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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
Jan 18, 2018
Jan 18, 2018
1 hr 20 min
Erik Townsend welcomes Bloomberg’s Mark Cudmore to MacroVoices. Erik and Mark discuss the outlook for the US dollar, rate differentials and the impact of the Yuan oil contract. They further discuss bonds, inflation and stagnation. They move on to commodities, equities, China and Europe.
Jan 11, 2018
Jan 11, 2018
1 hr 23 min
Erik Townsend welcomes Josh Steiner to MacroVoices. Erik and Josh discuss the macro drivers of the Canadian and Australian real estate markets. They look at Canada’s minsky moment, the new government policies and the impact on the Canadian banks. They move on to discuss the Australian one-cylinder economy, perspectives on the Australian construction boom and the high levels of home equity withdrawal. They further discuss the U.S. real estate markets and why there is still room to run.
Jan 4, 2018
Jan 4, 2018
1 hr 27 min
MacroVoices and Erik Townsend welcome Jeffrey Snider, Mark Yusko and Luke Gromen to the show. In Part 5 of the 5 Part Series, the panel discuss the possible sign posts for the big change and the potential triggers for a lower U.S. dollar. They ask if structural changes be implemented to change the course of the dollar and ask which investment assets will work the best?