2024 Macrovoices - Darius Dale is the Founder & CEO of 42 Macro, an investment research firm that aims to disrupt the financial services industry by democratizing institutional-grade macro risk management frameworks and processes. Prior to founding 42 Macro, Darius was a Managing Director and Partner at Hedgeye Risk Management, an independent investment research ...

 
macrovoices.com. Just go to our home page at macrovoices.com, look for the red button that says Looking for the Downloads? just above Lak’s picture on the home page. Lak, it’s great to have you back on the show. You are Mr. Economic Cycles. Your whole career has focused on economic cycles.. Macrovoices

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.Apr 8, 2021 · Jesse has been managing money for over 20 years. He began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund firm headquartered in Santa Monica, California. Since moving to Bend, Oregon in 2000 and founding The Felder Report shortly thereafter his writing and research has been featured in major ... Dec 8, 2022 · Prior to founding FFTT, Luke was a founding partner of Cleveland Research Company, where he worked from 2006-14. At CRC, Luke worked in sales and edited CRC’s flagship weekly thematic research summary piece (“Straight from the Source”) for the firm’s clients. Prior to that, Luke was a partner at Midwest Research, where he worked in ... Brent enjoyed more than nine years as a Managing Director at BakerAvenue Asset Management, a $2 Billion Asset Manager and Wealth Management firm, with offices in San Francisco, Dallas and New York. He was the lead advisor for several of the firms’ largest clients. Before joining BakerAvenue, Brent spent nine years at Credit Suisse in …MacroVoices Erik Townsend and Patrick Ceresna welcome former U.S. Presidential advisor, Dr. Pippa Malmgren to the show. They discuss the situation in Ukraine - but looking at it in the context of a bigger picture that led Pippa and other prominent thought leaders to predict a major escalation of war tensions long before this particular crisis erupted. WWIII Has Already Started - By Dr. Pippa ...MacroVoices #392 Jesse Felder: Questioning the Soft Landing Narrative. MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show. …Anas: Thank you very much Erik. it's always a pleasure to be on MacroVoices. It was clear from the beginning. If we look at how countries open after locked down that we are going to have an increase a sharp increase simply because of the transportation sector. But for the restMacroVoices Podcast with Hedge Fund Manager Erik Townsend. About 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.Erik: Joining me now is Justin Huhn, a regular MacroVoices listener and editor of The Uranium Insider newsletter. Justin, it's great to get you on the show. I want to first congratulate you. You launched your newsletter in August of 2019. I wish I had discovered it then I've only been a subscriber for a couple of months, but I'm absolutely …MacroVoices Erik Townsend and Patrick Ceresna welcome back Rosenberg Research Founder, David Rosenberg. They discuss Rosie’s two strongest conviction trades are …Jul 20, 2023 · Dr. Anas F. Alhajji is a world-renowned energy markets expert, researcher, author, and a speaker with more than 900 papers, articles and columns to his credit. He advises governments, companies, financial institution and investors on various energy markets issues. He focuses on oil and gas market outlook, energy geopolitics, energy security ... 15 Nov 2023. pdf. 2023-11-09 - Transcript of the Podcast Interview between Erik Townsend and Leigh Goehring ( pdf, 217 KB ) (1066 downloads) Popular. 08 Nov …MacroVoices Podcast with Hedge Fund Manager Erik Townsend. About 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.MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show. They discuss everything from recession risk to Eurozone economic weakness and what’s causing it, to inflation and why Daniel says last week’s CPI print wasn’t necessary as bullish as market participants have perceived, to monetary aggregate contraction to energy prices and the upcoming OPEC+ meeting this ...Listen to Macro Voices on Spotify. 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, LLCMacro Voices launched 8 years ago and published 304 episodes to date. You can find more information about this podcast including rankings, audience demographics ...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 …Dr. Steve Keen is Professor of Economics, Politics and History at Kingston University, London. He was one of the handful of economists to realize that a serious economic crisis was imminent, and to publicly warn of it, from as early as December 2005. This, and his pioneering work on complex systems modeling of debt-deflation, resulted in …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.Play the Above Episode in a Pop-Up Window | Download the Above MP3 File. Erik Townsend and Patrick Ceresna welcome Justin Huhn to MacroVoices. Erik and Justin discuss: Overall investment argument for nuclear energy. Bifurcation of nuclear energy market. Available options for investing in nuclear.Apr 18, 2019 · The breakdown of Eurodollar system and the Great Global Monetary Crisis. The Eurodollar squeeze and its effect on the global system. Correlation between the Eurodollar squeeze and the US dollar index. A weekly financial podcast for professional finance, high net worth individuals, and other sophisticated investors. 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.Mike Alkin is the Chief Investment Officer and Founder of Sachem Cove Partners, LLC*. At Sachem Cove, he leads the entirety of the investment process. He has nearly 25 years of hedge fund experience with extensive short selling experience across many industries. Prior to founding Sachem Cove, among his positions he was an analyst and partner ...MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show. They discuss everything from recession risk to Eurozone economic weakness and what’s causing it, to inflation and why Daniel says last week’s CPI print wasn’t necessary as bullish as market participants have perceived, to monetary aggregate contraction to energy prices and the upcoming OPEC+ meeting this ...Prior to founding FFTT, Luke was a founding partner of Cleveland Research Company, where he worked from 2006-14. At CRC, Luke worked in sales and edited CRC’s flagship weekly thematic research summary piece (“Straight from the Source”) for the firm’s clients. Prior to that, Luke was a partner at Midwest Research, where he worked in ...Voice Powered Game Control. VoiceBot lets you take command with your voice! Say commands out loud to send actions to your games and applications. Use your voice to type keyboard shortcuts, click and move your mouse, and execute macros and scripts.The premiere weekly financial podcast with hedge fund manager Erik Townsend, and interviews with the brightest minds in the world of finance and macroeconomics.MacroVoices Podcast with Hedge Fund Manager Erik Townsend. About 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.MACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment …MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show. They discuss everything from recession risk to Eurozone economic weakness and what’s causing it, to inflation and why Daniel says last week’s CPI print wasn’t necessary as bullish as market participants have perceived, to monetary aggregate contraction to energy prices and the upcoming OPEC+ meeting this ...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.MacroVoices Erik Townsend and Patrick Ceresna welcome back, Honte investments fund manager Alex Gurevich. Erik and Alex discuss the reasons why Alex is still...Jun 29, 2023 · 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. Dec 7, 2023 · MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show. They discuss everything from recession risk to Eurozone economic weakness and what’s causing it, to inflation and why Daniel says last week’s CPI print wasn’t necessary as bullish as market participants have perceived, to monetary aggregate contraction to energy prices and the upcoming OPEC+ meeting this ... 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 …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 …Subscribe to our Podcasts completely FREE with no requirement to register on our site or provide us with any personal information whatsoever. Simply click on your preferred …MacroVoices Podcast with Hedge Fund Manager Erik Townsend. About 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.Erik: Welcome to Part 5 of MacroVoices Eurodollar University with Alhambra Investments CIO Jeffrey Snider.I’m your host, Erik Townsend. There is a slide deck to accompany this podcast and we recommend that you download it before listening, as we’ll be referring to the charts and graphs it contains throughout this program.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 …Oct 12, 2023 · Alex Gurevich is the founder and Chief Investment Officer of HonTe Investments, a Bay Area based investment management firm. After earning a Ph.D. in mathematics from the University of Chicago, Gurevich directed his passion for strategy into a successful Wall Street career. Alex has over twenty years of trading experience including franchise ... MacroVoices #391 Brent Johnson: The Dollar Is Not Done. MacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital founder Brent Johnson to the show. They discuss the reasons Brent thinks the U.S. Dollar bull market isn’t over yet, and why Brent thinks new highs for the dollar index are still to come. https://bit.ly/3EjuaYB ...Jim 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 ...MacroVoices Erik Townsend and Patrick Ceresna welcome back Rosenberg Research Founder, David Rosenberg. They discuss Rosie’s two strongest conviction trades are …Accredited Investor Academy featuring Hedge Fund Manager Erik Townsend. In this five-episode series, Erik Townsend and Aaron Chan explore the world of “alternative” investments which are restricted by law to accredited investors. The series begins with Erik’s personal war story of dealing with the sharks on Wall Street who offer ... MacroVoices Podcast with Hedge Fund Manager Erik Townsend. About 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.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 …Oct 12, 2023 · MacroVoices #392 Jesse Felder: Questioning the Soft Landing Narrative. MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show. They discuss the many reasons Jesse is questioning the soft landing narrative and expecting more turbulence for the stock market. Then Erik shares his exciting commodity trade idea before moving ... MacroVoices Podcast with Hedge Fund Manager Erik Townsend. About 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.The return of cyclical inflation in the US. Chinese capital outflows and the effect on real estate markets. How the Dollar story will affect precious metals. Emerging market equites. A lack of real cooperation between central banks. Global sovereign debt markets and what they are signaling about inflation. How a perfect storm of Dollar …Macro Voices is a podcast series that features interviews with experts on topics such as oil, commodities, money, inflation, and geopolitics. Listen to the latest episodes or download the transcripts and supporting materials from the website of Erik …Erik: Welcome to Part 1 of MacroVoices Eurodollar University with Alhambra Partners CIO Jeffrey Snider. I’m your host, Erik Townsend. I’m your host, Erik Townsend. There’s a slide deck to accompany this podcast and we highly recommend that you download it before listening as we’ll be referring to the charts and graphs that it contains ...David Rosenberg is the President and Chief Economist & Strategist of Rosenberg Research & Associates Inc., an economic consulting firm he established in January 2020. He and his team have as their top priority providing investors with analysis and insights to help them make well-informed investment decisions. Prior to Rosenberg Research, David ...Macro Voices. Hedge Fund Manager Erik Townsend. Subscribe. Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest …MacroVoices. Artemis Capital Management LP. Christopher Cole, CFA. January 24, 2018. 98 San Jacinto, Suite 370. Austin, TX 78701. Phone (512) 467-4735. [email protected]. www.artemiscm.com. The following presentation is proprietary and confidential to Artemis Capital Management, LP (“Artemis”) and has been permitted for …9.8K views 6 days ago. MacroVoices Erik Townsend and Patrick Ceresna welcome back Rosenberg Research Founder, David Rosenberg. They discuss Rosie’s …MacroVoices #394 Louis-Vincent Gave: China, Energy …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.Charlie McElligott. Charlie McElligott is a Managing Director and Cross-Asset Macro Strategist for the Global Markets Americas business at Nomura Securities International, with more than 15 years’ experience in macro markets. He concentrates on positioning and sentiment, alongside quantitative factor analysis.Bear market & recession. Macro risks and lack of reaction from equity markets. Equity valuations, interest rates & “The Buffet Yardstick”. Macro earnings model. Beginning of a recovery? Stocks and speculators. The Magnificent 7. A weekly financial podcast for professional finance, high net worth individuals, and other sophisticated …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.MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show to take a deep dive on energy, everything from crude oil to natural gas to shale depletion rates. And finally, uranium before moving on to talk in depth about inflation. https://bit.ly/3OyuKaI Download Lyn’s Charts: https://bit.ly/475fOZ4 Download Big Picture Trading ...Macro Voices launched 8 years ago and published 304 episodes to date. You can find more information about this podcast including rankings, audience demographics ...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.MacroVoices welcomes Gavekal co-founder, Louis-Vincent Gave to the show. Louis says when China’s Xi Jinping pivots from zero COVID policy to re-opening the C...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 …Nov 10, 2022 · Click here to register or login for access to supporting materials. Rory Johnston is the founder of Commodity Context, a market research firm specializing in the oil & gas market and publishing on Substack. He also works as Managing Director and Market Economist at Price Street, a Toronto-based family office, and as an instructor at the ... Aug 24, 2023 · In 2019 he won a Gold Stevie for Executive of the Year. Matt holds first class honours in both Electrical Engineering and Science, a Masters in Applied Finance, and a Masters in Electrical Engineering from Stanford University. He is a graduate of the Australian Institute of Company Directors and a Fellow of the Institute of Engineers Australia. MacroVoices Podcast with Hedge Fund Manager Erik Townsend. About 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.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. MacroVoices #392 Jesse Felder: Questioning the Soft Landing Narrative. MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show. …Click here to register or login for access to supporting materials. David Rosenberg has been the firm’s Founder and President since inception in January 2020. Prior to launching Rosenberg Research, David served as Chief Economist & Strategist at Gluskin Sheff + Associates Inc. from 2009 to 2019. [Back]MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show. They discuss everything from recession risk to Eurozone economic weakness and what’s causing it, to inflation and why Daniel says last week’s CPI print wasn’t necessary as bullish as market participants have perceived, to monetary aggregate contraction to energy prices and the upcoming OPEC+ meeting this ...Erik Townsend welcomes Jim Rickards to MacroVoices. Erik and Jim discuss: Gold as a currency, rather than an investment, because "earning yield requires taking risk" The USD rally and the Fed’s influence on its ability to continue. The difference between a central bank’s ability to cure inflation, vs. curing deflationThe 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 …22 Nov 2022 ... Leaked Zoom Call with Erik Townsend of Macro Voices ... In this one-off special edition, the Leaked Lunch podcast becomes the Leaked Zoom call ...Macro Voices. 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. MacroVoices Erik Townsend and Patrick Ceresna welcome back Gavekal co-founder, Louis-Vincent Gave to the show.Quote Tweet. MacroVoices Podcast. @MacroVoices. ·. Nov 23, 2022. MacroVoices @ErikSTownsend welcomes @DrPippaM for an extended interview where they discuss the global conflict of superpowers and the proxy war in Ukraine, the scandals in cryptocurrency markets, the new space race and much more. bit.ly/3ODO9ph. MacroVoices Erik Townsend and Patrick Ceresna welcome energy markets guru Dr. Anas Alhajji to the show to take a deep dive on energy markets – particularly o...MacroVoices welcomes Tressis Chief Economist, Daniel Lacalle to the show. They discuss the Macro outlook in Europe and Daniel says the dire economic ...Macrovoices

MacroVoices Erik Townsend and Patrick Ceresna welcome back Rosenberg Research Founder, David Rosenberg. They discuss Rosie’s two strongest conviction trades are …. Macrovoices

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Apr 18, 2019 · The breakdown of Eurodollar system and the Great Global Monetary Crisis. The Eurodollar squeeze and its effect on the global system. Correlation between the Eurodollar squeeze and the US dollar index. A weekly financial podcast for professional finance, high net worth individuals, and other sophisticated investors. 15 Nov 2023. pdf. 2023-11-09 - Transcript of the Podcast Interview between Erik Townsend and Leigh Goehring ( pdf, 217 KB ) (1066 downloads) Popular. 08 Nov …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 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.MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show. They discuss everything from recession risk to Eurozone economic weakness and what’s causing it, to inflation and why Daniel says last week’s CPI print wasn’t necessary as bullish as market participants have perceived, to monetary aggregate contraction to …May 13, 2021 · In 2011, Mr. Bassman joined Credit Suisse's Global Rates business where he identified and integrated investment and hedging opportunities for sophisticated investors. From 2014 to 2017, Mr. Bassman was an Executive Vice President and Portfolio Manager at PIMCO - a leading global investment management firm. Jan 20, 2022 · 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. Oct 5, 2023 · Prior to founding FFTT, Luke was a founding partner of Cleveland Research Company, where he worked from 2006-14. At CRC, Luke worked in sales and edited CRC’s flagship weekly thematic research summary piece (“Straight from the Source”) for the firm’s clients. Prior to that, Luke was a partner at Midwest Research, where he worked in ... In other words, every 250 years you would double the knowledge of the human race. But by 1900, it was doubling every century. In other words, much faster. By 1945, he said it was doubling every 25 years. And by 1982, doubling every 12 to 13 months. And then IBM did an estimate that by 2020, which is what we’re right on the brink of, …Macro Voices @macrovoices7508 ‧ 47.1K subscribers ‧ 681 videos More about this channel Subscribe Videos Play all 19:25 Why Hedging Today Has Rarely Been Cheaper - MacroVoices #404 Postgame 644... MacroVoices Podcast with Hedge Fund Manager Erik Townsend. About 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.Jan 21, 2021 · From 2006-2014, Michael founded and managed the New York office of Canyon Capital Advisors, a $23B multi-strategy hedge fund based in Los Angeles, CA, where he established their global macro strategies, managing in excess of $5B of exposure across equity, credit, FX, commodity and derivative markets. In addition to his work as a market theorist ... This rare perspective gives him extraordinary insight into the intersection of the two and how they are likely to affect global markets in the future. In his new book, Beyond Blockchain, Erik discusses these trends in great detail, covering the history of money, the rise of the dollar as the world’s reserve currency and the origin and ...Episode 1, v2.0: Why Energy Transition is the most important challenge humanity faces 1.1 The Energy Transition away from fossil fuels is the single most important challenge humanity faces in the 21st century. Even if you [re a climate skeptic, the transition away from fossil fuel dependency is still essential to our survival, regardless of whether climate change poses …15 Nov 2023. pdf. 2023-11-09 - Transcript of the Podcast Interview between Erik Townsend and Leigh Goehring ( pdf, 217 KB ) (1066 downloads) Popular. 08 Nov 2023. pdf. 2023-11-02 - Transcript of the Podcast Interview between Erik Townsend and Rory Johnston ( pdf, 253 KB ) (978 downloads) Popular. 01 Nov 2023.Listen to Macro Voices on Spotify. 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, LLCClick to Play Now! Mr. Snider is Chief Investment Strategist and Head of Global Research at Alhambra Investment Partners. Through detailed and comprehensive investigation of the global monetary and banking system, he was one of the few analysts to sound the alarm during the run-up to the panic of 2008 and then to predict the rebound in …Erik Townsend and Patrick Ceresna welcome Louis-Vincent Gave to MacroVoices. Erik and Louis discuss: Global financial system meltdown and US dollar’s loss of hegemony. De-globalization of financial flows. Flight-to-safety trades going in opposite direction. China vs. Taiwan and why we should be concerned. Geopolitics and recent sell-off in ...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.Feb. 2, 2023. MacroVoices Erik Townsend welcomes Honte investments fund manager Alex Gurevich to the show. They discuss this week’s FOMC statement and press briefing, inflation, crude oil, interest rates, equity markets, and precious metals. https://bit.ly/40pDvrx Download Big Picture Trading chartbook 📈📉https:…. 01:07:04.Dec 29, 2022 · MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show. They discuss everything from recession risk to Eurozone economic weakness and what’s causing it, to inflation and why Daniel says last week’s CPI print wasn’t necessary as bullish as market participants have perceived, to monetary aggregate contraction to energy prices and the upcoming OPEC+ meeting this ... 6 Sept 2017 ... Pippa Malmgren: Cryptocurrencies [Macro Voices]; The Fourth Turning [Amazon]; Triffin Dilemma [Wikipedia]; @ErikSTownsend [Twitter]; MacroVoices ...MacroVoices Erik Townsend and Patrick Ceresna welcome Larry McDonald from The Bear Traps Report to the show to discuss inflation, bond yields, market outlooks, ...Louis co-founded Gavekal as an independent macro research firm in Hong Kong with his dad Charles and friend Anatole Kaletsky in 2002. The starting premise for Gavekal was that China was set to become a very important economic and financial force in the world, yet most foreign investors did not know where to begin when thinking through …MacroVoices Podcast with Hedge Fund Manager Erik Townsend. About 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.Dr. Steve Keen is Professor of Economics, Politics and History at Kingston University, London. He was one of the handful of economists to realize that a serious economic crisis was imminent, and to publicly warn of it, from as early as December 2005. This, and his pioneering work on complex systems modeling of debt-deflation, resulted in …About. MACRO is a multiplatform media company that represents the voice and perspectives of Black people and persons of color. Since its founding in 2015, the Company has made seventeen feature films and two TV shows, and garnered fifteen Oscar nominations and three wins. With verticals extending to all aspects of media creation - …MacroVoice's Erik Townsend & Patrick Ceresna welcome Ole S Hansen as this week’s guest. Ole says the bull market has paused in some commodities, but is set t...Accredited Investor Academy featuring Hedge Fund Manager Erik Townsend. In this five-episode series, Erik Townsend and Aaron Chan explore the world of “alternative” investments which are restricted by law to accredited investors. The series begins with Erik’s personal war story of dealing with the sharks on Wall Street who offer ...Login or Register. Details. * Required field. Username *. First Name *. Last name *. Name Visibility *. Always keep my first and last name private; never display this information to other forum users Show my first and last name when I post forum messages, so that other users can see my full name. Optional Firm Name.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 …Listen to 300 episodes of Macro Voices on Podbay - the best podcast player on the web. Weekly market commentary by Hedge Fund Manager Erik Townsend and ...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. MacroVoices Podcast with Hedge Fund Manager Erik Townsend. About 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.May 20, 2021 · David Rosenberg is the President and Chief Economist & Strategist of Rosenberg Research & Associates Inc., an economic consulting firm he established in January 2020. He and his team have as their top priority providing investors with analysis and insights to help them make well-informed investment decisions. Prior to Rosenberg Research, David ... Dec 15, 2022 · pdf. MacroVoices Research Roundup June 8 2023 - Bill Blain: Inflation, Central Banks, BRICS, Geopolitics, Alternative Assets & more ( pdf, 511 KB ) Popular. 08 Jun 2023. pdf. MacroVoices Research Roundup March 11, 2020 - Axel Merk: Market outlook for the coming Coronavirus crisis ( pdf, 208 KB ) Popular. The MacroVoices Podcast provides weekly market commentary by Hedge Fund Manager Erik Townsend and includes interviews with the brightest minds in the world of finance and macroeconomics. MacroVoices is made possible by funding from Fourth Turning Capital Management, LLC.MacroVoices Podcast with Hedge Fund Manager Erik Townsend. About 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.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.6 Sept 2017 ... Pippa Malmgren: Cryptocurrencies [Macro Voices]; The Fourth Turning [Amazon]; Triffin Dilemma [Wikipedia]; @ErikSTownsend [Twitter]; MacroVoices ...Apr 13, 2023 · Thought-provoking Larry McDonald presents his captivating views on the US Financial Crisis, European Sovereign Debt, and China’s Economic Meltdown - spiced with actionable risk indicators, risk management lessons, and sprinkled with humor. In late 2006, as Vice President at Lehman Brothers, he led his team into betting against the subprime ... MacroVoices Podcast with Hedge Fund Manager Erik Townsend. About 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.MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show. They discuss everything from recession risk to Eurozone economic weakness and what’s causing it, to inflation and why Daniel says last week’s CPI print wasn’t necessary as bullish as market participants have perceived, to monetary aggregate contraction to energy prices and the upcoming OPEC+ meeting this ...Oct 21, 2021 · Luke Gromen began his career in the mid-1990s in the Research Department at Midwest Research before moving over to institutional equity sales and becoming a partner. While in sales, Luke was a founding editor of Midwest’s widely-read weekly summary (“Heard in the Midwest”) for the firm’s clients, in which he aggregated and combined ... Sep 14, 2023 · The FED’s master plan for dealing with debt. Impact of demographics and immigration. 3 Risk Vectors in the bond market. Selling convexity in the bond markets. MBS rates relative to treasury yields. S&P500 hedges cheapest in a decade. A weekly financial podcast for professional finance, high net worth individuals, and other sophisticated ... 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 …MacroVoices #395 Simon White: Inflation, Stocks & Why TINA is Coming Back ... Podden och tillhörande omslagsbild på den här sidan tillhör Hedge Fund Manager Erik ...macrovoices.com. Just go to our home page at macrovoices.com, look for the red button that says Looking for the Downloads? just above Lak’s picture on the home page. Lak, it’s great to have you back on the show. You are Mr. Economic Cycles. Your whole career has focused on economic cycles.MacroVoice's Erik Townsend & Patrick Ceresna welcome Ole S Hansen as this week’s guest. Ole says the bull market has paused in some commodities, but is set t...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.15 Nov 2023. pdf. 2023-11-09 - Transcript of the Podcast Interview between Erik Townsend and Leigh Goehring ( pdf, 217 KB ) (1066 downloads) Popular. 08 Nov 2023. pdf. 2023-11-02 - Transcript of the Podcast Interview between Erik Townsend and Rory Johnston ( pdf, 253 KB ) (978 downloads) Popular. 01 Nov 2023.Oct 26, 2023 · Ole Hansen joined Saxo Bank in 2008 and has been Head of Commodity Strategy since 2010. He focuses on delivering strategies and analyses of the global commodity markets defined by fundamentals, market sentiment and technical developments. Hansen is the author of the Weekly Commodity Update, which sets out the moves in commodities, and also ... MacroVoices Erik Townsend and Patrick Ceresna welcome back Lakshman Achuthan as this weeks featured guest. They'll discuss ECRI’s leading indicators, growth.... Maine facebook marketplace