2024 Macrovoices - 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.

 
This episode of Hot Topic features panelists Jim Bianco, Mike Shedlock, Dr. Ben Hunt & Dr. Chris Martenson. Erik and the panelists discuss: Why a super-spreader driven silent global contagion may have alreadyoccurred; Why draconian lockdown measures may be the only effective remedies against #COVID19’s high R0. Macrovoices

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.Commodity Market Update for MacroVoices March, 2021 Strategy Team 1 Ole S. Hansen, Head of Commodity Strategy WWW.ANALYSIS.SAXO. Page 2 // Commodity Market Update // 17-Feb-21 Disclaimer The Saxo Bank Group entities each provide execution-only service and access to Analysis permitting a person to view and/or use content available on or via …Erik Townsend and Patrick Ceresna welcome Ole S Hansen to MacroVoices. Erik and Ole discuss: The state of the commodity sector . Inflation, …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 #276 Philip Verleger: Energy Economics and Inflation. MacroVoices Erik Townsend and Patrick Ceresna welcome Philip Verleger to the show …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.Jun 22, 2023 · Food inflation – is there more to come? El Niño phenomena and its impact on price of grains. Dust bowl conditions. Weather vs supply and demand of grains. Cocoa supply shortage. Russia/Ukraine conflict and its impact on commodity trading. Portfolio construction with commodities. A weekly financial podcast for professional finance, high net ... Commodity Market Update for MacroVoices March, 2021 Strategy Team 1 Ole S. Hansen, Head of Commodity Strategy WWW.ANALYSIS.SAXO. Page 2 // Commodity Market Update // 17-Feb-21 Disclaimer The Saxo Bank Group entities each provide execution-only service and access to Analysis permitting a person to view and/or use content available on or via …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 …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 ... 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.Oct 6, 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. 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. MacroVoices Erik Townsend and Patrick Ceresna welcome Larry McDonald from The Bear Traps Report to the show to discuss inflation, bond yields, market outlooks, ...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 best selling author and The Bear Traps Report editor Larry Mcdonald to the show to discuss the upcoming...Oct 22, 2020 · Stephanie is a leading authority on Modern Monetary Theory, a new approach to economics that is taking the world by storm. She is considered one of the most important voices influencing the policy debate today. Her book, The Deficit Myth: Modern Monetary Theory and Creating an Economy for the People, shows how to break free of the flawed ... 22 Nov 2023 ... Play and download MacroVoices #403 Daniel Lacalle: EU Economic Outlook, Inflation, Monetary Aggregates, Energy and Much More from Macro ...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 …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 ...Anatomy of the U.S. Dollar End Game Part 1 of 5. Erik Townsend welcomes Jeffrey Snider, Mark Yusko and Luke Gromen to MacroVoices. In part 1 of the 5 part series, Jeffrey Snider presents: We strongly recommend that you download the chart book that accompanies this interview, and Erik and Juliette will refer to it throughout the interview.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.Stephanie is a leading authority on Modern Monetary Theory, a new approach to economics that is taking the world by storm. She is considered one of the most important voices influencing the policy debate today. Her book, The Deficit Myth: Modern Monetary Theory and Creating an Economy for the People, shows how to break free of the flawed ...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 …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 ... 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 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 Episode #348 w/ Eric Peters. November, 2022. Listen Here. First Meeting, EP.18 w/ Ted Seides - Trading and Evolution at One River w/ Eric Peters.Macro Voices is a weekly podcast hosted by Erik Townsend and Patrick Ceresna that covers the latest market commentary and interviews with the brightest minds in finance and macroeconomics. The …Erik: Jeff, as I hear you talking, I keep being reminded of a view that we’ve heard from several different guests on the MacroVoices podcast, particularly Dr. Lacy Hunt, who has opined that we’re just stuck for the foreseeable future – and I think he’s talking decades – in a low-yield environment, for the simple reason that there has ...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 ...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 their ...Oct 5, 2023 · 14K views 3 weeks ago. MacroVoices Erik Townsend and Patrick Ceresna welcome back, Forest for the Trees founder Luke Gromen. Luke and Eric will deconstruct the dollar-bond yield relationship and... Erik: Joining me now are Alhambra Investments CIO Jeffrey Snider and Forest for the Trees founder Luke Gromen.. As MacroVoices addicts already know, Luke and Jeff have both been outspoken in their MacroVoices All-Stars appearances about a global US dollar liquidity shortage.. But while Jeff and Luke clearly agree that there is a …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 …Welcome to Macro Voices. Always FREE of charge! Registration Never Required but we do recommend it! Just click on any player below to listen Now! Guest Pitches! Prof Steve Keen: The Real Risk is in Private Credit Details Published: 11 October 2018 Erik Townsend and Patrick Ceresna welcome Prof Steve Keen to MacroVoices. ...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.May 19, 2022 · 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 ... 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 ...Macro is Top of Mind. Our focus is to provide meaningful analysis and thought leading insights on the macro-market landscape in order to help our clients optimally allocate their capital and achieve their investment objectives. $9+ Trillion. We advise in client AUM. 80.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 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.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 ... 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.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 a weekly podcast hosted by Erik Townsend and Patrick Ceresna that covers the latest market commentary and interviews with the brightest minds in finance and macroeconomics. The …Erik Townsend welcomes Jeffrey Snider, Mark Yusko and Luke Gromen to MacroVoices in this special 5 part series. Note: The following materials support these episodes. pdf Jeffrey Snider Slide Deck for Parts 1 and 2 (2.63 MB) pdf Mark Yusko Slide Deck for Parts 3 and 4 (3.16 MB) pdf Luke Gromen Slide Deck for Parts 3 and 4 (3.18 MB)Labyrinth Consulting Services, Inc. artberman.com Slide 5 Since 2014, monthly WTI at $70 only in July, September & October 2018 $30.32 $70.98 $63.86MacroVoices Erik Townsend welcomes Dr. Anas Alhajji to the show. Anas predicted President Biden’s recent announcement that another 23mm BBL of crude oil woul...MacroVoices Erik Townsend and Patrick Ceresna welcome Bianco Research founder Jim Bianco to the show to discuss the FOMC statement, the Fed’s hawkish pause, ...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.Marko is a Partner and Chief Strategist at Clocktower Group, an alternative investment asset management firm based in Santa Monica, California. He leads the firm’s Strategy Team, providing bespoke research to clients and partners on geopolitics, macroeconomics, and markets. Prior to joining the firm, Marko founded BCA Research’s ...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 Townsend, a retired software entrepreneur and hedge fund manager.Marko is a Partner and Chief Strategist at Clocktower Group, an alternative investment asset management firm based in Santa Monica, California. He leads the …Macro Voices is a weekly podcast hosted by Erik Townsend and Patrick Ceresna that covers the latest market commentary and interviews with the brightest minds in finance and macroeconomics. The …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 a weekly podcast hosted by Erik Townsend and Patrick Ceresna that covers the latest market commentary and interviews with the brightest minds in finance and macroeconomics. The podcast features guests from various backgrounds and perspectives, such as hedge fund managers, economists, strategists, and traders, and provides supporting materials and charts for listeners to dig deeper into the topics.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 a weekly podcast hosted by Erik Townsend and Patrick Ceresna that covers the latest market commentary and interviews with the brightest minds in finance and macroeconomics. The podcast features guests from various backgrounds and perspectives, such as hedge fund managers, economists, strategists, and traders, and provides supporting materials and charts for listeners to dig deeper into the topics.Play the Above Episode in a Pop-Up Window | Download the Above MP3 File. Erik Townsend and Patrick Ceresna welcome Lyn Alden to MacroVoices. Erik and Lyn discuss: Perspectives on mainstream deflationists adopting a new inflation view. Limits to excessive deficit spending and fiscal stimulus. Fiscal vs. Monetary dominance.MacroVoices #307 Viktor Shvets: Inflation is still a pendulum but will eventually yield to disinflation. Play the Above Episode in a Pop-Up Window | Download the Above MP3 File. Erik Townsend and Patrick Ceresna welcome Viktor Shvets to MacroVoices. Erik and Viktor discuss: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. Malmgren served President George W. Bush in the White House as Special Assistant to the President and on The National Economic Council. She co-founded H Robotics, a British firm that makes aerial drones and autonomous marine and terrain vehicles for industrial use. In 2020, her firm was shortlisted for the National Technology Awards.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 …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 ... 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.In this episode: Why there’s no alternative to nuclear for finding 156,000 TWh of clean energy. Shortcomings of Light Water reactors. The ORNL Molten Salt Reactor Experiment & why it was cancelled. Why Chernobyl, Three Mile Island, and Fukushima should have been prevented. Why we need a crisis to precede a Nuclear Renaissance.Nov 30, 2023 · Macro Voices is a weekly podcast hosted by Erik Townsend and Patrick Ceresna that covers the latest market commentary and interviews with the brightest minds in finance and macroeconomics. The podcast features guests from various backgrounds and perspectives, such as hedge fund managers, economists, strategists, and traders, and provides supporting materials and charts for listeners to dig deeper into the topics. 6 Sept 2017 ... Pippa Malmgren: Cryptocurrencies [Macro Voices]; The Fourth Turning [Amazon]; Triffin Dilemma [Wikipedia]; @ErikSTownsend [Twitter]; MacroVoices ...MacroVoices Art Berman Labyrinth Consulting Services, Inc. October 19, 2017 . Labyrinth Consul4ng Services, Inc. artberman.com Slide 2 $60.01 $28.14 $50.18 117 239 200 213 74-50 -25 0 25 50 75 100 125 150 175 200 225 250 275 $0 $5 $10 $15 $20 $25 $30 $35 $40 $45 $50 $55 $60 $65 $70 $75 $80 $85 $90 $95 $100 $105 $110 ...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.Eurodollar University Part 2. Click to Play Now! Download Transcript: 2017-10-05 - Transcript of Eurodollar University Part 2 with Jeffery Snider (650 KB) Download the MP3 for this episode (32.75 MB) | Get the Embed Code for this episode: Click Here. Please login to listen to the following episodes. You can register FREE here if you don’t ... May 19, 2022 · 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 ... Anatomy of the U.S. Dollar End Game Part 1 of 5. Erik Townsend welcomes Jeffrey Snider, Mark Yusko and Luke Gromen to MacroVoices. In part 1 of the 5 part series, Jeffrey Snider presents: We strongly recommend that you download the chart book that accompanies this interview, and Erik and Juliette will refer to it throughout the interview.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 ...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 ...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 …CNET Download provides free downloads for Windows, Mac, iOS and Android devices across all categories of software and apps, including security, utilities, games, video and browsersThe premiere weekly financial podcast with hedge fund manager Erik Townsend, and interviews with the brightest minds in the world of finance and macroeconomics. Labyrinth Consulting Services, Inc. artberman.com Slide 5 Since 2014, monthly WTI at $70 only in July, September & October 2018 $30.32 $70.98 $63.86Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made ...Macrovoices

Jun 23, 2022 · 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

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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.He led the Firm’s macro-analysis of the oil, natural gas and related markets as well as the overall economic environment. He was responsible for the short-term and long term outlooks for oil, natural gas, NGLs, and LNG markets. Dr. Alhajji’s articles appeared in numerous countries in more than 10 languages, and his work is cited in over 60 ...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.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. A teenage computer protégé, he spent most of his high school years at MIT's Artificial ... 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.MacroVoices, October 2023 Disclaimer These slides will mention financial instruments that are not tradable for all retail clients, depending on the relevant appropriateness test. Financial instruments mentioned can range from low to high risk, and our thoughts on the market should not be viewed as investment recommendations, butMacroVoices 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 ...Jan 19, 2023 · Lyn Alden's background is a blend of engineering and finance. She began her career in the field of electronics engineering in the aviation industry, and eventually moved into engineering finance and management. In 2016, she founded Lyn Alden Investment Strategy, which provides financial research for retail and institutional investors with an ... 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.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 ... 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, LLCMacroVoices Erik Townsend and Patrick Ceresna welcome Bianco Research founder Jim Bianco to the show to discuss the FOMC statement, the Fed’s hawkish pause, ...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 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 Townsend, a retired software entrepreneur and hedge fund manager.Jul 28, 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. Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics.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. Go offline with the Player FM app!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 ...Nov 7, 2019 · Equity markets – FOMO vs. deteriorating earnings expectations. Perspective on the market melt up. Labor share of income and corporate margins. Long short pairs trade in software industry. A weekly financial podcast for professional finance, high net worth individuals, and other sophisticated investors. Nov 7, 2019 · Equity markets – FOMO vs. deteriorating earnings expectations. Perspective on the market melt up. Labor share of income and corporate margins. Long short pairs trade in software industry. A weekly financial podcast for professional finance, high net worth individuals, and other sophisticated investors. 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 ... MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to the show to discuss the role of the petrodollar system and what the implications would be if other nations settled oil trades in currencies other than the USD.Dec 7, 2023 · Marko is a Partner and Chief Strategist at Clocktower Group, an alternative investment asset management firm based in Santa Monica, California. He leads the firm’s Strategy Team, providing bespoke research to clients and partners on geopolitics, macroeconomics, and markets. Prior to joining the firm, Marko founded BCA Research’s ... Erik Townsend welcomes legendary investor Jim Rogers as MacroVoices’ first feature interview. Erik and Jim discuss: The coming market turmoil and its tactical bullish implications for the U.S. dollar, even in the face of longer-term bearish forces that will also affect the dollar. U.S. monetary policy and the failure of Quantitative Easing.Dec 7, 2023 · 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 Townsend, a retired software entrepreneur and hedge fund manager. 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 …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 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. 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. Macro Voices is a podcast series that features interviews with experts and insights on the global economy, markets, and finance. Listen to the latest episodes on topics …Leigh: Yes Erik, and this is critically important to what's brought about the crisis in global agricultural markets today. If you go back, say the period from 1980 or the late 70s, all the way up to 2000. Global grain demand grew very consistently, at about 1.3 to 1.5% per year, whichStephanie is a leading authority on Modern Monetary Theory, a new approach to economics that is taking the world by storm. She is considered one of the most important voices influencing the policy debate today. Her book, The Deficit Myth: Modern Monetary Theory and Creating an Economy for the People, shows how to break free of the flawed ...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 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.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 ... 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 ...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 …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 deflationJun 15, 2023 · 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 ... All-Star Dr.Pippa Malmgren and Erik discuss: How Trump's "photo ops" have been making waves in the markets; Why Facebook's Libra raises fundamental questions about our roles as consumers, investors, and private citizensMacro Voices is a weekly podcast hosted by Erik Townsend and Patrick Ceresna that covers the latest market commentary and interviews with the brightest minds in finance and macroeconomics. The …MacroVoices #382 Dr. Pippa Malmgren: A Tale of Two Civil Wars. 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 – Listen to Macro Voices instantly on your tablet, phone or browser ...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 ...Apr 6, 2023 · Prior to joining Chilton Investment Company, Mr. Rozencwajg worked in the Investment Banking department at Lehman Brothers between 2006 and 2007. Mr. Rozencwajg holds a Bachelor of Arts degree with a major in Economics/Philosophy from Columbia University. Mr. Rozencwajg is a CFA charter-holder. 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 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.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 podcast on demand - Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and …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.Eurodollar University Part 2. Click to Play Now! Download Transcript: 2017-10-05 - Transcript of Eurodollar University Part 2 with Jeffery Snider (650 KB) Download the MP3 for this episode (32.75 MB) | Get the Embed Code for this episode: Click Here. Please login to listen to the following episodes. You can register FREE here if you don’t ... 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 ... 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 ... 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 …MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show to discuss why she thinks we’re in an immaculate dis...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.5 May 2022 ... 01:48:48 - MacroVoices Erik Townsend and this week's guest host Kevin Muir welcome Abaxx Technologies CEO Josh Crumb to the show to take a ...Apr 27, 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 ... Oct 6, 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. Erik Townsend welcomes legendary investor Jim Rogers as MacroVoices’ first feature interview. Erik and Jim discuss: The coming market turmoil and its tactical bullish implications for the U.S. dollar, even in the face of longer-term bearish forces that will also affect the dollar. U.S. monetary policy and the failure of Quantitative Easing.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 ...MacroVoices podcast transcripts are updated weekly. Erik: Joining me now is Goehring and Rozencwajg co-founder Leigh Goehring.Leigh, it's great to have you back on the show, we've got an exciting topic that's a little off the beaten path for today's show, which is the connection between commodity prices and changes in monetary policy regime.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 2009.Erik Townsend welcomes Jeffrey Snider, Mark Yusko and Luke Gromen to MacroVoices in this special 5 part series. Note: The following materials support these episodes. pdf Jeffrey Snider Slide Deck for Parts 1 and 2 (2.63 MB) pdf Mark Yusko Slide Deck for Parts 3 and 4 (3.16 MB) pdf Luke Gromen Slide Deck for Parts 3 and 4 (3.18 MB)Narration Script V1.0 DECEMBER 29, 2022 Episode 1: The Importance of Energy and Origins of the mid-2020s Energy Crisis I’m Erik Townsend. I was a software entrepreneur in the 1990s, and later went on to manage a Prior to joining Chilton Investment Company, Mr. Goehring served as the manager of the Prudential-Jennision family of natural resources funds between 1991 and 2005. These funds accumulated over $3 billion of assets under management at their peak. Mr. Goehring started working on Wall Street in 1982 in the Trust Department of the Bank of New York.MacroVoices #307 Viktor Shvets: Inflation is still a pendulum but will eventually yield to disinflation. Play the Above Episode in a Pop-Up Window | Download the Above MP3 File. Erik Townsend and Patrick Ceresna welcome Viktor Shvets to MacroVoices. Erik and Viktor discuss:Nov 30, 2023 · MacroVoices Erik Townsend and Patrick Ceresna welcome back Rosenberg Research Founder, David Rosenberg. They discuss Rosie’s two strongest conviction trades ... 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.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 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 #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 ...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.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 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.. Chicago to kolkata flight