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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
Tuesday Feb 21, 2017
Tuesday Feb 21, 2017
Erik Townsend welcomes Louis-Vincent Gave to MacroVoices. Erik and Louis discuss the China reflation trade and asking when Chinese growth will roll over? They further discuss Brexit and the future of the European Union, Philippines and Rodrigo Duterte and the rise of the Chinese empire. It is closed off with the investment themes and risks for 2017.
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