Macro Voices show

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:

 RVTV Encore: John Burbank ft. Kyle Bass | File Type: audio/mpeg | Duration: 1:00:21

Kyle Bass interviews John Burbank on Real Vision Television.

 The New Bull Market in Gold Part II: Natural resource investing with Rick Rule plus an oil update with Art Berman | File Type: audio/mpeg | Duration: 1:57:58

Erik and Rick Rule talk precious metals and other natural resource investments, private placements and private equity risks and rewards, and Art Berman joins us for an update on the crude fundamentals.

 The New Bull Market in Gold Part I: Macroeconomic backdrop with Jim Rickards | File Type: audio/mpeg | Duration: 1:11:30

Erik interviews Jim Rickards, and they discuss the importance of Gold when central banks around the world are perma-easing.

 RVTV: Bill Fleckenstein | File Type: audio/mpeg | Duration: 1:04:39

Real Vision Television interviews Bill Fleckenstein on August 21st, 2015

 Raoul Pal: Breaking Down the US Dollar, Past, Present, and Future | File Type: audio/mpeg | Duration: 1:12:46

Erik interviews Raoul Pal, and they breakdown the US dollar bull market and discuss where we're headed next.

 Bill Fleckenstein: The Perils of Short Selling in a World Awash in Central Bank Liquidity | File Type: audio/mpeg | Duration: 1:02:38

Erik interviews Bill Fleckenstein and they discuss the tactics involved in short selling, and the dangers of doing so in a market fueled by central bank liquidity.

 RVTV: Fred Hickey | File Type: audio/mpeg | Duration: 42:18

Real Vision Television interviews Fred Hickey on September 18th, 2015

 Jack Schwager: The Journey from Market Wizards to FundSeeder.com | File Type: audio/mpeg | Duration: 1:14:40

Erik and Jack Schwager discuss the Market Wizards project, Fundseeder.com, and how the future of capital introduction is likely to change.

 Axel Merk: ECB/Fed/BOJ Policy and the Implications for Equities, Gold, the USD and More | File Type: audio/mpeg | Duration: 1:13:10

Erik welcomes Axel Merk and the two of them discuss recent central bank statements and how we can expect them to affect financial markets.

 RVTV: Albert Edwards | File Type: audio/mpeg | Duration: 54:09

Real Vision interviews Albert Edwards on February 27th, 2015

 Grant Williams: US Recession, Eroding Faith in Central Bankers, and the Economics of War | File Type: audio/mpeg | Duration: 1:08:49

Erik welcomes Grant Williams and the two of them discuss the probability of a US recession, eroding faith in central bankers all around the world, out of control debts and their geopolitical implications, and the Real Vision Television project.

 The Coming Bottom in Oil Prices Part II: Trading Strategies with Erik Townsend | File Type: audio/mpeg | Duration: 57:56

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

 The Coming Bottom in Oil Prices Part I: Deep into Fundamentals with Art Berman | File Type: audio/mpeg | Duration: 1:50:41

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…

 An Interview with the One and Only Dr. Marc Faber | File Type: audio/mpeg | Duration: 1:06:54

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...

 An Interview with Legendary Investor Jim Rogers | File Type: audio/mpeg | Duration: 1:09:31

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.

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