Macro Voices

MacroVoices #433 David Rosenberg: Calling The FED’s Bluff

MacroVoices #432 Jeff Currie: Metals, Energy, Commodity Super Cycle & More

MacroVoices #431 Lakshman Achuthan: 2024 Turning Points

This podcast episode explores the business cycle, global industrial growth, and the potential impact of China's recovery from COVID on the global economy. The speakers discuss the challenges of trading secular inflation, the enduring indicators of inflation and growth, and the rising inflation expectations. They also t...

MacroVoices #430 Jim Bianco: Rate Hike On Deck

This podcast episode features various discussions on inflation, rate cuts, interest rates, government spending, the strength of the economy, the impact of rising rates on the financial system, the recovery of the Chinese economy, the relationship between the stock market and gold prices, the potential outcome of a hung...

MacroVoices #429 Dr. Anas Alhajji: Oil Market Outlook, Iran & Energy Geopolitics

This podcast episode delves into various topics related to the energy markets, oil demand, geopolitics, fake news, and the transition to renewable energy. It features discussions on the future of energy markets, challenges in assessing oil demand, the impact of media reports on oil perceptions, speculation on Iran-Isra...

MacroVoices #428 Adam Rozencwajg: AI Demand, Energy & Precious Metals

MacroVoices #427 Thomas Jam Pedersen: The Coming Thorium Energy Revolution

MacroVoices #426 Brent Johnson: Dollar Milkshake Update in a World of Global Uncertainty

MacroVoices #425 Alex Gurevich: Real Rates, Precious Metals, Currencies and More

MacroVoices #424 Rory Johnston: Crude Oil Update: Fundamentals, Geopolitical Risks, and SPR

MacroVoices #423 Justin Huhn: Accelerated Demand Growth in Supply Driven Bull Market

MacroVoices #422 Larry McDonald: How To Listen When Markets Speak

This Macro Voices episode features Larry McDonald, discussing his new book and market analysis. The interview covers shifts in gold's correlations, the inflation outlook, and the impact of geopolitical tensions on energy prices. McDonald highlights the potential for a stagflationary environment and suggests a shift in...

MacroVoices #421 Luke Gromen: More Dollar Liquidity To Come…

This podcast episode explores Luke Gromen's views on the future of the U.S. dollar's reserve currency status. Gromen believes that the dollar will eventually lose its reserve currency status and make a sharp move lower against other currencies. He argues that the U.S. is no longer the dominant economic power it once wa...

MacroVoices #420 Ole Hansen: Green Shoots in The Commodity Markets

MacroVoices #419 Arjun Murti: Navigating the 2020s Energy Transition Landscape

This podcast episode explores the outlook for oil demand and the challenges and opportunities in the energy sector. It discusses the potential for renewable energy sources to replace oil, the concerns about the future of shale oil production, the role of nuclear and solar energy in the energy transition, the lack of sp...

MacroVoices #418 Jeff Snider: From Waller Speak to Risk, After Risk, After Risk

This podcast episode explores the recent comments made by Fed Commissioner Waller and their implications for the markets. The discussion covers a potential reverse operation twist, the reactions of risk assets such as gold and Bitcoin, and the analysis of various economic data points indicating signs of a recession. Fu...

MacroVoices #417 Jim Bianco: FED Cuts, May, June or Bust?

MacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway?

MacroVoices #415 Tian Yang: Fiscal, Sisyphus or Hercules

MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999