The Contrarian Capitalist Podcast Erik Townsend – Nuclear Geopolitics, Oil Risks & Copper’s Red Flag
Today’s podcast guest is MacroVoices podcast host Erik Townsend, Software entrepreneur (1990’s), turned macro strategy hedge fund manager (2010s), now retired from both. MacroVoices podcast host (Macrovoices.com) and publisher of Energy Transition Crisis docuseries (energytransitioncrisis.org).
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NB - Recorded on Monday 8th September 2025 AM
In this episode Erik discusses:
* Nuclear policies and how to improve the nuclear process within the USA
* Nuclear geopolitics including Russia/China/North Korea as well as Niger
* 1 Oil factor that people are not thinking about at the moment
* Why Oil is likely to fall in price before going much higher
* Why Copper is flashing a recession signal
* And much more
Contact Information
You can connect with Erik Townsend on Substack and also on X
You can connect with MacroVoices on X too.
Erik previously appeared on the show in January 2025, where he spoke about the Nuclear Henry Ford Moment. You can listen/watch that using the link below.
Copenhagen Atomics
Thomas Jam Pedersen of Copenhagen Atomics and Erik talk about Advanced Nuclear Reactor Designs in this superb 2 part mini-series. I highly recommend that you watch/listen to it.
Episode 1
Episode 2
You can also listen to The Contrarian Capitalist podcast episode with Dr Anas Alhajji below
A big thank you to Erik Townsend for taking the time to have a chat and for sharing a very valuable level of expertise. The nuclear message is very important so please share this with your network.
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