Welcome to Macro Voices

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

• Market Trends and Risk Management
• Electric Vehicles, ESG and the Chinese Supply Growth
• Commodity Markets and Stock Market Performance
• China’s Economy
• Nuclear Energy, China’s Progress and The Future of Power

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Erik Townsend and Patrick Ceresna welcome Darius Dale to MacroVoices. Erik and Darius discuss:

• Market Outlook and Economic Indicators
• Inflation, Economic Growth, and Investment Strategies
• Inflation Trends and its Potential Impact on Investments
• Interest Rates and Fiscal Policy
• China’s Economic Growth and Liquidity Dynamics
• US Economy’s Balance Sheet Dynamics

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Darius 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).

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Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to MacroVoices. Erik and Anas discuss:

• Energy Market Changes and Geopolitical Impacts in The Red Sea
• Egypt’s Economic Collapse and Potential Risks
• Oil Market Forecast and Geopolitical Premium
• Oil Demand and Supply
• The Energy Trends in 2023
• Oil Market Outlook and Petrochemical Demand

Download the podcast transcript: [Click Here]

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Erik Townsend and Patrick Ceresna welcome Jeroen Blokland to MacroVoices. Erik and Jeroen discuss:

• Inflation and Economic Growth in The US
• Fed Policy and Debt Sustainability
• Gold Investment and The Gold Market
• Geopolitics, Energy Prices, and Global Economic Trends

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Erik Townsend and Patrick Ceresna welcome Justin Huhn to MacroVoices. Erik and Justin discuss:

• Uranium Bull Market and Market Trends
• Uranium Supply and Demand
• Kazakhstan’s Uranium Production
• Uranium Market Dynamics and Geopolitical Factors
• Russian Nuclear Services and Potential Retaliation
• Uranium Mining and ESG Investing
• Uranium Investment Strategy and Potential Risks

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Justin 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 Mark Nelson to MacroVoices. Erik and Mark discuss:

• COP28
• Nuclear Energy Technologies
• Molten Salt Reactors & Their Safety
• Thorium as Nuclear Fuel And Its Potential Benefits and Drawbacks
• SMRs And Their Potential For Cost-Effective Nuclear
• Nuclear Regulation And Its Impact on Innovation
• Pebble Bed Reactors And Their Pros and Cons
• China’s Nuclear Energy Advancements
• Streamlining Nuclear Regulation for Global Energy Transition

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Mark 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 Lyn Alden to MacroVoices. Erik and Lyn discuss:

• Energy Systems’ Flaws
• Energy Security, Efficiency and Policy 
• Climate Change and Standard of Living
• Energy Price, Consumption and Sustainability 
• Politics and The Impact on Energy Transition
• Energy Sources, Alternatives and Their Limitations
• Energy Return on Investment and Time
• Renewable Energy and its Limitations
• Harnessing Hydro Energy 
• Nuclear Energy and its Potential to Replace Fossil Fuels

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Lyn 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 Jim Bianco to MacroVoices. Erik and Jim discuss:

• FED’s Inconsistencies 
• FED Politics and Election-Year Pressure
• US Economy, Inflation, and Interest Rates
• FED’s Future Rate Cuts
• Interest Rate Impacts on The General Population
• Yield Curve Inversion and Its Implications
• Potential Impact of Bitcoin ETF Approval
• Government Regulation of Cryptocurrency 

Download the podcast transcript: [Click Here]

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Erik Townsend and Patrick Ceresna welcome Matt Barrie to MacroVoices. Erik and Matt discuss:

• AI Technology and its Rapid Advancement 
• Advancements in The Visual Spectrum 
• Impact on Hollywood and Creative Industries
• Potential For Fraud and Scams
• Data Protection and AI Regulation
• AI Advancements and its Effect on Society 

Download the podcast transcript: [Click Here]

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

• Ukraine-Russia Conflict and The West
• Israel-Gaza Conflict and its Potential Global Implications
• US-Iran Conflict Impact on Markets
• Geopolitical Risk in South America
• China-Taiwan's Potential Conflict and US Supply Dependence 
• US Election and How it Could Affect Markets

Download the podcast transcript: [Click Here]

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