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Rank #60 in Investing category

Business
Investing

Macro Voices

Updated 5 days ago

Rank #60 in Investing category

Business
Investing
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

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

1091 Ratings
Average Ratings
1035
19
11
14
12

Fed Funds Rate

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

Great Guests

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

iTunes Ratings

1091 Ratings
Average Ratings
1035
19
11
14
12

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

Updated 5 days ago

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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: Keith McCullough: Bond Yields May Have Peaked

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Erik Townsend and Patrick Ceresna welcome Keith McCullough to MacroVoices. Erik and Keith discuss how the investment landscape has evolved, why deflationary pressures are on the horizon. They further discuss the marginal rates of change in growth and inflation, U.S. real GDP and CPI forecasts, the global economic landscape and the key macro themes into the year end.

Nov 16 2018

1hr 24mins

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Rank #2: 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 #3: 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 #4: Keith McCullough: Tech Rally is Not Over!

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Erik Townsend welcomes back Keith McCullough to MacroVoices. Erik and Keith discuss his outlook on the US Dollar, his views on the reflation trade rolling over and his bullish outlook on the US markets and the Nasdaq. They further discuss bond yields, the Euro and his outlook on the emerging markets.

Jun 16 2017

1hr 13mins

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Rank #5: 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 #6: Jeffrey Snider: Dollar bulls don’t understand why they are right

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Erik Townsend welcomes back Jeffrey Snider to MacroVoices. Erik and Jeffrey look at Eurodollars and the Eurodollar shortage. They discuss the real drivers of the US Dollar bull market and the flaws in the reflation trade narrative. The discuss the connection between Eurodollars and gold and the impact of QE on Eurodollar system.

May 26 2017

1hr 19mins

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Rank #7: Simon White: U.S. Dollar in the Crosshairs

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Erik Townsend and Patrick Ceresna welcome Simon White to MacroVoices. Erik and Simon discuss where leading indicators are pressuring US dollar, outlook on US equities and bonds, perspective on the Fed’s cut to its IOER and more.

May 16 2019

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Rank #8: 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 #9: Martin Armstrong: Stocks could DOUBLE from here!

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Erik Townsend welcomes Martin Armstrong to MacroVoices. Erik and Martin discuss his views on the U.S. Dollar and the future of the European Union. Martin discusses his bullish case for U.S. stocks and considerations for international money flows. They discuss future interest rate trends, government debt, the geopolitics of North Korea and Syria and considerations on China and the debt crisis.

Apr 28 2017

1hr 17mins

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Rank #10: 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 #11: All-Stars #72 Jeff Snider: The Supply-side of the Eurodollar equation

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All-Star Jeff Snider is back with more perspective on the global dollar liquidity situation, this time focusing on the supply rather than demand side of the equation.

Link: http://bit.ly/2Jb9aXV

Oct 21 2019

25mins

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Rank #12: All-Stars #73 Prof. Steve Keen: Rising Populism & Brexit update

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All-Star Prof. Steve Keen is back with an update on the recent surge in populism around the globe and Steve’s outlook for the resolution of the Brexit dilemma

Link: http://bit.ly/31Amewu 

Oct 22 2019

14mins

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Rank #13: All-Star Steve Keen: Debunking the fake climate science of William Nordhause

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Today’s MacroVoices All-Star is Professor Steve Keen, who says Nobel laureate William Nordhaus has failed to consider tipping points that will make the impact of climate change far worse than Nordhaus predicts.

Jun 03 2019

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Rank #14: 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 #15: MacroVoices #189 Stephanie Pomboy: S&P Earnings Do Not Equal Corporate Profits

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Erik Townsend and Patrick Ceresna welcome Stephanie Pomboy to MacroVoices. They discuss the expansion of the FED’s balance sheet, the significance of the recent liquidity shock and the divergence between corporate profits and S&P and much more. In postgame, Rick Rule joins to discuss the strategies for participating in gold equity bull market. 

Link: http://bit.ly/2qnxO0Y

Oct 17 2019

1hr 24mins

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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: Erik Townsend: Accredited Investor Academy, Part 3

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Erik Townsend and Aaron Chan introduce the Accredited Investor Academy Series, Part 3.

Dec 22 2016

57mins

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Rank #18: Lacy Hunt: The secular bond bull market is not over!

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Erik Townsend welcomes Dr. Lacy Hunt to MacroVoices. Erik and Lacy discuss the important question as to if the secular lows are in for U.S. interest rates. The further discuss the work of Minsky and Kindelberger and ask the important question as if the world is turning Japanese? The further explore the impact of demographics, negative interest rates and the Fed hiking into deteriorating economy.

May 12 2017

1hr 8mins

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Rank #19: All-Star Brent Johnson: This past weekend’s developments don’t change Brent’s Dollar-bullish view

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Today’s MacroVoices All-Star is Santiago Capital's Brent Johnson, who says this past weekend's ECB and US-Mexico developments do NOT change his dollar-bullish outlook.

Jun 11 2019

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Rank #20: Michael Lebowitz: Death of the Virtuous Economic Cycle

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Erik Townsend and Aaron Chan welcome Michael Lebowitz to MacroVoices. Erik and Michael discuss the saving discipline that drives the virtuous economic cycle and sustains prosperity, a global economy untethered from demographics and productivity, outlook for negative interest rate policies, alternatives for savers throughout the demise of the virtuous cycle, Trump v. Clinton impacts on global financial markets, and much more.

Sep 30 2016

1hr 7mins

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