MacroVoices Spotlight

Macro Voices Spotlight

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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

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Erik Townsend Scott Lynn to MacroVoices. Erik and Scott discuss:

  • Fine Art as an asset class: Why some of the biggest names in finance are diversifying into Fine Art collections
  • Performance and correlation characteristics of Fine Art in Portfolio Construction
  • Why “Blue Chip” Fine Art (most famous and well-known artists) delivers the best investment returns
  • The Securitization Model: Fractional ownership of fine art masterpieces through securitized holding companies

 

Download the podcast transcript: [Click Here

 

 

male silhouette.Erik Townsend welcomes Bob Coleman to MacroVoices Spotlight. Erik and Bob discuss:

  • Most vaulting services for precious metals are owned and operated by banks or precious metals dealers! Conflicts of interest abound
  • When investor Bob Coleman couldn’t find a private vaulting facility that met his standards of independence, he started his own
  • Allocated, Unallocated and Segregated Storage: Understanding what the bullion banks are selling and where the pitfalls are
  • Private vaulting facilities are not required to collect tax ID numbers (bullion banks are)
  • Insurance and force majeure risks in precious metals storage
  • Getting your metals OUT of the vault when you want them, and what can and has gone wrong with bullion banks

 

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Bob 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).

 

Supporting Materials for Download

Idaho Armored Vaults slide deck 

 


Get embed code for this episode. | For other embed code options click here. | Download the audio MP3 File (42.19 MB) .

male silhouette.Erik Townsend  welcomes Niels Kaastrup-Larsen to MacroVoices Spotlight. Erik and Niels discuss:

  • Algorithmic trading: History, and who the players are including Statistical Arbitrage and HFT
  • The Trend Following strategy and its history
  • Richard Dennis’ “Turtles”
  • Benefits of de-correlation and conditional correlation
  • Performance of trend-following CTAs

We strongly recommend that you download the chart book that accompanies this interview, as Erik and Niels will refer to it throughout the interview.

Supporting Materials for Download

Niels Kaastrup-Larsen Slide Deck 


Get embed code for this episode. | For other embed code options click here. | Download the audio MP3 File (47.39 MB)

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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