• MacroVoices Podcast with Hedge Fund Manager Erik Townsend

    MacroVoices Podcast with Hedge Fund Manager Erik Townsend

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  • MacroVoices Podcast with Hedge Fund Manager Erik Townsend

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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All-Star Jeff Snider and Erik discuss:

  • Reviewing how we got here (datapoints from 2017 and 2018 thru 2019)
  • Another terrific chart deck
  • Jeff’s outlook for 2020

Supporting Materials for Download

It Is A Eurodollar World 2 : There Are No Strong Dollars - Jeff Snider 2019 12 23 

Anatomy of the US Dollar End Game 

Out Of The Onion Wars, Why Are There Only Losers? 

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

  • Views on Zoltan Pozsar’s theory of repo dislocation
  • Perspective on the Fed
  • Is QE4 imminent?
  • Negative yielding sovereign debt - what’s next?
  • Perspectives on the next economic downturn
  • What is on the horizon for the bond market 
  • Consequences of negative yielding debt going to no-bid
  • Outlook on fixed income market

Download the podcast transcript: [Click Here]

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

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All-Star Louis-Vincent Gave and Erik discuss:

  • What’s driving the S&P 500 Christmas Rally and what lies ahead
  • Apple’s outperformance, what it means, and how it relates to the trade war
  • The return of inflation and what it means for markets
  • Gold outlook

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Erik Townsend and Patrick Ceresna welcome Juliette Declercq to MacroVoices. Erik and Juliette discuss:

  • Perspectives on the latest FOMC meeting
  • Is China a part of reflation equation?
  • Perspectives on inflation
  • Will ECB hike or the Fed lower to zero in 2020?
  • Expectations of fiscal responses to macroeconomic challenges
  • Translating the macro views to trading strategies
  • Outlook on US equities 
  • US/China trade deal news driven move in the market – should we take it seriously?
  • 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 Juliette 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).

 

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SPECIAL POST GAME GUEST- Jeff Snider




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All-Star Jeff Snider and Erik discuss:

  • Comparing the popular narrative of rapidly improving sentiment with global dollar liquidity indicators
  • Beyond Trade Wars and Trump Tweets: What liquidity indicators are actually telling us about the global economic outlook
  • The “King Dollar” meme: Why a strong USD doesn’t necessarily imply U.S. economic outperformance

Supporting Materials for Download

It Is A Eurodollar World : There Are No Strong Dollars - Jeff Snider 2019 12 09 

Reuters article: BIS on Causes of Repo Shock 

BIS Quarterly Review 

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Erik Townsend and Patrick Ceresna welcome Mark Gordon to MacroVoices. Erik and Mark discuss:

  • Inventory is not what drives the price
  • Hubbert’s peak –regime change from the age of peak oil to the age of abundance
  • Has conventional production reached its peak?
  • Shale oil vs. offshore oil
  • Why “the day of reckoning” will happen soon
  • Electric vehicles – declining sales and outlook going forward
  • Possible impacts the recession will have on oil prices

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Mark 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 for access to supporting materials.

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All-Star Dr. Pippa Malmgren and Erik discuss:

  • The real reason the Hong Kong protests have centered on Hong Kong Polytechnic University
  • Faith in large institutions and the complacency of investors relative to associated risks
  • Why Pippa remains bullish on technology innovation and global growth despite geopolitical risks

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All-Star Brent Johnson and Erik discuss:

  • Two potential trajectories for the U.S. Dollar Index
  • Why Brent thinks stocks still have higher to go, even from these lofty levels
  • China, trade deal, and currency rate component of the trade deal
  • Canadian Interest Rates
  • Gold outlook

Supporting Materials for Download

All-Stars #81 Brent Johnson Slidedeck 

 

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Erik Townsend and Patrick Ceresna welcome Jeffrey Christian to MacroVoices. Erik and Jeffrey discuss:

  • Electric Vehicles – where is the energy coming from?
  • Is “nuclear renaissance” imminent?
  • What is going to be the mode of power in the future and how will it be delivered
  • Replacing petroleum and what impact it has on geopolitics
  • Changing roles of Russia and China in geopolitics

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Jeffrey 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 for access to supporting materials.

Details

Play the Above Episode in a Pop-Up Window   |  Download the Above MP3 File

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All-Star Prof. Steve Keen and Erik discuss:

  • Steve’s 2016 prediction that the Fed would eventually be forced to return to QE and why current events prove it true
  • Costs and benefits of QE in the real world
  • Private debt and the inflated corporate bond market as a result of QE translates to higher risk for the next financial crisis

Supporting Materials for Download

Tilting At Windmills: The Faustian Folly Of Quantitative Easing 

Macro Voices All-Stars

Macro Voices Videos

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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