This is Macro Voices with hedge fund manager Eric Townsend, the free weekly financial

podcast targeting professional finance, high net worth individuals, family offices, and

other sophisticated investors. Macro Voices is all about the brightest minds in the world

of finance and macroeconomics telling it like it is. Bullish your bearish, no holds

barred. Now here are your hosts, Eric Townsend and Patrick Sarrezna.

Macro Voices episode 214 was recorded on April 9, 2020. I'm Eric Townsend. This episode

of Macro Voices is dedicated to health care workers all over the world, who without a doubt

are the true heroes of the COVID-19 pandemic crisis. This episode of Macro Voices is brought

to you by top traders on plug.com, a podcast dedicated to quant and rules based investing,

helping investors overcome behavioral biases. One River Asset Management CIO, Eric Peters

returns as this week's feature interview guest. We'll discuss the recent performance

of the long volatility strategy and trend following as risk edges and how well they've

worked in protecting portfolios during the present crisis. We'll also discuss the arguments

for a return to secular inflation and what that means for markets and investors. And be

sure to stay tuned for our post game segment. When we're going to go into more detail on

crude oil storage, contango in the crude oil term structure and how those two things are

related. And we're the trading opportunities live for both futures and equity investors

as we navigate these difficult times when storage is an extreme premium. And just a

quick reminder for any listeners who are not checking the website regularly, we have

produced three special episodes of Macro Voices earlier this week with feature length interviews.

The first was a crude oil special featuring petroleum geologist Art Berman and Professor

Nate Hagans, which we published on Monday morning. The next was a brilliant appearance

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