About This Show
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.
Most Recent Episode
Darius Dale: Hedgeye turn BEARISH U.S. Growth
7 days ago
Erik Townsend and Patrick Ceresna welcome Darius Dale to MacroVoices. Erik and Darius discuss the peak in the U.S. growth cycle, inflation and earnings. They further discuss the global divergence reiterated and the prognostications vs the reality of the markets.
They further discuss China’s massive credit expansion, the US dollar and the breakdown in currency and interest differentials.