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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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

LukeGromen

Today's All-Star Luke Gromen and Erik discuss: 

  • Policy developments since Luke’s May 28 All-Stars Appearance
  • Gold and Bitcoin are starting new bull moves; the Dollar is starting a new bear trend
  • Lael Brainard’s speech and why it’s so important to markets
  • Luke’s “bottom line” call for markets


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male silhouette.Erik Townsend and Patrick Ceresna welcome Marin Katusa to MacroVoices. Erik and Marin discuss:

  • Outlook on Uranium
  • Breakout in gold and what does that mean?
  • Current situation and outlook on oil prices
  • Spike in energy prices and geopolitics
  • Perspective on shale oil over the next decade
  • Where are the buy levels for oil in the big picture
  • How to play the energy sector
  • Opportunistic investing strategy

 We strongly recommend that you download the chart book that accompanies this episode's postgame segment, as Erik and Patrick will refer to it throughout the segment. 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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Katusa Research May Newsletter 

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Get embed code for this episode. | For other embed code options click here. | Download the audio MP3 File (84.63 MB) . | Download the podcast transcript:   pdf Here (199 KB)

MVEnergyWeek8This week’s panel: Art Berman, Anas Alhajji and Tracy Shuchart

  • Massive drawdowns in crude oil and finished products in today’s EIA inventory report
  • Dwindling open interest in Brent+WTI (both long and short): Why are traders walking away from crude oil trades?
  • The PES Refinery Fire and its short- and long-term market implications
  • China Trade Talks, G20 and OPEC+

 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. 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 Julian Brigden and Erik discuss: 

  • Can Trump pull off a trade deal with China setting us up for a run into the election?
  • What do Middle Eastern tensions mean for markets?


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All-Star Louis-Vincent Gave weighs in on the protests which brought 25% of Hong Kongers to the streets and opines on the longer term outlook for the Chinese Yuan

  • Summary of the issues that led to the 2 million person protests in the streets of Hong Kong
  • Longer-term, Louis thinks investors should be more concerned about the risk of Yuan appreciation than the widely feared risk of yuan devaluation


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male silhouette.Erik Townsend and Patrick Ceresna welcome Greg Weldon to MacroVoices. Erik and Greg discuss:

  • Outlook on the dollar
  • The Fed as the world’s central bank
  • Demand vs. effectiveness of the dollar
  • Interest rate differentials and its correlation to the dollar
  • The Fed’s concern regarding the credibility of their inflation target
  • Outlook on gold
  • Commodity indicators as economic leading indicators
  • Risks of monetary policies in Europe
  • Term structures of grains
  • Outlook on geopolitics and oil
  • Gold vs. gold mining shares – where is the opportunity?

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Get embed code for this episode. | For other embed code options click here. | Download the audio MP3 File (68.40 MB) . | Download the podcast transcript:   pdf Here (184 KB)

MVEnergyWeek7This week’s panel: Anas Alhajji, Joe McMonigle and Patricia Hemsworth

  • Dr. Anas Alhajji on the tanker attacks and who might have been responsible
  • Pat Hemsworth on the marked changes in forward curves and open interest in recent weeks
  • Joe McMonigle on the OPEC+ meeting
  • Group discussion on tanker attacks, who benefits, who could have been responsible
  • Group discussion on OPEC+, G20, FOMC, and China Trade
  • Outlook for the week ahead from all panelists

 

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SteveKeenArticle

All-Star Professor Steve Keen recaps his recent trip to Sweden for the Central Bank Digital Currency conference, and commonts on Swedish and Nordic economic outlooks

  • Prof. Steve’s experience at the Central Bank Digital Currency Conference
  • Steve’s assessment of the Swedish economy
  • Outlook for the Nordic economies more broadly


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All-Star Juliette Declercq weighs in on what we can expect from this week's FOMC statement, and the disparity between equity and fixed income markets discounting different growth expectations. Also Yuan deval risk. 

  • Factors that will determine the Fed’s “reaction function”
  • Growth & Inflation outlook
  • Discrepancy between equity and fixed income markets in growth expectations
  • Powell’s Priorities: Curve Inversion or Financial Conditions?
  • China’s role in stabilizing the global economy
  • Risk of yuan devaluation


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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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