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

Join Now to Subscribe to this Podcast
  • Visit Website
  • RSS
  • Artist: Hedge Fund Manager Erik Townsend
  • Copyright: Copyright 2016 © Erik Townsend | Macro Voices – All rights reserved


 Joe McMonigle: Crude Oil Special | File Type: audio/mpeg | Duration: 1:21:39

Erik Townsend welcomes Joe McMonigle to MacroVoices. Erik and Joe discuss the oil supply glut, the import data, oil inventories and the outlook for U.S. oil production. They further discuss the geopolitics of Venezuela and Iran and debate if the Saudi Aramco IPO going to happen?

 Josh Crumb: All About Gold | File Type: audio/mpeg | Duration: 1:18:25

Erik Townsend welcomes Josh Crumb to MacroVoices. Erik and Josh discuss his perspectives on gold and the influences of energy and interest rates. They further discuss the outlook for currencies and cryptocurrencies including bitcoin.

 Neil Howe: The really big crisis has yet to arrive! | File Type: audio/mpeg | Duration: 1:29:20

Erik Townsend welcomes Neil Howe to MacroVoices. Erik and Neil discuss the Fourth Turning, when it started and how long it will last. They ask if there another big global event on the horizon and what to expect for the next decade? The further explore the impact of baby boomers retiring, the Homelander generation and reflections on the book which was written over 20 years ago.

 Raoul Pal & Julian Brigden: When will the dollar rout end? | File Type: audio/mpeg | Duration: 1:28:09

Erik Townsend welcomes Julian Brigden and Raoul Pal back to MacroVoices. Erik, Julian & Raoul discuss their views on the US Dollar, the equity markets and the business cycle. They further explore the outlook on the bond bull market, demographics and the coming pension crisis.

 Chris Whalen: Equity markets overvalued but not ready to crash | File Type: audio/mpeg | Duration: 1:42:13

Erik Townsend welcomes Chris Whalen to MacroVoices. Erik and Chris discuss his views on the U.S. dollar and the overvalued equity markets. The further discuss corporate debt, interest rates, bonds and the high levels of private debt. They further discuss Chris’s books “Inflated” and “Ford Men”.

 Dr. Pippa Malmgren: CryptoCurrencies – libertarian dream come true or Orwellian nightmare? | File Type: audio/mpeg | Duration: 1:31:21

Erik Townsend welcomes Dr. Pippa Malmgren back to MacroVoices. Erik and Pippa discuss European geopolitics and what is in store for European migration and Turkish politics. They further move into discussing the geopolitics associated with the cryptocurrencies and blockchain technologies.

 Dr. Ben Hunt: The Federal Reserve is no longer your friend! | File Type: audio/mpeg | Duration: 1:10:59

Erik Townsend welcomes Dr. Ben Hunt back to MacroVoices. Erik and Ben discuss the sea of change at central banks and the negative impact of Fed shrinking their balance sheet. They further discuss the -impact on the markets and the considerations on interest rate and bond trends. They later touch on the flaws of the volatility ETFs and considerations in the real estate markets.

 Tian Yang: It’s not time to be short the stock market. Yet. | File Type: audio/mpeg | Duration: 1:13:17

Erik Townsend welcomes Tian Yang to MacroVoices. Erik and Tian discuss the US growth and credit cycles and the global liquidity conditions deteriorating sharply. They further discuss China, global equities and fixed income. They further explore the current conditions in Europe, Japan and Australia

 Alex Gurevich: ZERO evidence the secular bull market in bonds is over | File Type: audio/mpeg | Duration: 1:07:43

Erik Townsend welcomes Alex Gurevich to MacroVoices. Erik and Alex discuss Mario Draghi and ECB, his short Swiss Franc positioning and the US Dollar outlook. They further discuss trump reflation, equity markets and his views on secular interest rates and inflation. Further discussed China, Japan and the outlook on the Canadian economy.

 Jesse Felder: The Party is Ending for Stock Bulls | File Type: audio/mpeg | Duration: 1:14:17

Erik Townsend welcomes Jesse Felder to MacroVoices. Erik and Jesse discuss the technicals on the markets, DeMark indicators and the potential turning points in the exhausted trends. They further discuss the VIX short positioning and debate if we are in a secular turn in share buybacks?

 Keith McCullough: Tech Rally is Not Over! | File Type: audio/mpeg | Duration: 1:13:01

Erik Townsend welcomes back Keith McCullough to MacroVoices. Erik and Keith discuss his outlook on the US Dollar, his views on the reflation trade rolling over and his bullish outlook on the US markets and the Nasdaq. They further discuss bond yields, the Euro and his outlook on the emerging markets.

 Axel Merk: Trump reflation trade is dead. Equity market hasn’t noticed yet. | File Type: audio/mpeg | Duration: 1:14:11

Erik Townsend welcomes back Axel Merk to MacroVoices. Erik and Axel discuss Europe, ECB policy, UK elections and the future of the European union. They further debate the Trump reflation trade, the U.S. dollar and fiscal/monetary policy. Looking around the globe, the look at the Chinese Yuan devaluation, Japan and the outlook on gold.

 Art Berman: Crude Oil Special Part 1 | File Type: audio/mpeg | Duration: 45:32

Erik Townsend welcomes back Art Berman to MacroVoices. Erik and Art put perspective on OPEC, the 9-month extension on production cuts and OPEC’s goal to keep a floor under oil prices. They look at the positioning of oil traders since February and the reasons for lower oil prices.

 Art Berman: Crude Oil Special Part 2 | File Type: audio/mpeg | Duration: 51:48

Erik Townsend welcomes back Art Berman to MacroVoices. Erik and Art put perspective on OPEC, the 9-month extension on production cuts and OPEC’s goal to keep a floor under oil prices. They look at the positioning of oil traders since February and the reasons for lower oil prices. This is Part 2 of a 2 Part episode.

 Jeffrey Snider: Dollar bulls don’t understand why they are right | File Type: audio/mpeg | Duration: 1:19:33

Erik Townsend welcomes back Jeffrey Snider to MacroVoices. Erik and Jeffrey look at Eurodollars and the Eurodollar shortage. They discuss the real drivers of the US Dollar bull market and the flaws in the reflation trade narrative. The discuss the connection between Eurodollars and gold and the impact of QE on Eurodollar system.


Login or signup comment.