Macro Voices

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.

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.

A deep dive into macro risks in major markets with discussions on Fed's potential QE, banking behavior, challenges in China & Europe, and insights from Eurodollar University. Market analysis includes oil trends, S&P levels, tech stocks, and Uranium market dynamics.

Fed policy, inflation, and potential rate cuts before the election discussed. Analysis on impacts of inflation, economic data, and global trends. Insights on financial stress affecting precious metals and market warning signs. Market analysis, volatility, and potential buying opportunities explored.

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.