Macro Voices

Latest Episodes:

MacroVoices #358 Robert Friedland: Geopolitical outlook & Geothermal Energy Revisited Jan 12, 2023

Show notes

MacroVoices Erik Townsend welcomes the founder of the Ivanhoe mining empire, Robert Friedland to the show. They discuss the geopolitical change toward a multi-polar world, the war cycle, the coming energy crisis, deep geothermal energy, and much more. https://bit.ly/3W5oDLG

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MacroVoices #357 Darius Dale: The Recession is Coming But Not Until the Second Half Jan 05, 2023

Show notes

MacroVoices Erik Townsend welcomes 42 Macro founder Darius Dale to the show. Darius told us one year ago that 2022 could be a crash year for the stock market, and needless to say he got the bear call right. They discuss his current outlook for economic cycles, stocks, and commodities including gold. https://bit.ly/3iahs7j

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MacroVoices #356 Justin Huhn: Investing in All Thing Nuclear Dec 29, 2022

Show notes

MacroVoices Erik Townsend welcomes Uranium Insider newsletter editor Justin Huhn to the show to discuss the overall investment argument for nuclear energy and understanding the nuclear fuel cycle and how to invest in it and much more. https://bit.ly/3VvHsYn

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MacroVoices #355 Mark Nelson: Understanding All Things Nuclear Dec 22, 2022

Show notes

In this first part of holiday special, MacroVoices welcomes nuclear engineer Mark Nelson to the show to discuss all things nuclear. Erik and Mark start with a brief history of the industry, then talk about both real and perceived problems with nuclear power, before moving on to discuss advanced nuclear technologies including small modular nuclear reactors, molten salt cooled reactors and Thorium-fuelled nuclear reactors. https://bit.ly/3Wg3q2J

Radiant Energy Group

Kirk Sorensen: Thorium, an alternative nuclear fuel

Mothers for Nuclear

Clean Core Thorium Energy

Worlds Nuclear Association Library

What Is Nuclear Energy? - Nick Touran

The Story of Storage (Mark Nelson Masterclass) - Decouple Podcast

Something's Rotten with French Nuclear- Decouple Podcast

The Russian Atom feat. Mark Nelson- Decouple Podcast

What Went Wrong at Vogtle? feat. Mark Nelson - Decouple Podcast

A Hard Landing for Soft Energy - Decouple Podcast

On the use and abuse of LCOE - Decouple Podcast

Dutch Waste Facility

Thread on Nuclear Waste

Thread on Dutch Waste Facility

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MacroVoices #354 Jim Bianco: CPI, FOMC, China & More Dec 15, 2022

Show notes

MacroVoices welcomes Bianco Research founder Jim Bianco to the show to discuss the latest CPI data and Federal Reserve statement and press briefing. Then we’ll get Jim’s insights on news most people missed: China’s announcements that they’ll stop reporting COVID case counts, and effectively let Omicron burn through while relaxing Zero Covid policies. We’ll also discuss Jim’s outlook for fixed income, equities, gold, and more. https://bit.ly/3HEMnTf

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MacroVoices #353 Luke Gromen: The Fed Is Headed For Difficult Decisions Dec 08, 2022

Show notes

MacroVoices welcomes Luke Gormen to the show to discuss whether the bear market rally in equities is over, whether inflation has peaked, and how the U.S. Government will fund deficit spending in an era when China and Russia are no longer ready buyers of U.S. debt issuance. https://bit.ly/3FBdjBV

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MacroVoices #352 David Rosenberg: This Bear Market Has A Long Way To Go Dec 01, 2022

Show notes

MacroVoices welcomes Rosenberg Research Founder, David Rosenberg to the show. David says this bear market isn’t over yet, and warns that past bear market rallies have ended at or near the 200-day moving average, which the S&P just moved above this week. He says inflation has already peaked, but cautions that doesn’t mean the Fed is going to pivot right away. https://bit.ly/3uhorh1

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MacroVoices #351 Dr. Pippa Malmgren: Update on All Things Geopolitical Nov 23, 2022

Show notes

MacroVoices welcomes Dr. Pippa Malmgren to the show for an extended interview to discuss everything from the global conflict of superpowers and the proxy war in Ukraine, the scandals in cryptocurrency markets and what they will mean for the acceleration of central-bank digital currency adoption, the new space race for military and telecommunications control of the moon , the return of Donald Trump to the political stage in the run-up to the 2024 election and why China has been so slow to fully reopen its economy after the COVID pandemic. http://bit.ly/3ODO9ph

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MacroVoices #350 Mike Green: Investing Opportunity in an Increasingly Uncertain World Nov 17, 2022

Show notes

MacroVoices welcomes Simplify Asset management chief strategist and portfolio manager, Mike Green to the show. Mike was the first person to bring up World War III to MacroVoices but he’s not talking about nuclear armageddon - he is talking about growing conflict between Russia, United States and China. This interview will focus on the economic and trading implications of the new war cycle. https://bit.ly/3tK1hiR

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MacroVoices #349 Rory Johnston: Crude Oil Outlook & SPR Discourse Nov 10, 2022

Show notes

MacroVoices welcomes Commodity Context founder Rory Johnston as this week’s feature interview guest to take a deep dive on crude oil supply and demand fundamentals, China reopening, Russian sanctions, and finally the long-awaited Strategic Petroleum Reserve discourse so many of you have requested. https://bit.ly/3G27jCT

Check out Commodity Context: https://www.commoditycontext.com/

Download Big Picture Trading chartbook 📈📉https://bit.ly/3UjaKJP

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

Join OptionFinity discord: https://discord.gg/Rvnsv6Y

Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials