MacroVoices #271 Harley Bassman: Hedging a High Interest Future
MacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman to the show. For years Harley has been on a personal mission to figure out how to make institutional hedging tools available to retail investors, because Harley sees a risk of long-term interest rates backing up in coming years that could create a much worse threat than the 2008 financial crisis. They talk about the risk he sees, why he thinks it’s so important to hedge against it, and discuss the ETF he just launched to make runaway interest rate insurance available to anyone who wants it.
Then be sure to stay tuned for our postgame segment after the feature interview, when Patrick and Erik discuss Tesla, cryptocurrencies, and much more.
Link: https://bit.ly/3eK4dp0
MacroVoices #271 Harley Bassman: Hedging a High Interest Future
MacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman to the show. For years Harley has been on a personal mission to figure out how to make institutional hedging tools available to retail investors, because Harley sees a risk of long-term interest rates backing up in coming years that could create a much worse threat than the 2008 financial crisis. They talk about the risk he sees, why he thinks it’s so important to hedge against it, and discuss the ETF he just launched to make runaway interest rate insurance available to anyone who wants it.
Then be sure to stay tuned for our postgame segment after the feature interview, when Patrick and Erik discuss Tesla, cryptocurrencies, and much more.
Link: https://bit.ly/3eK4dp0
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 #270 Dylan Grice: Are Central Bankers Politicians or Economists?
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
MacroVoices #269 Charlie McElligott: The reflation that reversed course in April will reverse course again
MacroVoices Erik Townsend and Patrick Ceresna welcome Charlie McElligott from Nomura to the show. Charlie says the reflation trade that reversed in April is likely to reverse again, with more reflation still to come. They talk about everything from inflation to bond yields to the market outlook for stocks and other asset classes.
Link: https://bit.ly/3gMRIuj
MacroVoices #269 Charlie McElligott: The reflation that reversed course in April will reverse course again
MacroVoices Erik Townsend and Patrick Ceresna welcome Charlie McElligott from Nomura to the show. Charlie says the reflation trade that reversed in April is likely to reverse again, with more reflation still to come. They talk about everything from inflation to bond yields to the market outlook for stocks and other asset classes.
Link: https://bit.ly/3gMRIuj
MacroVoices #268 Art Berman: Crude Oil Update
MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show. Art nailed the call for $65 crude oil when we had him on in early January, but now he says the big move higher in price is probably mostly over, and he doesn’t see any reason to expect crude oil prices to rally much higher than $70. And that’s despite the fact that Art still predicts a significant decline in U.S. production later this year. They discuss this and so much more.
Link: https://bit.ly/3vfRvUm
MacroVoices #268 Art Berman: Crude Oil Update
MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show. Art nailed the call for $65 crude oil when we had him on in early January, but now he says the big move higher in price is probably mostly over, and he doesn’t see any reason to expect crude oil prices to rally much higher than $70. And that’s despite the fact that Art still predicts a significant decline in U.S. production later this year. They discuss this and so much more.
Link: https://bit.ly/3vfRvUm
MacroVoices #267 Jeff Snider: Why Deflation Is The Story, Not Inflation
MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider back to the show where Jeff makes the case for deflation rather than inflation, against consensus. Then be sure to stay tuned for the postgame segment where Patrick will give an update on the 50dma charts.
Link: https://bit.ly/3mPOTtz
MacroVoices #267 Jeff Snider: Why Deflation Is The Story, Not Inflation
MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider back to the show where Jeff makes the case for deflation rather than inflation, against consensus. Then be sure to stay tuned for the postgame segment where Patrick will give an update on the 50dma charts.
Link: https://bit.ly/3mPOTtz