4.8 • 3.4K Ratings
🗓️ 29 October 2020
⏱️ 92 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. |
0:38.5 | Macro Voices Episode 243 was recorded on October 29, 2020. I'm Eric Townsend. This episode |
0:46.1 | is brought to you by top traders on plug.com, a podcast dedicated to quant and rules based |
0:51.5 | investing, helping investors overcome behavioral biases, and by farmtogether.com, bringing |
0:58.5 | farmland a new trillion dollar investment opportunity within reach of all accredited investors. |
1:05.7 | Variant perception head of macro research, Tian Yang returns as this week's feature |
1:10.1 | interview guest. Like most of the smartest guys we've had on Macro Voices in recent months, |
1:15.0 | Tian's team sees inflation on the horizon and they think a new secular bull market in |
1:20.5 | commodities is on deck as well. We'll discuss Tian's forecast for a new commodity bull |
1:26.5 | market in detail in the feature interview, but then we're going to keep it rolling as |
1:30.7 | Patrick and I pick up a chart deck of commodity charts in our post game segment, including |
1:36.7 | where some opportunities may lie in the months ahead. Then finally, we'll revisit the coronavirus |
1:42.6 | outlook with new cases and deaths, both moving to new highs in both the United States and |
1:48.5 | globally. |
1:49.6 | Tom Patrick's for us now, Eric, let's talk about the SESNP 500, that pre-election volatility |
1:54.7 | is here and certainly we're getting these big intraday whips, but do you think it's leading |
1:59.5 | to a new big trend? |
2:01.1 | Well, I think what's going on is very specific and this is conjecture on my part I could |
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