About Erik Townsend

hedge fund manager Erik Townsend

Erik Townsend is a retired software entrepreneur turned hedge fund manager. Throughout his career, Erik has capitalized on his ability to understand complex systems and anticipate paradigm shifts far in advance of the mainstream. Read More...

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Guest Pitches!

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Erik Townsend and Patrick Ceresna welcome Matt Barrie to MacroVoices. Erik and Matt discuss:

  • Sam Altman’s Role & The Future of AI
  • Energy Consumption & Challenges
  • Capital Expenditure & Market Dynamics
  • The Implications of AI on Social Dynamics
  • AI Regulations & Ethical Concerns

 

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Erik Townsend and Patrick Ceresna welcome Lyn Alden to MacroVoices. Erik and Lyn discuss:

  • The Evolution of Public Debt & Economic Cycles
  • The US Dollar’s Reserve Currency Status
  • Long-term Debt Cycle & Legal Accumulation 
  • Institutional Changes & The Fourth Turning
  • The Energy Crisis & Broken Money

 

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Erik Townsend and Patrick Ceresna welcome Luke Gromen to MacroVoices. Erik and Luke discuss:

  • Impact of Trade Wars on Supply Chains
  • The Gradually Then Suddenly Phenomenon 
  • Geopolitics & its Implications on Energy Markets
  • China & Supply Chain Dynamics
  • Inflation & The Implications for Markets

 

Download the podcast transcript: [Click Here]

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Erik Townsend and Patrick Ceresna welcome Louis-Vincent Gave to MacroVoices. Erik and Louis discuss:

  • Gold Market & Reflation Trade Investment Strategies
  • US Equities & Market Risks 
  • Copper & Energy Markets
  • Geopolitical Risks & Supply Chain Dynamics
  • Chinese Equity Markets 

 

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Louis-Vincent Gave is CEO of Gavekal. He co-founded the company in 1999 with his father Charles and Anatole Kaletsky. Gavekal started as an independent research firm and evolved in 2005 to include fund management and in 2008 to include data analysis services. Since 2005, Louis has mostly focused on the money management side of the business. Before co-founding Gavekal, Louis worked for Paribas Capital Markets where he was an equity research analyst from 1997 to 1999. In 1996 and 1997, Louis served in the French Mountain Infantry Division as a Second Lieutenant. Louis studied Economics, History and Chinese at Duke University and Nanjing University. In the past decade, Louis has written seven books, including his latest "Avoiding the Punch: Investing in Uncertain Times", published in August 2021.

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Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to MacroVoices. Erik and Anas discuss:

  • OPEC + & Oil Production Cuts
  • Short- and medium-term outlook on oil
  • India’s Oil Imports & US Tariffs 
  • China-Russia Gas Pipeline
  • Electric Vehicle Adoption in China

 

Download the podcast transcript: [Click Here]

 

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Erik Townsend and Patrick Ceresna welcome Jim Bianco to MacroVoices. Erik and Jim discuss:

  • The Post-Covid Economy
  • FED Rate Cuts
  • Trump Administration’s Policy Objectives
  • Digital Currency & Stablecoins 
  • Tariff Reform & Revenue 

 

Download the podcast transcript: [Click Here]

 

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Erik Townsend and Patrick Ceresna welcome Louis-Vincent Gave to MacroVoices. Erik and Louis discuss:

  • China’s Public Infrastructure & Economic Development
  • China’s Demographic & Policy
  • China’s Innovation & Tech Advancements
  • China’s Global Influence & Energy Independence
  • China’s Energy Strategy & Global Impact

 

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Erik Townsend and Patrick Ceresna welcome Michael Every to MacroVoices. Erik and Michael discuss:

  • Trump-Putin Summit
  • US-Russia Deal
  • FED Policy & Economic Strategy 
  • Impact of US Policy on Global Markets
  • Oil Prices & Geopolitical Standoff

 

Download the podcast transcript: [Click Here]

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Michael Every is a Global Strategist at Rabobank. He analyses major financial developments and contributes to the bank’s various economic research publications for internal and external customers and to the media.

Michael has over two decades of experience working as an Economist and Strategist. Before Rabobank, he was a Director at Silk Road Associates in Bangkok, Senior Economist and Fixed Income Strategist at the Royal Bank of Canada in both London and Sydney, and an Economist for Dun & Bradstreet in London.

Michael holds a Masters degree in Economics (with distinction) from University College London and speaks a smattering of languages, including Thai.

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Erik Townsend and Patrick Ceresna welcome Ole Hansen to MacroVoices. Erik and Ole discuss:

  • Commodity Market Overview
  • Impact of Tariffs on Copper Market
  • Oil Market Dynamics 
  • Gold & Silver Market
  • Rare Earth Elements

 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Ole will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to MacroVoices. Erik and Daniel discuss:

  • Trade Negotiations & Market Cycles 
  • US – EU Trade Agreement
  • Oil Prices & OPEC Strategy
  • Copper Market & Tariffs 
  • Dollar Index & Precious Metals

 

Download the podcast transcript: [Click Here]

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MACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those of the participants. MACRO VOICES, its producers, and hosts Erik Townsend and Patrick Ceresna shall NOT be liable for losses resulting from investment decisions based on information or viewpoints presented on MACRO VOICES.

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