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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MGreen

Erik Townsend and Patrick Ceresna welcome Mike Green to MacroVoices. Erik and Mike discuss:

  • Inelasticity & Market Structure
  • Economic Weakness & Tariff Impact
  • Inflation Expectations & Market Surveys
  • AI & Its Economic Implications
  • Equity Markets & Passive Investing

 

Download the podcast transcript: [Click Here]

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Erik Townsend and Patrick Ceresna welcome Jim Bianco to MacroVoices. Erik and Jim discuss:

  • Trump Tariffs & Their Purpose
  • Reordering The Financial System 
  • Impact of Tariffs on Inflation 
  • Bond Market Outlook Topic 5
  • Moody’s Downgrade & Its Implications

 

Download the podcast transcript: [Click Here]

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im Bianco is President and Macro Strategist at Bianco Research, L.L.C. Since 1990 Jim’s commentaries have offered a unique perspective on the global economy and financial markets. Unencumbered by the biases of traditional Wall Street research, Jim has built a decades long reputation for objective, incisive commentary that challenges consensus thinking. In nearly 20 years at Bianco Research, Jim’s wide ranging commentaries have addressed monetary policy, the intersection of markets and politics, the role of government in the economy, fund flows and positioning in financial markets.

Jim appears regularly on CNBC, Bloomberg and Fox Business, and is often featured in the Wall Street Journal, Bloomberg News, Grants Interest Rate Observer, and MarketWatch. Prior to joining Arbor and Bianco Research, Jim was a Market Strategist in equity and fixed income research at UBS Securities and Equity Technical Analyst at First Boston and Shearson Lehman Brothers. He is a Chartered Market Technician (CMT) and a member of the Market Technicians Association (MTA). Jim has a Bachelor of Science degree in Finance from Marquette University (1984) and an MBA from Fordham University (1989).

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Erik Townsend and Patrick Ceresna welcome Louis-Vincent Gave to MacroVoices. Erik and Louis discuss:

  • Trump Tariffs & Trade Deal Negotiations 
  • Recession Signals
  • US Market Underperformance & Capital Flow
  • Energy & Commodity Markets 
  • China’s Economic Situation 

 

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Dr. Anas Alhajji

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

  • OPEC+ Production Increase & Market Reactions
  • Media Misinterpretation
  • Impact of Hajj & Summer Demand
  • Trump’s Visit & Oil Politics
  • Long-Term Outlook For Oil & LNG

Download the podcast transcript: [Click Here]

 

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Erik Townsend and Patrick Ceresna welcome Luke Gromen to MacroVoices. Erik and Luke discuss:

  • Trump Tariffs and Trade Reversal 
  • Gold As A Safe Haven
  • China’s Gold Buying
  • Trump’s Tax and Tariff Strategy
  • Perception Vs. Reality in US Infrastructure 

 

Download the podcast transcript: [Click Here]

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Erik Townsend and Patrick Ceresna welcome Michael Howell to MacroVoices. Erik and Michael discuss:

  • Gold Liquidity Cycle Overview
  • Impact of President Trump’s Trade Policies 
  • 2025 Outlook & Liquidity Conditions 
  • Debt Maturity Wall & US Policy Uncertainties
  • US Bond Market & Term Premium 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Michael 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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DanielLacalle2020

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

  • European Perspective on US-EU Relations
  • Impact of US-EU Trade Tensions
  • Stagflation Risks & Debt Sustainability
  • Monetary Policy & Central Bank Collaboration 
  • EU’s Potential De-Dollarization 

 

Download the podcast transcript: [Click Here]

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Erik Townsend and Patrick Ceresna welcome Simon White to MacroVoices. Erik and Simon discuss:

  • Market Volatility & Trump Tariffs 
  • Impact of Trade Deficits & Globalisation 
  • Fiscal Deficits & Treasury Demand
  • Liquidity Tightening & Basis Trade
  • Capital Nationalism & Trade Nationalism 

 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Simon 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 Mike Alkin to MacroVoices. Erik and Mike discuss:

  • Nuclear Industry’s Bullish Outlook
  • Bullish Factors & Market Dynamics
  • Geopolitical Impacts
  • Supply Deficits & Market Forecasts 
  • Long-Term Market Outlook

 

Download the podcast transcript: [Click Here]

Click here to register or login for access to supporting materials.

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Erik Townsend and Patrick Ceresna welcome Matt Barrie to MacroVoices. Erik and Matt discuss:

  • State of The AI Landscape
  • Progression of AI Functionality
  • Hardware Evolution & Competition 
  • Investment Opportunities in AI
  • Future Trends and Predictions

 

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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