Macro Voices

MacroVoices Erik Townsend & Patrick Ceresna welcome Michael Every. They discuss how the Democrats’ congressional sweep could constrain U.S. foreign policy and reshape global markets, with Michael Every warning that a weaker or more inward-looking U.S. could create power vacuums and raise the risk of escalation in the Middle East and Ukraine. https://bit.ly/4zoAjxy 

 

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MacroVoices Erik Townsend & Patrick Ceresna welcome Luke Gromen. They discuss why the economic fallout from the prolonged Strait of Hormuz disruption has been slower than expected, with China’s reduced oil demand and coordinated strategic reserve releases helping cushion the supply shock, and why the bigger credit risk from AI may sit with the consumer. https://bit.ly/4sufi1M

 

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MacroVoices Erik Townsend & Patrick Ceresna welcome Dr. Anas Alhajji and Louis-Vincent Gave. They discuss Anas’s takeaways from the Riyadh Energy Week conferences and how the “three seas crisis” in the Gulf, Red Sea, and Black Sea, is reshaping energy security and global supply chains. We also have Louis discussing the recent developments in France.

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MacroVoices Erik Townsend & Patrick Ceresna welcome Yasir Arafat. They discuss Aalo Atomics’ plan to mass-produce small nuclear reactors, initially for AI data centers, and the scale of the power demand the company hopes to serve. Arafat describes how factory production and repeated designs could lower costs, while identifying supply-chain growth as a major challenge. They also discuss using low-enriched uranium in the near term, the longer-term potential of fast-spectrum reactors and fuel recycling, changing U.S. policies on nuclear energy, and competition with China. https://bit.ly/3TTkNdH

 
Find out more: https://www.aalo.com/

 

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MacroVoices Erik Townsend & Patrick Ceresna welcome Brent Johnson. They discuss the dollar’s recent strength and Johnson’s longer-term bullish outlook, while allowing for a short-term pullback. They consider gold’s support level and the possibility of further declines if the dollar rises, alongside Johnson’s view that the current area could be a buying opportunity. Johnson also outlines his thesis that the Fed and Treasury may work more closely together, including the theoretical possibility of revaluing U.S. gold holdings. https://bit.ly/3Wg8EjB

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