Chuyển sang chế độ ngoại tuyến với ứng dụng Player FM !
Erik Townsend, founder of Macro Voices
Series đã xóa ("Feed không hoạt động" status)
When? This feed was archived on February 25, 2022 19:30 (). Last successful fetch was on June 21, 2021 00:56 ()
Why? Feed không hoạt động status. Server của chúng tôi không thể lấy được feed hoạt động của podcast trong một khoảng thời gian.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 280005638 series 2001885
Listen to this episode on iTunes
What was your biggest insight from this week’s episode? Let Jay know in the comments or on Twitter: @jaykimmer.
LINKS FROM TODAY’S EPISODE
- Read the full transcript from Erik’s interview
- Find Erik on Twitter
- MacroVoices.com
- Jack Schwager’s Market Wizards books
- Jim Rogers
- Nikolai Kondratiev and the long-wave business cycle
- The Fourth Turning by William Strauss and Neil Howe
- The Triffin Paradox, or the “Triffin dilemma”
- Kyle Bass on Twitter
- Michael Covels on the Jay Kim Show
- Michael Covel on Trend Following
- Electric unicycles
DETAILED SHOW NOTES
- (00:44) Jay’s introduction of Erik
- (01:34) Erik’s self-introduction and how he got into investing
- (04:26) Living on a yacht is not all it’s cracked up to be
- (05:01) Erik reinvents himself as a macro investor and eventually started a hedge fund
- (07:49) Erik explains why he embraced macro investing, as opposed to another school of thought
- (10:05) Considering the big picture and long-wave business cycles
- (14:42) The big changes Erik sees coming in the next 10 to 15 years — first up, the price of oil
- (18:08) The second big change — the world’s reserve currency and de-dollarization
- (20:06) Another potential change — a government-backed cryptocurrency
- (21:30) “This is Asia’s century.”
- (22:51) Triffin’s paradox and a brief history of the petrodollar
- (31:59) Erik’s cautions concerning investing in Asia
- (38:02) When investing in Asia, Erik recommends this route
- (40:46) Erik’s views on cryptocurrencies
- (46:06) Erik’s advice for new investors
- (48:31) About Erik’s podcast, Macro Voices
156 tập
Series đã xóa ("Feed không hoạt động" status)
When? This feed was archived on February 25, 2022 19:30 (). Last successful fetch was on June 21, 2021 00:56 ()
Why? Feed không hoạt động status. Server của chúng tôi không thể lấy được feed hoạt động của podcast trong một khoảng thời gian.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 280005638 series 2001885
Listen to this episode on iTunes
What was your biggest insight from this week’s episode? Let Jay know in the comments or on Twitter: @jaykimmer.
LINKS FROM TODAY’S EPISODE
- Read the full transcript from Erik’s interview
- Find Erik on Twitter
- MacroVoices.com
- Jack Schwager’s Market Wizards books
- Jim Rogers
- Nikolai Kondratiev and the long-wave business cycle
- The Fourth Turning by William Strauss and Neil Howe
- The Triffin Paradox, or the “Triffin dilemma”
- Kyle Bass on Twitter
- Michael Covels on the Jay Kim Show
- Michael Covel on Trend Following
- Electric unicycles
DETAILED SHOW NOTES
- (00:44) Jay’s introduction of Erik
- (01:34) Erik’s self-introduction and how he got into investing
- (04:26) Living on a yacht is not all it’s cracked up to be
- (05:01) Erik reinvents himself as a macro investor and eventually started a hedge fund
- (07:49) Erik explains why he embraced macro investing, as opposed to another school of thought
- (10:05) Considering the big picture and long-wave business cycles
- (14:42) The big changes Erik sees coming in the next 10 to 15 years — first up, the price of oil
- (18:08) The second big change — the world’s reserve currency and de-dollarization
- (20:06) Another potential change — a government-backed cryptocurrency
- (21:30) “This is Asia’s century.”
- (22:51) Triffin’s paradox and a brief history of the petrodollar
- (31:59) Erik’s cautions concerning investing in Asia
- (38:02) When investing in Asia, Erik recommends this route
- (40:46) Erik’s views on cryptocurrencies
- (46:06) Erik’s advice for new investors
- (48:31) About Erik’s podcast, Macro Voices
156 tập
Tất cả các tập
×Chào mừng bạn đến với Player FM!
Player FM đang quét trang web để tìm các podcast chất lượng cao cho bạn thưởng thức ngay bây giờ. Đây là ứng dụng podcast tốt nhất và hoạt động trên Android, iPhone và web. Đăng ký để đồng bộ các theo dõi trên tất cả thiết bị.