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Macro Voices

Macro Voices

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

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MacroVoices #260 Lyn Alden: Shifting from Monetary to Fiscal Dominance

MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show to discuss everything from inflation to the long term debt cycle to broad money supply growth to gold & even Bitcoin.

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

2021-02-26
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MacroVoices #259 Louis-Vincent Gave: As Inflationista As They Come

MacroVoices Erik Townsend and Patrick Ceresna welcome Louis-Vincent Gave to the show to talk about why Louis is as inflationista as they come and how to trade the coming inflation. Then Kevin Muir joins in postgame segment to discuss why he thinks investors need to understand the Treasury General Account.

 

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

2021-02-19
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MacroVoices #258 Julian Brigden: As Good As It Gets?

MacroVoices Erik Townsend and Patrick Ceresna welcome Julian Brigden to the show to discuss why Julian thinks equity valuations are already stretched and why he shares the inflationary view expressed by Russell Napier and Jim Bianco in recent episodes.

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

2021-02-12
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MacroVoices #257 Jim Bianco: Wall Street Bets - Who's Playing Who?

MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show to discuss the coming inflation and how to trade it, update on the COVID pandemic, and the lunacy that is Wall Street Bets.

Link: https://bit.ly/3rhbSP8

2021-02-04
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MacroVoices #256 Russell Napier: Prepare for Secular Inflation

MacroVoices Erik Townsend and Patrick Ceresna welcome Russell Napier to the show to discuss how stocks are rallying to new all-time highs amidst the ongoing pandemic and where we stand with regard to the economic outlook generally & much more.

Link: https://bit.ly/36ohb7p

2021-01-29
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MacroVoices #255 Mike Green: Bitcoin?s Role in the Future of Digital Currency

MacroVoices Erik Townsend and Patrick Ceresna welcome Logica Funds chief strategist Mike Green to the show to discuss the digital currency revolution generally, Bitcoin and where it?s headed.

Link: https://bit.ly/39Rrv94

2021-01-22
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MacroVoices #254 Luke Gromen: The FED Faces No Easy Choices

MacroVoices Erik Townsend and Patrick Ceresna welcome Luke Gromen to the show to discuss whether if this is the beginning of a trend reversal to the upside or just a dead cat bounce, where the dollar is headed and what that will mean for the markets & more.

Link: https://bit.ly/38Jw2Li

2021-01-15
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MacroVoices #253 Art Berman: U.S. Oil Production Still Set for Steep Decline in 2021

MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show to discuss the coming domestic production decline which Art still predicts, when it will happen, as well as this week?s OPEC+ meeting, and much more.

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

2021-01-07
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MacroVoices #252 Holiday Special Part 2

MacroVoices Erik Townsend and Patrick Ceresna welcome back Ronald Stoeferle and Grant Williams in this second half of two-part Holiday Special series to discuss the distinction between inflation and fiat debasement, and then talk through a long list of hedging trades against each of those risks, ranging from precious metals to bitcoin to farmland to base metals and crude oil.

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

2020-12-31
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MacroVoices #251 Holiday Special Part 1

MacroVoices Erik Townsend and Patrick Ceresna welcome Ronald Stoeferle and Grant Williams in this first half of Holiday Special series to talk about fiat currency debasement and inflation, commodities and different ways to hedge, crypto currencies and more.

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

2020-12-24
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MacroVoices #250 Kyle Bass: Commodity Bull Market, Inflation & Singapore

MacroVoices Erik Townsend and Patrick Ceresna welcome Kyle Bass to the show to discuss equity markets, how Joe Biden?s presidency will affect oil prices, and why Singapore will be the big winner as Hong Kong loses its independence from China and more.

Link: https://bit.ly/38cpoM1

2020-12-18
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MacroVoices #249 Dr. Pippa Malmgren: Get Ready for Trump News Network

MacroVoices Erik Townsend and Patrick Ceresna welcome back Dr. Pippa Malmgren to the show for an update on what she sees next for Donald Trump assuming his attempts to overturn the election results are unsuccessful.

Link: https://bit.ly/2Lmh6cJ

2020-12-10
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MacroVoices #248 Jeff Snider: QE Still Isn?t Money Printing, and USD Still Isn?t Crashing

MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show to revisit his dollar-bullish Eurodollar thesis, and consider where the market could be headed from here, and whether or not this week?s move invalidates his prior views.

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

2020-12-04
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Smarter Markets - Robert Friedland: Envisioning commodities graded & traded on how responsibly they're produced

Billionaire Canadian financier Robert Friedland headlines the inaugural episode of Smarter Markets, and shares a vision of commodities being graded based on how responsibly they were produced with regard to ESG priorities, thus allowing free market price discovery to determine a market premium to reward responsible producers of metals and other commodities which have historically had an adverse environmental impact.. Robert goes on to share his vision for how a distributed ledger (blockchain) could be used to hold commodity producers to account and assure buyers of commodities that they've received the full and true details of how those commodities were produced.

2020-11-28
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Erik's Interview on Market Huddle re: Abaxx Technologies Investment

Erik lays out the reasons he invested in Abaxx Technologies, what the company is about, and how investors can get involved when ABXX stock starts trading publicly on December 15th.
2020-11-27
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MacroVoices #247 David Rosenberg: Too much debt spells lower future growth and inflation

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

2020-11-26
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MacroVoices #246 Daniel Lacalle: U.S. Election, European Outlook & More

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

2020-11-20
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MacroVoices #245 Lakshman Achuthan: Brace For Inflation

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

2020-11-13
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MacroVoices #244 Marin Katusa: How to Play the Secular Gold Bull Market

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

2020-11-06
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Spotlight #5 The Democratization of Alternative Investments ? Art & Farmland

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

2020-10-30
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MacroVoices #243 Tian Yang: A New Commodity Bull Market is Coming

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

2020-10-29
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MacroVoices #242 Stephanie Kelton on Modern Monetary Theory

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

2020-10-23
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MacroVoices #241 Mike Alkin & Guy Keller: Uranium Special

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

2020-10-15
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MacroVoices #240 Dr. Pippa Malmgren: U.S. Election Outlook

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

2020-10-09
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MacroVoices #239 Art Berman: U.S. Production still set to decline?but so is demand

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

 

2020-10-01
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MacroVoices #238 Alex Gurevich: Bond Yields, U.S. Dollar, Equities & more

MacroVoices Erik Townsend and Patrick Ceresna welcome Alex Gurevich to the show to discuss if the bond bull market is finally coming to an end, if the U.S. dollar is heading to a secular decline and perspectives on gold, equity markets & more. Then Jim Bianco from Bianco Research joins in the postgame segment to talk about the upcoming US Presidential Election.

Link: https://bit.ly/3hR0qoo

2020-09-24
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MacroVoices #237 Juliette Declercq: U.S. Election Outlook, U.S. Dollar, Real Yields and more

MacroVoices Erik Townsend and Patrick Ceresna welcome Juliette Declercq to the show to discuss the potential outcomes of the U.S. Presidential election and their impact on markets, inflation, the US Dollar, and much more. 

Link: https://bit.ly/3mvrQU9

2020-09-17
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MacroVoices #236 Mike Green: Passive Investing Dynamics, Inflation vs. Hyperinflation, Digital Currencies & more

MacroVoices Erik Townsend and Patrick Ceresna welcome Mike Green to the show to discuss the reflexive effects of passive investing on market price action, before moving on to the US dollar, inflation, gold, digital reserve currencies and much more.

Link: https://bit.ly/33kfmWC

2020-09-10
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MacroVoices #235 Luke Gromen: U.S. Dollar Deep Dive

MacroVoices Erik Townsend and PatrickCeresna welcome Luke Gromen to the show to discuss if the U.S. Dollar is having that "Luke Gromen Moment" he has predicted for years, the stock market, the U.S. fiscal situation, gold and much more.

Link: https://bit.ly/3jMGHr4

2020-09-03
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MacroVoices #234 Brent Johnson: The Dollar is Not Dead

MacroVoices Erik Townsend and Patrick Ceresna welcome Brent Johnson to the show to discuss the U.S. Dollar in depth, including why Brent thinks the dollar bears are declaring victory prematurely. They also discuss stocks, gold, and much more.

Link: https://bit.ly/2YFAfu2

2020-08-27
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MacroVoices #233 Jesse Felder: How Long Can Stock Market Mania Continue?

MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show to discuss everything from the stock market, to the U.S. dollar, to gold & much more.

Link: https://bit.ly/2CJ3Hrc

2020-08-21
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MacroVoices #232 Vincent Deluard: The Nuclear Winter of the 60/40 Portfolio

MacroVoices Erik Townsend and Patrick Ceresna welcome Vincent Deluard to the show to discuss the shortcomings of 60/40 portfolio, why inflation still hasn?t happened, and if the U.S. dollar is facing the beginning of its demise and more. 

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

2020-08-13
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MacroVoices #231 Jim Bianco: Coronavirus, MMT, U.S. Dollar, All Leads to Gold

MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show to discuss everything from if Jim has indeed turned bullish, coronavirus update, fixed income markets, what?s next for US dollar & much more.

Link: https://bit.ly/3krJ8Rp

2020-08-07
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MacroVoices #230 Summer Special: Deep Dive into U.S. Dollar with Jeff Snider

MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show to discuss the U.S. Dollar system, structurally how it works and why it?s leading systemically to a dollar shortage. 

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

2020-07-30
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MacroVoices #229 Summer Special: Grant Williams Unplugged

MacroVoices Erik Townsend and Patrick Ceresna welcome Grant Williams to the show to discuss how long the central bank balance sheet expansion will continue, comparison between this recession to the past recessions, outlook on gold, US/China relations and more. 

 

Link: https://bit.ly/2CV3H7j

2020-07-23
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MacroVoices #228 Lyn Alden: The Road to Inflation

MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show to discuss the recession, equity markets, bond yields, gold, inflation, and much more. 

Link: https://bit.ly/3jfl2bY

2020-07-16
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Spotlight #4 Artem Milinchuck: Farmland Investing Now Available to All Accredited Investors - The Future of Investing

FarmTogether founder Artem Milinchuck joins Erik Townsend to discuss Farmland Investing; why it?s been the favored trade of billionaires and how FarmTogether is making this asset class available to all accredited investors.

Link: https://bit.ly/2W8czNL

2020-07-10
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MacroVoices #227 Hugh Hendry: He's BAAAAACK!!!

MacroVoices Erik Townsend and Patrick Ceresna welcome Hugh Hendry to the show to discuss everything from Caribbean real estate to his come-back in the world of macro & more 

Link: https://bit.ly/38HpSJR

2020-07-09
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MacroVoices #226 Charlie McElligott Explains the Upside Catalyst for Equity Market

MacroVoices Erik Townsend and Patrick Ceresna welcome Charlie McElligott to the show to discuss what?s keeping stock prices elevated in the face of a global pandemic, treasury yields, and much more. And be sure to stay tuned for our postgame segment, when Harley Bassman, inventor of the MOVE Index, returns to talk options with Patrick.

Link: https://bit.ly/2ZvC5gF

2020-07-02
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MacroVoices #225 Harley Bassman: The long slow road to inflation

MacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman to the show to discuss everything from the recession outlook to the coming shift from deflation to inflation, and what it means for fixed income markets & more. 

Link: https://bit.ly/2CIZ4x5

2020-06-26
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All-Stars #110 Dr. Anas Alhajji: Rebalancing the global oil market will take ~1 year

All-star Dr. Anas Alhajji joins us on the final episode of MacroVoices All-Stars and shares his outlook for global crude oil markets.

Link: https://bit.ly/2BxlOPQ

2020-06-22
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MacroVoices #224 Art Berman: Expect oil prices to move down, then up, then WAY up

MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show for another crude oil special! They discuss everything from U.S. production dynamics to the price forecast and more.

Link: https://bit.ly/2zIZPoG

2020-06-19
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All-Stars #109 Louis-Vincent Gave: Why Xi Jinping needs to save rather than destroy Hong Kong

All-Star Louis-Vincent Gave returns for an update on Hong Kong, the USD, and U.S. Civil Unrest

Link:https://bit.ly/2ADm67U

2020-06-15
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MacroVoices #223 Diego Parrilla: False Diversification and Risk Parity Unwind

MacroVoices Erik Townsend and Patrick Ceresna welcome Diego Parrilla to the show to discuss the post-COVID19 economic and market recovery, the coming transition to secular inflation, precious metals, and much more. 

Link: https://bit.ly/37qPgD5

2020-06-12
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All-Stars #108 Luke Gromen: Central Banks on Steroids

All-Star Luke Gromen is back to talk about how the Fed is tapering its balance sheet expansion and what that would mean for the markets.

Link: https://bit.ly/3h65Jkt

2020-06-08
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MacroVoices #222 Vikram Mansharamani: Post-COVID19 Economic Outlook

MacroVoices Erik Townsend and Patrick Ceresna welcome Vikram Mansharamani to the show to discuss how supply chains are restructuring in the wake of the COVID19 pandemic, the coming secular shift from deflation to inflation, and much more.

Link: https://bit.ly/30aOgSc

2020-06-05
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All-Stars #107 Jeff Snider: Huge Money Printing Speaks For Itself, So Why Is Jay Powell Trying To Sell It So Aggressively?

All-Star Jeff Snider is back to talk about how the most aggressive monetary program in the Fed's history hasn't moved the needle one bit and how Jay Powell took his show on the road to 60 Minutes and lied repeatedly.   Link: https://bit.ly/2U0kgo3
2020-06-01
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MacroVoices #221 Ronald Stöferle: In Gold We Trust

MacroVoices Erik Townsend and Patrick Ceresna welcome Ronald Stöferle to the show to discuss all things gold, including both the metals and the mining stocks & more.

Link: https://bit.ly/2XCfA92

2020-05-29
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All-Stars #106 Dr. Pippa Malmgren: The Post-COVID19 Economy Recovery and U.S.-China Relations

All-star Dr. Pippa Malmgren is back with commentary on how the recovery is likely to play out in both the real economy and financial markets, and how U.S.-China relations will fare going forward

Link: https://bit.ly/2ZG1QwC

2020-05-26
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MacroVoices #220 Daniel Lacalle: Fiat Currency Debasement, Central Banks and Gold

MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show to discuss the secular transition from deflation to inflation, hard assets generally, precious metals, the stock market outlook, and much more.

Link: https://bit.ly/2ZsMf3g

2020-05-22
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