4.8 • 3.4K Ratings
🗓️ 29 July 2021
⏱️ 70 minutes
🧾️ Download 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 |
0:30.8 | barred. Now here are your hosts, Eric Townsend and Patrick Sarresna. |
0:38.1 | Macro Voices episode 282 was recorded on July 29, 2021. I'm Eric Townsend. This episode |
0:45.2 | is brought to you by ABIC's technologies, pioneering the design of smarter markets that |
0:49.6 | better meet the needs of both market participants and society as a whole. And by escrow.com, the |
0:56.5 | world's most secure online payment system from a counterparty risk perspective because |
1:02.0 | the funds sit in escrow. |
1:04.8 | Shard Capital Strategist and Alternative Investments Chief Bill Blaine joins me as a first-time |
1:09.5 | feature interview guest. Bill says secular inflation is here to stay and then goes on to |
1:14.3 | explain several less obvious nuances of the finance industry's readiness for the coming |
1:20.1 | change. We'll also discuss precious metals, bond yields, and much more. Then be sure |
1:24.7 | to stay tuned for our post-game segment after the feature interview when Patrick's chart |
1:28.9 | deck is titled Post-FOMC Market Moves. |
1:32.5 | And I'm Patrick Sarresna. Eric, let's jump to that S&P 500. We broke to a 52 week |
1:36.9 | height. Didn't take too long, did it? |
1:38.9 | Patrick, the melt-up continues. I think it is an Austrian crack-up boom. Why is it continuing? |
1:44.2 | Well, I think that the delta scare is abating. And just to be clear about that, I'm not saying |
1:49.3 | that the risk of the delta variant of the virus is abating. I think what's going on is |
1:54.4 | the scare that it was going to crash financial markets is abating. And the thing is the threat |
... |
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.