• 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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Welcome to Macro Voices

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Erik Townsend and Patrick Ceresna welcome Art Berman to MacroVoices. Erik and Art discuss:

  • 2020 Demand growth
  • How oversold is the price of oil
  • Over-reaction to Coronavirus effect on world oil demand?
  • Flattening term structure in oil
  • Comparing Brent and WTI 12-month spreads
  • C.I. yield curve

 

 Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Art will refer to it throughout this 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- Kevin Muir: Tesla's epic parabolic rise and blow-off top

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All-Star Jeff Snider and Erik discuss:

  • Why didn’t the August yield curve inversion lead to a recession (so far)?
  • Eurodollar curve inversion started before UST inversion
  • Forward-looking economic outlook

Supporting Materials for Download

Jeff Snider Chartbook MacroVoices 2020 02 04 

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All-Star Dr. Pippa Malmgren and Erik discuss:

  • Pippa weighs in on the Coronavirus outbreak in China, still sees bull market ahead for risk assets
  • Reactions to Kyle Bass’ allegations that China is mining U.S. genetic mapping data for nefarious purposes
  • Pippa’s U.S. election outlook

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Erik Townsend and Patrick Ceresna welcome Julian Brigden and Dr. Chris Martenson to MacroVoices. Topics for discussion with Julian include:

  • Does liquidity inflation asset prices
  • Correlations between monetary policy and financial conditions
  • Repo not QE? 
  • Parabolic rise in equities not sustainable

Topics for discussion with Dr. Chris Martenson include:

  • Will nCoV turn out to be worse than the 2003 SARS epidemic?
  • What is Asymptomatic Transmission and R-naught; what are their significances?
  • How should we be thinking about the Case Fatality Rate for nCov?
  • How will nCoV impact the markets?

Download the podcast transcript: [Click Here]

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We strongly recommend that you download the chart book that accompanies this episode, as Erik and Julian will refer to it throughout this 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 Juliette Declercq and Erik discuss:

  • Update on Juliette’s outlook – still cautiously bullish
  • Manufacturing stagnation vs. services outlook
  • Central bank impotence and its impact on markets
  • Juliette’s assessment of the 2019-nCoV Coronavirus and its likely impact on markets

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This episode of Hot Topic features...

  • Updated version re-recorded Jan. 28 to incorporate new information learned from our listeners
  • Full analysis of 2019-nCoV (Wuhan Coronavirus Outbreak) and its financial market implications
  • Why comparing nCoV to SARS is not the right comparison to make
  • Why nCoV is much harder (arguably impossible) to contain vs. SARS which was relatively easy
  • Why nCoV will involve far more cases than SARS, but hopefully will have a lower fatality rate
  • Implications for GDP, crude oil, and stock market

 

Supporting Materials for Download

Coronavirus Is Worse Than You've Been Told: Scientist Explains 

                                                Transcript of Hot Topic Episode #4 v2 with Erik Townsend 

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Erik Townsend and Patrick Ceresna welcome Russell Napier to MacroVoices. Erik and Russell discuss:

  • Why we should expect a credit crisis
  • What countries will be affected by the systemic banking crisis and what are its potential risks
  • What to expect for international capital flows 
  • MMT and “helicopter money”- will it lead to inflation or deflation? 
  • US duration risk – be prepared for the rules to change
  • Implications and ramifications of helicopter money
  • Negative interest rates - what to expect 
  • Outlook on gold
  • How to prepare for runaway inflation
  • Perspectives on US/China trade war 

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

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All-Star Louis-Vincent Gave and Erik discuss:

  • The “melt-up” has been driven by five primary macro drivers. All of them will come under pressure in 2020
  • Why Warren Buffet’s underperformance in 2019 is an important market signal
  • Where Louis will invest the chips he takes off the table from the stock market at record highs

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Erik Townsend and Patrick Ceresna welcome Grant Williams to MacroVoices. Erik and Grant discuss:

  • Civil unrest and global social degradation
  • Is inflation the key to the global geopolitical situation?
  • Unicorn companies – collapse of WeWork, is Tesla next?
  • Will MMT eventually lead to runaway inflation and what are its implications
  • Recent rise in gold – is it time to change strategies?

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 postgame. 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).

Big Picture Trading Chart Book January 16 2020 

VIDEO: Grant Williams, Marin Katusa, Brent Johnson, Patrick Ceresna, Cal Everett - Big Gold Panel - Silver & Gold Summit 2019 

VRIC 2020 Keynote Presentation by Patrick Ceresna - Promo Code : MACRO100

VRIC Vancouver Resource Investment Conference 2020  

Katusa Research Special Offer: 42% off Marin Katusa's Natural Resource Investing Newsletter 

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All-Star Jeff Snider and Erik discuss:

  • “Not QE”, Repo Bailouts & more: Where does it end and why is it necessary to start with?
  • Reconciling improved unemployment reports with Jeff’s criticisms of CB policy
  • Distinguishing R* from true Economic Potential
  • The real causes of slack in the economy and underperformance against economic potential

Supporting Materials for Download

The R-star Fallacy: There Are No Strong Dollars 

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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