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Macro Voices

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Macro Voices

Hedge Fund Manager Erik Townsend

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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
 
Since 2018, the Tolkien Experience Project has been collecting stories from Tolkien scholars and fans around the world. Now, we have partnered with The Prancing Pony Podcast and Dr. Sara Brown to create the Tolkien Experience Podcast — an attempt to bring the fan and scholarly communities together around our shared passion: the works of J.R.R. Tolkien! Each episode, Luke and Sara ask a notable scholar or member of the fan community to share their responses to the original Tolkien Experience ...
 
1. Aleksa Safiya - Im So Sorry 2. Coline Creuzot - You Tried It (Unplugged) 3. Bailey Bryan - Anymore. 4. Lenci - Memories and Moments 5. Inayah - Nirvana (my mind) 6. Amara J - Inconsistent Love 7. Dunn Pearson, Jr. (feat. Dean Finesse Miller, Portia Martin & Patrice Rushen) - Tell Me 8. Sandra St. Victor - Coming Around 9. Raquel Rodriguez - Don't You Know 10. Zaakiyah Mccall - True Colors 11. Justine Skye, Rema - Twisted Fantasy 12. Esther feat. Tinashe - BAYNK 13. Maya B - Dont think abo ...
 
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show series
 
MacroVoices Erik Townsend and Patrick Ceresna welcome Forest For The Trees (FFTT) founder Luke Gromen to the show. They discuss the U.S. Dollar, inflation, what the consequences of inflation will be, and much more. Link: https://bit.ly/3AYPIWhHedge Fund Manager Erik Townsend による
 
For this episode, I had the chance to catch up with the creator of the YouTube Channel The Nerd of the Rings! Matt started his channel to talk about his passion for Tolkien and it has really taken off over the past two years! I was able to have a great conversation with him about what some of his favorite topics have been, and how he was first intr…
 
MacroVoices Erik Townsend and Patrick Ceresna welcome Cullen Roche to the show to discuss the debt ceiling debate, why a platinum coin supposedly solves perpetual motion and buys a free lunch for deficit spending, where inflation is headed, and much more. Link: https://bit.ly/3p50wjAHedge Fund Manager Erik Townsend による
 
MacroVoices Erik Townsend and Patrick Ceresna welcome Russell Napier to the show. They explore whether the developing situation in China changes the inflation calculus, then go on to talk about rates, inflation, and where this whole macro picture is headed. Link: https://bit.ly/3DlRqTnHedge Fund Manager Erik Townsend による
 
For this episode, Sara sat down to talk with translator and scholar Aurélie Brémont! Aurélie completed her PhD in English Medieval Studies on Tolkien and the Celtic Heritage in 2009 in Sorbonne Université, Paris. Since then, she has been present in conferences in the UK and in France. In 2016 she had the opportunity to translate Tom Shippey's J.R.R…
 
MacroVoices Erik Townsend and Patrick Ceresna welcome True Insights founder Jeroen Blokland to the show to discuss inflation, the FED’s dot plot and where interest rates are headed, portfolio allocations, and much more. Link: https://bit.ly/3onjHEUHedge Fund Manager Erik Townsend による
 
MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show. They discuss the whole macro picture and then translate those ideas to actionable market strategies. Link: https://bit.ly/3kDuN6tHedge Fund Manager Erik Townsend による
 
For this episode, Sarah talked with a researcher who looks at Tolkien's works through a lens of trauma studies: Elizabeth King! Elizabeth is a PhD student and Graduate Research assistant at the College of Family and Consumer Sciences at the University of Georgia. Her information page on the university site says that she is currently working "on pro…
 
MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco from Bianco Research to the show to discuss secular inflation, demographics, decentralized finance, and much more. Link: https://bit.ly/3AjypQqHedge Fund Manager Erik Townsend による
 
MacroVoices 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/3yZmuWzHedge Fund Manager Erik Townsend による
 
For this episode, Sara was able to sit down with her good friend and veteran Tolkien academic: Anna Smol! Anna is currently a professor in the Department of English at Mount Saint Vincent University. Her research interests include Tolkien studies, medievalism, and Old English, and she has published her work in many refereed journals.…
 
MacroVoices Erik Townsend welcome Dr. Pippa Malmgren and Clint Cox in this second installment of two-part summer special to discuss digital currency and decentralized finance revolution. Link: https://bit.ly/2UpC53gHedge Fund Manager Erik Townsend による
 
For this episode, I had the opportunity to speak with my good friend and brilliant Tolkien scholar: Mariana Rios Maldonado! Mariana is a PhD student at the University of Glasgow where she is interested in ethics, feminist theory, and encountering the Other in Tolkien's works. She received a grant from Consejo Nacional de Ciencia y Tecnología (Natio…
 
MacroVoices Erik Townsend welcome Dr. Pippa Malmgren and Clint Cox in this first installment of two-part summer special to discuss digital currency and decentralized finance revolution. Link: https://bit.ly/3gd5yoNHedge Fund Manager Erik Townsend による
 
MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss how all those economic cycle indicators that were turning up last we spoke with him are starting to turn down now, meaning the risk of an economic cycle downturn is heightened now. Then Grant Williams joins the postgame discussion. Link: h…
 
This week's episode is with a scholar whose interest is art history makes for some fascinating insights about illustrations of Tolkien's works: Joel Merriner. Joel is an Associate Lecturer in Art History at the University of Plymouth. He is finishing his PhD which examines the illustrations of Tolkien's work in central and eastern Europe. He presen…
 
MacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital's Brent Johnson to the show. Brent says the US dollar isn't really crashing to zero as some have suggested, then goes on to articulate a balanced view on the inflation/deflation debate. They also discuss commodities including precious metals, and why Brent thinks the soft commod…
 
MacroVoices Erik Townsend and Patrick Ceresna welcome Shard Capital Strategist and Alternative Investments chief Bill Blain to the show. Bill says secular inflation is here to stay, then goes on to explain several less obvious nuances of the finance industry's readiness for the coming change and much more. Link: https://bit.ly/3fax7hW…
 
1. Aleksa Safiya - Im So Sorry 2. Coline Creuzot - You Tried It (Unplugged) 3. Bailey Bryan - Anymore. 4. Lenci - Memories and Moments 5. Inayah - Nirvana (my mind) 6. Amara J - Inconsistent Love 7. Dunn Pearson, Jr. (feat. Dean Finesse Miller, Portia Martin & Patrice Rushen) - Tell Me 8. Sandra St. Victor - Coming Around 9. Raquel Rodriguez - Don'…
 
MacroVoices Erik Townsend and Patrick Ceresna welcome 42 Macro founder Darius Dale to the show to discuss why he is a secular inflationist long-term even though his models predict disinflation in coming months. Link: https://bit.ly/3eI2nokHedge Fund Manager Erik Townsend による
 
MacroVoices Erik Townsend and Patrick Ceresna welcome Aaran Param from Variant Perception to the show to discuss whether inflation is secular or transitory, Stocks, Bond Yields, Commodities, and much more. Link: https://bit.ly/3xKio4IHedge Fund Manager Erik Townsend による
 
For this episode, I had the chance to talk to one of the nicest people in Tolkien scholarship: Erik Mueller-Harder! Erik's scholarly focus is on cartography and map-making. This interest has led him to closely investigate the first maps that Tolkien ever created for The Lord of the Rings, and his conference presentations on the subject are mesmeriz…
 
MacroVoices Erik Townsend and Patrick Ceresna welcome Viktor Shvets to the show to discuss in detail why he disagrees with the view that we're beginning a 1970's scale secular inflation event. Link: https://bit.ly/3wrQOYoHedge Fund Manager Erik Townsend による
 
MacroVoices Erik Townsend and Patrick Ceresna welcome back One River Asset Management CIO Eric Peters to the show. Eric has been in the news quite a bit lately, as his new venture One River Digital has become one of the most voracious buyers of Bitcoin. Eric returns as this week’s feature interview guest to discuss secular inflation and the digital…
 
For this episode, Sara sat down with our good friend and 'Tolkienian Astronomer': Dr. Kristine Larsen! Kristine is a professor of astronomy at Central Connecticut State University. Her research and teaching focus in the sometimes uncomfortable points of intersection between science and society, including: women in science,; misconceptions, conspira…
 
MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show. Daniel says inflation is coming, but he doesn’t worry about it running away or becoming a major economic challenge. They also explore Daniel’s thoughts on both cryptocurrency and sovereign digital currency, and much more. Link: https://bit.ly/3vUHrAr…
 
MacroVoices Erik Townsend and Patrick Ceresna welcome Philip Verleger to the show to give us a different perspective on the economics of the energy industry, including his views on the coming secular inflation. Link: https://bit.ly/3vApK91Hedge Fund Manager Erik Townsend による
 
For this episode, Sarah had the opportunity to talk with a blogger and fan who is new to the scene compared to our other guests, but she is already having an impact: Putri Prihatini! Putri writes the blog 'The Loremaster: Blog Tolkien Indonesia' where she writes posts in Indonesian and in English. Her article "Greed and Blood: Powerful Objects in T…
 
MacroVoices Erik Townsend and Patrick Ceresna welcome Steve Keen to the show. Steve says inflation is definitely coming, but it won’t be the runaway inflation feared by many people, nor will it be the hyperinflation some folks fear. Link: https://bit.ly/2TkfrbyHedge Fund Manager Erik Townsend による
 
MacroVoices 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 every…
 
I cannot believe I get to write the following sentence: For this episode of the podcast, I was able to talk to the legendary animator who brought The Lord of the Rings to life in the 1970: Ralph Bakshi! Ralph Bakshi is most well known to our listeners as the director of the 1978 The Lord of the Rings animated movie. Ralph's work in animation is rev…
 
MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show where he explains why he still sees deflation as the governing force, and why he disagrees with the suddenly all-popular inflation narrative. Free 30-Day Trial to Rosenberg Research: https://bit.ly/3f2n9zI Link: https://bit.ly/3wmukbQ…
 
This episode, we are so excited to share out interview with renowned Tolkien scholar Dr. Verlyn Flieger! Her scholarly publications include: A Question of Time: J.R.R. Tolkien's Road to Faerie, winner of the 1998 Mythopoeic Award for Inklings Studies; Splintered Light: Logos and Language in Tolkien's World; Tolkien's Legendarium: Essays on the Hist…
 
MacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman to the show. For years Harley has been on a personal mission to figure out how to make institutional hedging tools available to retail investors, because Harley sees a risk of long-term interest rates backing up in coming years that could create a much worse threat than the 2008 f…
 
MacroVoices 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/3xUCNEqHedge Fund Manager Erik Townsend による
 
Our guest for this episode is a very well-respected artist in Tolkien circles: Jenny Dolfen! Jenny has been a freelance illustrator since 2003, and has gained notoriety for her work inspired by Tolkien's texts. She has won the Tolkien Society Award for Best Art three times, in 2014, 2018, and 2020! In this interview, Sarah talks to Jenny about her …
 
MacroVoices Erik Townsend and Patrick Ceresna welcome Charlie McElligott from Nomura to the show. Charlie says the reflation trade that reversed in April is likely to reverse again, with more reflation still to come. They talk about everything from inflation to bond yields to the market outlook for stocks and other asset classes. Link: https://bit.…
 
MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show. Art nailed the call for $65 crude oil when we had him on in early January, but now he says the big move higher in price is probably mostly over, and he doesn’t see any reason to expect crude oil prices to rally much higher than $70. And that’s despite the fact that Art st…
 
Our guest this week is a viral sensation on TikTok and has recently made the move to YouTube: Willie Jenkins! Willie Jenkins is a super fan of Tolkien! He also has a magnetic personality and a desire to teach. These things have combined to make him a hit as he puts together short videos that summarize different characters or events from Tolkien's w…
 
MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider back to the show where Jeff makes the case for deflation rather than inflation, against consensus. Then be sure to stay tuned for the postgame segment where Patrick will give an update on the 50dma charts. Link: https://bit.ly/3mPOTtzHedge Fund Manager Erik Townsend による
 
MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show. Jesse sees inflation on the horizon and has quite a bit to say about macro risk factors and where the S&P500 may be headed next. Link: https://bit.ly/3t26fpvHedge Fund Manager Erik Townsend による
 
Our guest this week is a consummate Tolkien scholar and academic: Chris Vaccaro! Chris is the editor of two collections of scholarship about J.R.R. Tolkien: The Body in Tolkien’s Legendarium (2013) and Tolkien and Alterity (2017). He is also the organizer of the annual Tolkien in Vermont conference and a co-organizer of the Tolkien at Kalamazoo gro…
 
MacroVoices Erik Townsend and Patrick Ceresna welcome Steven Van Metre to the show to talk about why the outlook really is still deflationary unless and until private credit expansion returns with a vengeance. Link: https://bit.ly/39y2KPIHedge Fund Manager Erik Townsend による
 
MacroVoices Erik Townsend and Patrick Ceresna welcome billionaire Canadian financier Robert Friedland to the show. Robert already gave a terrific two-part interview on the Smarter Markets podcast, on the subject of what it’s really going to take to Green the Global economy. In this MacroVoices episode, they discuss how to invest in the formative gr…
 
Our guest this week is a fantastic animator and author: Molly Ostertag! Molly is known for her work on several animated series, including Star vs. The Forces of Evil, The Owl House, and ThunderCats Roar. She is also a New York Times Bestselling author who enjoys writing Lord of the Rings fanfiction and fan comics. Her most exciting recent work is h…
 
Remember when Kyle Bass appeared on MacroVoices and suggested that Erik should get Josh Crumb on the show to explain all the various dimensions of Abaxx Technologies and how the company plans to disrupt commodity trading by bringing the latest technologies to bear to create smarter commodity markets? The long-awaited interview is finally here. Abax…
 
MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show to discuss everything from secular inflation to how far the long end of the treasury curve can go to why Juliette thinks the stock market stands on firmer ground than some skeptics are suggesting. Link: https://bit.ly/3tw53uj…
 
MacroVoices 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,…
 
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