Macro Voices

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.

Matt Barrie, founder of Freelancer, joins Macrovoice's Erik Townsend & Patrick Ceresna to discuss the potential human prosperity and existential threat of AI. They explore advancements in AI technology, the increasing risk of fraud and challenges for authentication, concerns about the dangers of AI, and its potential nefarious applications. They also analyze Congress legislation on Russian enriched uranium and its impact on domestic supply and uranium mining shares.

Marko Papic, Chief Strategist at Clocktower Group, discusses the investment implications of geopolitical developments and conflicts. Topics include Israel's military advantage, US-China supply chain dynamics, challenges of supply chain issues, and the increasing trend of uranium.

David Rosenberg, founder of Rosenberg Research, discusses his two strongest conviction trades: long duration and long gold. They also cover topics such as recession risk, bear market in stocks, and inflation outlook. Additionally, they explore the reversal of the bond bear market, potential opportunities in uranium, and analyze the oil and equity markets. The chapter concludes with a discussion on gold chart levels and an opportunity to hedge portfolios for potential market turmoil.

Financial expert and author Daniel Lacalle discusses recession risk, Eurozone weakness, inflation, monetary aggregate contraction, energy prices, and public sentiment towards nuclear energy in Europe on MacroVoices podcast.

Economist Lakshman Achuthan joins MacroVoices to discuss ECRI's leading indicators, growth and inflation, predictions of a hard landing, and the stickiness of inflation. They also analyze the impact of COVID-19 on the economy, explore the role of Ecry in navigating recessions, highlight concerns about crude oil inventories and market weakness, and discuss the current state of gold futures and its relationship with the weakening dollar.

Leigh Goehring, Co-Founder of Goehring & Rozencwaj, discusses the relationship between monetary policy and commodities investing. Topics include gold-backed digital currencies, the impact of monetary policy on commodity prices, predictions for gold and oil prices, and the role of commodity-related equities in investing.