• MacroVoices Podcast with Hedge Fund Manager Erik Townsend

    MacroVoices Podcast with Hedge Fund Manager Erik Townsend

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  • 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...

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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 

 

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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 

 

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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 

 

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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).

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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]

 

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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

 

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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

 

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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.

 

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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.

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Erik Townsend and Patrick Ceresna welcome Brent Johson to MacroVoices. Erik and Brent discuss:

  • The Dollar Milkshake Theory
  • US Dollar’s Potential To Outperform Other Currencies 
  • Dollar & Gold in a Crisis Scenario 
  • US Economic Dominance
  • Global Market Dynamics 
  • US Dollar’s Potential Crisis & Reset
  • Inflation, Debt, and Commodity Prices

 

Download the podcast transcript: [Click Here]

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

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Alex Gurevich

Erik Townsend and Patrick Ceresna welcome Alex Gurevich to MacroVoices. Erik and Alex discuss:

  • Inflation, Interest Rates, and Economic Health 
  • The Impact of Interest Rates on The Stock Markets
  • Gold Prices & Mining Costs
  • Currency Markets, With Focus on US Dollar
  • Investing Strategies in a High-interest Rate Environment
  • Energy Markets, AI & Geopolitical Risks 

 

Download the podcast transcript: [Click Here]

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

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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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