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

The Coming Bottom in Oil Prices Part II: Trading Strategies with Erik Townsend

Nathan Egger interviews Erik Townsend about trading strategies for the coming bottom in oil prices.

2016-03-03 Erik Townsend

The Coming Bottom in Oil Prices Part I: Deep into Fundamentals with Art Berman

The crude oil backstory and the current oversupply, the likelihood of a coming production cut from OPEC,
Middle Eastern politics and how they will affect future oil prices,
EIA/IEA and other government agency statistics - Are they reliable? Oil storage considerations and the importance of Cushing, OK - How close are we to capacity? The Baker Hughes Rig Count - Does it matter? Iran and their ongoing production increase, the desperation of US shale patch operators and their associated junk bonds - What is the chance of default? Decline rates for US shale producers
Libya’s potential to affect this market - Is ISIS standing in the way? Identifying a bottom in the oil market and a whole lot more…

2016-02-25 Erik Townsend

An Interview with the One and Only Dr. Marc Faber

Erik and Marc discuss; how The Fed, Treasury, and U.S. Government are one and the same - Neo-Keynesian Interventionists, negative interest rates, and the possibility of seeing them in The U.S. "The War on Cash" and other trends driving insecurity and leading to increased rates of saving, "Helicopter Money" and other Fed options for direct stimulus to spenders, the political forces driving huge foreign investment in Indochina, the contrast between the great Asian success stories, and the failures of other emerging markets, India, its potential, particularly for stock pickers, and the problems it faces, "China Beach," Vietnamese real estate, and the difficulties of investing in many Asian nations, the inevitable deflating of the "Chinese credit bubble", Kyle Bass' outsized bet against the Yuan, precious metals, gold mining stocks, and much, much more...

2016-02-19 Erik Townsend

An Interview with Legendary Investor Jim Rogers

Erik Townsend welcomes legendary investor Jim Rogers as MacroVoices’ first feature interview. Erik and Jim discuss China, falling currencies around the world, the coming market turmoil and its tactical bullish implications for the U.S. dollar, even in the face of longer-term bearish forces that will also affect the dollar, U.S. monetary policy and the failure of Quantitative Easing, weakness in the banking sector despite massive injections of liquidity, the 35-year bond bull market and its eventual end, current trouble in high-yield credit (junk bonds), whether the recent breakout in gold prices is sustainable or a parabolic surge that could lead to a blow-off top, U.S. debt levels, implications of the upcoming U.S. Presidential election on markets, sovereign debt crises, de-dollarization, and much more.

2016-02-11 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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