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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
Thursday Dec 30, 2021
Thursday Dec 30, 2021
MacroVoices Erik Townsend and Patrick Ceresna welcome Gavekal Research co-founder Louis Vincent Gave as 2021’s final feature interview guest. They discuss the big picture of where the world of macro stands and what lays ahead in 2022.
Link: https://bit.ly/3HiOB7m
Thursday Dec 23, 2021
Thursday Dec 23, 2021
MacroVoices Erik Townsend and Patrick Ceresna welcome The Felder Report founder Jesse Felder to the show. Jesse disagrees with the disinflationary views David Rosenberg and others have expressed on MacroVoices, and will lay out his side of the story and also discuss precious metals and much more.
Link: https://bit.ly/3mqvHna
Thursday Dec 16, 2021
Thursday Dec 16, 2021
MacroVoices Erik Townsend and Patrick Ceresna welcome Fasanara Capital founder Francesco Filia to the show. Fracesco has prepared a chart deck quite different than those he’s shared with us in the past and he’ll share a vision for the coming digitization of financial assets and more.
Link: https://bit.ly/3DWVGbX
Thursday Dec 09, 2021
Thursday Dec 09, 2021
MacroVoices Erik Townsend and Patrick Ceresna welcome MI2 Partners founder Julian Brigden to the show. Julian explains in great detail why he disagrees with the transitory inflation argument posed by David Rosenberg last week.
Link: https://bit.ly/3rSuKYb
Thursday Dec 02, 2021
Thursday Dec 02, 2021
MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show. David describes the reasons the inflation we’ve already seen has occurred, and why he doesn’t think it will last. They also discuss stock prices, bond yields, precious metals, and much more.
Breakfast with Dave: https://bit.ly/3ElgkTU
Link: https://bit.ly/3ElHOZx