Macro Voices

Macro Voices

United States

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

Episodes

Jeffrey Christian: Secular BUY call on Gold  

Erik Townsend welcomes Jeffrey Christian back to MacroVoices. Erik and Jeffrey discuss the outlook on the US dollar, Jeff’s secular bullish call on gold and silver and the current demand for physical gold. Jeff further discusses the fundamentals for the platinum, palladium and lithium markets. Further, they wrap things up with Jeff’s macro outlook on the economy, the European Union and outlook for China and Russia.

Jonathan Tepper: The Sea of Excess Liquidity which fueled the rally will soon dry up!  

Erik Townsend welcomes Jonathan Tepper to MacroVoices. Erik and Jonathan discuss the excess liquidity generated by central bank policy and the impact to equities, emerging markets and commodity prices. Jonathan gives further insights on inflation risks and the real end game and runaway inflation. They further discuss the 35-year secular bull market in sovereign bonds and the yield curve. With further comments on Australia, Brazil, China and Japan.

Art Berman: Outlook for Oil for 2017  

Erik Townsend welcomes back Art Berman to MacroVoices. Erik and Art discuss the current catalyst for the decline in oil – the lack of confidence in OPEC. The discuss the record levels of oil inventories, the comparative inventories to past years, the world production surplus, the global liquids consumption growth, the OECD incremental liquids Inventory and the EIA U.S. crude oil forecast.

Grant Williams: The Rise of Populism, Trump Rally, Gold & More  

MacroVoices welcome back Grant Williams to the show. Erik and Grant discuss the growing rise in populism, Trump’s effect on the markets, peak optimism. Grant shares his view on if there is crisis in China, the gold/copper ratio, stagflation, the likely trend of the U.S. dollar and the and asking if the 35-year bond bull market over?

Louis-Vincent Gave: Translating 2016 Events to 2017 Strategies  

Erik Townsend welcomes Louis-Vincent Gave to MacroVoices. Erik and Louis discuss the China reflation trade and asking when Chinese growth will roll over? They further discuss Brexit and the future of the European Union, Philippines and Rodrigo Duterte and the rise of the Chinese empire. It is closed off with the investment themes and risks for 2017.

Jeffrey Snider: Understanding the Global U.S. Dollar Shortage  

Erik Townsend welcomes back Jeffrey Snider to MacroVoices. Erik and Jeff discuss the Eurodollar money markets, why the world needs so many dollars, the U.S. Dollar and the Dollar funding gap. Jeffrey further debunks the reflation trade, discusses current interest rate trap and the failing global currency system.

Jim Rogers: Macro Outlook in the Trump Era  

Erik Townsend welcomes back Jim Rogers to MacroVoices. Erik and Jim discuss what is in store for the U.S. Equity Markets, the U.S. Dollar, bonds and gold. Further in the discussion they tackle the history of government failures and his views on the global populist movements. They finish off the conversation discussing Jim’s views on the movement to a cashless society and answering if we are moving away from a free society?

Jim Rogers: Macro Outlook in the Trump Era  

Erik Townsend welcomes back Jim Rogers to MacroVoices. Erik and Jim discuss what is in store for the U.S. Equity Markets, the U.S. Dollar, bonds and gold. Further in the discussion they tackle the history of government failures and his views on the global populist movements. They finish off the conversation discussing Jim’s views on the movement to a cashless society and answering if we are moving away from a free society?

Jack Schwager: Trading Futures  

Erik Townsend welcomes Jack Schwager to MacroVoices. Erik and Jack discuss how has futures trading evolved over the last few decades. They discuss technical vs fundamental analysis and the most important rule in technical trading. The conclude with lessons from the Market Wizards books.

Jack Schwager: Trading Futures  

Erik Townsend welcomes Jack Schwager to MacroVoices. Erik and Jack discuss how has futures trading evolved over the last few decades. They discuss technical vs fundamental analysis and the most important rule in technical trading. The conclude with lessons from the Market Wizards books.

David Rosenberg: Opportunities and Outlook for 2017  

Macro Voices interview with David Rosenberg from Gluskin Sheff. David discusses when is it time to become bearish on the markets, US Dollar Outlook, Canadian Dollar and Canadian Monetary Policy, Future of European Union and asking if the 35-year bond bull market over?

David Rosenberg: Opportunities and Outlook for 2017  

Macro Voices interview with David Rosenberg from Gluskin Sheff. David discusses when is it time to become bearish on the markets, US Dollar Outlook, Canadian Dollar and Canadian Monetary Policy, Future of European Union and asking if the 35-year bond bull market over?

Raoul Pal: Inauguration Eve Macro Update  

Erik Townsend interviews Raoul Pal on MacroVoices. The interview with Raoul starts with asking if Trump can reverse the trend of a strong dollar. They look at the bond markets and ask if the secular bull market is over. Later in the interview, Erik and Raoul discuss the overcrowded VIX contango trade, the big opportunities for 2017 and the short-term outlook for gold, oil and junk bonds.

Raoul Pal: Inauguration Eve Macro Update  

Erik Townsend interviews Raoul Pal on MacroVoices. The interview with Raoul starts with asking if Trump can reverse the trend of a strong dollar. They look at the bond markets and ask if the secular bull market is over. Later in the interview, Erik and Raoul discuss the overcrowded VIX contango trade, the big opportunities for 2017 and the short-term outlook for gold, oil and junk bonds.

Raoul Pal: Inauguration Eve Macro Update  

Erik Townsend interviews Raoul Pal on MacroVoices. The interview with Raoul starts with asking if Trump can reverse the trend of a strong dollar. They look at the bond markets and ask if the secular bull market is over. Later in the interview, Erik and Raoul discuss the overcrowded VIX contango trade, the big opportunities for 2017 and the short-term outlook for gold, oil and junk bonds.

Rick Rule: Deep dive into pre-revenue resource investing process & due diligence  

Erik Townsend interviews Rick Rule from Sprott Global. The interview with Rick starts with the outlook for the precious metals markets in 2017. Erik then proceeds to discuss the due diligence in making private placements in the gold and silver mining companies. Hear Rick’s insights on evaluating intellectual and physical properties and the common characteristics of successful and failed properties. Rick further puts into perspective how much time and capital is needed to invest into early stage startups.

Rick Rule: Deep dive into pre-revenue resource investing process & due diligence  

Erik Townsend interviews Rick Rule from Sprott Global. The interview with Rick starts with the outlook for the precious metals markets in 2017. Erik then proceeds to discuss the due diligence in making private placements in the gold and silver mining companies. Hear Rick’s insights on evaluating intellectual and physical properties and the common characteristics of successful and failed properties. Rick further puts into perspective how much time and capital is needed to invest into early stage startups.

David Hay: The Trump Triumph Trade (TTT) is overdone!  

Evergreek-Gavekal Chief Investment Officer David Hay joins Erik Townsend as this week’s feature interview guest. Topics include the equity market outlook under President Donald Trump, treasury yields, inflation, energy master limited partnerships, and much more.

David Hay: The Trump Triumph Trade (TTT) is overdone!  

Evergreek-Gavekal Chief Investment Officer David Hay joins Erik Townsend as this week’s feature interview guest. Topics include the equity market outlook under President Donald Trump, treasury yields, inflation, energy master limited partnerships, and much more.

Holiday Special RVTV Encore: Edward Misrahi  

An interview which was originally published on June 2, 2016, between Raoul Pal of Real Vision and Edward Misrahi, Goldman Sachs alumni and founder of Eton Park.

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