• 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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Welcome to Macro Voices

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All-Star Danielle DiMartino Booth and Erik discuss:

  • Repo market mayhem and the Fed’s losing touch with markets
  • Danielle’s reactions to Jeff Snider’s insights on the repo market blow-up
  • Watch the MOVE index, not the stock market, for signs of distress

Supporting Materials for Download

The Daily Feather - Noise Silencing Policy 

The Daily Feather - Deadpool of Labor  (from All Stars Episode #55 September 11th 2019)

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All-Star Jeff Snider and Erik discuss:

  • How last week’s repo rate blowout fits into the narrative Jeff has been engaging MacroVoices listeners in for weeks
  • Debunking the “It’s just transitory technical factors” explanation offered by Jay Powell
  • Primary dealers are inexplicably hoarding safe-haven assets. We need to ask why?
  • Discussion of what this might mean and what may be coming
  • The significance of underlying systemic funding pressures and what it has already meant to this point. 

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Funding Pressures - Something Doesn't Seem Right 

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Hot Topics interviews are scheduled and produced in reaction to events that come up in markets, independent of our regular podcasts in which the guests are usually scheduled in advance. Today’s Hot Topic is Alex Gurevich's follow-up from the Grant Williams interview from September 5th.

  • Alex explains why a dollar rally = gold headwind is an “urban myth”
  • Why Alex likes both trades (long dollar and long gold) but doesn’t see one as a hedge for the other
  • Update on Alex’ expert view on the bond market’s backup in yields

 

 

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

  • Perspective on S&P500's divergence from the global economy
  • Scarcity in yields and economic activity
  • Recent dislocation in value & growth index
  • Thoughts on the FOMC statement
  • Outlook on the bond market
  • Outlook on the dollar, gold and silver
  • Geopolitics and US/China trade war
  • Outlook on Canadian economy

SPECIAL POST GAME GUEST- Kevin Muirmale silhouette

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MVEnergyWeek6This week’s panel: Anas Alhajji and Joe McMonigle

  • What exactly are the facilities at Abquaiq and why are they such an important energy security checkpoint?
  • What exactly happened? Who did it, and is there risk of more attacks?
  • What this means to the future of energy security
  • Impacts on markets – is the price spike over?
  • The U.S. Response – sanctions already announced; will military action follow?
  • Saudi Arabia’s new leadership and their expected response

 

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All-Star Julian Brigden and Erik discuss:

  • Can the Fed still save us from a recession?
  • Bond market outlook – has the trend reversed?
  • Geopolitical developments last weekend

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All-Star Dr. Pippa Malmgren and Erik discuss:

  • Why Abqaiq has always been a key security vulnerability and why it was targeted
  • Why Pippa doesn’t think the end result will be as bad as the market seems to initially fear
  • Outlook for how this situation could evolve, and how Russia and China may eventually come into the mix
  • Why Pippa remains bullish equity markets

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All-Star Louis-Vincent Gave and Erik discuss:

  • What happened last Monday and why it’s an important signal
  • Why the Stock and Bond markets may not be delivering contradicting signals after all
  • Hong Kong update
  • Gold outlook

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male silhouette.Erik Townsend welcomes Bob Coleman to MacroVoices Spotlight. Erik and Bob discuss:

  • Most vaulting services for precious metals are owned and operated by banks or precious metals dealers! Conflicts of interest abound
  • When investor Bob Coleman couldn’t find a private vaulting facility that met his standards of independence, he started his own
  • Allocated, Unallocated and Segregated Storage: Understanding what the bullion banks are selling and where the pitfalls are
  • Private vaulting facilities are not required to collect tax ID numbers (bullion banks are)
  • Insurance and force majeure risks in precious metals storage
  • Getting your metals OUT of the vault when you want them, and what can and has gone wrong with bullion banks

 

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Bob will refer to it throughout the interview. 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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Idaho Armored Vaults slide deck 

 

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male silhouette.Erik Townsend and Patrick Ceresna welcome Jeffrey Snider and Luke Gromen to MacroVoices. They discuss:

  • Current US dollar liquidity squeeze
  • Impact of changing Eurodollar markets
  • Understanding the global banking system
  • Do interest rates influence dollar liquidity?
  • What does the Fed do now?
  • China, PBOC and the dollar problem
  • Global dollar liquidity shortage
  • Future changes in global reserve currencies

 

 

We strongly recommend that you download the chart book that accompanies this episode's postgame segment, as Erik and Patrick will refer to it throughout the segment. 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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Get embed code for this episode. | For other embed code options click here. | Download the audio MP3 File (75.05 MB) . | Download the podcast transcript:   pdf Here (251 KB)

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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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