2024 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 …

 
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

Erik Townsend and Patrick Ceresna welcome Matt Barrie to MacroVoices. Erik and Matt discuss: Unprecedented growth in Artificial Intelligence. Complex problem solving using AI. Transformer technology accelerating AI’s learning from vast datasets. AI’s potential to transform job markets, bridging skill gaps. Challenges in automating ...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.A weekly financial podcast for professional finance, high net worth individuals, and other sophisticated investors.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 ...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.Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics.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 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 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]Labyrinth Consulting Services, Inc. artberman.com Slide 1 Macro Voices: Oil-market madness April5,2020MacroVoices Erik Townsend and Patrick Ceresna welcome Bianco Research founder Jim Bianco to the show to discuss the FOMC statement, the Fed’s hawkish pause, ...MacroVoices Podcast with Hedge Fund Manager Erik Townsend. About Erik Townsend. Erik Townsend is a retired software entrepreneur turned hedge fund manager. Throughout his career, Erik has capitalized on his ability to understand complex systems and anticipate paradigm shifts far in advance of the mainstream.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.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. ...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 …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 ... 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 …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 ...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 …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 …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. 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.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 VoicesMacroVoices Erik Townsend welcomes Dr. Anas Alhajji to the show. Anas predicted President Biden’s recent announcement that another 23mm BBL of crude oil woul...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 ... MacroVoices Erik Townsend and Patrick Ceresna welcome energy markets guru Dr. Anas Alhajji to the show to take a deep dive on energy markets – particularly o...Macro VoicesAbout 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 ...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.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.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 …26 Apr 2022 ... One of the limitations of hypothetical performance results is that they are generally prepared with the benefit of hindsight. In addition, ...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 ... Dr. Malmgren served President George W. Bush in the White House as Special Assistant to the President and on The National Economic Council. She co-founded H Robotics, a British firm that makes aerial drones and autonomous marine and terrain vehicles for industrial use. In 2020, her firm was shortlisted for the National Technology Awards.MacroVoices 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 ...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...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 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.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 …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 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 …MacroVoice's Erik Townsend & Patrick Ceresna welcome Ole S Hansen as this week’s guest. Ole says the bull market has paused in some commodities, but is set t...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 MacroVoices Podcast provides weekly market commentary by Hedge Fund Manager Erik Townsend and includes interviews with the brightest minds in the world ...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 ...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 “ ...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.Labyrinth Consulting Services, Inc. artberman.com Slide 5 Since 2014, monthly WTI at $70 only in July, September & October 2018 $30.32 $70.98 $63.86MacroVoices 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.Amazon.com: Macro Voices : Hedge Fund Manager Erik Townsend: Audible Books & Originals.Erik Townsend welcomes Jeffrey Snider, Mark Yusko and Luke Gromen to MacroVoices in this special 5 part series. Note: The following materials support these episodes. pdf Jeffrey Snider Slide Deck for Parts 1 and 2 (2.63 MB) pdf Mark Yusko Slide Deck for Parts 3 and 4 (3.16 MB) pdf Luke Gromen Slide Deck for Parts 3 and 4 (3.18 MB)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 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 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. MacroVoice's Erik Townsend & Patrick Ceresna welcome Ole S Hansen as this week’s guest. Ole says the bull market has paused in some commodities, but is set t...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 …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 …Oct 12, 2023 · Alex Gurevich is the founder and Chief Investment Officer of HonTe Investments, a Bay Area based investment management firm. After earning a Ph.D. in mathematics from the University of Chicago, Gurevich directed his passion for strategy into a successful Wall Street career. Alex has over twenty years of trading experience including franchise ... Erik Townsend and Patrick Ceresna welcome Ole S Hansen to MacroVoices. Erik and Ole discuss: The state of the commodity sector . Inflation, …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 of the participants.Prior to joining Chilton Investment Company, Mr. Rozencwajg worked in the Investment Banking department at Lehman Brothers between 2006 and 2007. Mr. Rozencwajg holds a Bachelor of Arts degree with a major in Economics/Philosophy from Columbia University. Mr. Rozencwajg is a CFA charter-holder.Sep 10, 2020 · 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 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 …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 Dr. Anas Alhajji to the show to discuss the role of the petrodollar system and what the implications would be if other nations settled oil trades in currencies other than the USD.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. 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.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 7, 2023 · Macro Voices is a podcast series that features interviews with experts on topics such as oil, commodities, money, inflation, and geopolitics. Listen to the latest episodes or download the transcripts and supporting materials from the website of Erik Townsend, a retired software entrepreneur and hedge fund manager. 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. 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. 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 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. 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.MacroVoices Podcast with Hedge Fund Manager Erik Townsend. About Erik Townsend. Erik Townsend is a retired software entrepreneur turned hedge fund manager. Throughout his career, Erik has capitalized on his ability to understand complex systems and anticipate paradigm shifts far in advance of the mainstream.Dr. 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 …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 ... 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 ...Eurodollar University Part 2. Click to Play Now! Download Transcript: 2017-10-05 - Transcript of Eurodollar University Part 2 with Jeffery Snider (650 KB) Download the MP3 for this episode (32.75 MB) | Get the Embed Code for this episode: Click Here. Please login to listen to the following episodes. You can register FREE here if you don’t ...Macrovoices

Jim Bianco is President and Macro Strategist at Bianco Research, L.L.C. Since 1990 Jim’s commentaries have offered a unique perspective on the global economy and financial markets. Unencumbered by the biases of traditional Wall Street research, Jim has built a decades long reputation for objective, incisive commentary that challenges .... Macrovoices

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MacroVoices Podcast with Hedge Fund Manager Erik Townsend. About Erik Townsend. Erik Townsend is a retired software entrepreneur turned hedge fund manager. Throughout his career, Erik has capitalized on his ability to understand complex systems and anticipate paradigm shifts far in advance of the mainstream.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.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 …Anatomy of the U.S. Dollar End Game Part 1 of 5. Erik Townsend welcomes Jeffrey Snider, Mark Yusko and Luke Gromen to MacroVoices. In part 1 of the 5 part series, Jeffrey Snider presents: We strongly recommend that you download the chart book that accompanies this interview, and Erik and Juliette will refer to it throughout the interview.Erik Townsend welcomes Mike Alkin & Adam Rodman to MacroVoices. Erik and guests discuss: The perceived dangers of Uranium production are misunderstood. The East as leaders of global Uranium production & enrichment and its effects on geopolitics and the energy crisis.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 of the participants.Prior to joining Chilton Investment Company, Mr. Rozencwajg worked in the Investment Banking department at Lehman Brothers between 2006 and 2007. Mr. Rozencwajg holds a Bachelor of Arts degree with a major in Economics/Philosophy from Columbia University. Mr. Rozencwajg is a CFA charter-holder.Registered users here at MacroVoices.com already received the download link in your research roundup e-mail. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF …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 …Accredited Investor Academy featuring Hedge Fund Manager Erik Townsend. In this five-episode series, Erik Townsend and Aaron Chan explore the world of “alternative” investments which are restricted by law to accredited investors. The series begins with Erik’s personal war story of dealing with the sharks on Wall Street who offer ...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 #403 Daniel Lacalle: EU Economic Outlook, Inflation, Monetary Aggregates, Energy and Much More. MacroVoices Erik Townsend and Patrick Ceresna ...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. MACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those …Macro Voices is a podcast series that features interviews with experts and insights on the global economy, markets, and finance. Listen to the latest episodes on topics …MACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those …9.8K views 6 days ago. MacroVoices Erik Townsend and Patrick Ceresna welcome back Rosenberg Research Founder, David Rosenberg. They discuss Rosie’s …Accredited Investor Academy featuring Hedge Fund Manager Erik Townsend. In this five-episode series, Erik Townsend and Aaron Chan explore the world of “alternative” investments which are restricted by law to accredited investors. The series begins with Erik’s personal war story of dealing with the sharks on Wall Street who offer ... 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...Macro Voices on Apple Podcasts. TV & Home. Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the …Stephanie is a leading authority on Modern Monetary Theory, a new approach to economics that is taking the world by storm. She is considered one of the most important voices influencing the policy debate today. Her book, The Deficit Myth: Modern Monetary Theory and Creating an Economy for the People, shows how to break free of the flawed ...MACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those of the participants.MacroVoices Podcast with Hedge Fund Manager Erik Townsend. About Erik Townsend. Erik Townsend is a retired software entrepreneur turned hedge fund manager. Throughout his career, Erik has capitalized on his ability to understand complex systems and anticipate paradigm shifts far in advance of the mainstream.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.Oct 6, 2022 · MACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those of the participants. 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 …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 ...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 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 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. 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. 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 …All-Star Juliette Declercq and Erik discuss: The fed needed to take action in response to tightening global Dollar liquidity squeezing the USD higher, which will cause serious problems if not addressed.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 …Charlie McElligott. Charlie McElligott is a Managing Director and Cross-Asset Macro Strategist for the Global Markets Americas business at Nomura Securities International, with more than 15 years’ experience in macro markets. He concentrates on positioning and sentiment, alongside quantitative factor analysis.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 Townsend and Patrick Ceresna welcome Ole S Hansen to MacroVoices. Erik and Ole discuss: The state of the commodity sector . Inflation, …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 ...Apr 6, 2023 · Prior to joining Chilton Investment Company, Mr. Rozencwajg worked in the Investment Banking department at Lehman Brothers between 2006 and 2007. Mr. Rozencwajg holds a Bachelor of Arts degree with a major in Economics/Philosophy from Columbia University. Mr. Rozencwajg is a CFA charter-holder. 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. MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show. They discuss everything from recession risk to Eurozone economic weakness and what’s causing it, to inflation and why Daniel says last week’s CPI print wasn’t necessary as bullish as market participants have perceived, to monetary aggregate contraction to energy prices and the upcoming OPEC+ meeting this ... Dr. Anas F. Alhajji is a world-renowned energy markets expert, researcher, author, and a speaker with more than 900 papers, articles and columns to his credit. He advises governments, companies, financial institution and investors on various energy markets issues. He focuses on oil and gas market outlook, energy geopolitics, energy security ...MACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those …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 …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 ...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 …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 ... 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%) TradingViewNov 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. 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 …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 ...Mar 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 ... Quote Tweet. MacroVoices Podcast. @MacroVoices. ·. Nov 23, 2022. MacroVoices @ErikSTownsend welcomes @DrPippaM for an extended interview where they discuss the global conflict of superpowers and the proxy war in Ukraine, the scandals in cryptocurrency markets, the new space race and much more. bit.ly/3ODO9ph. Jim Bianco is President and Macro Strategist at Bianco Research, L.L.C. Since 1990 Jim’s commentaries have offered a unique perspective on the global economy and financial markets. Unencumbered by the biases of traditional Wall Street research, Jim has built a decades long reputation for objective, incisive commentary that challenges ...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 …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.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 …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, whichOct 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... 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.. Weather kwch