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Hedge Fund Manager Erik Townsend

Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC

Macro Voices

MacroVoices Erik Townsend and Patrick Ceresna welcome Axel Merk to the show to discuss how COVID-19 is driving bonds to new all-time highs, perspectives on possible bail-out for shale oil producers and outlook on gold & more. 

Link: http://bit.ly/38DZlLT

MacroVoices #210 Axel Merk: Market outlook for the coming Coronavirus crisis

Host Erik Townsend gives his most bearish and dire outlook yet for the COVID19 crisis, predicting the United States and all of Europe will soon experience what Italy is now experiencing.

Link: http://bit.ly/2Q9ZRLk

Hot Topic #7 COVID-19 Update: USA and all of Europe will look like Italy within one month!

Energy Week co-star Tracy Shuchart joins Erik to reflect on what the COVID19 crisis and the OPEC+ falling out with Russia will mean for energy markets, including impact on U.S. Shale.

Link: http://bit.ly/2xB1tr8

Hot Topic #8 Tracy Shuchart: COVID19, OPEC+ & Crude - What comes next?

Reporting live from Ground Zero in Northern Italy, Lenore Hawkins joins Erik Townsend with a situation report on life in Italy before and after the COVID-19 crisis struck the region.

Link: http://bit.ly/38RyBrp

Hot Topic #9 Lenore Hawkins: Boots on the ground from the Red Zone (COVID-19 Lockdown in Italy)

All-Star Jeff Snider says the Fed keeps using a bigger bazooka but no one seems to care and the global dollar shortage takes on 2008 proportions.

Link: http://bit.ly/3b3PBfN

All-Stars #97 Jeff Snider: The QE Market Meltdown - Currency Inelasticity

Once again, host Erik Townsend gives a detailed update on the evolving #COVID19 crisis in this full-length special report.

Link: http://bit.ly/2vB07fo

Hot Topic #10 COVID19 Update: Imperial College report makes waves

MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show to talk about the impact of COVID-19 on the economy and markets, the systemic risks to markets and impact on dealers & more. Then Kevin Muir joins in the postgame to talk about the imploding risk parity. 

Link: https://bit.ly/2wdj5ZW

MacroVoices #211 Jim Bianco: COVID-19 & Risk Parity Unwind - What's next for markets?

All-star Luke Gromen says the only way for stocks to trade is down unless the Fed buys an unlimited amount of debt.

P.S. both of those things are happening as we release this episode!

Link: https://bit.ly/2QHpAuR

All-Stars #98 Luke Gromen: Stocks will keep selling off unless the Fed buys unlimited debt

Florida physician Dr. Steve Bickell and Tematica Research global macro strategist Lenore Hawkins join Erik Townsend for this week’s COVID19 update podcast

Link: https://bit.ly/2UdwF8I

Hot Topic #11 Lenore Hawkins & Dr. Steve Bickel: The only way to save the economy is to reduce the COVID19 hospitalization rate

MacroVoices Erik Townsend and Patrick Ceresna welcome Simon White to the show to talk about the implications of the FED’s recent QE, if the stocks and bonds will both start selling off and how the asset markets will be impacted by the US governments reaction to COVID-19 crisis. 

Link: https://bit.ly/3akVx3S

MacroVoices #212 Simon White: Aftermath of the biggest monetary policy intervention in world history

All-Star Jeff Snider is back! Jay Powell has added $1.5 trillion in bank reserves in just eight weeks, so where's all the money? It's conspicuously missing from all the places it should be showing up.

All-Stars #103 Jeff Snider: The Myth of Central Bank Market Support (and liquidity)

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