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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

Wednesday Nov 13, 2019
Wednesday Nov 13, 2019
All-Star Luke Gromen returns with an update on monetary policy and market outlook.
Link: http://bit.ly/2qSMRje

Monday Nov 11, 2019
All-Stars #76 Juliette Declercq: Equity rally set to continue
Monday Nov 11, 2019
Monday Nov 11, 2019
All-star Juliette Declercq returns with an update on her views on monetary policy and the equity market rally, which she says is set to continue higher.
Link: http://bit.ly/2rrh5Ky

Thursday Nov 07, 2019
MacroVoices #192 Keith McCullough : Inflation Accelerating
Thursday Nov 07, 2019
Thursday Nov 07, 2019
Erik Townsend and Patrick Ceresna welcome Keith McCullough to MacroVoices. They discuss the macro themes of the last quarter of 2019, what is next for the Chinese economy, long short pairs trade in software industry and more.
Link: http://bit.ly/2JYhb2E

Monday Nov 04, 2019
Monday Nov 04, 2019
All-Star Dr. Pippa Malmgren explains why the explosion in civil unrest around the globe is all about breakdown of the social contract. Also Trump News Network and market outlook.
Link: http://bit.ly/2CazFJ1

Thursday Oct 31, 2019
Thursday Oct 31, 2019
Erik Townsend and Patrick Ceresna welcome Alex Gurevich to MacroVoices. They discuss the latest FOMC meeting, if it’s time to go long in the treasury market, outlook on gold and more.
Link: http://bit.ly/2JC44nC

Monday Oct 28, 2019
Monday Oct 28, 2019
All-Star Brent Johnson expects Christine Lagarde to hit the ground running as she takes the helm of the ECB this week. Also stock and gold market outlooks.
Link: http://bit.ly/2Jqf7QQ

Thursday Oct 24, 2019
MacroVoices #190 Diego Parrilla: They'll change the rules to bail out the system
Thursday Oct 24, 2019
Thursday Oct 24, 2019
Erik Townsend and Patrick Ceresna welcome Diego Parrilla to MacroVoices. They discuss Diego’s contrarian investment thesis, his concept of anti-bubbles, balanced portfolio construction and more.
Link: http://bit.ly/2BEKcMn

Tuesday Oct 22, 2019
All-Stars #73 Prof. Steve Keen: Rising Populism & Brexit update
Tuesday Oct 22, 2019
Tuesday Oct 22, 2019
All-Star Prof. Steve Keen is back with an update on the recent surge in populism around the globe and Steve’s outlook for the resolution of the Brexit dilemma
Link: http://bit.ly/31Amewu

Monday Oct 21, 2019
All-Stars #72 Jeff Snider: The Supply-side of the Eurodollar equation
Monday Oct 21, 2019
Monday Oct 21, 2019
All-Star Jeff Snider is back with more perspective on the global dollar liquidity situation, this time focusing on the supply rather than demand side of the equation.
Link: http://bit.ly/2Jb9aXV

Thursday Oct 17, 2019
MacroVoices #189 Stephanie Pomboy: S&P Earnings Do Not Equal Corporate Profits
Thursday Oct 17, 2019
Thursday Oct 17, 2019
Erik Townsend and Patrick Ceresna welcome Stephanie Pomboy to MacroVoices. They discuss the expansion of the FED’s balance sheet, the significance of the recent liquidity shock and the divergence between corporate profits and S&P and much more. In postgame, Rick Rule joins to discuss the strategies for participating in gold equity bull market.
Link: http://bit.ly/2qnxO0Y
