Macro Voices
A podcast by Hedge Fund Manager Erik Townsend - Thursdays
688 Episodes
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Juliette Declercq: The bear argument for the USD
Published: 5/18/2018 -
Charles Gave: Our Industry is NOT prepared for secular inflation!
Published: 5/11/2018 -
Russell Napier: Signs of incipient inflation are a false alarm and won’t last long
Published: 5/4/2018 -
Marin Katusa: Copper, Uranium & the EV Revolution
Published: 4/26/2018 -
Bassman/Cudmore/Snider: Market Correction Review
Published: 4/20/2018 -
Darius Dale: Hedgeye turn BEARISH U.S. Growth
Published: 4/13/2018 -
Simon White: Equities are running out of road
Published: 4/6/2018 -
Julian Brigden: Stock collapse under own weight or Fed/yields do it for them
Published: 3/29/2018 -
Jeff Snider: U.S. Treasury Yield Curve Deep Dive
Published: 3/22/2018 -
John Mauldin: No sign of imminent recession
Published: 3/16/2018 -
Jim Grant: The great Bond BEAR Market has already begun!
Published: 3/9/2018 -
Jeffrey Snider: Since 2008 major turning points in Gold have been punctuated by Eurodollar anomalies
Published: 3/2/2018 -
Rick Rule: Natural Resource Investing
Published: 2/23/2018 -
Eric Peters: Systemic Risks are Mounting
Published: 2/16/2018 -
Jared Dillian: The week short vol imploded
Published: 2/9/2018 -
Art Berman: Crude Oil Special Double Header
Published: 2/2/2018 -
Chris Cole: Volatility and the Alchemy of Risk
Published: 1/26/2018 -
Mark Cudmore: Around the World of Macro
Published: 1/19/2018 -
Josh Steiner: Global Housing Market Analysis
Published: 1/12/2018 -
Anatomy of the U.S. Dollar End Game Part 5 of 5
Published: 1/5/2018
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