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Hedge Fund Manager Erik Townsend

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

Macro Voices

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jeff Currie. They’ll discuss what Jeff calls the “New Joule Order” and why Jeff says there’s really no limit to how much higher the price of Gold can go given the current macro backdrop. https://bit.ly/4na3hvu

 

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MacroVoices #485 Jeff Currie: The Joule Order

MacroVoices Erik Townsend and Patrick Ceresna welcome Simon White to the show to talk about the implications of the FED’s recent QE, if the stocks and bonds will both start selling off and how the asset markets will be impacted by the US governments reaction to COVID-19 crisis. 

Link: https://bit.ly/3akVx3S

MacroVoices #212 Simon White: Aftermath of the biggest monetary policy intervention in world history

All-Star Louis-Vincent Gave returns to explain why the markets are currently enthralled in not just one but three simultaneous crises.

Link: https://bit.ly/3avksSv

All-Stars #99 Louis-Vincent Gave: We’re experiencing three crises disguised as one!

MacroVoices Erik Townsend and Patrick Ceresna welcome Josh Crumb to the show to discuss gold-oil ratio, pricing models for gold relative to both crude oil and real interest rates, and what lies ahead for precious metals & much more. 

Link: https://bit.ly/2R6iGj0

MacroVoices #213 Josh Crumb: Deciphering the Gold market

Petroleum Geologist Art Berman and Prof. Nate Hagens join Erik Townsend for an oil market special. We start with the current OPEC+ deal breakdown and outlook then move on to the long-term picture.

Link: https://bit.ly/34gkbkc

Hot Topic #12: Oil Market Special with Art Berman and Nate Hagens

All-Star Dr. Pippa Malmgren returns to share her insights on whether the virus or the government ‘cure’ will be worse, and what lies ahead for the U.S. economy

Link: https://bit.ly/2JO2FKE

All-Stars #100 Dr. Pippa Malmgren: Socio-economic implications of the Coronavirus Crisis

CPM Group founder Jeff Christian debunks popular myths and explains how the physical precious metals market really works.

Link: https://bit.ly/3dYyCO2

Hot Topic #13: Gold for Grownups! Jeff Christian debunks the myths of the market.

MacroVoices Erik Townsend and Patrick Ceresna welcome Eric Peters from One River Asset Management to talk about the impacts of coronavirus on the recent market dislocation and the implications of the recent record-setting monetary intervention and more.

Link: https://bit.ly/3c7Doaa

MacroVoices #214 Eric Peters: Knock-on effects of the Coronavirus Crisis

All-star @JulianMI2 returns to discuss the post-crisis direction of the dollar and the stock market

Link: https://bit.ly/2Xx20VL

All-Stars #101 Julian Brigden: USD and SPX outlook in the wake of COVID-19

All-Star Louis-Vincent Gave returns with his perspective as to what lays ahead after the #COVID19 crisis.

Link: https://bit.ly/3cChnRl

All-Stars #102 Louis-Vincent Gave: Charting a path toward post-COVID macro reality

MacroVoices Erik Townsend and Patrick Ceresna welcome Alhambra Investments' CIO Jeffrey Snider to the show. Jeff gives the first truly credible counter-argument to date for the secular inflation thesis that so many of our previous expert guests have come around to in the last couple of years.

Link: https://bit.ly/30JPTZF

MacroVoices #298 Jeff Snider: I agree with Janet Yellen and Jay Powell

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