investing

  • Erik Townsend: Accredited Investor Academy, Part 3

    Erik Townsend and Aaron Chan introduce the Accredited Investor Academy Series, Part 3.

  • Erik Townsend: Accredited Investor Academy, Part 4

    Erik Townsend and Aaron Chan introduce the Accredited Investor Academy Series, Part 4.

  • Grant Williams: US Recession, Eroding Faith in Central Bankers, and the Economics of War

    Grant WilliamsErik Townsend welcomes Grant Williams to MacroVoices. Erik and Grant discuss:

    • The likelihood of a US recession
    • The unsustainability of global credit growth
    • The continuing erosion of faith in central bankers
    • The response to negative interest rates in Japan
    • The excesses promised by politicians to citizens of Western Democracies
    • "The Consequences of Economic Peace" 
    • Big Cyles, Kondratieff Waves, The Laws of Nature
    • The similarity between current times and the lead up to WWI
    • Thinking about outcomes we'd rather not and assigning probabilities accordingly
    • The Real Vision TV backstory and their goals in bringing some truth back to financial journalism
    • and more...

    Click here for your free trial subscription to Real Vision Television

    pdf Click here to download Grant’s “Duck Test” presentation in PDF form (1.26 MB)

    Click here for a link to Grant’s video presentation; 'The Consequences of Economic Peace'

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  • Grant Williams: US Recession, Eroding Faith in Central Bankers, and the Economics of War

    Erik welcomes Grant Williams and the two of them discuss the probability of a US recession, eroding faith in central bankers all around the world, out of control debts and their geopolitical implications, and the Real Vision Television project.

  • Holiday Special RVTV Encore: Edward Misrahi

    An interview which was originally published on June 2, 2016, between Raoul Pal of Real Vision and Edward Misrahi, Goldman Sachs alumni and founder of Eton Park.

  • Holiday Special RVTV Encore: Paul J. Isaac

    An interview which was originally published on August 2, 2016, between Grant Williams of Real Vision and Paul J. Isaac, CEO and Founder of Arbiter Partners Capital Management.

  • Hot Topic #3 Alex Gurevich: Follow-up from the Grant Williams interview

    Honte Investments’ hedge fund manager Alex Gurevich was so intrigued by Erik’s interview with Grant Williams that he wanted to add a few thoughts of his own…. Link: http://bit.ly/2kuLbtG

  • Hugh Hendry: USD Breakout, Post-Brexit Europe, Benign on Japan, Equity Outlook, & More

    Erik Townsend and Aaron Chan welcome Hugh Hendry to MacroVoices. Erik and Hugh discuss USD breakout and binary consideration of US economy's condition in a strong-dollar environment, Brexit contagion and likelihood of strong vs. weaker countries disbanding from the EU, the "time stop-loss" and when it's appropriate to pivot theses, global transfer from creditors to debtors via the machinations of QE, Hugh's response to Kyle Bass' China devaluation thesis, maintaining intellectual honesty in the face of professional ramifications, and much more.

  • Inside the Investment Committee #2: Long bonds, short the Euro Gurevich/Brigden/Declercq

    Fund manager Alex Gurevich is in the hot seat this month, pitching his “perfect trade” from 2014 long bonds and short the Euro. Alex explains why he believes this was truly a ‘perfect’ can’t lose trade, then we translate to current markets. Link: http://bit.ly/2G8uawM

  • Jack Schwager: The Journey from Market Wizards to FundSeeder.com

    JSchwager Photo Barcelona FINALErik Townsend welcomes Jack Schwager to MacroVoices. Erik and Jack discuss:

    • The history of the Market Wizards project
    • The importance of finding your "own process" in achieving success in trading
    • Discipline, risk management, organization, perseverance 
    • The range of possible successful approaches an investor or trader can take
    • Early failure not necessarily being predicitive of future success/failure, learning from mistakes
    • Mr. Schwager's own experience interviewing traders who have been widely influenced by his early books
    • The genesis and mission of FundSeeder.com
    • Finding new ways of linking capital with talented traders and changing the business of capital introduction
    • The technologies that could ultimately provide disruptions in the capital allocation space
    • Assisting an amateur trader in making the leap to full-time professional, and more...

     

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  • Jack Schwager: The Journey from Market Wizards to FundSeeder.com

    Erik and Jack Schwager discuss the Market Wizards project, Fundseeder.com, and how the future of capital introduction is likely to change.

  • Jeff Snider: Eurodollar System Overview

    Erik Townsend and Patrick Ceresna welcome Jeff Snider to MacroVoices. Erik and Jeff discuss the history of Eurodollar, Eurodollar as global reserve currency, and how the global economy and the global financial system depend on the Eurodollar system. They also discuss the breakdown of Eurodollar system, the Great Global Monetary Crisis and the effect the Eurodollar squeeze has on the global system.

  • Jeffrey Christian: Around the world in 50 minutes

    J ChristianErik Townsend welcomes Jeffrey Christian to MacroVoices. Erik and Jeffrey discuss:

    • The advantages held by the US over other economies
    • The reasons for the recent USD strength and where it is headed next
    • The market reaction to the most recent round of hawkishness from the Fed
    • The Gold market internals which have supported its price in 2016, and the possibility of a pullback
    • The relevance of the Commitments of Traders report in the Gold market
    • What institutional positioning in precious metals tells us about liquidity flows
    • Platinum, Palladium, their extraction methods and uses, their relationship to each other and other PMs
    • Where we are currently in the broader commodities cycle
    • The problems facing China, Japan, and Europe
    • Economic, social, and political issues in Russia
    • Possibilities for Gold and non-USD currencies playing a bigger role in central bank reserves, and more...

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  • Jeffrey Christian: Around the world in 50 minutes

    Erik and Jeff literally circle the globe bringing macroeconomic insight for each stop along the way.

  • Jeffrey Christian: Precious Metals, Macro Drivers, and More

    Erik Townsend and Aaron Chan welcome Jeffrey Christian to MacroVoices. Erik and Jeffrey discuss U.S. Dollar predictions and the range-bound outlook, Brexit contagion and potential impacts on gold and silver, rejecting old mental models with unprecedentedly low real and nominal interest rates, degradation of global political cooperation, Trump vs. Clinton implications for global markets and precious metals, and much more.

  • Jeffrey Snider: All Signs Point to Global Systemic Reset

    Erik Townsend and Aaron Chan welcome Jeffrey Snider to MacroVoices. Erik and Jeffrey discuss rich equity valuations despite an on-going earnings recession, the mainstream misconception and myth that the Fed provides liquidity, Milton Friedman's Interest Rate Fallacy and how long-run low interest rates demonstrate tightness of money supply, wholesale eurodollar system not tracking with prior exponential growth and demonstrating permanent monetary disruption, and much more.

  • Jeffrey Snider: Eurodollar University Part 2

    Erik Townsend and Jeffrey Snider are back for Part 2 of the Eurodollar University. Erik and Jeffrey discuss the case of the missing money and the transformation of banking into a wholesale model. They look and the radical monetary evolution and put it into context in understanding the great inflation of the 1970s.

  • Jeffrey Snider: Eurodollar University Part 3

    Erik Townsend welcomes back Jeffrey Snider to MacroVoices. Erik and Jeffrey discuss the Basel Accords, capital reserve ratios and risk weighting assets. The further discuss the leverage in bank capital, adoption of the JPM RiskMetrics and illustrations of the basic interbank functions.

  • Jeffrey Snider: Eurodollar University Part 4

    Erik Townsend welcomes back Jeffrey Snider to MacroVoices for Part 4 of the Eurodollar University. Erik and Jeffrey discuss the failure of Primus and AIG back in 2008, the Gramm-Leach-Bliley Act, Henry Paulson and Glass–Steagall. They further discuss the Eurodollar system going parabolic in the 2000s, Banks manipulating regulations and the big picture end game of the Eurodollar system.

  • John Greenwood: We’re at mid-cycle, not late-cycle. Bull Market has plenty of room to run higher.

     Erik Townsend and Patrick Ceresna welcome John Greenwood to MacroVoices. Erik and John discuss where we are in the business cycle, the mechanics of what really drives the cycle and what comes next.

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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