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 Sarasna.

Macro Voices Episode 235 was recorded on September 3rd, 2020. I'm Eric Townsend. This episode

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

investing, helping investors overcome behavioral biases, and by farmtogether.com, bringing

farmland a new trillion dollar investment opportunity within reach of all accredited investors.

Forest for the trees founder Luke Groman is back as this week's feature interview guest.

And of course I'll be asking Luke the same question I've asked most of our other recent

interview guests is the US dollar having that Luke Groman moment that he's been predicting

for years. We'll also discuss the stock market, US fiscal situation, gold, and much more.

Then be sure to stay tuned for our post-game segment after the feature interview. When

Patrick and I will take a deep dive on the question of whether or not we're seeing

a stock market top, or if this is just another by the dip opportunity as stocks sell off

sharply today on Thursday the day we're recording, we'll look at the tech stocks and

we'll also move on and take a look at term structure of both crude oil and natural gas

futures.

And I'm Patrick Sarasna, now Eric let's talk equities, the S&P 500 at the time we're

recording is down 120 S&P points on what is the first major reversal day since the start

of the summer.

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