Macro Voices

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rory Johnston. They discuss everything crude oil - from the current fundamental landscape and the impact of Trump’s tariff policies to why crude quality remains crucial and where refineries can source the heavy blend stock needed to process U.S. shale oil. https://bit.ly/42z5yIQ

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MacroVoices Erik Townsend & Patrick Ceresna welcome, Chief Market Strategist Michael Every. They discuss why Michael thinks Volatility will be at the centre of the Trump 2.0 Presidency, and that when global leaders start moving lines on maps, we should expect some big moves in the lines on our financial charts. https://bit.ly/40JBhp9

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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Izabella Kaminska. They discuss the evolving landscape of the media and the ripple effects of Bidenomics to the spread of populism across Europe. https://bit.ly/4h00sd4

⚫ Follow Izabella on X: @izakaminska

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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Luke Gromen. They’ll explore the outlook for the new year and examine its implications for macroeconomics and markets, covering everything from the dollar and treasury yields to bitcoin and precious metals. https://bit.ly/3WdsysV

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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Thomas Jam Pedersen for the second instalment of this year’s long-form episodes. This week they’ll be taking a deep dive into nuclear fuels and fuel cycles, exploring critical topics such as the economics of Thorium-based nuclear power compared to traditional Uranium-fired reactors. https://bit.ly/3VI4bTK

⚫ Check out Copenhagen Atomics: https://www.copenhagenatomics.com/

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MacroVoices hosts Erik Townsend and Patrick Ceresna welcome, Copenhagen Atomics Founder, Thomas Jam Pedersen. This episode is the first of two special holiday editions featuring extended double-length interviews. In this in-depth discussion, we explore Advanced Nuclear Energy Technologies and their critical role in driving the emerging Nuclear Renaissance. https://bit.ly/3ZKN9FI

⚫ Check out Copenhagen Atomics: https://www.copenhagenatomics.com/

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MacroVoices hosts Erik Townsend and Patrick Ceresna welcome, Robert Kahn. They’ll dive into four key geopolitical issues currently shaping the global investment landscape: Trump 2.0, China, the Russia-Ukraine conflict, and the Israel-Gaza-Iran nexus. Robert will share expert insights on how these major events are influencing financial markets and what investors should watch for in the months ahead. https://bit.ly/3DxYd1s

⚫ Check out Eurasia Group: https://www.eurasiagroup.net/

https://bit.ly/4iL44AU

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MacroVoices Erik Townsend & Patrick Ceresna welcome back, David Rosenberg. They’ll discuss his recent piece, “Lament of a Bear,” where he acknowledges his past skepticism of the stock bull market hasn’t held up. He explains why he’s reconsidering his outlook, factoring in AI and other emerging trends. https://bit.ly/3ZNxjvn

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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Justin Huhn. They’ll explore the nuclear renaissance, Justin’s bold prediction about the bottom of the nearly year-long correction in uranium mining stocks, the key fundamentals shaping the sector's future, and much more. https://bit.ly/3Vobdgm

⚫ Follow Justin on X: https://www.x.com/UraniumInsider

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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Jeff Currie. They’ll delve into all things macro, from treasury yields and credit spreads to unusual pricing patterns across various asset classes. They’ll also explore energy markets, copper, nuclear energy, and the implications of Chris Wright’s potential role as Energy Secretary in the incoming Trump administration. https://bit.ly/4fKZDUO

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🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

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🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

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