geothermal energy
  • Supercritical Geothermal Energy: Pumping serious heat
  • Technology breakthrough potential

 

 

 

Supporting Materials for Download

ENERGY DOC - Narration Script with Numbered Paragraphs

Erik Townsend

In this episode: 

  • History of the Crude Oil Market
  • We cannot phase out fossil fuels before phasing in viable alternatives
  • Low Hanging Fruit: Why oil production always gets more expensive over time
  • Hubbert’s Peak
  • Conventional vs. Non-Conventional Oil Production
  • OPEC Spare Capacity is all but exhausted

 

Supporting Materials for Download

ENERGY DOC - Narration Script with Numbered Paragraphs

Erik Townsend

In this episode: 

  • Societal Complexity & Pace of Human Advancement are a function of how much cheap, abundant energy is available to the economy
  • The importance of replacing Fossil Fuels with clean energy alternatives
  • Analysis of current energy supply & demand statistics
  • Why Electricity and Hydrogen are not energy sources 
  • What it’s really going to take to solve the problem (wind & solar alone are not enough!)

 

 

Supporting Materials for Download

ENERGY DOC - Narration Script with Numbered Paragraphs

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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