Informações:
Sinopse
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
Episódios
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All-Stars #109 Louis-Vincent Gave: Why Xi Jinping needs to save rather than destroy Hong Kong
15/06/2020 Duração: 17minAll-Star Louis-Vincent Gave returns for an update on Hong Kong, the USD, and U.S. Civil Unrest Link:https://bit.ly/2ADm67U
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MacroVoices #223 Diego Parrilla: False Diversification and Risk Parity Unwind
11/06/2020 Duração: 01h21minMacroVoices 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
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All-Stars #108 Luke Gromen: Central Banks on Steroids
08/06/2020 Duração: 17minAll-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
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MacroVoices #222 Vikram Mansharamani: Post-COVID19 Economic Outlook
04/06/2020 Duração: 01h31minMacroVoices 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
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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?
01/06/2020 Duração: 25minAll-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
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MacroVoices #221 Ronald Stöferle: In Gold We Trust
28/05/2020 Duração: 01h20minMacroVoices 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
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All-Stars #106 Dr. Pippa Malmgren: The Post-COVID19 Economy Recovery and U.S.-China Relations
26/05/2020 Duração: 28minAll-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
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MacroVoices #220 Daniel Lacalle: Fiat Currency Debasement, Central Banks and Gold
21/05/2020 Duração: 01h38minMacroVoices 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
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Spotlight #3 Scott Lynn: Securitized Investment in Fine Art
18/05/2020 Duração: 27minFine Art investing expert Scott Lynn, founder of Masterworks.io joins Erik Townsend for an in-depth discussion of fine art investing including the securitized approach to investing in blue chip classic artworks being pioneered by Masterworks.io Link: https://bit.ly/2LBhXmM
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All-Stars #105 Juliette Declercq: Post-crisis economic recovery
18/05/2020 Duração: 17minAll-Star Juliette Declercq returns to discuss views on deflation vs. inflation, if MMT is what makes the difference between depression and reflation and post-crisis equity outlook. Link: https://bit.ly/2AFOUwd
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MacroVoices #219 Dr. Ben Hunt: Charting the post COVID-19 economic recovery
14/05/2020 Duração: 01h25minMacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Ben Hunt to the show to discuss the three narratives of the coronavirus crisis, if there will be a secular shift from deflation to inflation and how Frontline Heroes is supporting healthcare workers. Link: https://bit.ly/3fIMBIG
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All-Stars #104 Brent Johnson: Dollar, SPX, Gold & Commodities update
11/05/2020 Duração: 12minAll-star Brent Johnson joins Erik Townsend for an update on the US Dollar, S&P 500, Gold, Gold mining shares, and commodities generally in the COVID19 aftermath. Link: https://bit.ly/2SW5aPP
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MacroVoices #218 Lakshman Achuthan: What cycles teach us about what to expect post coronavirus
07/05/2020 Duração: 01h38minMacroVoices Erik Townsend and Patrick Ceresna welcome Lakshman Achuthan to the show to discuss what cycle need to be focused on during this crisis, the three D’s of recession, and what economic cycles teach us about what to expect next. Link: https://bit.ly/2Wce4dY
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MacroVoices #217 Dr. Lacy Hunt: The Road Through Deflation Toward Eventual Hyperinflation
30/04/2020 Duração: 01h46minMacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Lacy Hunt to the show to discuss his core thesis on interest rates and inflation, how to interpret FED policy on inflation and perspectives on the FED bailing out the high yield market Link: https://bit.ly/2xrUpgO
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All-Stars #103 Jeff Snider: The Myth of Central Bank Market Support (and liquidity)
29/04/2020 Duração: 25minAll-Star Jeff Snider is back! Jay Powell has added $1.5 trillion in bank reserves in just eight weeks, so where's all the money? It's conspicuously missing from all the places it should be showing up.
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Hot Topic #14: Crude Oil BLACK SWAN ALERT with Jim Bianco
27/04/2020 Duração: 51minThe two guys who predicted the Coronavirus Pandemic back in January, Jim Bianco and Erik Townsend say there could be another crisis brewing in the Crude Oil Market! Link: https://bit.ly/2zuF2ok
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MacroVoices #216 David Rosenberg: Stagflation is coming but not yet
23/04/2020 Duração: 01h33minMacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show to discuss the general market outlook, investment strategies to navigate market volatility and impacts of COVID-19 crisis on emerging markets and more. Link: https://bit.ly/2S4WOoF
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All-Stars #102 Louis-Vincent Gave: Charting a path toward post-COVID macro reality
20/04/2020 Duração: 24minAll-Star Louis-Vincent Gave returns with his perspective as to what lays ahead after the #COVID19 crisis. Link: https://bit.ly/3cChnRl
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All-Stars #101 Julian Brigden: USD and SPX outlook in the wake of COVID-19
13/04/2020 Duração: 15minAll-star @JulianMI2 returns to discuss the post-crisis direction of the dollar and the stock market Link: https://bit.ly/2Xx20VL
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MacroVoices #214 Eric Peters: Knock-on effects of the Coronavirus Crisis
09/04/2020 Duração: 01h46minMacroVoices 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