Macro Voices

  • Autor: Vários
  • Narrador: Vários
  • Editora: Podcast
  • Duração: 341:42:55
  • Mais informações

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

  • MacroVoices #258 Julian Brigden: As Good As It Gets?

    11/02/2021 Duração: 01h29min

    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

  • MacroVoices #257 Jim Bianco: Wall Street Bets - Who's Playing Who?

    04/02/2021 Duração: 01h29min

    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

  • MacroVoices #256 Russell Napier: Prepare for Secular Inflation

    28/01/2021 Duração: 01h16min

    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

  • MacroVoices #255 Mike Green: Bitcoin’s Role in the Future of Digital Currency

    21/01/2021 Duração: 01h29min

    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

  • MacroVoices #254 Luke Gromen: The FED Faces No Easy Choices

    14/01/2021 Duração: 01h29min

    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

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

    07/01/2021 Duração: 01h32min

    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

  • MacroVoices #252 Holiday Special Part 2

    31/12/2020 Duração: 01h12min

    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

  • MacroVoices #251 Holiday Special Part 1

    24/12/2020 Duração: 01h11min

    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

  • MacroVoices #250 Kyle Bass: Commodity Bull Market, Inflation & Singapore

    18/12/2020 Duração: 01h31min

    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

  • MacroVoices #249 Dr. Pippa Malmgren: Get Ready for Trump News Network

    10/12/2020 Duração: 01h25min

    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

  • MacroVoices #248 Jeff Snider: QE Still Isn’t Money Printing, and USD Still Isn’t Crashing

    03/12/2020 Duração: 01h37min

    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

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

    28/11/2020 Duração: 01h14min

    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.

  • Erik's Interview on Market Huddle re: Abaxx Technologies Investment

    27/11/2020 Duração: 48min

    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.

  • MacroVoices #247 David Rosenberg: Too much debt spells lower future growth and inflation

    25/11/2020 Duração: 01h13min

    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

  • MacroVoices #246 Daniel Lacalle: U.S. Election, European Outlook & More

    19/11/2020 Duração: 01h16min

    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

  • MacroVoices #245 Lakshman Achuthan: Brace For Inflation

    12/11/2020 Duração: 01h25min

    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

  • MacroVoices #244 Marin Katusa: How to Play the Secular Gold Bull Market

    06/11/2020 Duração: 01h52min

    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

  • Spotlight #5 The Democratization of Alternative Investments – Art & Farmland

    30/10/2020 Duração: 43min

    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

  • MacroVoices #243 Tian Yang: A New Commodity Bull Market is Coming

    29/10/2020 Duração: 01h32min

    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

  • MacroVoices #242 Stephanie Kelton on Modern Monetary Theory

    22/10/2020 Duração: 01h30min

    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

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