Podcast
Macro Voices
Hosted by Michael Ronayne · EN
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
6episodes
Episodes
Newest firstAll episodes
MacroVoices #288 Paul Krake: Mega themes for 2020s
Sep 9, 202101:07:52Tap to summarizeMacroVoices Erik Townsend and this week's guest host Kevin Muir welcome View from the Peak founder Paul Krake to the show to discuss what Paul calls megathematics, the important trends to watch in the current macro environment.Link: https://bit.ly/3yZmuWz
Transcribe →MacroVoices #274 Marin Katusa: PM Investing for Accredited Investors
Jun 3, 202101:22:34Tap to summarizeMacroVoices Erik Townsend and Patrick Ceresna welcome back Marin Katusa to the show. This week’s interview focuses specifically on the private equity deals that are only offered to accredited investors, allowing them to buy precious metals mining stocks directly from the issuing company, off the listed exchange, and at a discount to the price everyone else is paying for the same shares on the open market. They also discuss private placements and financings in gold mining stocks as well as other speculative natural resource investments such as uranium and even carbon credits.Link: https://bit.ly/3cfJUyh
Transcribe →MacroVoices #270 Dylan Grice: Are Central Bankers Politicians or Economists?
May 6, 202101:05:18Tap to summarizeMacroVoices Erik Townsend and Patrick Ceresna welcome Dylan Grice to the show to discuss everything from inflation vs. deflation to how far bond yields can go to the outlook for asset markets.Link: https://bit.ly/3xUCNEq
Transcribe →MacroVoices #262 Diego Parrilla: The End Game Is Inflation But The Path Is Unclear
Mar 11, 202101:21:03Tap to summarizeMacroVoices Erik Townsend and Patrick Ceresna welcome Diego Parrilla to the show to talk about what the inflation trend means for bond yields, equity markets and commodities, as well as gold, the VIX, and much more. Then Gold Royalty Corp. CEO Amir Adnani joins in the postgame to discuss the royalty and streaming business model for precious metals, and where PM streaming shares fit into a portfolio allocation strategy.
Transcribe →MacroVoices #259 Louis-Vincent Gave: As Inflationista As They Come
Feb 18, 202101:19:01Tap to summarizeMacroVoices Erik Townsend and Patrick Ceresna welcome Louis-Vincent Gave to the show to talk about why Louis is as inflationista as they come and how to trade the coming inflation. Then Kevin Muir joins in postgame segment to discuss why he thinks investors need to understand the Treasury General Account. Link: https://bit.ly/3quIOUm
Transcribe →MacroVoices #257 Jim Bianco: Wall Street Bets - Who's Playing Who?
Feb 4, 202101:29:39Tap to summarizeMacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show to discuss the coming inflation and how to trade it, update on the COVID pandemic, and the lunacy that is Wall Street Bets.Link: https://bit.ly/3rhbSP8
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