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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MacroVoices #241 Mike Alkin & Guy Keller: Uranium Special
15/10/2020 Duração: 01h28minMacroVoices 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
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MacroVoices #240 Dr. Pippa Malmgren: U.S. Election Outlook
08/10/2020 Duração: 01h25minMacroVoices 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
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MacroVoices #239 Art Berman: U.S. Production still set to decline…but so is demand
01/10/2020 Duração: 01h20minMacroVoices 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
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MacroVoices #238 Alex Gurevich: Bond Yields, U.S. Dollar, Equities & more
23/09/2020 Duração: 01h29minMacroVoices 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
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MacroVoices #237 Juliette Declercq: U.S. Election Outlook, U.S. Dollar, Real Yields and more
17/09/2020 Duração: 01h10minMacroVoices 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
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MacroVoices #236 Mike Green: Passive Investing Dynamics, Inflation vs. Hyperinflation, Digital Currencies & more
10/09/2020 Duração: 01h19minMacroVoices 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
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MacroVoices #235 Luke Gromen: U.S. Dollar Deep Dive
03/09/2020 Duração: 01h37minMacroVoices 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
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MacroVoices #234 Brent Johnson: The Dollar is Not Dead
27/08/2020 Duração: 01h19minMacroVoices 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
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MacroVoices #233 Jesse Felder: How Long Can Stock Market Mania Continue?
20/08/2020 Duração: 01h23minMacroVoices 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
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MacroVoices #232 Vincent Deluard: The Nuclear Winter of the 60/40 Portfolio
13/08/2020 Duração: 01h31sMacroVoices 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
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MacroVoices #231 Jim Bianco: Coronavirus, MMT, U.S. Dollar, All Leads to Gold
06/08/2020 Duração: 01h36minMacroVoices 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
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MacroVoices #230 Summer Special: Deep Dive into U.S. Dollar with Jeff Snider
30/07/2020 Duração: 52minMacroVoices 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
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MacroVoices #229 Summer Special: Grant Williams Unplugged
23/07/2020 Duração: 01h23minMacroVoices 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
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MacroVoices #228 Lyn Alden: The Road to Inflation
16/07/2020 Duração: 01h12minMacroVoices 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
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Spotlight #4 Artem Milinchuck: Farmland Investing Now Available to All Accredited Investors - The Future of Investing
10/07/2020 Duração: 38minFarmTogether 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
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MacroVoices #227 Hugh Hendry: He's BAAAAACK!!!
09/07/2020 Duração: 01h18minMacroVoices 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
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MacroVoices #226 Charlie McElligott Explains the Upside Catalyst for Equity Market
02/07/2020 Duração: 01h27minMacroVoices 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
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MacroVoices #225 Harley Bassman: The long slow road to inflation
25/06/2020 Duração: 01h22minMacroVoices 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
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All-Stars #110 Dr. Anas Alhajji: Rebalancing the global oil market will take ~1 year
22/06/2020 Duração: 23minAll-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
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MacroVoices #224 Art Berman: Expect oil prices to move down, then up, then WAY up
18/06/2020 Duração: 01h32minMacroVoices 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