Macro Voices

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

Episodes

May 6, 2021 65 min

MacroVoices Erik Townsend and Patrick Ceresna welcome Dylan Grice to the show to discuss everything from inflation vs. deflation to how far bond yields can go to the outlook for asset markets.

Link: https://bit.ly/3xUCNEq

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MacroVoices Erik Townsend and Patrick Ceresna welcome Charlie McElligott from Nomura to the show. Charlie says the reflation trade that reversed in April is likely to reverse again, with more reflation still to come. They talk about everything from inflation to bond yields to the market outlook for stocks and other asset classes.

Link: https://bit.ly/3gMRIuj

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MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show. Art nailed the call for $65 crude oil when we had him on in early January, but now he says the big move higher in price is probably mostly over, and he doesn’t see any reason to expect crude oil prices to rally much higher than $70. And that’s despite the fact that Art still predicts a significant decline in U.S. production later this year. They discuss t...

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MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider back to the show where Jeff makes the case for deflation rather than inflation, against consensus. Then be sure to stay tuned for the postgame segment where Patrick will give an update on the 50dma charts.

Link: https://bit.ly/3mPOTtz

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MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show. Jesse sees inflation on the horizon and has quite a bit to say about macro risk factors and where the S&P500 may be headed next. 

Link: https://bit.ly/3t26fpv

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MacroVoices Erik Townsend and Patrick Ceresna welcome Steven Van Metre to the show to talk about why the outlook really is still deflationary unless and until private credit expansion returns with a vengeance.

Link: https://bit.ly/39y2KPI

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MacroVoices Erik Townsend and Patrick Ceresna welcome billionaire Canadian financier Robert Friedland to the show. Robert already gave a terrific two-part interview on the Smarter Markets podcast, on the subject of what it’s really going to take to Green the Global economy. In this MacroVoices episode, they discuss how to invest in the formative green revolution, and where the best opportunities can be found for investors. So if yo...

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Remember when Kyle Bass appeared on MacroVoices and suggested that Erik should get Josh Crumb on the show to explain all the various dimensions of Abaxx Technologies and how the company plans to disrupt commodity trading by bringing the latest technologies to bear to create smarter commodity markets? The long-awaited interview is finally here. Abaxx founders Josh Crumb and Joe Raia lay out the whole story of what Abaxx intends to d...

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MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show to discuss everything from secular inflation to how far the long end of the treasury curve can go to why Juliette thinks the stock market stands on firmer ground than some skeptics are suggesting.

Link: https://bit.ly/3tw53uj

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MacroVoices Erik Townsend and Patrick Ceresna welcome Diego Parrilla to the show to talk about what the inflation trend means for bond yields, equity markets and commodities, as well as gold, the VIX, and much more. Then Gold Royalty Corp. CEO Amir Adnani joins in the postgame to discuss the royalty and streaming business model for precious metals, and where PM streaming shares fit into a portfolio allocation strategy.

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 MacroVoices Erik Townsend and Patrick Ceresna welcome Ole Hansen to the show to discuss the return of a commodity bull market, which commodity will benefit from the Green Revolution and outlook on agriculture, uranium and more. 

Link: https://bit.ly/38a84bx

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MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show to discuss everything from inflation to the long term debt cycle to broad money supply growth to gold & even Bitcoin.

Link: https://bit.ly/3uGHujZ

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MacroVoices Erik Townsend and Patrick Ceresna welcome Louis-Vincent Gave to the show to talk about why Louis is as inflationista as they come and how to trade the coming inflation. Then Kevin Muir joins in postgame segment to discuss why he thinks investors need to understand the Treasury General Account.

 

Link: https://bit.ly/3quIOUm

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MacroVoices Erik Townsend and Patrick Ceresna welcome Julian Brigden to the show to discuss why Julian thinks equity valuations are already stretched and why he shares the inflationary view expressed by Russell Napier and Jim Bianco in recent episodes.

Link: https://bit.ly/3rHZfgk

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MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show to discuss the coming inflation and how to trade it, update on the COVID pandemic, and the lunacy that is Wall Street Bets.

Link: https://bit.ly/3rhbSP8

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MacroVoices Erik Townsend and Patrick Ceresna welcome Russell Napier to the show to discuss how stocks are rallying to new all-time highs amidst the ongoing pandemic and where we stand with regard to the economic outlook generally & much more.

Link: https://bit.ly/36ohb7p

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MacroVoices Erik Townsend and Patrick Ceresna welcome Logica Funds chief strategist Mike Green to the show to discuss the digital currency revolution generally, Bitcoin and where it’s headed.

Link: https://bit.ly/39Rrv94

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MacroVoices Erik Townsend and Patrick Ceresna welcome Luke Gromen to the show to discuss whether if this is the beginning of a trend reversal to the upside or just a dead cat bounce, where the dollar is headed and what that will mean for the markets & more.

Link: https://bit.ly/38Jw2Li

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MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show to discuss the coming domestic production decline which Art still predicts, when it will happen, as well as this week’s OPEC+ meeting, and much more.

Link: https://bit.ly/3ooBVDb

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December 31, 2020 72 min

MacroVoices Erik Townsend and Patrick Ceresna welcome back Ronald Stoeferle and Grant Williams in this second half of two-part Holiday Special series to discuss the distinction between inflation and fiat debasement, and then talk through a long list of hedging trades against each of those risks, ranging from precious metals to bitcoin to farmland to base metals and crude oil.

Link: https://bit.ly/3rAWVZf

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