2024 Macrovoices - MacroVoices #392 Jesse Felder: Questioning the Soft Landing Narrative. MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show. …

 
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. . 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.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. Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics.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.MacroVoices Erik Townsend and Patrick Ceresna welcome back Rosenberg Research Founder, David Rosenberg. They discuss Rosie’s two strongest conviction trades ...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 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 advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those of the participants.MacroVoices and chatting with you because we get to talk about all this interesting stuff because we live in such interesting times. And I think that is probably the big question on everybody's mind. We went through a consumer price shock that lasted probably longer than most people were expecting, myself included.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 ... 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 ... 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 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 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 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.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 welcomes Dr. Anas Alhajji to the show. Anas predicted President Biden’s recent announcement that another 23mm BBL of crude oil woul...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 ...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.Login or Register. Details. * Required field. Username *. First Name *. Last name *. Name Visibility *. Always keep my first and last name private; never display this information to other forum users Show my first and last name when I post forum messages, so that other users can see my full name. Optional Firm Name.Erik: Welcome to Part 1 of MacroVoices Eurodollar University with Alhambra Partners CIO Jeffrey Snider. I’m your host, Erik Townsend. I’m your host, Erik Townsend. There’s a slide deck to accompany this podcast and we highly recommend that you download it before listening as we’ll be referring to the charts and graphs that it contains ...Josh has two decades of experience following sectors including specialty finance, general financial services, and satellite communications. Prior to Hedgeye Risk Management, Josh was an integral part of the number-one ranked Institutional Investor and Greenwich Survey Mortgage, and specialty finance team at Lehman Brothers before …Aug 26, 2017 · If you’re looking for a download in support of this week's, or a prior, episode and you don't have the associated Research Roundup issue, login if you are already a registered user and then navigate to the Research Library area where you’ll find the downloads in the Guest Publications section. If you are not already a registered user you ... 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.If you’re looking for a download in support of this week's, or a prior, episode and you don't have the associated Research Roundup issue, login if you are already a registered user and then navigate to the Research Library area where you’ll find the downloads in the Guest Publications section. If you are not already a registered user you ...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 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.MacroVoice's Erik Townsend and Patrick Ceresna welcome, Clocktower Group Chief Strategist, Marko Papic. Erik and Marko will discuss all of the geopolitical d...MacroVoices #392 Jesse Felder: Questioning the Soft Landing Narrative. MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show. …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 ...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.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 …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 ...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 ...Nov 11, 2021 · 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. 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.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 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 …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 Ole S Hansen to MacroVoices. Erik and Ole discuss: The state of the commodity sector . Inflation, …Share your videos with friends, family, and the worldMacro is Top of Mind. Our focus is to provide meaningful analysis and thought leading insights on the macro-market landscape in order to help our clients optimally allocate their capital and achieve their investment objectives. $9+ Trillion. We advise in client AUM. 80.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 ...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 …Nov 11, 2021 · 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. 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.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%) TradingViewMacroVoices Erik Townsend and Patrick Ceresna welcome former U.S. Presidential advisor, Dr. Pippa Malmgren to the show. They discuss the situation in Ukraine - but looking at it in the context of a bigger picture that led Pippa and other prominent thought leaders to predict a major escalation of war tensions long before this particular crisis erupted. WWIII Has Already Started - By Dr. Pippa ...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 #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 ...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. 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 “ ...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.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 ...The premiere weekly financial podcast with hedge fund manager Erik Townsend, and interviews with the brightest minds in the world of finance and macroeconomics.Share your videos with friends, family, and the worldShare your videos with friends, family, and the worldPrior 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.MacroVoices #394 Louis-Vincent Gave: China, Energy …3 Stock Market Peaks have Preceded Economic Expansion Peaks 3 Stock Market Peaks: Feb 1980, April 1981, Jun 1990, Sept 2000, Oct 2007Erik: 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 …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. 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.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 ... 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 ... 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...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 ...The premiere weekly financial podcast with hedge fund manager Erik Townsend, and interviews with the brightest minds in the world of finance and macroeconomics. MacroVoices #403 Daniel Lacalle: EU Economic Outlook, Inflation, Monetary Aggregates, Energy and Much More. MacroVoices Erik Townsend and Patrick Ceresna ...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.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 Sept 2017 ... Pippa Malmgren: Cryptocurrencies [Macro Voices]; The Fourth Turning [Amazon]; Triffin Dilemma [Wikipedia]; @ErikSTownsend [Twitter]; 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 …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 ...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.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. 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.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 …11 Aug 2022 ... Goehring & Rozencwajg's Managing Partner Adam Rozencwajg, CFA, joined "MacroVoices" hosts Erik Townsend and Patrick Ceresna to discuss the ...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.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

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

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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 ...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 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.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 MacroVoices Podcast provides weekly market commentary by Hedge Fund Manager Erik Townsend and includes interviews with the brightest minds in the world ...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 ... 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.MacroVoices #403 Daniel Lacalle: EU Economic Outlook, Inflation, Monetary Aggregates, Energy and Much More. MacroVoices Erik Townsend and Patrick Ceresna ...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.Login or Register. Details. * Required field. Username *. First Name *. Last name *. Name Visibility *. Always keep my first and last name private; never display this information to other forum users Show my first and last name when I post forum messages, so that other users can see my full name. Optional Firm Name.Erik Townsend and Patrick Ceresna welcome Ole S Hansen to MacroVoices. Erik and Ole discuss: The state of the commodity sector . Inflation, …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 …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 ... 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.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.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 ...MacroVoices #394 Louis-Vincent Gave: China, Energy …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.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 ... Apr 13, 2023 · Thought-provoking Larry McDonald presents his captivating views on the US Financial Crisis, European Sovereign Debt, and China’s Economic Meltdown - spiced with actionable risk indicators, risk management lessons, and sprinkled with humor. In late 2006, as Vice President at Lehman Brothers, he led his team into betting against the subprime ... 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 …Nov 11, 2021 · 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. 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 ... Reena Singh has been named executive vice president, head of scripted television at Macro Television Studios. Studio president Jamila Hunter announced …Erik Townsend, Host, Macrovoices · Ranting on the inadequacies of our systems and riffing on ideas for how to solve them … SmarterMarkets ...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 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 April 29, 2019 Art Berman Labyrinth Consulting Services, Inc. Labyrinth Consulting Services, Inc. artberman.com Slide 2 156 161 143 155 148 159 148 14.73 15.48 16.41 16.95 15.99 17.34 16.06 14.0 14.5 15.0 15.5 16.0 16.5 17.0 17.5 18.0 18.5 19.0 80 100 120 140 160 180 ...MacroVoices #307 Viktor Shvets: Inflation is still a pendulum but will eventually yield to disinflation. Play the Above Episode in a Pop-Up Window | Download the Above MP3 File. Erik Townsend and Patrick Ceresna welcome Viktor Shvets to MacroVoices. Erik and Viktor discuss: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 aDr. 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 ...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.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.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 Erik Townsend and Patrick Ceresna welcome back Lakshman Achuthan as this weeks featured guest. They'll discuss ECRI’s leading indicators, growth...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 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...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...The premiere weekly financial podcast with hedge fund manager Erik Townsend, and interviews with the brightest minds in the world of finance and macroeconomics. 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.Jun 29, 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 of the participants. If you’re looking for a download in support of this week's, or a prior, episode and you don't have the associated Research Roundup issue, login if you are already a registered user and then navigate to the Research Library area where you’ll find the downloads in the Guest Publications section. If you are not already a registered user you ...Macro VoicesJul 20, 2023 · 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 ... 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. 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 …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.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. 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.. Geo j carroll