Welcome to Macro Voices

Erik Townsend and Patrick Ceresna welcome Mike Alkin to MacroVoices. Erik and Mike discuss:

• Understanding The Uranium Market Structure
• Uranium Fuel Cycle & Market Dynamics
• Challenges in The Uranium Market
• Kazatomprom’s Production Challenges 
• Geopolitical Risks & Market Complacency 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Mike will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Click here to register or login for access to supporting materials.

Erik Townsend and Patrick Ceresna welcome Viktor Shvets to MacroVoices. Erik and Viktor discuss:

• Central Bank & Policy Errors
• Excess Capital & Instantaneous Risk Repricing
• Yen Carry Trade & BOJ Policy
• Geopolitical Conflicts & Impacts on Markets
• Copper & Commodity Markets

Download the podcast transcript: [Click Here]

Click here to register or login for access to supporting materials.

Erik Townsend and Patrick Ceresna welcome Ole Hansen to MacroVoices. Erik and Ole discuss:

• Commodity Market Overview
• Super Cycle & Commodity Outlook
• Gold, Silver & Copper Market Dynamics
• Uranium & Crude Oil Outlook
• Agricultural Commodities & Geopolitics

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Ole will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Click here to register or login for access to supporting materials.

Erik Townsend and Patrick Ceresna welcome Diego Parrilla to MacroVoices. Erik and Diego discuss:

• Japan’s Economic Situation
• Market Volatility, Carry Trade and Economic RisksTopic 2
• Inflation & Debt
• Central Banks Monetary Policies
• Inflation, Energy Prices & Geopolitical Tensions
• Investment Strategies & Market Dynamics

Download the podcast transcript: [Click Here]

Click here to register or login for access to supporting materials.

Erik Townsend and Patrick Ceresna welcome Louis-Vincent Gave to MacroVoices. Erik and Louis discuss:

• Market Correction & Bear Market Potential
• AI Bubble Bursting & Its Impact on The Market
• Gold Prices & Emerging Markets
• Uranium & Copper Markets
• China’s Energy Superiority
• FED Rate Cuts 

Download the podcast transcript: [Click Here]

Click here to register or login for access to supporting materials.

Erik Townsend and Patrick Ceresna welcome Rory Johnston to MacroVoices. Erik and Rory discuss:

• OPEC’s Production Cuts & Their Impact on Oil Prices
• Oil Market Dynamics & Trends
• US Shale Oil Production, Rig Counts & Price Sensitivity 
• Saudi Arabia’s Oil Strategy & Policies 
• Oil Market Complications With Russia & Ukraine War
• US Oil Reserves & Refilling

Download the podcast transcript: [Click Here]

Click here to register or login for access to supporting materials.

Erik Townsend and Patrick Ceresna welcome Marko Papic to MacroVoices. Erik and Marko discuss:

• US Presidency Race & Conspiracy Theories 
• Secret Service Performance & Political Polarization 
• Potential Assassination Attempts on President Trump 
• American Political Unrest 
• Macroeconomic impacts from Future Policy
• US Election Risk & Its Potential Impact on Markets

Download the podcast transcript: [Click Here]

Click here to register or login for access to supporting materials.

Erik Townsend and Patrick Ceresna welcome Lyn Alden to MacroVoices. Erik and Lyn discuss:

• US Interest Rates & Their Potential Impact
• Economic Outlook & Impact of Recent Political Events
• Energy Prices & Valuation in Stocks
• China’s Economy, Gold Demand & Mining Shares
• Europe’s Energy Crisis & Energy Demand Growth
• AI & Nuclear Technology

Download the podcast transcript: [Click Here]

Click here to register or login for access to supporting materials.

Erik Townsend and Patrick Ceresna welcome Tian Yang to MacroVoices. Erik and Tian discuss:

• Inflation & Recession 
• US Inflation Rates & Bond Yields
• COVID Distortion in Supply Chains 
• US Economic Growth & Election 
• Economic Outlook, Markets & Currencies 
• Macroeconomic Trends & Investment Strategies 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Tian will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Click here to register or login for access to supporting materials.

Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to MacroVoices. Erik and Daniel discuss:

• Debt Bubbling Bursting 
• Economic Policies & Their Impact on The Middle Class
• Economic Stagnation 
• Government Spending, Debt & Inflation 
• Monetary Debasement & Investment Strategies 
• Investment Strategies In Post 60/40 Portfolio World

Download the podcast transcript: [Click Here]

Click here to register or login for access to supporting materials.