Macro Voices

Topics include backwardation in commodities markets, future of interest rates, precious metals outlook, passive investing impact on market dynamics, inflation calculations, global geopolitical tensions, investment strategies in commodities and financial spaces, and correlation between uranium trust movement and treasury yield trends.

Tian Yang, CEO of Variant Perception, discusses trading opportunities in various asset classes. They analyze the US economy, fiscal deficits, and government support. They also discuss the recent EIA inventory data for crude oil and the impact of the Fed's intentions on the US dollar and gold. They believe gold is still a strong buy. The chapter concludes with information about the weekly research roundup and sponsors.

Louis-Vincent Gave, Founder of Gavekal, joins Erik Townsend & Patrick Ceresna on Macro Voices to discuss commodities, China, the Electric Vehicle Implosion, and why Louis says this feels like 1999 all over again.

Darius Dale, founder of 42 Macro, joins MacroVoices to discuss markets, inflation, bond yields, and why he is still bullish. The podcast covers a range of interesting topics including the potential risk of inflation, peak interest rates, fiscal policy's impact on the market, China's role in the global economy, and the suite of offerings at 42 Macro. They also touch on crude oil market developments and provide listeners with a daily chart deck and research roundup.

Oil market expert Dr. Anas Alhajji provides a fresh crude oil outlook for 2024, discussing crude oil prices, the oil market outlook, geopolitical premiums, conflicts in the Red Sea, rerouting of oil shipments, surprises in oil production, the necessity of petroleum, analyzing crude oil inventories in the US, and analysis of gold, uranium, and two-year T-Note futures.

Financial analyst and economist Jeroen Blokland joins Macro Voices to discuss inflation, hard landing vs soft landing for the US economy, sustainability of US debt, geopolitics, and precious metals. They explore the potential rise of gold prices, crude oil trends, equities outlook, breakdown in gold, and opportunities in uranium. The podcast concludes with an analysis of market trends, including natural gas pullback and Treasury yield curve flattening.

Investment expert Justin Huhn discusses the Uranium bull market, supply and demand dynamics of the global nuclear industry, challenges in the mining industry, crude oil inventory data and geopolitical risks, market trends and CPI data, and an overview of the podcast's content.

Mark Nelson, an expert in nuclear energy and regulations, discusses the shifting attitude towards nuclear energy and the potential of molten salt reactors. They also explore differing opinions on small modular reactors (SMRs) and the viability of fitting nuclear energy into shipping containers. The concept of pebble bed reactors and higher temperature nuclear reactors is also explored. China's advancements in nuclear energy and the importance of nuclear energy in the global energy transition are discussed, along with investment opportunities in the industry.

Special holiday guest Lyn Alden joins MacroVoices to discuss the need for alternative energy sources and the complications that may arise with each, including nuclear, hydro, wind, and solar. The conversation highlights the broken state of energy, the politicization of wind and solar energy, challenges and solutions in geothermal and nuclear energy, and the importance of energy cost and focus on investment research.

Financial analyst and commentator, Jim Bianco, discusses the FOMC's monetary policy shift, potential interest rate changes, and the future of bond markets. He also explores the conflicting government stance on Bitcoin ETFs and the impact of Federal Reserve policies on market volatility and risk assets.