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Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital...
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Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC
show less
Episodes & Posts
Episodes
Posts
9 SEP 2021 · MacroVoices Erik Townsend and this week's guest host Kevin Muir welcome View from the Peak founder Paul Krake to the show to discuss what Paul calls megathematics, the important trends to watch in the current macro environment.
Link: https://bit.ly/3yZmuWz
3 JUN 2021 · MacroVoices Erik Townsend and Patrick Ceresna welcome back Marin Katusa to the show. This week’s interview focuses specifically on the private equity deals that are only offered to accredited investors, allowing them to buy precious metals mining stocks directly from the issuing company, off the listed exchange, and at a discount to the price everyone else is paying for the same shares on the open market. They also discuss private placements and financings in gold mining stocks as well as other speculative natural resource investments such as uranium and even carbon credits.
Link: https://bit.ly/3cfJUyh
6 MAY 2021 · MacroVoices Erik Townsend and Patrick Ceresna welcome Dylan Grice to the show to discuss everything from inflation vs. deflation to how far bond yields can go to the outlook for asset markets.
Link: https://bit.ly/3xUCNEq
11 MAR 2021 · MacroVoices Erik Townsend and Patrick Ceresna welcome Diego Parrilla to the show to talk about what the inflation trend means for bond yields, equity markets and commodities, as well as gold, the VIX, and much more. Then Gold Royalty Corp. CEO Amir Adnani joins in the postgame to discuss the royalty and streaming business model for precious metals, and where PM streaming shares fit into a portfolio allocation strategy.
18 FEB 2021 · MacroVoices Erik Townsend and Patrick Ceresna welcome Louis-Vincent Gave to the show to talk about why Louis is as inflationista as they come and how to trade the coming inflation. Then Kevin Muir joins in postgame segment to discuss why he thinks investors need to understand the Treasury General Account.
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Link: https://bit.ly/3quIOUm
4 FEB 2021 · MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show to discuss the coming inflation and how to trade it, update on the COVID pandemic, and the lunacy that is Wall Street Bets.Link: https://bit.ly/3rhbSP8
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...
show more
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
show less
Information
| Author | Michael Ronayne |
| Organization | Michael Ronayne |
| Categories | Business |
| Website | - |
| - |
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