Macro Voices

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.

Jim Bianco, Founder of Bianco Research, discusses inflation, bond yields, precious metals, energy prices, and geopolitics. The podcast covers the potential for a rate hike, factors influencing energy prices, analysis of the presidential election's impact, Bianco Research services, market analysis, and commodities forecasts including uranium market expectations.

Energy markets expert Dr. Anas Alhajji discusses the 2024 oil market outlook, the Iranian President's death, and misinformation in Saudi Arabia. The podcast delves into OPEC plus meetings, shifts towards renewable energy, and market analysis of crude oil, equities, USD index, and uranium prices.

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.