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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
Wednesday Nov 25, 2020
Wednesday Nov 25, 2020
MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show to discuss everything from what’s holding up the stock market to whether bond yields have bottomed to the inflation outlook.
Link: https://bit.ly/2UZqqFb
Thursday Nov 19, 2020
Thursday Nov 19, 2020
MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show to discuss what’s holding the stock market up as the vaccine news is offset by a marked increase in cases and deaths, bond yields, inflation, and much more.
Link: https://bit.ly/3pUMwa6
Thursday Nov 12, 2020
Thursday Nov 12, 2020
MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI's Lakshman Achuthan to the show to talk about why he sees an inflation cycle on the near horizon and where we stand in the economic cycle and the outlook for markets.
Link: https://bit.ly/35o7h5A
Thursday Nov 05, 2020
Thursday Nov 05, 2020
MacroVoices Erik Townsend and Patrick Ceresna welcome Marin Katusa to the show to discuss everything from MMT and how it will drive a secular bull market in precious metals to why some of the best mining companies are only listed on Canadian exchanges to how to allocate a precious metals portfolio to benefit from all these trends.
Link: https://bit.ly/3p4lsV8
Friday Oct 30, 2020
Friday Oct 30, 2020
Asset classes previously available only to the super-rich such as fine art and farmland are being democratized and brought within reach of all investors. Hear insights from the CEOs -Artem Milinchuk of FarmTogether.com and Scott Lynn of Masterworks.io- behind this new trend, where it’s headed, and how to invest in both fine art and farmland without breaking the bank.
Link: https://bit.ly/3jIBUqu
Thursday Oct 29, 2020
Thursday Oct 29, 2020
MacroVoices Erik Townsend and Patrick Ceresna welcome Variant Perception's Tian Yang to the show to talk about why his team sees inflation on the horizon and they think a new secular bull market in commodities is on deck.
Link: https://bit.ly/37TkIfG
Thursday Oct 22, 2020
Thursday Oct 22, 2020
MacroVoices Erik Townsend and Patrick Ceresna welcome Stephanie Kelton to the show to discuss how Modern Monetary Theory can enable more, not less government spending using the power of central banks to conjure new money supply out of thin air to finance government spending, without necessarily raising taxes or borrowing from foreigners.
Link: https://bit.ly/31x0ZhV
Thursday Oct 15, 2020
Thursday Oct 15, 2020
MacroVoices Erik Townsend and guest co-host Kevin Muir welcome Mike Alkin & Guy Keller to the show to talk about the future of nuclear power industry, how Uranium market works and the investment opportunities in the Uranium market & more.
Link: https://bit.ly/3k5i35H
Thursday Oct 08, 2020
Thursday Oct 08, 2020
MacroVoices Erik Townsend and this week's guest host Kevin Muir welcome Dr. Pippa Malmgren to the show to discuss everything from the outlook for markets in various election scenarios to the risk of an increase in civil unrest after the election to Pippa’s prediction that President Trump will aspire to create his own television news empire after leaving the White House, regardless of whether that happens in 2021 or after four more years as President.
Link: https://bit.ly/34FHJPQ
Thursday Oct 01, 2020
Thursday Oct 01, 2020
MacroVoices Erik Townsend and Patrick Ceresna welcome back Art Berman to the show to discuss where oil price is headed from here, decreasing price sensitivity to changes in comparative inventory and an update on Art’s previous prediction on U.S. production of oil.
Link: https://bit.ly/3d0eYBr