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
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
Erik Townsend welcomes Steve Keen to MacroVoices.
A conversation on May 23, 2016 between Grant Williams and Simon Mikhailovich.
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.
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.
Hugh Hendry is interviewed by Raoul Pal on Real Vision Television on March 11th, 2016
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
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.
A conversation on March 25th, 2016 between Grant Williams and Rick Rule.
Erik and Jeff literally circle the globe bringing macroeconomic insight for each stop along the way.
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.
Raoul Pal and Grant Williams sit down together for a discussion they have entitled "The Reset II"
Erik and Das lend context to recent macroeconomic developments with a helping hand from history, in order to identify what might be different this time.
Richard and Erik discuss the history of monetary policy, and what it suggests to us about the direction the global economy is headed.