• MacroVoices Podcast with Hedge Fund Manager Erik Townsend

    MacroVoices Podcast with Hedge Fund Manager Erik Townsend

Homepage Slideshow

  • MacroVoices Podcast with Hedge Fund Manager Erik Townsend

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...

Front cover 1 200Discover Erik's
New Book

Welcome to Macro Voices

Always FREE of charge! Registration Never Required but we do recommend it! Just click on any player below to listen Now!
Guest Pitches!

Details

Play the Above Episode in a Pop-Up Window   |  Download the Above MP3 File

male silhouette.

Erik Townsend and Patrick Ceresna welcome Tian Yang to MacroVoices. Erik and Tian discuss:

  • Inflation & Recession 
  • US Inflation Rates & Bond Yields
  • COVID Distortion in Supply Chains 
  • US Economic Growth & Election 
  • Economic Outlook, Markets & Currencies 
  • Macroeconomic Trends & Investment Strategies 

 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Tian 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).

Click here to register or login for access to supporting materials.

Details

Play the Above Episode in a Pop-Up Window   |  Download the Above MP3 File

male silhouette.

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

  • Debt Bubbling Bursting 
  • Economic Policies & Their Impact on The Middle Class
  • Economic Stagnation 
  • Government Spending, Debt & Inflation 
  • Monetary Debasement & Investment Strategies 
  • Investment Strategies In Post 60/40 Portfolio World

 

Download the podcast transcript: [Click Here]

Click here to register or login for access to supporting materials.

Details

Play the Above Episode in a Pop-Up Window   |  Download the Above MP3 File

Bill Blain

Erik Townsend and Patrick Ceresna welcome Bill Blain to MacroVoices. Erik and Bill discuss:

  • Stock Market Behaviour
  • Inflation, Supply Chains & Economic Growth
  • Agriculture & Bond Markets
  • EU Politics
  • Energy Security
  • China’s Nuclear Energy & Military Capabilities 

 

Download the podcast transcript: [Click Here]

Click here to register or login for access to supporting materials.

Details

Play the Above Episode in a Pop-Up Window   |  Download the Above MP3 File

male silhouette.

Erik Townsend and Patrick Ceresna welcome David Rosenberg to MacroVoices. Erik and David discuss:

  • US Economy Slowing
  • Inflation, Supply & Demand
  • Interest Rates & Economic Growth
  • Election Outcomes & Their Impact on Markets
  • Oil & Copper Prices
  • Investment Strategies & Risk Management 

 

Download the podcast transcript: [Click Here]

Click here to register or login for access to supporting materials.

Details

Play the Above Episode in a Pop-Up Window   |  Download the Above MP3 File

Jeff Currie

Erik Townsend and Patrick Ceresna welcome Jeff Currie to MacroVoices. Erik and Jeff discuss:

  • Central Bank Demand For Gold
  • Gold Recycling Replacing Dollar Recycling
  • Oil & Copper Markets 
  • Commodity Markets including, Oil, Coffee & Uranium
  • Commodity Super Cycle Driven By CapEx Boom
  • Energy Transition & Decarbonisation 

 

Download the podcast transcript: [Click Here]

Click here to register or login for access to supporting materials.

Details

Play the Above Episode in a Pop-Up Window   |  Download the Above MP3 File

Lakshman Achuthan

Erik Townsend and Patrick Ceresna welcome Lakshman Achuthan to MacroVoices. Erik and Lakshman discuss:

  • Global Industrial Growth
  • China’s Recovery
  • Inflation Cycles & Future Inflations Gauges
  • Inflation Expectations & Central Bank Policies
  • The Economy & Investment Strategies

 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Lakshman 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).

Click here to register or login for access to supporting materials.

Details

Play the Above Episode in a Pop-Up Window   |  Download the Above MP3 File

Jim Bianco

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

  • Interest, Inflation Rates & Bond Yields
  • Fed Rate Hikes and The Economy’s Strength
  • Economic Crisis & Budget DeficitsTopic 4
  • Oil Demand & Supply, With Focus on China
  • Gold Prices & Asian Markets
  • US Election & The Stock Market

 

Download the podcast transcript: [Click Here]

 

Click here to register or login for access to supporting materials.

Details

Play the Above Episode in a Pop-Up Window   |  Download the Above MP3 File

male silhouette.

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

  • Oil Demand & Supply Outlook for 2024
  • Potential Impact of The Iranian President’s Crash
  • US-Iran Relations, Sanctions & Oil Politics
  • Potential Escalation Between Israel & Iran
  • Saudi Arabia’s Succession Plan & Renewable Energy
  • OPEC’s Meeting & Oil Production Cuts

 

Download the podcast transcript: [Click Here]

Click here to register or login for access to supporting materials.

Details

Play the Above Episode in a Pop-Up Window   |  Download the Above MP3 File

male silhouette.

Erik Townsend and Patrick Ceresna welcome Adam Rozencwajg to MacroVoices. Erik and Adam discuss:

  • US Natural Gas Market with Potential Upside
  • Energy Demand & Supply
  • US Oil Production Growth Slowing
  • AI’s Impact on Energy
  • Gold & Gold Stocks
  • Investing in Gold & Energy Assets

 

Download the podcast transcript: [Click Here]

Click here to register or login for access to supporting materials.

Mr. Rozencwajg has nine years of investment experience. Between 2007 and 2015, Mr. Rozencwajg worked exclusively on the Global Natural Resources Fund at Chilton Investment Company with Mr. Goehring.

Prior to joining Chilton Investment Company, Mr. Rozencwajg worked in the Investment Banking department at Lehman Brothers between 2006 and 2007.

Mr. Rozencwajg holds a Bachelor of Arts degree with a major in Economics/Philosophy from Columbia University.

Mr. Rozencwajg is a CFA charter-holder.

 

[Back]

Details

Play the Above Episode in a Pop-Up Window   |  Download the Above MP3 File

male silhouette.

Erik Townsend and Patrick Ceresna welcome Thomas Jam Pedersen to MacroVoices. Erik and Thomas Jam discuss:

  • New Nuclear Reactor Technology & its Advantages 
  • Nuclear Energy & its Potential To Replace Fossil Fuels
  • Nuclear Reactor Design & Efficiency
  • Using Thorium as Nuclear Fuel 
  • Small Modular Reactors & Their Designs 
  • Scaling Up Nuclear Reactor Production for Mass Distribution

 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Thomas Jam 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).

Click here to register or login for access to supporting materials.

Macro Voices All-Stars

Macro Voices Videos

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.

Go to top