Welcome to Macro Voices

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

• Where are the equity markets heading next?
• What are the biggest risks in the markets today?
• Considerations on volatility on FX and interest rates.
• Will the current trend in Treasury yields continue?
• How will the next 10 years economically look?
• Eric Peters perspective on MMT
• Where are the China/US relations going?
• Rise of populism around the world
• Growth of U.S. Isolationism

SPECIAL POST GAME GUEST- Juliette Declercq - Financial Repression Theme

• Perspective on the Fed pivot
• What is the trade in this market environment

Click here to register for access to supporting materials.

---

Get embed code for this episode | For other embed code options click here | Download the audio MP3 File (53.44 MB) | Download the podcast transcript: pdf Here (70 KB)

Click to Play Now!

Eric Peters is the Founder, CEO, and CIO of One River Asset Management. Eric oversees the Firm's business development and strategic initiatives and serves as Chairman of the Investment Committee. Prior to founding what is now 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 was a senior member of the Investment Committee 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 holds a B.A. in Business Economics from Brown University and is author of a private weekly investment newsletter - Weekend Notes - which is read globally by investment professionals who directly deploy over $800 billion in alternative assets.