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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
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

Monday Dec 09, 2019
Monday Dec 09, 2019
All-Star Jeff Snider is back with an update on global U.S. Dollar liquidity and what it means for the global economy and markets.
Link: http://bit.ly/2PusQYZ

Thursday Dec 05, 2019
MacroVoices #196 Mark Gordon: Why the age of oil abundance is about to end
Thursday Dec 05, 2019
Thursday Dec 05, 2019
Erik Townsend and Patrick Ceresna welcome Mark Gordon to MacroVoices. They discuss why inventory is not what drives the price, the regime change from the age of peak oil to the age of oil abundance and possible impacts the recession will have on oil prices and more.

Wednesday Dec 04, 2019
All-Stars #82 Dr. Pippa Malmgren: Rule of Law, Hong Kong protests, Bullish on Innovation
Wednesday Dec 04, 2019
Wednesday Dec 04, 2019
All-star Dr.Pippa Malmgren is back with an update on the rule of Law and the Hong Kong protests, plus why Pippa remains bullish on innovation and global growth
Link: http://bit.ly/2OLPvAZ

Monday Dec 02, 2019
All-Stars #81 Brent Johnson: USD, S&P, China, Canada & Gold
Monday Dec 02, 2019
Monday Dec 02, 2019
All-Star Brent Johnson is back with an update on the US Dollar, stocks, China, Canadian interest rates, Gold & More!
Link: http://bit.ly/34HG9fd

Wednesday Nov 27, 2019
MacroVoices #195 Jeffrey Christian: Electric Vehicle Outlook and Precious Metals Update
Wednesday Nov 27, 2019
Wednesday Nov 27, 2019
Erik Townsend and Patrick Ceresna welcome Jeffrey Christian to MacroVoices. They discuss the uptrend of electric vehicles, what is going to be the mode of power in the future and how it will be delivered, and how replacing petroleum may impact geopolitics.
Link: http://bit.ly/2OOtrEB

Monday Nov 25, 2019
All-Stars #80 Prof. Steve Keen: QE by any other name is still QE!
Monday Nov 25, 2019
Monday Nov 25, 2019
All-Star Prof. Steve Keen is back, and he says the Fed can call it whatever they want, but what they’re doing is still Quantitative Easing.
Link: http://bit.ly/37C2xbA

Thursday Nov 21, 2019
Thursday Nov 21, 2019
Erik Townsend and Patrick Ceresna welcome Peter Boockvar to MacroVoices. They discuss if the US will get to negative interest rates, the inevitability of inflation and its effects on central banks, outlook on US/China trade negotiations and more.
Link: http://bit.ly/337McIp

Wednesday Nov 20, 2019
Wednesday Nov 20, 2019
All-Star Louis-Vincent Gave weighs in on latest developments at HK Poly University and Civil Unrest more generally around the globe, then concludes with market outlook
Link: http://bit.ly/2O3C7Yt

Monday Nov 18, 2019
All-Stars #78 Jeff Snider : Market complacency is misplaced!
Monday Nov 18, 2019
Monday Nov 18, 2019
All-Star Jeff Snider says markets are breathing a sigh of relief that the recession scare is over, but this complacency is misplaced!
Link: http://bit.ly/32ZfU29

Thursday Nov 14, 2019
MacroVoices #193 Charlie McElligott: Bond rally correction appears to be over
Thursday Nov 14, 2019
Thursday Nov 14, 2019
Erik Townsend and Patrick Ceresna welcome Charlie McElligott to MacroVoices. They discuss late cycle dynamics, how the CTA position estimating model works and if it’s time to buy gold & more.
Link: http://bit.ly/2KoEGCh
