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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This week's panelists: Joe McMonigle, Chris Cook and Tracy Shuchart.

  • Joe McMonigle weighs in on OPEC/JMMC meeting outlook
  • Tracy Shuchart on OPEX and contract roll
  • Chris Cook on forward curves
  • Group discussion on Geopolitics (Game of drones / Saudi Tanker attacks, Iran Sanctions, Venezuela, China trade war)
  • Group discussion on bull/bear arguments and crude oil price outlook

Supporting Materials for Download

Tracy Shuchart Chartbook


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All-Star Julian Brigden: The Fed should cut rates NOW!

MI2 Partners founder Julian Brigden explains why the Fed is already late to cut interest rates, and the reason has nothing to do with a China-U.S. trade war.


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male silhouette.On today's episode of MacroVoices All Stars, our host Erik Townsend welcomes Danielle DiMartino Booth to talk about why she thinks Jay Powell is "the Grinch that stole liquidity"


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male silhouette.On today's episode of MacroVoices All Stars, our host Erik Townsend welcomes Luke Gromen to talk about the trade war between US and China


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

  • Impact of policy change on the yield curve
  • Drivers of volatility in rates
  • Fed taking the pro-inflationary stance
  • Futures driven equity unwind
  • CTA positioning on the SPX
  • SPX/SPY/QQQ Gamma/Delta extremes
  • Consolidated Gamma flip
  • VVIX and VIX positioning
  • Vol is either "too high" or S&P should be a lot lower
  • Buyside embrace economic pessimism

 

 

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

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 (65.50 MB) . | Download the podcast transcript:   pdf Here (175 KB)

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The inaugural episode of MacroVoices ENERGY WEEK featuring panelists Art Berman, Anas Alhajjii and Patricia Hemsworth.

  • Topic 1: Glut or crisis on the horizon? 
  • Topic 2: Crude Quality Matters.

Supporting Materials for Download

 Art Berman Chartbook

 Anas Alhajji Chartbook


Download the audio MP3 File (48.51 MB) . | 

male silhouette.Erik Townsend and Patrick Ceresna welcome Juliette Declercq to MacroVoices. Erik and Juliette discuss:

  • Current status of inflation
  • The FED's inflation framework and its credibility
  • How the FED is failing to meet its inflation mandate
  • Lower rates and its effect on the yield curve and inflation expectations
  • Possibility of a financial crash and economic downturn
  • FED-induced inflation shock and its effect on bond yields and risk asset valuations
  • How the higher break in the US dollar will affect inflation expectations and the FED's cutting cycle
  • What is ahead - policy path and inflation outlook
  • China/US trade negotiations and its effect on global liquidity and global reflation

 

 

 

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

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 (71.56 MB) . | Download the podcast transcript:   pdf Here (145 KB)

male silhouette.MacroVoices HOT TOPICS are a new offering in conjunction with MacroVoices Premium.

Hot Topics interviews are scheduled and produced in reacting to events that come up in markets, independent of our regular podcasts in which the guests are usually scheduled in advance. Today’s Hot Topic is fund manager Kyle Bass’ recent investor letter questioning Hong Kong’s ongoing relevance in the global financial system. Louis-Vincent Gave runs Gavekal, a Hong Kong-based institutional advisor. In today’s Hot Topic interview, Louis offers an “opposing editorial” view, strongly at odds with Kyle Bass’ views on Hong Kong.

Supporting Materials for Download

Louis-Vincent Gave Chartbook


Download the   audio MP3 File (31.25 MB)

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We’re launching MacroVoices Premium with the first episode of the new MacroVoices All-Stars format!

This week’s All-Stars episode includes short-form interviews with:

  • Dr. Pippa Malmgren
  • Art Berman
  • Prof. Steve Keen
  • Julian Brigden
  • Luke Gromen
  • Danielle DiMartino Booth

Supporting Materials for Download

Art Berman Chartbook

male silhouette.Erik Townsend and Patrick Ceresna welcome Dr.Lacy Hunt to MacroVoices. Erik and Dr.Hunt discuss:

  • Outlook on US economy and the global economy
  • Synchronized global downturn and risks of a recession
  • Zero bound for policy rates and its risk
  • How long can the system sustain in a ZIRP environment
  • Debt induced weakness undermining growth rate
  • What's next, quantitative easing or debt monetization
  • Perspective on the FEDs ability to print money
  • Destabilization of the global monetary system
  • Where to position trades on the bond yield curve
  • Deflationary risks in this environment
  • Perspectives on Modern Monetary Theory

 

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 (60.86 MB) . | Download the podcast transcript:   pdf Here (158 KB)

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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