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Macro Voices

Updated 1 day ago

Rank #49 in Investing category

Business
Investing
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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

Read more

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

iTunes Ratings

1132 Ratings
Average Ratings
1070
22
13
14
13

Fed Funds Rate

By Brogan 85 - Jul 24 2019
Read more
Pretty deep but summary was good. Might want to listen to it twice.

Great Guests

By Ess P - Jul 07 2019
Read more
And I love the bonus content that they have on their website after interviews.

iTunes Ratings

1132 Ratings
Average Ratings
1070
22
13
14
13

Fed Funds Rate

By Brogan 85 - Jul 24 2019
Read more
Pretty deep but summary was good. Might want to listen to it twice.

Great Guests

By Ess P - Jul 07 2019
Read more
And I love the bonus content that they have on their website after interviews.
Cover image of Macro Voices

Macro Voices

Latest release on Jan 20, 2020

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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

Rank #1: Jeff Snider: Eurodollar System Overview

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Erik Townsend and Patrick Ceresna welcome Jeff Snider to MacroVoices. Erik and Jeff discuss the history of Eurodollar, Eurodollar as global reserve currency, and how the global economy and the global financial system depend on the Eurodollar system. They also discuss the breakdown of Eurodollar system, the Great Global Monetary Crisis and the effect the Eurodollar squeeze has on the global system.

Apr 18 2019

1hr 21mins

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Rank #2: Anatomy of the U.S. Dollar End Game Part 1 of 5

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MacroVoices and Erik Townsend welcome Jeffrey Snider, Mark Yusko and Luke Gromen to the show. In Part 1 of the 5 Part Series, Jeffrey Snider presents perspectives on where we are today. Looks at how Russia and Brazil dealt with US dollar funding through derivatives and FX repo auctions. They further discuss China’s management of the U.S. dollar and the evolving Chinese response.

Dec 24 2017

1hr 17mins

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Rank #3: EuroDollar University, Season 2, Part 1

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Erik Townsend and Patrick Ceresna welcome Jeffrey Snider back to MacroVoices for Part 1 of Season 2 of the new Eurodollar University series. During this episode, Erik and Jeff discuss the lost dollar decade and put into context the global dollar markets. They further dive into the shadows of the great financial crisis and the liquidity crisis in the CDS markets.

Aug 09 2018

1hr 16mins

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Rank #4: MacroVoices #173 Marin Katusa: Everyone’s focused on Gold, but the real buy is in Oil!

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Erik Townsend and Patrick Ceresna welcome Marin Katusa to MacroVoices. Erik and Marin discuss his outlook on uranium, perspective on shale oil over the next decade, and how to play the energy sector.

Jun 27 2019

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Rank #5: Marin Katusa: Copper, Uranium & the EV Revolution

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Erik Townsend and Patrick Ceresna welcome Marin Katusa to the show. They discuss uranium exports to from Russia to the U.S. and what options does the US have for new uranium sources? They further explore electric vehicles and why they’ll be a dominant trend over the coming years and why copper is a key component in playing the EV trend. They discuss if copper is a sole source material for EV or is there an alternative?

Apr 26 2018

1hr 8mins

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Rank #6: Erik Townsend: Accredited Investor Academy Series, Part 2

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Erik Townsend and Aaron Chan introduce the Accredited Investor Academy Series, Part 2. We’re taking this week off from our regular show format, so instead of a featured interview guest, we’re airing the second of a four-part series about learning to be a sophisticated private investor. Erik and Aaron discuss the process of re-inventing oneself from running a company as an entrepreneur to managing and running money, skillset required for investing versus entrepreneurship, options in alternative financial media, the different categories of private investors and the work required, difference between an asset allocator and a full-time investor, and much more.

Nov 25 2016

49mins

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Rank #7: Jeffrey Snider: Eurodollar University Part 2

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Erik Townsend and Jeffrey Snider are back for Part 2 of the Eurodollar University. Erik and Jeffrey discuss the case of the missing money and the transformation of banking into a wholesale model. They look and the radical monetary evolution and put it into context in understanding the great inflation of the 1970s.

Oct 05 2017

1hr 20mins

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Rank #8: Jeffrey Snider: Eurodollar University Part 3

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Erik Townsend welcomes back Jeffrey Snider to MacroVoices. Erik and Jeffrey discuss the Basel Accords, capital reserve ratios and risk weighting assets. The further discuss the leverage in bank capital, adoption of the JPM RiskMetrics and illustrations of the basic interbank functions.

Oct 21 2017

43mins

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Rank #9: Dr. Pippa Malmgren: Donald Trump never expected to win. He ran for President to pursue an ulterior motive.

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Erik Townsend and Patrick Ceresna welcome back Pippa Malmgren to MacroVoices. Erik and Pippa discuss the U.S./China trade war, the Korean peninsula and the China South Sea. They move on to discuss the future of Donald Trump, China/Russia relations and the future of hypersonic warfare. They wrap up talking about socialism, populism, surveillance capitalism and the outlook for the equity markets.

Mar 01 2019

1hr 27mins

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Rank #10: Energy Week: Sentiment sea change, Iran/Venezuela/Saudi Arabia & More. Panel Berman/Alhajji/Shuchart

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This week's MacroVoices Energy Week features Art Berman, Anas Alhajji and Tracy Shuchart. Topics include the sentiment sea change and what's driving it, Iran, Saudi Arabia, & Venezuela, OPEC+ & much more.

Jun 06 2019

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Rank #11: Jeffrey Snider: Understanding the Global U.S. Dollar Shortage

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Erik Townsend welcomes back Jeffrey Snider to MacroVoices. Erik and Jeff discuss the Eurodollar money markets, why the world needs so many dollars, the U.S. Dollar and the Dollar funding gap. Jeffrey further debunks the reflation trade, discusses current interest rate trap and the failing global currency system.

Feb 17 2017

1hr 10mins

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Rank #12: MacroVoices #200 Dr. Pippa Malmgren: Knowledge Doubling Curve and its Consequences and Implications

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Erik Townsend and Patrick Ceresna welcome Dr.Pippa Malmgren to MacroVoices. They discuss the knowledge doubling curve, collection and monetization of personal data, ephemeralization and its consequences & how autonomous vehicles will change the future. 

 Link: http://bit.ly/2QFZXKi

Dec 31 2019

1hr 20mins

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Rank #13: Jeff Snider: U.S. Treasury Yield Curve Deep Dive

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Erik Townsend and Patrick Ceresna welcome Jeffrey Snider to MacroVoices. Erik and Jeff discuss what the current yield curve is telling us? They touch on the changes from an era of fed funds rate targeting and reflect on the 2006-2009 period for interest rates and the reflation trends in the post “Great Financial Crisis”. Jeff continues to deconstruct rates, the negative term premiums and the markets inflation expectations. They conclude looking at central bank failure and why this flat curve is bad.

Mar 22 2018

1hr 46mins

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Rank #14: Chris Cole: The ‘BIG ONE’ (Vol event) hasn’t happened yet.

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Erik Townsend and Patrick Ceresna welcome Chris Cole back to MacroVoices. Erik and Chris dissect the Vol crash in February 2018 and the implicit/explicit short vol risks. They then put perspective on the next phase of the short vol unwind and the impacts of the reduction of central bank balance sheets. They further discuss the link between volatility and the credit cycle and the stock/bond correlation.

Jan 11 2019

1hr 7mins

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Rank #15: MacroVoices #178 Mark Cudmore: Bearish global growth and equity markets, expecting an imminent decline in stock prices

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Erik Townsend and Patrick Ceresna welcome Mark Cudmore to MacroVoices. Erik and Mark discuss the global growth and economy outlook, US and China trade negotiations, US equity market and its effects on emerging markets. Special postgame guest: Danielle DiMartino BoothLink: http://bit.ly/2YETLYN

Aug 01 2019

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Rank #16: MacroVoices #184 Jeffrey Snider & Luke Gromen : Global U.S. Dollar Shortage Demystified

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Erik Townsend and Patrick Ceresna welcome Jeff Snider and Luke Gromen to MacroVoices. They discuss the impact of changing Eurodollar markets, the global dollar liquidity shortage and the future changes in global reserve currencies and more. Link: http://bit.ly/2lOWHQP

Sep 12 2019

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Rank #17: ENERGY WEEK: Geopolitics, Bull/Bear cases & Price Outlook. (with panelists Joe McMonigle, Chris Cook and Tracy Shuchart)

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ENERGY WEEK is a new weekly podcast all about crude oil and energy markets for investors. Our host Erik Townsend discusses Geopolitics, Bull/Bear cases & Price Outlook with this week's panelists.

May 16 2019

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Rank #18: Jeffrey Snider: Eurodollar University Part 4

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Erik Townsend welcomes back Jeffrey Snider to MacroVoices for Part 4 of the Eurodollar University. Erik and Jeffrey discuss the failure of Primus and AIG back in 2008, the Gramm-Leach-Bliley Act, Henry Paulson and Glass–Steagall. They further discuss the Eurodollar system going parabolic in the 2000s, Banks manipulating regulations and the big picture end game of the Eurodollar system.

Nov 09 2017

1hr 33mins

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Rank #19: Jeffrey Snider: Since 2008 major turning points in Gold have been punctuated by Eurodollar anomalies

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Erik Townsend and Patrick Ceresna welcome Jeffrey Snider to MacroVoices. Erik and Jeffrey discuss gold swaps, how central banks engage in them and what has changed in gold swap markets today. They further investigate the gold bug’s conspiracy theory about “gold pukes” and what happened to gold in the 2008 crisis. They finally touch on how has the mood changed in gold starting 2017?

Mar 02 2018

1hr 34mins

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Rank #20: Jim Rogers: Macro Outlook in the Trump Era

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Erik Townsend welcomes back Jim Rogers to MacroVoices. Erik and Jim discuss what is in store for the U.S. Equity Markets, the U.S. Dollar, bonds and gold. Further in the discussion they tackle the history of government failures and his views on the global populist movements. They finish off the conversation discussing Jim’s views on the movement to a cashless society and answering if we are moving away from a free society?

Feb 10 2017

1hr 8mins

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All-Stars #89 Louis-Vincent Gave: All five pillars supporting the melt-up will come under pressure in 2020

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All-Star Louis-Vincent Gave explains the five macro pillars that have driven the stock market to record highs, then explains why all five will come under pressure in 2020

Link:http://bit.ly/2ugYMJx

Jan 20 2020

15mins

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MacroVoices #202 Grant Williams: Civil unrest around the world. Failing Unicorns. All paths lead to gold.

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Erik Townsend and Patrick Ceresna welcome Grant Williams to MacroVoices. They discuss the recent civil unrest and global social degradation, if Tesla will follow the collapse of WeWork, and how to react to the recent rise in price of gold. 

Link: http://bit.ly/2TGMp4n

Jan 16 2020

1hr 26mins

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All-Stars #88 Jeff Snider: The Fed is avoiding the real issue driving divergences in their models

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All-Star Jeff Snider says the Fed is behind the 8 ball. Jeff says the ailing global Eurodollar system is the real reason the economy underperforms against its potential.

Link: http://bit.ly/2Nn3e0e

Jan 13 2020

29mins

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MacroVoices #201 Marin Katusa: How To Play the Gold Bull Market

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Erik Townsend and Patrick Ceresna welcome Marin Katusa to MacroVoices. They discuss the outlook on gold, updates on previous investments, how private placements work and what to expect at the upcoming VRIC and more.

Link: http://bit.ly/2Tazd7i

Jan 09 2020

1hr 33mins

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All-Stars #87 Brent Johnson: USD, Stocks, Gold & More

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All-star Brent Johnson is bullish on the dollar, and cautious about stocks & gold at current price levels.

Link: http://bit.ly/2Fn94tW

Jan 06 2020

15mins

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MacroVoices #200 Dr. Pippa Malmgren: Knowledge Doubling Curve and its Consequences and Implications

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Erik Townsend and Patrick Ceresna welcome Dr.Pippa Malmgren to MacroVoices. They discuss the knowledge doubling curve, collection and monetization of personal data, ephemeralization and its consequences & how autonomous vehicles will change the future. 

 Link: http://bit.ly/2QFZXKi

Dec 31 2019

1hr 20mins

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All-Stars #86 Luke Gromen: The Fed’s “Whatever it Takes” moment is upon us

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All-Star Luke Gromen says the repo crisis was the Fed’s “Whatever it takes moment”, and balance sheet expansion is the name of the game for the foreseeable future

Link:http://bit.ly/2ZrQNVt

Dec 25 2019

23mins

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MacroVoices #199 Art Berman: Crude Oil Special

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Erik Townsend and Patrick Ceresna welcome Art Berman to MacroVoices. They discuss Art’s views on IEA’s forecast of oil glut in 2020, comparative inventory system, oil price outlook and more.

Link: http://bit.ly/35SOKfI

Dec 24 2019

1hr 19mins

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All-Stars #85 Jeff Snider: U.S. Dollar Year End Review & 2020 Outlook

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All-star Jeff Snider is back with a year-end review and 2020 outlook for the U.S. Dollar and the Eurodollar system

Link: http://bit.ly/2Mn3DPr

Dec 23 2019

19mins

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MacroVoices #198 Jim Bianco: Deep dive into fixed income

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 Erik Townsend and Patrick Ceresna welcome Jim Bianco to MacroVoices. They discuss Jim’s views on Zoltan Pozsar’s theory of repo dislocation, if QE4 is imminent in the near future and what’s on the horizon for the bond market and the fixed income market & more

Link: http://bit.ly/2tvZOAY

Dec 20 2019

1hr 25mins

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All-Stars #84 Louis-Vincent Gave : Tech stocks are at the same % of SPX Composition as the 1999 high

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All-Star Louis-Vincent Gave returns for an update on the S&P Christmas Rally, why Apple has outperformed despite the trade war, & Much more!

Link: http://bit.ly/35sZUri

Dec 16 2019

18mins

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MacroVoices #197 Juliette Declercq: Inflations is not in the cards

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MacroVoices Erik Townsend and Patrick Ceresna welcome Juliette Declercq to the show where Juliette decodes the FOMC statement & macro outlook, and translate that view into actionable trading strategies. Then Jeff Snider joins in the postgame to talk Repo.

Link: http://bit.ly/2Pedb1c

Dec 12 2019

1hr 26mins

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All-Stars #83 Jeff Snider: Objective analysis of global USD liquidity yields a different story than financial media are telling

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All-Star Jeff Snider is back with an update on global U.S. Dollar liquidity and what it means for the global economy and markets.

Link: http://bit.ly/2PusQYZ

Dec 09 2019

26mins

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MacroVoices #196 Mark Gordon: Why the age of oil abundance is about to end

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Erik Townsend and Patrick Ceresna welcome Mark Gordon to MacroVoices. They discuss why inventory is not what drives the price, the regime change from the age of peak oil to the age of oil abundance and possible impacts the recession will have on oil prices and more. 

Link:http://bit.ly/33OC0EY

Dec 06 2019

1hr 36mins

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All-Stars #82 Dr. Pippa Malmgren: Rule of Law, Hong Kong protests, Bullish on Innovation

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All-star Dr.Pippa Malmgren is back with an update on the rule of Law and the Hong Kong protests, plus why Pippa remains bullish on innovation and global growth

Link: http://bit.ly/2OLPvAZ

Dec 04 2019

19mins

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All-Stars #81 Brent Johnson: USD, S&P, China, Canada & Gold

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All-Star Brent Johnson is back with an update on the US Dollar, stocks, China, Canadian interest rates, Gold & More!

Link: http://bit.ly/34HG9fd

Dec 02 2019

14mins

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MacroVoices #195 Jeffrey Christian: Electric Vehicle Outlook and Precious Metals Update

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Erik Townsend and Patrick Ceresna welcome Jeffrey Christian to MacroVoices. They discuss the uptrend of electric vehicles, what is going to be the mode of power in the future and how it will be delivered, and how replacing petroleum may impact geopolitics. 

Link: http://bit.ly/2OOtrEB

Nov 27 2019

1hr 14mins

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All-Stars #80 Prof. Steve Keen: QE by any other name is still QE!

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All-Star Prof. Steve Keen is back, and he says the Fed can call it whatever they want, but what they’re doing is still Quantitative Easing.

Link: http://bit.ly/37C2xbA

Nov 25 2019

19mins

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MacroVoices #194 Peter Boockvar: Inflation is Not a Prerequisite for Central Banks Changing Policy

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Erik Townsend and Patrick Ceresna welcome Peter Boockvar to MacroVoices. They discuss if the US will get to negative interest rates, the inevitability of inflation and its effects on central banks, outlook on US/China trade negotiations and more.

Link: http://bit.ly/337McIp

Nov 21 2019

1hr 14mins

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All-Stars #79 Louis-Vincent Gave : Civil Unrest in Hong Kong and Around the Globe in Perspective

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All-Star Louis-Vincent Gave weighs in on latest developments at HK Poly University and Civil Unrest more generally around the globe, then concludes with market outlook

Link: http://bit.ly/2O3C7Yt

Nov 20 2019

20mins

Play

iTunes Ratings

1132 Ratings
Average Ratings
1070
22
13
14
13

Fed Funds Rate

By Brogan 85 - Jul 24 2019
Read more
Pretty deep but summary was good. Might want to listen to it twice.

Great Guests

By Ess P - Jul 07 2019
Read more
And I love the bonus content that they have on their website after interviews.