Macro Voices

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.

On this week's episode, expert in oil and energy, Rory Johnston, joins hosts Erik Townsend and Patrick Ceresna to discuss predictions of supply shortfalls and the US Strategic Petroleum Reserve. They explore the impact of geopolitical escalation on global oil supply, analyzing factors like understated Iran production and strong Chinese demand. The podcast also delves into the potential consequences of Iran cutting oil supply to China, the historical usage of gasoline, and the latest update on crude oil inventory and production.

Commodities expert Ole S Hansen discusses the pause in the bull market for some commodities, the Iran-Israel conflict escalation risk, and the impact of weather on agricultural commodities. The podcast also examines backwardation in commodities trading, geopolitical risks in the global oil market, market themes and sectors, and the analysis of the US dollar, gold prices, bonds, uranium, and copper.