2024 Macrovoices - 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 ...

 
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 .... Macrovoices

Macrovoices.com offers free downloads of podcast episodes, articles and charts on macroeconomics topics. You can register to get access to the Research Roundup e-mail and the …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 ... Post pandemic demand increase & supply chain disruptions. Inflation hedge in current environment. Outlook on oil and energy. Precious metals, uranium and nuclear power. Impacts of weather on supply for agriculture production. A weekly financial podcast for professional finance, high net worth individuals, and other sophisticated investors.A weekly financial podcast for professional finance, high net worth individuals, and other sophisticated investors.MacroVoices March 13, 2019 Art Berman Labyrinth Consulting Services, Inc. Labyrinth Consulting Services, Inc. artberman.com Slide 2 Oil prices collapsed in early October but Have Recovered to Mid-$50 Range •WTI has recovered 42% of the price decline from the 2018 oil-price collapse. ...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 …MacroVoices March 13, 2019 Art Berman Labyrinth Consulting Services, Inc. Labyrinth Consulting Services, Inc. artberman.com Slide 2 Oil prices collapsed in early October but Have Recovered to Mid-$50 Range •WTI has recovered 42% of the price decline from the 2018 oil-price collapse. ...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... 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. 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 …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 …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 ...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.No personal information disclosure required! Subscribe to our Podcasts completely FREE with no requirement to register on our site or provide us with any personal information whatsoever. Simply click on your preferred method for subscribing to podcasts below and follow the instructions provided by the chosen method. 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 …Dec 8, 2022 · 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 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 …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...Oct 21, 2021 · 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 ... 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 ... The MacroVoices Podcast provides weekly market commentary by Hedge Fund Manager Erik Townsend and includes interviews with the brightest minds in the world ...13 Jan 2019 ... Masters of Business, Trillions, and Animal Spirits are my favorites.Louis co-founded Gavekal as an independent macro research firm in Hong Kong with his dad Charles and friend Anatole Kaletsky in 2002. The starting premise for Gavekal was that China was set to become a very important economic and financial force in the world, yet most foreign investors did not know where to begin when thinking through …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 …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 R0pceresna 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%) TradingViewMacroVoices 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 #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 ...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 …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%) TradingViewJun 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. 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 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.Share your videos with friends, family, and the worldMar 2, 2023 · 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.Play the Above Episode in a Pop-Up Window | Download the Above MP3 File. Erik Townsend and Patrick Ceresna welcome Justin Huhn to MacroVoices. Erik and Justin discuss: Overall investment argument for nuclear energy. Bifurcation of nuclear energy market. Available options for investing in nuclear.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 …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 ... 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.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 …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.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 ...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.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. 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 ... Reena Singh has been named executive vice president, head of scripted television at Macro Television Studios. Studio president Jamila Hunter announced …MacroVoices #403 Daniel Lacalle: EU Economic Outlook, Inflation, Monetary Aggregates, Energy and Much More. MacroVoices Erik Townsend and Patrick Ceresna ...MacroVoices Erik Townsend and Patrick Ceresna welcome back Rosenberg Research Founder, David Rosenberg. They discuss Rosie’s two strongest conviction trades ...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.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. 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 ...Jeff Snider MacroVoices 2020 02 26 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 …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.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 ... 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.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 …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.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 R0Erik Townsend, Host, Macrovoices · Ranting on the inadequacies of our systems and riffing on ideas for how to solve them … SmarterMarkets ...Reena Singh has been named executive vice president, head of scripted television at Macro Television Studios. Studio president Jamila Hunter announced …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.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.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 deflationMacroVoices 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 welcomes Dr. Anas Alhajji to the show. Anas predicted President Biden’s recent announcement that another 23mm BBL of crude oil woul...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 #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 ...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 currency revolution in detail. Link: https ...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 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.150: Erik Townsend, founder of Macro Voices · Why retiring at age 33 didn't sit well with Erik · That living on a mega-yacht in the Caribbean was, by far, 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 …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 …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

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 ... . Macrovoices

macrovoices

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 March 13, 2019 Art Berman Labyrinth Consulting Services, Inc. Labyrinth Consulting Services, Inc. artberman.com Slide 2 Oil prices collapsed in early October but Have Recovered to Mid-$50 Range •WTI has recovered 42% of the price decline from the 2018 oil-price collapse. ...Mar 19, 2021 · Now for this special edition of MacroVoices, here's Erik Townsend. Erik Townsend: [00:00:29] MacroVoices Spotlight episode six was recorded on March 11th, 2021. I'm Erik Townsend. When we had Kyle Bass on MacroVoices and talked about Singapore really becoming the heir apparent to Hong Kong as Hong Kong loses some of its independence from China. 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 20 Best Finance Podcasts In 2023 In this list, we've rounded up our best finance podcasts, covering all types of finance, from personal finance to corporate finance, and more. Ultimately, “Finance” can mean a lot of different things to people. WhenMacro 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 …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, whichMacro 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.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%) TradingViewAll-Star Dr. Pippa Malmgren and Erik discuss: Bail-out nation: Will the long list of bailout packages tip the economy into secular inflation? Unexpected knock-on effects: What aspects of society will change from the crisis and why?Jan 20, 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. Aug 31, 2023 · 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 ... MacroVoices Erik Townsend and Patrick Ceresna welcome back, Honte investments fund manager Alex Gurevich. Erik and Alex discuss the reasons why Alex is still...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 welcomes Tressis Chief Economist, Daniel Lacalle to the show. They discuss the Macro outlook in Europe and Daniel says the dire economic ...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.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 - …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]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 …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.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 ... 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 …MacroVoices welcomes Tressis Chief Economist, Daniel Lacalle to the show. They discuss the Macro outlook in Europe and Daniel says the dire economic ...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 …MacroVoices March 13, 2019 Art Berman Labyrinth Consulting Services, Inc. Labyrinth Consulting Services, Inc. artberman.com Slide 2 Oil prices collapsed in early October but Have Recovered to Mid-$50 Range •WTI has recovered 42% of the price decline from the 2018 oil-price collapse. ...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 deflationMACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment …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.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.Apr 30, 2020 · Typically, world trade grows about 5% per annum or about double the rate of increase in GDP. Last year, world trade volume declined by about 0.5%. That’s only the third decline since 1980. And the other two were in the deep recessions of 1982 and 2009. So we came into 2020 in a very weak condition. 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.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.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.David Hay has worked in the securities industry since 1979 when he joined Dean Witter Reynolds (now Morgan Stanley). He rose to the position of Senior Vice President just four years later and served as the youngest member of Dean Witter’s elite Chairman’s Council in 1985. Five years later, David and his team joined Smith Barney …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 ...Click to Play Now! 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 …MacroVoices Erik Townsend welcomes Dr. Anas Alhajji to the show. Anas predicted President Biden’s recent announcement that another 23mm BBL of crude oil woul...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.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 300 episodes of Macro Voices on Podbay - the best podcast player on the web. Weekly market commentary by Hedge Fund Manager Erik Townsend and ...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 …3 Stock Market Peaks have Preceded Economic Expansion Peaks 3 Stock Market Peaks: Feb 1980, April 1981, Jun 1990, Sept 2000, Oct 2007MacroVoices Erik Townsend and Patrick Ceresna welcome back Rosenberg Research Founder, David Rosenberg. They discuss Rosie’s two strongest conviction trades ...Nov 29, 2023 · 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. The 20 Best Finance Podcasts In 2023 In this list, we've rounded up our best finance podcasts, covering all types of finance, from personal finance to corporate finance, and more. Ultimately, “Finance” can mean a lot of different things to people. WhenOct 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 ... 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 R0Marko 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 ...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.Oct 12, 2023 · MacroVoices #392 Jesse Felder: Questioning the Soft Landing Narrative. MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show. They discuss the many reasons Jesse is questioning the soft landing narrative and expecting more turbulence for the stock market. Then Erik shares his exciting commodity trade idea before moving ... 3 Stock Market Peaks have Preceded Economic Expansion Peaks 3 Stock Market Peaks: Feb 1980, April 1981, Jun 1990, Sept 2000, Oct 2007Erik 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)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.Nov 7, 2021 · MacroVoices #276 Philip Verleger: Energy Economics and Inflation. 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/3vApK91. 1 hr 16 min. 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 Justin Huhn to MacroVoices. Erik and Justin discuss: Overall investment argument for nuclear energy. Bifurcation of nuclear energy market. Available options for investing in nuclear.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 …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.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 ...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.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.No personal information disclosure required! Subscribe to our Podcasts completely FREE with no requirement to register on our site or provide us with any personal information whatsoever. Simply click on your preferred method for subscribing to podcasts below and follow the instructions provided by the chosen method. No personal information disclosure required! Subscribe to our Podcasts completely FREE with no requirement to register on our site or provide us with any personal information whatsoever. Simply click on your preferred method for subscribing to podcasts below and follow the instructions provided by the chosen method. 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 ...Erik: Welcome to Part 5 of MacroVoices Eurodollar University with Alhambra Investments CIO Jeffrey Snider.I’m your host, Erik Townsend. There is a slide deck to accompany this podcast and we recommend that you download it before listening, as we’ll be referring to the charts and graphs it contains throughout this program.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 …Erik: Welcome to Part 5 of MacroVoices Eurodollar University with Alhambra Investments CIO Jeffrey Snider.I’m your host, Erik Townsend. There is a slide deck to accompany this podcast and we recommend that you download it before listening, as we’ll be referring to the charts and graphs it contains throughout this program.Macro VoicesMacroVoices 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 8, 2022 · 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.. Huge breasts gelbooru