Macro Voices

Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC
Title Date Author

Paul Brodsky: Treasury yields, Deflation, and the need for a Financial System Reset

Erik Townsend and Aaron Chan welcome Paul Brodsky to MacroVoices. Erik and Paul discuss the necessary global reset due to insurmountable leverage, views and outlook for U.S. Treasuries despite obvious sovereign insolvency, the false deleveraging narrative when viewed in the light of base money, thinking behind owning gold bullion relative to gold mining shares, and much more.

2016-08-11 MacroVoices

Charles Biderman: The Monetary Policy Endgame

Erik Townsend and Aaron Chan welcome Charles Biderman to MacroVoices. Erik and Charles discuss big picture and current market contexts beginning from Post-WW2, flight capital impact on U.S. markets, backstory related to sub-advisor relationship with and termination from AdvisorShares, and much more.

2016-08-04 MacroVoices

RVTV Encore: Stephen Diggle

A conversation on April 25, 2016 between Grant Williams and Stephen Diggle, founder of Vulpes Investment Management.

2016-07-31 RVTV

David S. Rose: Angel Investing

Erik Townsend and Aaron Chan welcome David S. Rose to MacroVoices. Erik and David discuss David's background and introduction to angel investing and entrepreneurship through his great uncle, what angel investing actually is, how it might fit in a portfolio, and who it is suited for, expected investment returns from angel investing and the role of diversification, and much more.

2016-07-27 MacroVoices

Eric Hunsader: Market microstructure, HFTs, and IEX

Erik Townsend and Aaron Chan welcome Eric Hunsader to MacroVoices. Erik and Eric discuss Eric's incredible story of exposing the NYSE's selling of higher-speed data feeds to high-frequency traders, the fallacy of HFT providing greater liquidity in the market, how retail investor orders are executed and taken advantage of by internalizers, and much more.

2016-07-21 Erik Townsend

RVTV Encore: Stephanie Pomboy

A conversation on May 29, 2016 between Grant Williams and Stephanie Pomboy, founder of MacroMavens.

2016-07-17 RVTV

Richard Dickson: A Technician Takes the Pulse of Global Markets

Erik Townsend and Aaron Chan welcome Richard Dickson to MacroVoices. Erik and Richard discuss Lowry Research’s approach of looking at markets through buying power and selling pressure, the divergence in price action versus buying power and selling pressure indices, what the divergence means in terms of market accumulation or distribution, and much more.

2016-07-14 Erik Townsend

Erik Townsend: Accredited Investor Academy Series, Part 1

Erik Townsend and Aaron Chan introduce the Accredited Investor Academy Series, Part I. We’re taking this week off from our regular show format, so instead of a featured interview guest, we’re airing the first of a four-part series about learning to be a sophisticated private investor.

2016-07-06 Erik Townsend

RVTV Encore: James Grant

RVTV Encore

2016-07-03 RVTV

Grant Williams: Brexit Could Lead to EU Collapse or Even War!

Grant’s experience and insights from observing Brexit outside of the UK
The next-steps and long-run view for the UK post-Brexit
The potential of the EU making an example out of the UK to prevent other countries from leaving

2016-06-30 Erik Townsend

Steve Keen: Brexit, Alternative Currencies, Negative Interest Rates & More

Erik Townsend welcomes Steve Keen to MacroVoices.

2016-06-23 Erik Townsend

RVTV Encore: Simon Mikhailovich

A conversation on May 23, 2016 between Grant Williams and Simon Mikhailovich.

2016-06-19 RVTV

John Llewellyn: Economic consequences of the Brexit referendum

Erik Townsend welcomes John Llewellyn to MacroVoices. Erik and John discuss how the Brexit vote is simply a prelude to a highly uncertain process, polling accuracy and the distinct possibility of Britain exiting the EU, the near-term economic impacts of Brexit on the British economy including lower foreign-direct investment and trade re-negotiations, and much more.

2016-06-16 Erik Townsend

Dr. Ben Hunt - Macroeconomics viewed through the lens of Game Theory and History

Dr. Ben Hunt brings a fresh perspective on the current macroeconomic backdrop as viewed through the lenses of game theory and history. We discuss the US dollar, Chinese currency devaluation, Japan, the Brexit referendum and much more.

2016-06-09 Erik Townsend

RVTV Encore: Hugh Hendry

Hugh Hendry is interviewed by Raoul Pal on Real Vision Television on March 11th, 2016

2016-06-05 MacroVoices

Art Berman: Oil Fundamentals Deep Dive Redux

Erik interviews petroleum geologist Art Berman in his second appearance on MacroVoices as they revisit some of their fundamental analysis from Episode 3 back in February

2016-06-02 Erik Townsend

Julian Brigden: Where we stand in the US Dollar Story

Erik Townsend and Julian Brigden of Macro Intelligence 2 Partners discuss the Dollar from a multitude of angles, as well as emerging markets, precious metals, equities and global bond markets.

2016-05-26 Erik Townsend

RVTV Encore: Rick Rule

A conversation on March 25th, 2016 between Grant Williams and Rick Rule.

2016-05-22 MacroVoices

Jeffrey Christian: Around the world in 50 minutes

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

2016-05-19 Erik Townsend

Steve Keen: Making sense of the prevailing schools of economic thought

Erik and Steve talk about the thought processes driving current economic policy, and how we could best deal with never before seen levels of debt around the world.

2016-05-12 Erik Townsend

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 Nathan Egger shall NOT be liable for losses resulting from investment decisions based on information or viewpoints presented on MACRO VOICES.

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