• 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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Welcome to Macro Voices

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All-Star Louis-Vincent Gave and Erik discuss:

  • What happened last Monday and why it’s an important signal
  • Why the Stock and Bond markets may not be delivering contradicting signals after all
  • Hong Kong update
  • Gold outlook

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male silhouette.Erik Townsend welcomes Bob Coleman to MacroVoices Spotlight. Erik and Bob discuss:

  • Most vaulting services for precious metals are owned and operated by banks or precious metals dealers! Conflicts of interest abound
  • When investor Bob Coleman couldn’t find a private vaulting facility that met his standards of independence, he started his own
  • Allocated, Unallocated and Segregated Storage: Understanding what the bullion banks are selling and where the pitfalls are
  • Private vaulting facilities are not required to collect tax ID numbers (bullion banks are)
  • Insurance and force majeure risks in precious metals storage
  • Getting your metals OUT of the vault when you want them, and what can and has gone wrong with bullion banks

 

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Bob 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).

 

Supporting Materials for Download

Idaho Armored Vaults slide deck 

 

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male silhouette.Erik Townsend and Patrick Ceresna welcome Jeffrey Snider and Luke Gromen to MacroVoices. They discuss:

  • Current US dollar liquidity squeeze
  • Impact of changing Eurodollar markets
  • Understanding the global banking system
  • Do interest rates influence dollar liquidity?
  • What does the Fed do now?
  • China, PBOC and the dollar problem
  • Global dollar liquidity shortage
  • Future changes in global reserve currencies

 

 

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).

Click here to register for access to supporting materials.

Get embed code for this episode. | For other embed code options click here. | Download the audio MP3 File (75.05 MB) . | Download the podcast transcript:   pdf Here (251 KB)

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All-Star Dr. Anas Alhajji and Erik discuss:

  • Saudi Arabia Power Shuffle: Why all the recent changes in ministers and what it means to markets
  • Khalid al Falih’s legacy
  • OPEC report summary and outlook for JMMC meeting
  • Russian forecast for $25 oil in 2020
  • John Bolton’s firing and the dramatic drop in oil prices which ensued
  • IEA Forecast (not yet published) and JMMC Outlook

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All-Star Danielle DiMartino-Booth and Erik discuss:

  • Danielle explains why the U.S. Labor market isn’t as healthy as Powell’s recent speech would lead us to believe
  • Free sample issue of Danielle’s subscriber letter containing a full description of her arguments
  • Mark Carney’s pitch for a “multi-polar” reserve currency at Jackson Hole

 

The Daily Feather - Deadpool of Labor

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All-Star Prof. Steve Keen and Erik discuss:

  • Why China lowered their RRR
  • Implications for markets and the economy
  • Great chart book accompanies interview

 

China RRR Gambit 

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All-Star Juliette Declercq and Erik discuss:

  • What to expect from the ECB on Thursday this week
  • Juliette’s detailed prescriptions for fixing monetary policy
  • Juliette’s market outlook

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male silhouette.Erik Townsend  welcomes Niels Kaastrup-Larsen to MacroVoices Spotlight. Erik and Niels discuss:

  • Algorithmic trading: History, and who the players are including Statistical Arbitrage and HFT
  • The Trend Following strategy and its history
  • Richard Dennis’ “Turtles”
  • Benefits of de-correlation and conditional correlation
  • Performance of trend-following CTAs

We strongly recommend that you download the chart book that accompanies this interview, as Erik and Niels will refer to it throughout the interview.

Supporting Materials for Download

Niels Kaastrup-Larsen Slide Deck 

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male silhouette.Erik Townsend and Patrick Ceresna welcome Grant Williams to MacroVoices. Erik and Grant discuss:

  • Global negative yielding debt
  • US Treasury market and equity market
  • Outlook on MMT and monetary policies
  • Is the inverted yield curve an indicator for recession?
  • Is US stock market recession-proof?
  • Outlook on gold and other precious metals
  • "Unicorn" companies

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).

Click here to register for access to supporting materials.

Get embed code for this episode. | For other embed code options click here. | Download the audio MP3 File (39.77 MB) . | Download the podcast transcript:   pdf Here (202 KB)

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All-Star Brent Johnson and Erik discuss:

  • Why the U.S. Dollar is even stronger than most people realize
  • Gold breakout and what comes next
  • Equity outlook

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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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