• 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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Erik Townsend and Patrick Ceresna welcome Robert Kahn to MacroVoices. Erik and Robert discuss:

  • Trump 2.0 & Market Expectations
  • US-China Relations & Trade Disruptions 
  • Geopolitics & Market Outlook
  • Populist Movement in Europe

 

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

  • Comparing The AI & The Dot-Com Bubbles
  • Impact of Trump’s Victory on The Stock Market
  • Potential Risks to The AI-Driven Bull Market
  • Concerns About Market Positioning & Sentiment 
  • Inflation Outlook 

 

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Erik Townsend and Patrick Ceresna welcome Justin Huhn to MacroVoices. Erik and Justin discuss:

  • Uranium Market Insights
  • Understanding The Spot & Term Markets
  • Big Tech’s Embrace of Nuclear
  • Geopolitics & Uranium Supply
  • Advanced Nuclear Tech & Market Growth

 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Justin 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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Erik Townsend and Patrick Ceresna welcome Jeff Currie to MacroVoices. Erik and Jeff discuss:

  • Post-Trump Market Anomalies 
  • Dollar, Bitcoin & Safe Haven Assets
  • Natural Gas as Marginal Energy 
  • Potential Nuclear Policy Shift
  • Copper & Uranium Demand

 

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

  • US Dollar Outlook
  • Geopolitical Tensions & Market Implications
  • US-China Trade War
  • Inflation & Economic Policy Under Trump
  • Monetary Policy Shifts

 

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Erik Townsend and Patrick Ceresna welcome Vincent Deluard to MacroVoices. Erik and Vincent discuss:

  • Secular Inflation & The Pandemic
  • President Trump’s Policies & Their Impacts 
  • Gold & Crypto Markets
  • Shadow Economy & Their Role
  • US Dollar, China Stimulus & Nuclear Energy

 

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Erik Townsend and Patrick Ceresna welcome Dr. Pippa Malmgren to MacroVoices. Erik and Pippa discuss:

  • Trump’s Election Victory & Its Complications
  • Cultural Shifts & Political Polarisation 
  • Technology & Government Transparency 
  • Geopolitical Implications & Markets
  • Legalisation of Cryptocurrencies

 

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Erik Townsend and Patrick Ceresna welcome Darius Dale to MacroVoices. Erik and Darius discuss:

  • Election Investment Implications
  • Fourth Turning & Fiscal Policy 
  • Populism & Sovereign Debt
  • Inflation & Business Cycle
  • Gold Liquidity & US Liquidity

 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Darius 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 Johnson to MacroVoices. Erik and Brent discuss:

  • BRICS & US Dollar
  • Foreign Holders of US Treasuries
  • Central Banks & Precious Metals
  • US Equities & Fixed Income
  • Oil Market Outlook

 

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.

Details

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

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

  • Middle East Tensions and Oil Market Impact
  • Israel and Iran Tensions 
  • Long-Term Oil Market Outlook
  • Decline in Oil Prices Despite Supply Reductions
  • China/Russia Impact on Oil Markets

 

Download the podcast transcript: [Click Here]

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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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