4.8 • 3.4K Ratings
🗓️ 6 March 2020
⏱️ 96 minutes
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| 0:00.0 | This is Macro Voices with hedge fund manager Eric Townsend, the free weekly financial |
| 0:14.2 | podcast targeting professional finance, high net worth individuals, family offices, and |
| 0:20.0 | other sophisticated investors. Macro Voices is all about the brightest minds in the world |
| 0:25.5 | of finance and macroeconomics telling it like it is. Bullish your bearish, no holds |
| 0:30.9 | barred. Now here are your hosts, Eric Townsend and Patrick Sarasna. |
| 0:37.5 | Macro Voices episode 209 was recorded on March 5th, 2020. I'm Eric Townsend. This episode |
| 0:44.0 | of Macro Voices is brought to you by top traders on plug.com, a podcast dedicated to |
| 0:49.4 | quant and rule-based investing, helping investors overcome behavioral biases. |
| 0:55.7 | Former hedge fund manager Jesse Felder, founder and editor of the Felder Report returns to |
| 1:01.5 | join me as this week's feature interview guest. We'll discuss why Jesse thinks the COVID-19 |
| 1:07.1 | coronavirus was just the catalyst that brought about an already overdue change of direction |
| 1:13.6 | for equity markets. We'll also discuss the value plays that Jesse still sees in this |
| 1:19.2 | market and his overall macro outlook. In our post-game segment this week, Patrick is |
| 1:25.6 | back with another of his famous post-game chart books. And a quick housekeeping note, |
| 1:31.1 | Macro Voices will be released one day early next week on Wednesday, March 11th, in order |
| 1:36.4 | to accommodate travel schedules. |
| 1:38.9 | And I'm Patrick Sarasna and I'm Eric. I'm dying to get into talking about the markets, |
| 1:42.4 | but before we do, once you give us a quick update on what's going on with the coronavirus |
| 1:46.1 | story. |
| 1:47.1 | Well, Patrick, we already did a coronavirus episode this week that aired on Monday. It |
| 1:53.4 | featured a repeat, a rebroadcast of our January 30th interview with Dr. Chris Martensen, plus |
| 1:59.2 | a full 25-minute update from me on new developments since January. You'll find that podcast on |
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