Macro Voices
Summary
Macro Voices is hosted by Eric Townsend covering Geopolitics, Strait of Hormuz, US-China Relations, and Uranium. Notable guests include Pippa Malmgren (Founder and CEO, Geopolitica Institute), Michael Every (Global Strategist for Economics and Markets, Rabobank), and Larry McDonald (Founder, Bear Traps Report).
The effective closure of the Strait of Hormuz is a central component of a larger geopolitical negotiation, a 'Rubik's Cube' approach where the US, China, and Russia are attempting to resolve all ma...
The effective closure of the Strait of Hormuz has shut in 13-15 million barrels per day of oil, creating a severe global supply crisis with a resolution timeline expected to be many months. The US ...
A massive wave of tech IPOs (SpaceX, OpenAI) and secondary offerings is creating an equity supply shock, forcing investors to sell liquid large-cap tech stocks to raise capital, pressuring the broa...