Macro Voices

In this engaging conversation, Justin Huhn, Editor of the Uranium Insider newsletter, dives into the exciting world of nuclear energy. He shares his bold predictions about the uranium market's recovery and the underlying fundamentals driving its renaissance. The discussion covers the impact of geopolitical tensions on uranium contracts and the urgent need for the West to secure its uranium supply chains. Huhn also emphasizes the growing acceptance of nuclear power and its crucial role in meeting rising electricity demands.

In this discussion, Jeff Currie, Chief Strategist for Energy Pathways at Carlyle, sheds light on macroeconomic trends impacting financial markets. He analyzes unusual pricing patterns in treasuries and commodities, emphasizing the crucial role of natural gas amid evolving energy policies. The conversation also covers the declining trends in crude oil and examines uranium's stability alongside copper's potential resurgence. Currie dives into the effects of geopolitical tensions on currency markets, offering insights that are both timely and essential for investors.

Daniel Lacalle, Tress's chief economist and best-selling author, joins the conversation to dissect the evolving landscape of the Trump Trade. He dives into the implications of geopolitical tensions on the U.S. dollar and discusses the resilience of Europe amidst energy challenges. The episode also covers crude oil price dynamics, market trends for precious metals, and the integration of cryptocurrencies into the U.S. monetary system. Lacalle offers valuable insights into future market predictions while navigating the complexities of today's economy.

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Vincent Deluard. They’ll discuss secular inflation, the gig economy, and what Vincent calls the 'shadow lending and savings markets.' He’ll also share his outlook on precious metals post-election and introduce a new theory: The '5-Body Problem.' https://bit.ly/3UT7cQN ⚫ Follow Vincent on X: https://www.x.com/VincentDeluard 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/48NM7No   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/   🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1   Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

MacroVoices Erik Townsend & Patrick Ceresna welcome back best selling author, Dr. Pippa Malmgren. They’ll cover the current election results, potential upcoming challenges, and the anticipated impacts on financial markets and the broader economy. https://bit.ly/4hzLvyX   ⚫ Follow Pippa X: https://www.x.com/DrPippaM ⚫ Subscribe To Pippa’s Substack: https://drpippa.substack.com/ 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/40Hq5dn   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/   🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1   Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Darius Dale. Darius argues that, for the financial markets, the outcome of next week’s U.S. presidential election is surprisingly inconsequential. They’ll delve into this perspective before exploring the drivers behind persistent inflation, the reasons for expecting the U.S. economy to remain robust, the Fed’s determination to achieve a soft landing, and why he’s confident that market liquidity will keep increasing. https://bit.ly/40qGxyb ⚫ Follow Darius Dale on X: https://www.x.com/DariusDale42 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3YLjQUr   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/   🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1   Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Brent Johnson. They’ll discuss foreign demand for U.S. Treasuries, Brent’s outlook for the dollar, equities, precious metals, energy, and much more. https://bit.ly/48B8uWt ⚫ Follow Brent Johnson on X: https://www.x.com/SantiagoAuFund 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3BYjfG1   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/   🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1   Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Anas Alhajji, an energy markets expert and founder of Energy Outlook Advisors, dives into the complexities of crude oil and the Middle East's geopolitical tensions. He examines Israel-Iran relations and their global oil market implications. The looming oil supply crisis is scrutinized, along with forecasts from Exxon and OPEC. Alhajji also discusses the challenges of transitioning to electric vehicles in China's economy, while emphasizing the urgent need for investments in the oil sector amid rising demand.

Harley Bassman, a portfolio manager at Simplify Asset Management and the renowned Convexity Maven, shares insights into mortgage-backed securities and their pivotal role in the bond market. He breaks down complex concepts and common misconceptions, also discussing the impact of demographics on economic trends. The conversation further explores trading strategies in agency bonds amidst rising interest rates and offers intriguing perspectives on current market dynamics, including gold and uranium trends.

In this engaging discussion, Luke Gromen, founder of Forest for the Trees, shares his insights on macroeconomics. He delves into how recent Federal Reserve actions are impacting U.S.-China relations and the complexities of financial strategies. Gromen explores the tug-of-war between oil and gold markets, highlighting the benefits of nations investing in gold amidst inflation. Additionally, he analyzes the shifting dynamics of U.S. Treasury market volatility and the intertwined fates of different asset classes. Tune in for a captivating take on today's economic landscape!