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About Erik Townsend

hedge fund manager 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 s and anticipate paradigm shifts far in advance of the mainstream. Read More...

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Erik Townsend and Patrick Ceresna welcome Jim Bianco to MacroVoices. Erik and Jim discuss:

  • Has Jim really changed his views and turned bullish?
  • Coronavirus crisis update
  • V-bottom recovery in the stock market does not equal v-bottom recovery in the economy
  • FED’s balance sheet expansion – where is it headed, what’s the endgame?
  • MMT – what are the risks and how does it unfold?
  • Fixed income markets – outlook on bond yields
  • Duation of the US dollar and the possibility of it losing its reserve currency status
  • Outlook on Gold

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart deck that accompanies this episode, as Erik and Patrick will refer to it throughout the postgame segment. If you are already registered at nanjingbb.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the 德扑之星app下载home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Click here to register or login for access to supporting materials.

 

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Erik Townsend and Patrick Ceresna welcome Jeff Snider to MacroVoices. Erik and Jeff discuss:

  • 2008 Recession and QE, how it differs from other recessions
  • Diminishing economic growth
  • Perspectives on Ben Bernanke’s and other central banker’s performance in the aftermath of 2008 recession
  • Debunking the idea of central banks being central
  • Banks are shrinking – bank stocks are reflecting risks
  • Primary components of the global monetary and how they work

 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart deck that accompanies this episode, as Erik and Jeff will refer to it throughout the interview. If you are already registered at nanjingbb.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the 德扑之星app下载home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Click here to register or login for access to supporting materials.

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Erik Townsend and Patrick Ceresna welcome Grant Williams to MacroVoices. Erik and Grant discuss:

  • How to navigate the current environment of escalating civil unrest and the social divide
  • Rise of MMT – how close are we and what should we expect?
  • How long will the central bank balance sheet expansion continue?
  • The global recession – how does it compare to recessions in the past and how long will it last?
  • Outlook on Gold
  • Changing political climate in Hong Kong and its impact on US/China relations
  • Perspectives on the impact of the upcoming US Presidential election

Download the podcast transcript: [Click Here]

 

Click here to register or login for access to supporting materials.

 

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Erik Townsend and Patrick Ceresna welcome Lyn Alden to MacroVoices. Erik and Lyn discuss:

  • U.S. Deficit was already growing pre-COVID19 crisis
  • Current employment dislocation compared to 2009
  • Is the Fed's monetary policy what's driving the V-shaped recovery in stock prices?
  • Fed's policy to inject more liquidity into the real economy and its implications
  • Will Monetary Policy 3 lead us to consumer price inflation risk?
  • Gold vs. Money supply and real interest rates
  • Possible impact on the markets from the upcoming U.S. Presidential election

 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart deck that accompanies this episode, as Erik and Lyn will refer to it throughout the interview. If you are already registered at nanjingbb.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the 德扑之星app下载home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Click here to register or login for access to supporting materials.

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Erik Townsend Artem Milinchuck to MacroVoices. Erik and Artem discuss:

  • The macro case for farmland: producing real returns in a low-yielding financial economy
  • Performance and correlation analysis: Comparing farmland to other asset classes
  • Risks and opportunities created by the COVID19 crisis
  • Fractional farm ownership – how FarmTogether is making an asset class formerly open only to the super-rich available to all accredited investors

 

Supporting Materials for Download

FarmTogether Website - Invest in US Farmland 

FarmTogether - Live Offerings 

Introduction to Farmland Investing 

Tech-Powered Farmland Investment Platform - Driving Investment into a Vital $10T Asset Class 

Contact Information:

Phone: 1-909-404-5902

This email address is being protected from spambots. You need JavaScript enabled to view it.

 

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Erik Townsend and Patrick Ceresna welcome Hugh Hendry to MacroVoices. Erik and Hugh discuss:

  • "Put Joe Rogan in Charge of the Fed! - The Dawn of Chaos"
  • Perspective on the stock advance relative to money supply expansion
  • Balance sheet expansion of the Fed and other central banks
  • Which direction will this monetary policy take?
  • Wealth inequality
  • Implementation of MMT and duing the dollar - is this a good idea?
  • Hugh's journey from hedge fund manager to property investor

Download the podcast transcript: [Click Here]

We strongly recommend that you download the article that accompanies this episode, as Erik and Hugh will refer to it throughout the interview. If you are already registered at nanjingbb.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the 德扑之星app下载home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Click here to register or login for access to supporting materials.

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Erik Townsend and Patrick Ceresna welcome Charlie McElligott to MacroVoices. Erik and Charlie discuss:

  • Perspective on market strength, despite the resurgence of COVID19 cases
  • How to current market situation translates to the CTA positioning 
  • Equity market outlook
  • How does volatility complex play into the current equity market?
  • Bond market outlook – secular end of a 40 year event?
  • The impact of rising civil unrest and upcoming election will have on the markets

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chartbook that accompanies this episode, as Erik and Charlie will refer to it throughout the interview. If you are already registered at nanjingbb.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the 德扑之星app下载home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

 

 

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SPECIAL POST GAME GUEST- Talking Options with Convexity Maven Harley Bassman

 

 

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Erik Townsend and Patrick Ceresna welcome Harley Bassman to MacroVoices. Erik and Harley discuss:

  • Impact of COVID19 on recession – was it the cause or catalyst?
  • Perspective on declining population and workforce
  • Possibility of risk parity unwind
  • Portfolio positioning in current market 
  • Policy risk on spread trading
  • Are we headed toward secular inflation and what does that entail?
  • Inflation vs. bond market 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chartbook that accompanies this episode, as Erik and Harley will refer to it throughout the interview. If you are already registered at nanjingbb.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the 德扑之星app下载home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Click here to register or login for access to supporting materials.

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All-Star Dr. Anas Alhajji and Erik discuss:

  • Rebalancing the market: Between U.S. Shale, 180mm bbl of Floating Storage, and a recession, how long will it take to get back to normal?
  • Long-term outlook for global energy markets: Why higher prices are inevitable
  • The risk of alternatives under-delivering resulting in a supply capacity-induced global energy crisis in ~10 years time

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Erik Townsend and Patrick Ceresna welcome Art Berman to MacroVoices. Erik and Art discuss:

  • OPEC+ Production cut and the spring rally
  • Flaws in the assumption that shut-in oil wells
  • Decline rates – how does it work?
  • Forecast on oil production – will it go up and what’s next?
  • How much is the industry and its production hedged?
  • Unaccounted for oil – why is there so much of it?
  • Is the storage crisis really over?
  • Recent recovery - are we back to pre-crisis consumption?

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chartbook that accompanies this episode, as Erik and Art will refer to it throughout the interview. If you are already registered at nanjingbb.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the 德扑之星app下载home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Click here to register or login for access to supporting materials.

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, its producers, and hosts Erik Townsend and Patrick Ceresna shall NOT be liable for losses resulting from investment decisions based on information or viewpoints presented on MACRO VOICES.

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