Macro Voices
Summary: 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
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- Artist: Hedge Fund Manager Erik Townsend
- Copyright: Copyright 2016 © Erik Townsend | Macro Voices – All rights reserved
Podcasts:
A conversation on April 4, 2016 between Grant Williams and Michael Schneider, Chief Investment Officer of Brookline Partners.
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.
Erik Townsend and Aaron Chan welcome Art Berman to MacroVoices. Erik and Art discuss looking beyond absolute inventory numbers and gleaning insights from comparative inventories, continued time-spread compression reflecting producer hedging or lack of concern for a storage crisis, feedback loop of insanity in inventory builds and production, and much more.
A conversation on January 5, 2016 between Grant Williams and Willem Middelkoop, founder of the Commodity Discovery Fund and author of the worldwide bestseller The Big Reset.
Erik Townsend and Aaron Chan welcome Dr. Gary Shilling to MacroVoices. Erik and Gary discuss the continued perception of the U.S. Dollar as a safe haven currency, why the long-bond trade isn't over and the forces driving yields lower, reasoning behind going long defensive stocks despite a bearish view on equities, and much more.
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.
A conversation on March 21, 2016 between Grant Williams and Paul Brodsky, founder of Macro Allocation Inc.
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.
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.
A conversation on April 25, 2016 between Grant Williams and Stephen Diggle, founder of Vulpes Investment Management.
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.
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.
A conversation on May 29, 2016 between Grant Williams and Stephanie Pomboy, founder of MacroMavens.
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.
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.
