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Erik Townsend and Patrick Ceresna welcome Eric Peters to MacroVoices. Erik and Eric discuss:

  • FED Policy & US Dollar
  • Global Economic Tensions
  • Dollar’s Role as Global Reserve Currency
  • Inflation & Central Banks
  • Digital Assets & Precious Metals
  • Commodities & Market Outlook

 

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Eric Peters is the Founder, CEO, and CIO of One River Asset Management. One River is an innovative investment manager dedicated to delivering high-conviction discretionary and quantitative strategies that help its clients build superior portfolios. One River sees the world in a period of major economic and political transition, with the investment landscape shifting in ways that will make the coming ten years look profoundly different from the past decade. Its strategies are built to profit from this dynamic environment while providing strong diversification benefits to traditional investment portfolios. Prior to founding One River in 2013, Eric served as Chairman of Grant Capital Partners, a $1.25 billion discretionary global macro hedge fund. In that role, Eric focused on thematic investment opportunities and was responsible for all non-investment activities including the direct oversight of the Chief Risk Officer. Over the course of his career, Eric has held various positions that include portfolio manager for Peloton Partners, proprietary trader for both Lehman Brothers and Credit Suisse, and Founder and Chief Executive Officer of a TH Lee Putnam funded technology firm. Eric travels extensively, exchanging ideas, debating policy, and identifying investment opportunities with many of the world’s top investment managers, economists, strategists, political consultants, academics, scientists, and business leaders. The content of those discussions often finds its way into his weekly investment letter - Weekend Notes - which is read by investment professionals who directly deploy over $1trln in alternative assets.