MacroVoices #241 Mike Alkin & Guy Keller: Uranium Special

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MacroVoices #241 Mike Alkin & Guy Keller: Uranium Special

FromMacro Voices

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Length:

89 minutes

Released:

Oct 15, 2020

Format:

Podcast episode

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MacroVoices Erik Townsend and guest co-host Kevin Muir welcome Mike Alkin & Guy Keller to the show to talk about the future of nuclear power industry, how Uranium market works and the investment opportunities in the Uranium market & more.

Link: https://bit.ly/3k5i35H

Released:

Oct 15, 2020

Format:

Podcast episode

Titles in the series (100)

Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC

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All-Stars #69 Louis-Vincent Gave: Rangebound Markets: All-Star Louis-Vincent gave returns for a detailed look at markets and an update on the developing situation in Hong Kong Link: http://bit.ly/2MynZ7S by Macro Voices
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All-Stars #72 Jeff Snider: The Supply-side of the Eurodollar equation: All-Star Jeff Snider is back with more perspective on the global dollar liquidity situation, this time focusing on the supply rather than demand side of the equation. Link: http://bit.ly/2Jb9aXV by Macro Voices
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All-Stars #79 Louis-Vincent Gave : Civil Unrest in Hong Kong and Around the Globe in Perspective: All-Star Louis-Vincent Gave weighs in on latest developments at HK Poly University and Civil Unrest more generally around the globe, then concludes with market outlook Link: http://bit.ly/2O3C7Yt by Macro Voices
21 min listen
All-Stars #76 Juliette Declercq: Equity rally set to continue: All-star Juliette Declercq returns with an update on her views on monetary policy and the equity market rally, which she says is set to continue higher. Link: http://bit.ly/2rrh5Ky by Macro Voices
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MacroVoices #191 Alex Gurevich: Stop this conversation and pause this interview, go buy gold!: Erik Townsend and Patrick Ceresna welcome Alex Gurevich to MacroVoices. They discuss the latest FOMC meeting, if it’s time to go long in the treasury market, outlook on gold and more. Link: http://bit.ly/2JC44nC by Macro Voices
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All-Stars #71 Julian Brigden: Geopolitical risks, Chinese liquidity dynamics & “not” QE: All-Star Julian Brigden weighs in on the Saudi Arabia oil infrastructure attacks, Chinese liquidity, and the Fed’s QE that isn’t QE according to the Fed Link: http://bit.ly/33CcXFC by Macro Voices
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MacroVoices #198 Jim Bianco: Deep dive into fixed income: Erik Townsend and Patrick Ceresna welcome Jim Bianco to MacroVoices. They discuss Jim’s views on Zoltan Pozsar’s theory of repo dislocation, if QE4 is imminent in the near future and what’s on the horizon for the bond market and the fixed income market ... by Macro Voices
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All-Stars #87 Brent Johnson: USD, Stocks, Gold & More: All-star Brent Johnson is bullish on the dollar, and cautious about stocks & gold at current price levels. Link: http://bit.ly/2Fn94tW by Macro Voices
15 min listen
MacroVoices #197 Juliette Declercq: Inflations is not in the cards: MacroVoices Erik Townsend and Patrick Ceresna welcome Juliette Declercq to the show where Juliette decodes the FOMC statement & macro outlook, and translate that view into actionable trading strategies. Then Jeff Snider joins in the postgame to talk Repo... by Macro Voices
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MacroVoices #190 Diego Parrilla: They'll change the rules to bail out the system: Erik Townsend and Patrick Ceresna welcome Diego Parrilla to MacroVoices. They discuss Diego’s contrarian investment thesis, his concept of anti-bubbles, balanced portfolio construction and more. Link: http://bit.ly/2BEKcMn by Macro Voices
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All-Stars #75 Dr. Pippa Malmgren: Decoding the global explosion of civil unrest: All-Star Dr. Pippa Malmgren explains why the explosion in civil unrest around the globe is all about breakdown of the social contract. Also Trump News Network and market outlook. Link: http://bit.ly/2CazFJ1 by Macro Voices
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MacroVoices #194 Peter Boockvar: Inflation is Not a Prerequisite for Central Banks Changing Policy: Erik Townsend and Patrick Ceresna welcome Peter Boockvar to MacroVoices. They discuss if the US will get to negative interest rates, the inevitability of inflation and its effects on central banks, outlook on US/China trade negotiations and more. Link: h... by Macro Voices
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MacroVoices #199 Art Berman: Crude Oil Special: Erik Townsend and Patrick Ceresna welcome Art Berman to MacroVoices. They discuss Art’s views on IEA’s forecast of oil glut in 2020, comparative inventory system, oil price outlook and more. Link: http://bit.ly/35SOKfI by Macro Voices
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MacroVoices #195 Jeffrey Christian: Electric Vehicle Outlook and Precious Metals Update: Erik Townsend and Patrick Ceresna welcome Jeffrey Christian to MacroVoices. They discuss the uptrend of electric vehicles, what is going to be the mode of power in the future and how it will be delivered, and how replacing petroleum may impact geopolitic... by Macro Voices
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All-Stars #77 Luke Gromen: You’re a conspiracy theorist if you call monetization ‘monetization’!: All-Star Luke Gromen returns with an update on monetary policy and market outlook. Link: http://bit.ly/2qSMRje by Macro Voices
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All-Stars #84 Louis-Vincent Gave : Tech stocks are at the same % of SPX Composition as the 1999 high: All-Star Louis-Vincent Gave returns for an update on the S&P Christmas Rally, why Apple has outperformed despite the trade war, & Much more! Link: http://bit.ly/35sZUri by Macro Voices
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All-Stars #90 Juliette Declercq: Still bullish, but slightly less so than Q4: All-Star Juliette Declercq is back with the 2020 outlook. Juliette remains cautiously bullish, but perhaps not quite as bullish as she was in late 2019 Link: http://bit.ly/30Y3W9G by Macro Voices
17 min listen
All-Stars #82 Dr. Pippa Malmgren: Rule of Law, Hong Kong protests, Bullish on Innovation: All-star Dr.Pippa Malmgren is back with an update on the rule of Law and the Hong Kong protests, plus why Pippa remains bullish on innovation and global growth Link: http://bit.ly/2OLPvAZ by Macro Voices
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All-Stars #85 Jeff Snider: U.S. Dollar Year End Review & 2020 Outlook: All-star Jeff Snider is back with a year-end review and 2020 outlook for the U.S. Dollar and the Eurodollar system Link: http://bit.ly/2Mn3DPr by Macro Voices
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All-Stars #80 Prof. Steve Keen: QE by any other name is still QE!: All-Star Prof. Steve Keen is back, and he says the Fed can call it whatever they want, but what they’re doing is still Quantitative Easing. Link: http://bit.ly/37C2xbA by Macro Voices
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All-Stars #81 Brent Johnson: USD, S&P, China, Canada & Gold: All-Star Brent Johnson is back with an update on the US Dollar, stocks, China, Canadian interest rates, Gold & More! Link: http://bit.ly/34HG9fd by Macro Voices
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MacroVoices #209 Jesse Felder: Pent-up bearish forces were in place before COVID-19: MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show to discuss how COVID-19 has affected the market direction change, if inflation will return in the near future and its systemic risks and more. Link: http://bit.ly/2Iocuy6 by Macro Voices
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MacroVoices #241 Mike Alkin & Guy Keller: Uranium Special

MacroVoices #241 Mike Alkin & Guy Keller: Uranium Special

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Titles in the series (100)

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