Macro Voices

Louis-Vincent Gave, an expert in global economics and financial markets, discusses crucial trends shaping the landscape. He predicts potential rate cuts by year-end and dives into the implications for the USD, as well as precious and base metals. Their conversation also explores China's evolving energy policies and its impact on the global economy. Gave elaborates on the dynamic uranium market as a promising investment amidst volatility, while shedding light on the interconnections between demographic challenges and inflation in welfare states.

Rory Johnston, an oil market expert from Commodity Context, dives deep into the intricate world of crude oil. He discusses the geopolitical implications of OPEC's strategies and highlights U.S. shale production's resilience. The conversation touches on shifting demand trends, particularly from China, and examines the challenges facing the Strategic Petroleum Reserve. Additionally, Johnston shares insights on how market volatility is influenced by global conflicts and recent trends in complementary markets like uranium and precious metals.

Geopolitical expert Marko Papic discusses U.S. Presidential race risks, market implications, and social stability concerns. Highlights include political volatility impact on inflation, unique GeoMacro investment strategy, and exploration of an American Idol-themed convention for the Democratic Party. Market analysis focuses on crude oil inventory data, Uranium market behavior, and US Treasury yield shifts.

Financial analyst Lyn Alden discusses energy security, precious metals, inflation, interest rates, advanced nuclear reactors, AI impact. Topics include market movements, economic factors, US economy resilience, energy challenges in Europe, rising energy demand from AI, market analysis, uranium correction, treasury yields, and sponsor promotions.

Variant Perception CEO Tian Yang discusses leading indicators, recession risks, market positioning amidst uncertainty, stop-loss behavior model, and forecasts for crude oil, S&P 500, tech companies, and precious metals in a comprehensive macroeconomic analysis.

Expert Daniel Lacalle discusses monetary debasement as a government strategy and its impact on investment portfolios. Topics include the long-term effects of debt-driven bubbles, the role of central banks, wealth disparity, and investing strategies against debasement.

Guest Bill Blain from WindShift Capital discusses the equity market melt-up, inflation, and bond yields. The conversation covers historical market events, climate change impact on agriculture, advice for young macro fund managers, political instabilities in Europe, China's economic strategy, and market trends in Uranium and Gold.

David Rosenberg, Founder of Rosenberg Research, discusses the lack of breadth in the stock market, the dominance of a few SPX stocks, and potential rate cuts by the Fed. The podcast also covers the US economy, market trends, oil prices, China's outlook, investment strategies, market analysis, and hedging strategies.

Carlyle's Chief Strategy Officer, Jeff Currie, discusses commodities from metals to energy, volatility in cocoa and coffee, gold market fluctuations, bullish thesis for gold and copper, potential surge in crude oil prices, commodity super cycle analysis, options hedging, historical interest rate cutting cycles, and long-term opportunities in the uranium market.

ECRI co-founder, Lakshman Achuthan discusses growth, sticky inflation, precious metals, and energy prices. They dive into global industrial growth outlook, inflation trends, secular inflation cycles, EIA inventory analysis, OPEC Plus decision, crude oil trading, market analysis of oil, S&P 500, key indicators, uranium market, Treasury note breakout, and sponsor mentions.