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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Jim Bianco

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

  • Is this inflation secular or cyclical?
  • Wage inflation and unemployment rate
  • Correlation between inflation and interest rate
  • Is this beginning of a bond-bear market?
  • Investment strategy in the current bond market landscape
  • Will Jay Powell be re-appointed?
  • Outlook on China
  • Perspectives on DeFi 

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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Paul Krake

Erik Townsend and this week's guest host Kevin Muir welcome Paull Krake to MacroVoices. Erik and Paul discuss:

  • Major macro themes to observe
  • Megathematics
  • Perspectives on China
  • Hong Kong’s loss of independence and its impact on financial landscape
  • Climate change and ESG trend
  • Will the FED actually taper?
  • What’s next for digitization and DeFi

Download the podcast transcript: [Click Here]

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

Wayne Himelsein

Erik Townsend and Patrick Ceresna welcome Wayne Himelsein to MacroVoices. Erik and Wayne discuss:

  • Long Vol vs. Short Vol strategies
  • Mitigating carry cost of long vol strategies 
  • Actively trading to manage negative carry
  • Straddles as a long vol trade 
  • Sizing a long vol hedge in a portfolio
  • Dynamic management of a long vol trade

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chartbook that accompanies this episode, as Erik and Wayne will refer to it throughout the interview. 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.

 

Dr. Pippa Malmgren

Erik Townsend welcomes Dr. Pippa Malmgren and Clint Cox to MacroVoices. Erik and the guests discuss:

  • Importance of Decentralized Finance
  • How to navigate DeFi revolution as an investor
  • Will credit be re-engineered in a digital currency system?
  • Geopolitical consequences of displacing USD as global reserve currency with new digital central bank reserve asset

Download the podcast transcript: [Click Here]

 

 

 

 

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Dr. Pippa Malmgren

Erik Townsend welcomes Dr. Pippa Malmgren and Clint Cox to MacroVoices. Erik and the guests discuss:

  • Digital currency & decentralized finance vs. conventional currency and finance system
  • Cryptocurrency, Central Bank Digital Currencies and Silicon Valley Digital Currencies
  • Can CBDCs coexist peacefully with non-government cryptocurrencies?
  • Big tech impact on digital currency systems

Download the podcast transcript: [Click Here]

 

 

 

 

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Lakshman Achuthan

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

  • Will there be disinflation before secular inflation?
  • Global Manufacturing PMI & Industrial Growth cycles
  • Post GFC – when does national debt becomes problematic?
  • Commodities – what to expect cyclically
  • Outlook on precious metals
  • Does the downturn in economic cycle call for recession?

 Download the podcast transcript: [Click Here]

 

We strongly recommend that you download the chartbook that accompanies this episode, as Erik and Lakshman will refer to it throughout the interview. 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).

Grant Williams

SPECIAL POST GAME GUEST- Grant Williams

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Brent Johnson

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

  • Resiliency of the US dollar
  • The Dollar Milkshake Theory
  • Inflation vs Deflation
  • Portfolio allocation
  • Gold, Bitcoin and digital assets
  • Agricultural commodities vs industrial commodities

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chartbook that accompanies this episode, as Erik and Brent will refer to it throughout the interview. 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.

Bill Blain

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

  • Is Inflation here to stay?
  • Threat of stagflation 
  • How probable is runaway inflation?
  • Chinese capitalism vs Western capitalism
  • Outlook on US/China relations
  • Gold vs Crypto
  • How to hedge in real asset market
  • MMT and wealth inequality
  • Perspectives on ESG

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.

Darius Dale

Erik Townsend and Patrick Ceresna welcome Darius Dale to MacroVoices. Erik and Darius discuss:

  • Inflation vs. Deflation
  • Trend in growth
  • Measuring trend change and trend reversal
  • Impending “second wave” of secular inflation
  • How to invest in secular inflation narrative
  • Long-term outlook on monetary policy
  • Cyclical forces in the economy

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chartbook that accompanies this episode, as Erik and Darius will refer to it throughout the interview. 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.

Aaran Param

Erik Townsend and Patrick Ceresna welcome Aaran Param to MacroVoices. Erik and Aaran discuss:

  • Inflation – secular or transitory?
  • Where to invest in equity market
  • What’s next for the dollar
  • How to play EM vs DM
  • Perspectives on China
  • Bond market outlook
  • Commodity super cycle
  • Oil, gold & precious metals

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.

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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