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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Bill Blain

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

  • Inflation outlook
  • Geopolitics and trade
  • Consequences and implications of inflation
  • China and BRICS alliance
  • “Virtuous Sovereign Trinity”
  • Artificial intelligence – where is it headed?
  • Portfolio construction

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Ronnie Stoeferle

Erik Townsend and Patrick Ceresna welcome Ronnie Stoeferle to MacroVoices. Erik and Ronnie discuss:

  • What to expect from In Gold We Trust report
  • Fundamentals driving precious metal markets
  • Mining stocks
  • Inflation and monetary policy changes
  • De-dollarization and gold accumulation in Russia and China
  • Shift in gold demand from West to East
  • ESG – social implications of gold mining
  • Market outlook and trading strategies with gold 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Ronnie 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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DAniel Lacalle

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

  • Macro outlook on Europe
  • Impact of rate hikes on commodities
  • Outlook for European energy security
  • Inflation outlook for the rest of 2023
  • Gold and stagflation
  • Bitcoin & cryptocurrency

Download the podcast transcript: [Click Here]

 

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Tian Yang

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

  • US Recession and is the bear market rally over?
  • Fed cuts – is it different this time?
  • Fixed income outlook
  • China re-opening and EM outlook
  • What’s next for USD
  • Complacency of US high yields
  • Commodities super cycle intermission

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).

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:

  • Banking crisis and the Fed’s reaction to hike rates
  • Reasons for decline in active management despite recent banking crisis
  • What would happen if there is a technical default
  • De-dollarization – where is it headed
  • Governments embracing CBDC
  • Benefits and implications of AI technology

Download the podcast transcript: [Click Here]

 

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Chris Whalen

Erik Townsend and Patrick Ceresna welcome Chris Whalen to MacroVoices. Erik and Chris discuss:

  • Latest FOMC
  • Is ’08 size banking crisis on the horizon?
  • Lessons from the 80’s on what’s ahead
  • Funding opportunity dip
  • Is the latest hike really the last one?
  • Outlook on Fed policy and inflation
  • Portfolio construction
  • Banking crisis risks & inflation runaway risks

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:

  • Outlook on US interest rates
  • Inflation – where do we go from here?
  • US/China trade relations and its impact on commodities
  • Backwardation and contango
  • Oil prices
  • US/Europe natural gas arbitrage
  • Copper & precious metals
  • Is it time for all-time highs for gold?

 

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.

David Rosenberg

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

  • Recovery to new all-time highs?
  • Market outlook
  • Interest rates and inflation
  • Credit crisis on the horizon?
  • Gold and de-dollarization
  • Impact of China’s recovery on global macro outlook
  • Precious metals and energy transition

 

Rosenberg Research Free Trial

 

Download the podcast transcript: [Click Here]

 

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Larry McDonald

Erik Townsend and Patrick Ceresna welcome Larry McDonald to MacroVoices. Erik and Larry discuss:

  • Debt ceiling and monetary policy
  • Implications of impending yield curve control
  • Could the US default?
  • Fed – how much interest expense can they afford?
  • “Greenspan crowding out”
  • What’s next for oil and gas
  • De-dollarization

Download the podcast transcript: [Click Here]

 

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Adam Rozencwajg

Erik Townsend and Patrick Ceresna welcome Adam Rozencwajg to MacroVoices. Erik and Adam discuss:

  • Energy outlook
  • China reopening and demand
  • What will be the catalyst that would change oil prices 
  • Recent gold rally – what’s next for gold?
  • How decarbonization agenda will impact copper prices
  • Nuclear renaissance

 

Download the podcast transcript: [Click Here]

 

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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