2024 Macrovoices - 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.

 
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

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.Macro Voices ... Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics.The S&P earnings forecast for – the analysts’ estimates for S&P earnings next year are 10%. So, clearly, the prospect of this inventory liquidation cycle weighing on earnings and the idea that it’s larger than just trade, that the consumer is really weak, isn’t yet factored into the markets whatsoever.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. 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 deflationErik Townsend and Patrick Ceresna welcome Ole S Hansen to MacroVoices. Erik and Ole discuss: The state of the commodity sector . Inflation, …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. 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 …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 ... 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 ... 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.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 …21 Oct 2023 ... Here is a 20-minute Macrovoices podcast that sums up the impact of the war in Gaza on the oil and gas markets.21 Oct 2023 ... Here is a 20-minute Macrovoices podcast that sums up the impact of the war in Gaza on the oil and gas markets.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 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 …Macro Voices Presentation Mark Gordon. P A G E 1 Note: Any market analysis, estimates, and similar information, including all statements of opinion and/or belief, contained in this presentation are subject to inherent uncertainties and qualifications and are based on a number of assumptions.27 Sept 2018 ... This is Housing analyst Josh Steiner's recent appearance on MacroVoices Live, an event hosted recently in Toronto bringing together some of ...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, LLCMacroVoices 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 currency revolution in detail. Link: https ...Dr. Lacy H. Hunt, an internationally known economist, is Executive Vice President and Chief Economist of Hoisington Investment Management Company (HIMCO), a firm that manages $3.7 billion for pension funds, endowments, insurance companies and others. Lacy Hunt is the author of two books, and numerous articles in leading magazines, periodicals ...6 Oct 2022 ... Uncertain times and defensive environments, like the ones we now are facing, usually equal a strong dollar. For private investors this is ...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 Presentation Mark Gordon. P A G E 1 Note: Any market analysis, estimates, and similar information, including all statements of opinion and/or belief, contained in this presentation are subject to inherent uncertainties and qualifications and are based on a number of assumptions.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 ...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 investors.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 …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 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 …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.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 #392 Jesse Felder: Questioning the Soft Landing Narrative. MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show. …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 …Oct 15, 2020 · 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 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.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 …A weekly financial podcast for professional finance, high net worth individuals, and other sophisticated investors.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: It's gotta be the MacroVoices inflation outlook from Patrick's Macro scoreboard. I can't imagine anyone using anything else. Alex: Okay well, you'll have a great answer. Thank you. Well, so my answer to this question would be, what is the inflation today? The best predictor of inflation next month is the level ofMACRO 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 …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.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 #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 ...Jeffrey Snider: Eurodollar University Part 4. Published: 09 November 2017. Erik Townsend welcomes back Jeffrey Snider to MacroVoices. Erik and Jeffrey discuss: Bastardization of money. Failure of Primus in 2009. Reflecting on the failure of AIG. Gramm-Leach-Bliley Act. Henry Paulson and Glass–Steagall.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 ...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 …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. 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 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. 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: 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 …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 …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 …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 ...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.Outlook on US economy and the global economy. Synchronized global downturn and risks of a recession. Zero bound for policy rates and its risk. How long can the system sustain in a ZIRP environment. Debt induced weakness undermining growth rate. What's next, quantitative easing or debt monetization. Perspective on the FEDs ability to …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.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.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 ... 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 ... 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. 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 - …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.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, whichThe 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 #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 ... 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.Sep 7, 2023 · 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 investors. 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 …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 ... Erik: It's gotta be the MacroVoices inflation outlook from Patrick's Macro scoreboard. I can't imagine anyone using anything else. Alex: Okay well, you'll have a great answer. Thank you. Well, so my answer to this question would be, what is the inflation today? The best predictor of inflation next month is the level ofMacrovoices

pceresna published on TradingView.com, Dec 07, 2023 06:55 UTC-5 500 Index, ID, sp 04586.23 H4590.74 L4546.50 C4549.35 -17.82 (-0.39%) TradingView. Macrovoices

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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 ... 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 ...Mark Cudmore is a macro strategist who runs the Markets Live blogging team in Asia for Bloomberg News. He joined Bloomberg in 2014 after more than a decade's experience of trading FX and rates, with a focus on emerging markets, at sell-side institutions including Lehman Brothers, Standard Chartered Bank and Nomura as well as …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 ...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]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 ...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 ... 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 ...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 …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.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 …MacroVoices #395 Simon White: Inflation, Stocks & Why TINA is Coming Back ... Podden och tillhörande omslagsbild på den här sidan tillhör Hedge Fund Manager Erik ...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 ...MacroVoices #394 Louis-Vincent Gave: China, Energy …Jun 10, 2021 · So just to give you those numbers, the corporate sectors, corporate sector, private debt, a debt-to-GDP ratio, when 2020 began was 75% of GDP. By September, it was 84% of GDP. That's almost a 10% jump in nine months. So that is not a corporate sector that can handle a large cost increase in its interest rate costs. The S&P earnings forecast for – the analysts’ estimates for S&P earnings next year are 10%. So, clearly, the prospect of this inventory liquidation cycle weighing on earnings and the idea that it’s larger than just trade, that the consumer is really weak, isn’t yet factored into the markets whatsoever.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 …Justin Huhn is a publisher and the founder of Uranium Insider Pro – the leading authority in Uranium market news and analysis of uranium sector equities. As a professional investor with a deep technical knowledge, he launched his newsletter ‘Uranium Insider Pro’ in August 2019 to help others identify the best publicly traded companies 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.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 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 ... 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.MacroVoices Spotlight #2 Bob Coleman: Private Vaulting of Precious Metals = Independence from the Financial System Mr. Christian is Managing Partner and founder of CPM Group, one of the most respected precious metals and commodities research companies in the world.Oct 15, 2020 · 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 ... 26 Apr 2022 ... One of the limitations of hypothetical performance results is that they are generally prepared with the benefit of hindsight. In addition, ...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 ...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, LLCThe 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. 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 #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 ... MacroVoices welcomes Tressis Chief Economist, Daniel Lacalle to the show. They discuss the Macro outlook in Europe and Daniel says the dire economic ...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, ...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. ...Jeff is one of the foremost experts on the global monetary system, and specifically the Eurodollar reserve currency system, its grossly misunderstood intricacies and inner workings, in particular repo/securities lending markets. As such, he is a regular contributor to Real Clear Markets and the Epoch Times, is active on Twitter and has been a ...MacroVoice's Erik Townsend and Patrick Ceresna welcome, Clocktower Group Chief Strategist, Marko Papic. Erik and Marko will discuss all of the geopolitical d...MacroVoice's Erik Townsend and Patrick Ceresna welcome, Clocktower Group Chief Strategist, Marko Papic. Erik and Marko will discuss all of the geopolitical d...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 …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 ...Jeff is one of the foremost experts on the global monetary system, and specifically the Eurodollar reserve currency system, its grossly misunderstood intricacies and inner workings, in particular repo/securities lending markets. As such, he is a regular contributor to Real Clear Markets and the Epoch Times, is active on Twitter and has been a ...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.27 Sept 2018 ... This is Housing analyst Josh Steiner's recent appearance on MacroVoices Live, an event hosted recently in Toronto bringing together some of ...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 Oct 2022 ... Uncertain times and defensive environments, like the ones we now are facing, usually equal a strong dollar. For private investors this is ...21 Oct 2023 ... Here is a 20-minute Macrovoices podcast that sums up the impact of the war in Gaza on the oil and gas markets.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 …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 deflation22 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 ...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. 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 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, LLC 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]. Sunshine sina