Macro Voices

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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MacroVoices Erik Townsend & Patrick Ceresna welcome David Rosenberg. They discuss David Rosenberg’s view that energy shocks are unlikely to drive sustained inflation without wage growth, along with the Fed regime shift and higher real yields, potential midterm gridlock and Treasury issuance as bond-market catalysts, Chinese open-source AI and housing weakness as disinflationary forces, the gold outlook, and the ROSY ETF and book news.

 

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They discuss how Iran's threats to extend its strikes into the Indian Ocean and a possible 90-day U.S. diesel export ban could deepen the energy crisis, why Washington is rallying allies like Canada and Latin America into a U.S.-led bloc against a China–Russia–Iran–North Korea axis, and how fears of a 2027 Taiwan move, AI supremacy, and tactical nuclear escalation are reshaping markets, capital flows, and national security.

 

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