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Feb 2025
1h 3m

MacroVoices #466 Guy Keller: The Nuclear...

HEDGE FUND MANAGER ERIK TOWNSEND
About this episode
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   ✅Si ... Show More
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Apr 23
MacroVoices #529 Ole S Hansen: Commodities in The Wake of The Iran Crisis
MacroVoices Erik Townsend & Patrick Ceresna welcome, Ole Hansen. They’ll discuss what comes next in the Iran conflict, what the longer-term implications are for energy markets, what’s coming in food inflation and how to trade it, and a longer term outlook for secular inflation. h ... Show More
1h 12m
Apr 16
MacroVoices #528 Luke Gromen: Hormuz Could Lead To a 1956 US Suez Moment
MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They discuss the Iran crisis, its knock-on effects, and what it means for inflation looking ahead. https://bit.ly/4ctlZtj 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4tbGVMB ✅Sign up for a FREE 14 ... Show More
1h 34m
Apr 9
MacroVoices #527 Adam Rozencwajg: What Comes Next After The Iran Crisis
MacroVoices Erik Townsend & Patrick Ceresna welcome, Adam Rozencwajg. They discuss, crude oil, food & fertilisers, uranium, and gold after the Iran conflict. https://bit.ly/4vkd1XX 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/48BZgtX ✅Sign up for a FREE 14-day tr ... Show More
1h 37m
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