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 Julian Brigden and Erik discuss:

  • U.S. Dollar: What are the drivers and what’s Julian’s outlook
  • Stock Market outlook: Is it time for new shorts or is there more upside?

 

Visit the MI2 Partners website

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Erik Townsend and Patrick Ceresna welcome Eric Peters to MacroVoices. Erik and Eric discuss:

  • Was the market dislocation inevitable or was it caused by the Coronavirus?
  • Will there be even worse economic downturn due to governments bail-out policies?
  • Risk-hedge long-vol portfolio management strategies
  • The concept of trend following: how is it used?
  • What are the consequences of the recent record-setting monetary stimulus?
  • What limitations will central banks face if we move into a secular inflation environment 
  • What are the major implications of the current economic state?

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 or login for access to supporting materials.

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This episode of Hot Topic features...

  • The macro argument for gold: Jeff and Erik agree on a super-bullish outlook
  • Understanding the physical gold market and the people in it: No license required!
  • Jeff debunks some of the popular myths and misconceptions about how the physical gold market functions
  • Jeff’s advice on how to ignore the conspiracy theories and design a diversified portfolio of both physical and paper precious metals exposure

Supporting Materials for Download

MacroVoices Spotlight #2 Bob Coleman: Private Vaulting of Precious Metals = Independence from the Financial System

 

 

 

 

 

 

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All-Star Dr. Pippa Malmgren and Erik discuss:

  • Bail-out nation: Will the long list of bailout packages tip the economy into secular inflation?
  • Unexpected knock-on effects: What aspects of society will change from the crisis and why?
  • Bio-hazards and Bio-Weapons: Why do governments need bio-weapons laboratories and what if an accident led to another outbreak?

 

 

 

 

 

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This episode of Hot Topic features...

  • The OPEC+ Cut Deal – Negotiations broke down over the weekend – what’s next for the market?
  • Outlook for U.S. Shale after the Coronavirus Crisis: Is a V-shaped recovery realistic?
  • Long-term outlook for energy markets after the crisis

 

 

Supporting Materials for Download

Oil-Market Madness - Art Berman Chartbook 

Economics for the Future - Beyond the Superorganism 

The Human Predicament 

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Erik Townsend and Patrick Ceresna welcome Josh Crumb to MacroVoices. Erik and Josh discuss:

  • Current opportunities in gold market
  • What is the range of possible prices for gold market
  • Gold-Oil ratio: will the gold prices get brought down with oil?
  • Important economic signals come from where people are hedging
  • Is oil price constraining the gold price despite recent central bank policy actions
  • What are the physical dislocations in the gold market due to COVID-19 impact?
  • Is there a disconnect forming between physical and paper price of gold?
  • Outlook on digital currency 
  • Possibilities of global digital 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 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 or login for access to supporting materials.

 

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All-Star Louis-Vinecnt Gave and Erik discuss:

  • Why Asia and Europe had such profoundly different outcomes from the COVID19 Pandemic
  • Three crisis for the price of one: Why markets are currently experiencing three separate crises at once
  • Coming challenges for Europe

 

 

 

 

 

 

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Erik Townsend and Patrick Ceresna welcome Simon White to MacroVoices. Erik and Simon discuss:

  • This week’s unlimited QE by the FED and its implications
  • Comparison of exogenous shocks vs. recession
  • Are stocks and bonds both starting to sell off?
  • Are treasuries moving up due to the FED buying up bonds?
  • U.S. government’s reaction COVID-19 crisis and how will it impact asset markets

 

 

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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This episode of Hot Topic features...

  • Boots on the ground updates from Ground Zero: Northern Italy and Florida Healthcare preparedness updates
  • All the MDs agree Erik’s symptoms are NOT COVID19, yet dozens of listeners from all over the world wrote in with identical symptoms. How does Dr. Steve reconcile this conundrum?
  • What will it take to avoid a complete shutdown of the global economy?

Supporting Materials for Download

MUST READ ARTICLE: The Hammer and the Dance 

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All-Star Luke Gromen and Erik discuss:

  • The world is massively short USD and the only way out of this crisis is for the Fed to buy trillions of dollars of debt. Otherwise asset markets will crash.
  • How much is enough? Luke says in theory if the economy shuts down completely, the Fed would have to buy “all” the outstanding debt. That’s $47tn!
  • How is Luke positioned for what’s on the horizon?

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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