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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Mike Alkin Adam Rodman

Erik Townsend welcomes Mike Alkin & Adam Rodman to MacroVoices. Erik and guests discuss:

  • The Uranium Fuel Cycle
  • The perceived dangers of Uranium production are misunderstood
  • Built on-site vs. modular ‘’factory’’ reactors
  • The Uranium enrichment process
  • Investing in Uranium: Opportunities and Risks
  • The Effect of Fukushima on the Uranium industry and where the industry stands today
  • The East as leaders of global Uranium production & enrichment and its effects on geopolitics and the energy crisis.

 

Download the podcast transcript: [Click Here]

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Jim Bianco

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

  • Inflation outlook
  • “Quiet quitting” & labor shortage
  • Current supply chain landscape and what to expect moving forward
  • Impending energy crisis and its impacts on inflation
  • Portfolio construction with current market conditions
  • Ukraine/Russia situation and global economic warfare
  • Precious metals outlook

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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Dr. Anas Alhajji

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

  • European energy crisis
  • Impending recession and its impacts on energy demand
  • Is the peak oil moment upon us?
  • Geopolitics and its effects on the petrodollar system
  • G7’s solution to put price cap on Russian oil
  • Ever changing production targets and what it means

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.

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

  • Redefining recession and what it means moving forward
  • Is recession upon us?
  • Where we stand in the cycle
  • Central banks’ roles in the market and how it impacts leading indicators
  • What to anticipate in multi-year QT
  • Has the recovery already begun?

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.

Brent Johnson

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

  • Update on the Dollar Milkshake Theory
  • Sovereign debt crisis
  • Will the dollar continue to rise?
  • Breakdown of the Euro & Yen
  • Absolute vs. Relative performance
  • How to invest in gold as an investor while the debasement of fiat currency continues
  • Portfolio construction with the current economic backdrop
  • Outlook on commodities and equities
  • Views on digital currency possibly replacing the dollar as global reserve currency

 

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.

Leigh Goehring

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

  • Relationship between fertilizer shortage and Russia/Ukraine conflict
  • Changes in global grain demand
  • What is with Biofuels
  • Emerging markets and increased demand
  • Impact of increased natural gas prices on agriculture
  • Fertilizer vs. carbon emissions
  • What is food nationalism
  • Best space for investors

 

Download the podcast transcript: [Click Here]

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

Charlie McElligott

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

  • Perspectives on the recent sell off
  • The next Fed pivot – does it have to be dovish?
  • Fading expectations of the Fed rate cut in spring ‘23
  • Consolidation of August rally and where it’s headed next
  • How to navigate increased volatility
  • Why Gamma is the most important flow

 

Download the podcast transcript: [Click Here]

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

David Hay

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

  • Outlook on energy market
  • Justification of CapEx in fuel switching
  • How the global recession will impact oil prices
  • Pricing in recession – what this means for energy prices
  • Is this the dip to buy in energy?
  • The Green Energy Transition
  • Perspectives on gold & silver
  • How long will the Fed continue to expand their balance sheet?

Download the podcast transcript: [Click Here]

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

Adam Rozencwajg

Erik Townsend and Patrick Ceresna welcome Adam Rozencwajg to MacroVoices. Erik and Adam discuss:

  • Beginning of an energy crisis?
  • Impacts of an energy crisis on recession
  • Shifting paradigms in natural gas pricing US vs. Europe
  • Impacts of fertilizer shortage
  • Outlook on gold

 

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.

Harley Bassman

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

  • Is the bottom finally in?
  • Relationship between inflation and interest rates
  • How far can the fed raise interest rate to fight inflation?
  • Driving force behind inflation
  • Why is the stock market not crashing based on recent events
  • Outlook on gold
  • Wealth disparity between boomers vs. millennials

 

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.

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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