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Macro Voices

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

Weekly hand curated podcast episodes for learning

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The best episodes ranked using user listens.

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MacroVoices #187 Eric Peters: The Era of Monetary Dominance will give way to Fiscal Dominance

Erik Townsend and Patrick Ceresna welcome Eric Peters to MacroVoices. They discuss the shift in dominance from monetary to fiscal policy, political drivers of changes in monetary policy and what impact the generational and political gap has on the economy and more.  Link: http://bit.ly/2IABbIj

1hr 14mins

3 Oct 2019

Rank #1

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MacroVoices #239 Art Berman: U.S. Production still set to decline…but so is demand

MacroVoices 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

1hr 20mins

1 Oct 2020

Rank #2

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MacroVoices #219 Dr. Ben Hunt: Charting the post COVID-19 economic recovery

MacroVoices 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

1hr 25mins

14 May 2020

Rank #3

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

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

1hr 29mins

11 Feb 2021

Rank #4

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Jeff Snider: Eurodollar System Overview

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.

1hr 21mins

18 Apr 2019

Rank #5

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

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

1hr 37mins

3 Dec 2020

Rank #6

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MacroVoices #256 Russell Napier: Prepare for Secular Inflation

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

1hr 16mins

28 Jan 2021

Rank #7

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

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.

27 Jun 2019

Rank #8

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

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

1hr 33mins

12 Sep 2019

Rank #9

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

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.

1hr 7mins

11 Jan 2019

Rank #10

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MacroVoices #204 Julian Brigden: The Truth about Central Bank Liquidity

MacroVoices Erik Townsend and Patrick Ceresna bring you an amazing double header episode with Julian Brigden talking about central bank liquidity and an update on nCoV with Dr. Chris Martenson Link: http://bit.ly/2u7AkKO

1hr 39mins

30 Jan 2020

Rank #11

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MacroVoices #190 Diego Parrilla: They'll change the rules to bail out the system

Erik Townsend and Patrick Ceresna welcome Diego Parrilla to MacroVoices. They discuss Diego’s contrarian investment thesis, his concept of anti-bubbles, balanced portfolio construction and more.  Link: http://bit.ly/2BEKcMn

1hr 12mins

24 Oct 2019

Rank #12

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

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

1hr 24mins

1 Aug 2019

Rank #13

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

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

1hr 31mins

18 Dec 2020

Rank #14

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

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

1hr 26mins

12 Dec 2019

Rank #15

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MacroVoices #209 Jesse Felder: Pent-up bearish forces were in place before COVID-19

MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show to discuss how COVID-19 has affected the market direction change, if inflation will return in the near future and its systemic risks and more.  Link: http://bit.ly/2Iocuy6

1hr 36mins

6 Mar 2020

Rank #16