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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 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 Louis-Vincent Gave returns to explain why the markets are currently enthralled in not just one but three simultaneous crises.

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

All-Stars #99 Louis-Vincent Gave: We’re experiencing three crises disguised as one!

MacroVoices Erik Townsend and Patrick Ceresna welcome Josh Crumb to the show to discuss gold-oil ratio, pricing models for gold relative to both crude oil and real interest rates, and what lies ahead for precious metals & much more. 

Link: https://bit.ly/2R6iGj0

MacroVoices #213 Josh Crumb: Deciphering the Gold market

Petroleum Geologist Art Berman and Prof. Nate Hagens join Erik Townsend for an oil market special. We start with the current OPEC+ deal breakdown and outlook then move on to the long-term picture.

Link: https://bit.ly/34gkbkc

Hot Topic #12: Oil Market Special with Art Berman and Nate Hagens

All-Star Dr. Pippa Malmgren returns to share her insights on whether the virus or the government ‘cure’ will be worse, and what lies ahead for the U.S. economy

Link: https://bit.ly/2JO2FKE

All-Stars #100 Dr. Pippa Malmgren: Socio-economic implications of the Coronavirus Crisis

CPM Group founder Jeff Christian debunks popular myths and explains how the physical precious metals market really works.

Link: https://bit.ly/3dYyCO2

Hot Topic #13: Gold for Grownups! Jeff Christian debunks the myths of the market.

MacroVoices Erik Townsend and Patrick Ceresna welcome Eric Peters from One River Asset Management to talk about the impacts of coronavirus on the recent market dislocation and the implications of the recent record-setting monetary intervention and more.

Link: https://bit.ly/3c7Doaa

MacroVoices #214 Eric Peters: Knock-on effects of the Coronavirus Crisis

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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