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Macro Voices

Latest episodes

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May 16, 2024 • 1h 11min

MacroVoices #428 Adam Rozencwajg: AI Demand, Energy & Precious Metals

Adam Rozencwajg from Goehring & Rozencwaj discusses energy markets and precious metals on the podcast. They delve into the evolution of US natural gas market, US oil production data discrepancies, challenges in energy and gold markets, risk hedging strategies, market analysis, and speculation.
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May 9, 2024 • 1h 30min

MacroVoices #427 Thomas Jam Pedersen: The Coming Thorium Energy Revolution

Thomas Jam Pedersen, founder of Copenhagen Atomics, discusses the potential of thorium fission in the energy sector, emphasizing the benefits of molten salt-cooled thorium reactors over traditional uranium ones. The podcast explores the efficiency of waste management in thorium reactors, the vision for future energy production, and China's advancements in thorium fission technology, urging Western governments to catch up.
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May 2, 2024 • 1h 10min

MacroVoices #426 Brent Johnson: Dollar Milkshake Update in a World of Global Uncertainty

Brent Johnson from Santiago Capital discusses the dollar rally, gold market move, and inflation concerns. They explore the implications of a strong dollar on equities and gold, the significance of diversifying portfolios, and analyze oil and copper market outlooks. The podcast also touches on EIA inventory data, market opportunities for upside movements, and signals of bottoming in agricultural markets.
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Apr 25, 2024 • 1h 5min

MacroVoices #425 Alex Gurevich: Real Rates, Precious Metals, Currencies and More

Founder and CIO of Honte Investments, Alex Gurevich, discusses inflation, real rates impact on the economy, precious metals, currencies, trading strategies, risk management, energy markets, geopolitical impacts, and Uranium prices in an insightful and informative conversation.
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Apr 18, 2024 • 1h 5min

MacroVoices #424 Rory Johnston: Crude Oil Update: Fundamentals, Geopolitical Risks, and SPR

Commodity Context Founder Rory Johnston discusses crude oil fundamentals, geopolitical risks, and the Strategic Petroleum Reserve. Topics include Saudi Arabia's oil production stance, US-Israel-Iran dynamics, Ukraine-Russia conflicts, market analysis predictions, financial indicators like the US Dollar and gold prices.
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Apr 11, 2024 • 1h 17min

MacroVoices #423 Justin Huhn: Accelerated Demand Growth in Supply Driven Bull Market

Justin Huhn, Founder of Uranium Insider, discusses the Uranium bull market, mining sector, nuclear power's global resurgence, AI data centers' electricity demand, geopolitical challenges in uranium market, ETFs & investment newsletters, crude oil price rally, stock indices analysis, Uranium stock trends, and bullish breakout speculations.
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Apr 4, 2024 • 1h 1min

MacroVoices #422 Larry McDonald: How To Listen When Markets Speak

Larry McDonald, founder of Bear Traps Report, discusses gold's broken correlations, inflation outlook, energy, and more with hosts. They explore market indicators, trends, potential stagflation, energy crisis, geopolitical impacts, copper vs. aluminum, US-China relations, silver investments, and market forecasts.
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Mar 28, 2024 • 58min

MacroVoices #421 Luke Gromen: More Dollar Liquidity To Come…

Forest for the Trees founder Luke Gromen discusses the trajectory of the dollar, implications of a weaker dollar, potential deals, banking regulations, investment decisions, commodities, energy markets, market analysis, price predictions, and Uranium market trends.
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Mar 21, 2024 • 1h 7min

MacroVoices #420 Ole Hansen: Green Shoots in The Commodity Markets

Exploring hot commodities from softs to AGS to metals to energy with Ole Hansen. Dive into cocoa price surge, market dynamics, hedge fund strategies, Saudi Arabia's production, and uranium buying opportunity in a nutshell.
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Mar 14, 2024 • 1h 7min

MacroVoices #419 Arjun Murti: Navigating the 2020s Energy Transition Landscape

Explore the future of energy markets and transitions with former Goldman Sachs partner Arjun Murti. Dive into the complexities of energy transitions, including renewable sources, geopolitical motivations, and economic conditions. Get insights on oil demand trends, energy crisis, market behavior, and opportunities in Uranium and copper markets. End with listener engagement and resource promotion.

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