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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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

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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).

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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

 

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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]

 

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Dr. Pippa Malmgren

Erik Townsend and Patrick Ceresna welcome Dr. Pippa Malmgren to MacroVoices. Erik and Pippa discuss:

  • Causes of recent increased nuclear escalation risks
  • Possibility of China to annex the Russia/Ukraine conflict
  • Where is China/US relations headed?
  • The Pentagon’s involvement in SVB bailout
  • The ‘little giant’ strategy

 

Download the podcast transcript: [Click Here]

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Charlie McElligott

Erik Townsend and Patrick Ceresna welcome Charlie McElligott to MacroVoices. Erik and Charlie discuss:

  • Banking crisis – is it over or is it just the beginning?
  • Monetary policy implications from banking crisis
  • Will the Fed retain control of the markets?
  • Translating current market backdrop into portfolio construction
  • Recent upturn in the VIX – was it signaling an impending crisis
  • 0DTE and its effects on market volatility

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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