MacroVoices Erik Townsend & Patrick Ceresna welcome, Guy Keller. They’ll explore all things nuclear—from why spot uranium and uranium miners haven’t kept pace with rising enriched uranium prices to uncovering the best investment opportunities in the sector. https://bit.ly/42K3cXz
🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4aRKek0
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Aug 20
MacroVoices #546 Darius Dale: Darius Dale for POTUS 2028
MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They discuss how fourth-turning dynamics, debt “disease,” and policy manipulation are reshaping bond markets. https://bit.ly/4cSYSJI ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpictur ... Show More
1h 22m
Aug 13
MacroVoices #545 Michael Howell: Warsh vs. The Markets
MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Howell. They discuss the 65-month global liquidity cycle, where we stand currently, and what comes next. https://bit.ly/3UfVKBc ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.c ... Show More
1h 6m
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 2022
Scott Galloway on CEOs, Big Tech, and Energy
(0:21) Ron Gross, Maria Gallagher, and Jason Moser discuss:
- Nike’s tough quarter. - Macro headwinds for Carmax. - Questions about Peloton’s retail strategy. - Lululemon’s new subscription service. - Signs that Cintas is focused on the long-term. - Amazon’s data strategy and pr ... Show More
39m 31s
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
Jun 2023
Talk Your Book: The Electrification of America
On today's show, Michael and Ben are joined by Timothy Kramer, Founder and CEO of CNIC Funds to discuss investing in electricity, how CNIC Funds work, volatility in the energy market, what a suitable commodity exposure looks like, and much more!
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26m 20s
Nov 2024
An unfiltered yarn with some GC’s
Today’s show is a special yarn with a couple of GC’s who’ve spread the good word of Money of Mine.
We welcomed on Partick from Uranium Twitter and Sean Russo for a chat about Paladin’s shocking week, spotting trends early, aligned management teams, how to think about restart proj ... Show More
1h 19m
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 30m