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 ... Show More
Jul 2
MacroVoices #539 Rory Johnston: Hormuz Crisis, is it Really Over?
MacroVoices Erik Townsend & Patrick Ceresna welcome, Rory Johnston. They discuss the Hormuz crisis, China’s role in tempering global oil demand, and the outlook for what comes next as negotiations evolve in the middle east. https://bit.ly/4eIFMaO 🔻Download Big Picture Trading Ch ... Show More
58m 17s
Jun 25
MacroVoices #538 Lyn Alden: Is The War Really Over and What’s Next For Markets?
MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They discuss the Hormuz crisis, Fed policy under new leadership, budget deficits, the AI trade, and AI's mounting demands on energy markets. https://bit.ly/4oJoM7q 🔻Download Big Picture Trading Chartbook 📈📉: https ... Show More
1 h
Sep 2024
152. Energy Transition – the Global Investment Guide
Gerard is live on the Wisdom Tree Commodity Exchange podcast and delivers a masterclass on how to invest in the Energy Transition: Renewables, Equity, Innovation, Commodities.
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Laurent will be keynote speaker at ReSource Amsterdam 24-25/10/24. Come say hello https://resour ... Show More
32m 59s
Sep 2024
Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner
<p>Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they sit down with Maureen Zawalick (Vice President at Diablo Canyon Power Plant) to discuss the importance of nuclear power, the history and future ... Show More
1h 18m
Aug 2023
Energy Roundtable with Sachin Sharma
Join us for a lively and in-depth conversation about what’s going on in global energy markets, the economy, and much more.Our guest Sachin Sharma breaks down what he’s seeing, and why it matters with a focus on oil and natural gas as well as a discussion on the status of the rene ... Show More
48m 5s
Mar 2025
263. Nuclear power and Bitcoin, with Kenji Tateiwa
<p>Kenji Tateiwa is a nuclear engineer with the Tokyo Electric Power Company and a bitcoiner. He joins us to discuss nuclear power, its safety and reliability, and the prospects for Bitcoin mining with nuclear and renewable energy.</p><p>Enjoyed this episode? Join Saifedean' ... Show More
1h 31m
Apr 2024
Navigating the next super cycle
<p>Today on the show, we’re taking the long view, the very long view. Our guest is</p><p>Peter Oppenheimer, the head of macro research in Europe for Goldman Sachs, and the author of <em>Any Happy Returns: Structural Changes and Super Cycles in Markets</em>. We talk with him about ... Show More
21m 14s