Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC


Title Date published
Charlie McElligott: Fear the Steepener 2019-01-16
Chris Cole: The ‘BIG ONE’ (Vol event) hasn’t happened yet. 2019-01-11
Marin Katusa: Oil, Steel & Diamonds on the Natural Resources Radar 2019-01-03
Year-end Special: Best Market Calls of 2018 2018-12-27
Daniel Want: Systems View of OTC Derivatives 2018-12-21
Prof. Edward Altman: High Yield Benevolent Cycle Not Yet Over 2018-12-13
Juliette Declercq: “Dovish Pivot” is not a game-changer yet 2018-12-07
Julian Brigden: Secular Bond Bear Doesn’t Preclude Significant Rallies 2018-11-30
Jeffrey Christian: Investment demand for precious metals is bottoming 2018-11-22
Keith McCullough: Bond Yields May Have Peaked 2018-11-16
BONUS: Beyond Blockchain Audiobook Chapter 1 2018-11-14
Jonathan Tepper: The Myth of Capitalism 2018-11-09
Dr. Pippa Malmgren: Embracing Entrepreneurship 2018-11-01
Daniel Lacalle: Synchronized Global Growth was always a False Narrative 2018-10-24
Prof Steve Hanke: M4 is the most under appreciated indicator 2018-10-18
Prof Steve Keen: The Real Risk is in Private Credit 2018-10-12
Louis-Vincent Gave: Breakdown in Historical Norms between Emerging Markets and USTs 2018-10-05
Keith Dicker: The next major financial crisis will happen in the Bond market 2018-09-27
Art Berman: The market has de-valued the oil price yield curve 2018-09-20
Charlie McElligott: Phase one is over. The easy money has already been made. 2018-09-13

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