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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
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Thursday Jul 21, 2022
Thursday Jul 21, 2022
MacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman (Convexity Maven) to the show to discuss the relationship between inflation and bond yields, why the stock market has been so resilient in the face of worsening macro data, and much more. https://bit.ly/3zkH2Mp
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This guy was one of the worst guests I’ve heard so far on Macro Voices, almost shocking his level of certainty given his lack of depth to an argument
Friday Jul 22, 2022
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