meta_pixel
Tapesearch Logo
Log in
Macro Voices

MacroVoices #238 Alex Gurevich: Bond Yields, U.S. Dollar, Equities & more

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.83.4K Ratings

🗓️ 23 September 2020

⏱️ 89 minutes

🧾️ Download transcript

Summary

MacroVoices Erik Townsend and Patrick Ceresna welcome Alex Gurevich to the show to discuss if the bond bull market is finally coming to an end, if the U.S. dollar is heading to a secular decline and perspectives on gold, equity markets & more. Then Jim Bianco from Bianco Research joins in the postgame segment to talk about the upcoming US Presidential Election. Link: https://bit.ly/3hR0qoo

Transcript

Click on a timestamp to play from that location

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.

0:38.2

Macro Voices episode 238 was recorded a day early this week on Wednesday, September 23,

0:44.3

2020. I'm Eric Townsend. This episode is brought to you by Top Traders on Plug.com, a

0:49.9

podcast dedicated to quant and rules-based investing, helping investors overcome

0:55.1

behavioral biases and by farmtogether.com, bringing farmland a new trillion dollar investment

1:02.2

opportunity within reach of all accredited investors. We've got a Macro Voices double-header

1:08.3

on tap for you this week folks. First, Honte Investment CIO, Alex Gravitch joins me

1:14.1

into this week's feature interview guest. We'll discuss Treasury yields and whether the

1:18.5

U.S. 10 year can move to negative nominal yields, whether a secular shift to inflation

1:23.9

as a foot, whether the U.S. dollar has begun a secular decline and Alex's model for predicting

1:29.9

stock prices based on historical bond yields and much more. Then be sure to stay tuned for

1:35.9

our post-game segment when Bianco Research Founder Jim Bianco joins Patrick and me in the

1:41.2

post-game segment when we'll take a deep dive into the election polls and compare these

1:46.4

figures to betting markets. I'm going to be making some very bold predictions about

1:50.7

civil unrest escalating after the election, so be sure to stay tuned for those as well.

1:56.6

And I'm Patrick Sarasda and Eric. Let's jump to the S&P 500. Some people were speculating

2:01.3

that that Monday was going to be a low and it didn't take long for us to be almost

2:06.6

right back down to the week lows. Do you think we had lower from here? What's your take

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Hedge Fund Manager Erik Townsend, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Hedge Fund Manager Erik Townsend and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2025.