Macro Voices

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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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Title: MacroVoices #221 Ronald Stöferle: In Gold We Trust

MacroVoices #217 Dr. Lacy Hunt: The Road Through Deflation Toward Eventual Hyperinflation

April 30th, 2020

MacroVoices 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… Go to Episode

All-Stars #103 Jeff Snider: The Myth of Central Bank Market Support (and liquidity)

April 29th, 2020

All-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… Go to Episode

Hot Topic #14: Crude Oil BLACK SWAN ALERT with Jim Bianco

April 27th, 2020

The 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… Go to Episode

MacroVoices #216 David Rosenberg: Stagflation is coming but not yet

April 23rd, 2020

MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show to discuss the general market outlook, investment strategies to navigate… Go to Episode