• 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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BrentJohnsonArticle

All-Star Brent Johnson and Erik discuss:

  • Brent says he was caught by surprise by the Gold breakout, but he’s still not chasing it
  • Ultimately, Brent thinks Gold will move much higher, but still questions whether this is really the time
  • Brent’s conviction that the USD is headed higher has never been stronger
  • But he also points out that he las long predicted Gold and the Dollar would eventually move higher together, and this may have begun
  • Brent says 4,000+ on the S&P 500 is entirely possible in the next year or two, not because of strong fundamentals but because Brent believes the U.S. Stock market will become the global safety trade benefactor

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MVAllStar LouisVincentGave

All-Star Louis-Vincent Gave and Erik discuss:

  • U.S. Stock Market at all-time highs, but bond markets are also very high. Is this about foreign capital using U.S. markets as a “safety trade?”
  • Is Deutche Bank’s current distress the new “Lehman Moment” that could indicate coming distress for the entire financial sector?
  • Will Hong Kong real estate crash as a result of China’s aggressive policy moves and Carrie Lam’s Extradition Bill debacle?

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MVAS Pippa

All-Star Dr.Pippa Malmgren and Erik discuss:

  • How Trump's "photo ops" have been making waves in the markets
  • Why Facebook's Libra raises fundamental questions about our roles as consumers, investors, and private citizens
  • Why privacy will be "the governance issue of our time"

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JohnNetto HeadshotErik Townsend and Patrick Ceresna welcome John Netto to MacroVoices. Erik and John discuss:

  • What’s driving this market?
  • Where is gold heading next?
  • Key macro factors driving markets
  • Outlook on fixed income market
  • Risk budget vs. Sharpe ratio
  • Limitations of Sharpe ratio
  • Outlook on the Mexican Peso 
  • How to apply sentiment indicators to investing strategy
  • Trader psychology
  • Macro analysis using Netto numbers

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JulietteArticle

All-Star Juliette Declercq and Erik discuss:

  • Does Christine Lagarde’s appointment to head the ECB change the Financial Repression outlook?
  • Macron is still the chief architect of who has power in Europe
  • Outlook for ECB policy leading up to the U.S. Election
  • Effect on asset prices
  • Conclusion: Giving power over the ECB to someone with strong relationships with EU leaders AND a strong fiscal background has to be a good thing

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MVEnergyWeek9This week’s panel: Chris Cook and Ole Hansen

  • Summary of G20 and OPEC+ meeting outcome & market reactions
  • This week’s EIA Inventory data
  •  By listener request: Chris Cook takes a deep dive on forward curves and who trades them

 We strongly recommend that you download the chart book that accompanies this interview, as Erik and the panelists will refer to it throughout the interview. Registered users here at MacroVoices.com already received the download link in your research roundup e-mail. 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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DanielleArticle

Today's All-Star Danielle DiMartino Booth and Erik discuss: 

  • Economic conditions are deteriorating globally. We’re in a global recession.
  • The U.S. Can’t stay de-coupled from global economic slowdown indefinitely!
  • Danielle’s take on the feud between the Fed and the Trump Administration
  • Why monetary policy must remain independent from political influence

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SteveKeenArticle

All-Star Prof. Steve Keen and Erik discuss:

  • Why economists don’t consider Credit in their Aggregate Demand models
  • Why they’re wrong, and why credit matters
  • Detailed review of credit’s role in aggregate demand

Prof.Steve Keen - Credit Bubbles 

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JeffSnider AllStars

All-Star Jeff Snider and Erik discuss:

  • Treasury and Eurodollar LIBOR yield curve inversions
  • Fed Funds Money Equivalents
  • Interest Rate Swaps
  • Eurodollar Futures Curve

Jeff Snider Chartbook July 1, 2019

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MV Video Digital Currency RevolutionIn this first of what we hope to be many more MacroVoices Videos, Erik Townsend provides an update on the Digital Currency Revolution. In this video Erik covers the following...

  • The Digital Currency Revolution will be as big of a deal as the PC or the Public Internet
  • Blockchain-based Cryptocurrencies will not play a major role in the digital currency revolution
  • New distributed ledger technology is already making Blockchain obsolete
  • Erik’s 2018 book predicted that Silicon Valley tech companies would recognize the opportunity to design and build digital currencies designed to eventually scale to replace the USD as global reserve currency
  • Facebook’s LIBRA announcement confirmed Erik’s prediction
  • Erik says putting Mark Zuckerberg in charge of how money works is a really, really BAD idea!
  • Roadmap for the Digital Currency Revolution which has already begun

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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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