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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 Apr 04, 2019
Thursday Apr 04, 2019
Erik Townsend and Patrick Ceresna welcome Neil Howe to MacroVoices. Erik and Neil discuss how the Fourth Turning is unfolding, what is in store for the second half of the fourth turning and how the cycle climax’s at the end. The touch on employment, late-cycle dynamics, trends in real GDP and what demographic trends suggest for the long-term future.
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