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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Tian Yang

Erik Townsend and Patrick Ceresna welcome Tian Yang to MacroVoices. Erik and Tian discuss:

  • Is recession on the horizon?
  • Peaked CPI and what’s coming next
  • Growth slowdown and equity sell-off
  • Outlook on China and Europe
  • 5 Signs of a market bottom
  • Impacts of Europe vs. Russia on commodity supply chains
  • What factors to consider as investors

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Tian 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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Louis-Vincent Gave

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

  • Global financial system meltdown and US dollar’s loss of hegemony 
  • De-globalization of financial flows
  • Flight-to-safety trades going in opposite direction 
  • China vs. Taiwan and why we should be concerned
  • Geopolitics and recent sell-off in markets
  • Outlook on bonds, equities and energy

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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.

David Rosenberg

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

  • Beginning of a bear market and how much lower will it go?
  • Fed policy changes and inflation
  • Powell vs. Volcker  
  • Recession is being engineered by the Fed
  • What is driving the current equity market sell off?
  • Perspectives on precious metals
  • Outlook on bonds and commodities

 

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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.

Josh Crumb

Erik Townsend and guest host Kevin Muir welcome Josh Crumb to MacroVoices. Erik and Josh discuss:

  • Today’s finance industry and where it’s headed
  • Tokenized digital assets and DeFi revolution
  • Replacing US dollar as global reserve currency with digital currency
  • How secured digital bearer assets will transform the finance industry
  • What is self-sovereign identity and why it matters

 

Download the podcast transcript: [Click Here]

 

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Ole Hansen

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

  • How to make sense of the commodity market under the current backdrop
  • Inflation and central bank’s reaction 
  • Monetary policy vs. commodity supply demand
  • What drives a commodity super cycle?
  • Will crisis emerge due to surge of global food prices?
  • Energy – how high will oil prices go?
  • Outlook on precious metals

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).

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

Mike Green

Erik Townsend and Patrick Ceresna welcome MIke Green to MacroVoices. Erik and Mike discuss:

  • WWIII began 2 years ago
  • How to be prepared as investors
  • Can this war go nuclear?
  • What will this World War be about?
  • Impacts of WWIII on energy and other commodities
  • Perspectives on the stock market under current backdrop
  • Disconnect between general sentiment and price levels

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.

Jim Bianco

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

  • Replacement of global reserve currency - from US dollar to decentralized digital currency
  • Central bank issued digital currency
  • Fully decentralized currency system vs. digital sovereign market
  • Re-engineering corporate capital structure
  • Will the new currency system emerge from Metaverse?

Download the podcast transcript: [Click Here]

 

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Bill Blain

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

  • Inflation – is it really transitory?
  • Impacts of Ukraine/Russia situation on inflation
  • Global reserve currency – US Dollar vs. Digital Currency
  • Inflation impacts on the bond market
  • Energy crisis on the horizon?
  • ESG vs fossil fuels

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.

Philip Verleger

Erik Townsend and Patrick Ceresna welcome Philip Verleger to MacroVoices. Erik and Philip discuss:

  • Energy outlook
  • Recession impact on oil prices
  • Transition to ESG & Electrification of the economy
  • Overlooked challenges in the transition in energy
  • Consequences of current geopolitical event on energy
  • Likelihood of price control
  • What should be done to mitigate energy price challenges

Download the podcast transcript: [Click Here]

Jonathan Awde

SPECIAL POST GAME GUEST- Jonthan Awde

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Daniel Lacalle

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

  • Beginning of a tightening cycle amidst Ukraine/Russian war
  • Recession and decreasing demand
  • Risk of stagflation in Europe and other parts of the globe
  • Relationship between energy and inflation
  • Chinese economy & US/China relations
  • Central bank policies and hiking cycles
  • Risk of runaway energy prices
  • Replacement of USD as the global reserve currency  

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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