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MacroVoices
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Weekly macro show — rates, commodities, currencies, geopolitics.

In the last 30 days, MacroVoices produced 66 attributed ideas; most-discussed: JPM, DB, URA.

13
Ideas · 7d
66
Ideas · 30d
763
Ideas · all time
68
Episodes
Names this show discusses most
30D
JPM · 1DB · 1URA · 1URNM · 1BIZD · 1LEU · 1AAPL · 1META · 1
90D
JPM · 1DB · 1URA · 1URNM · 1BIZD · 1LEU · 1AAPL · 1META · 1

Theses first heard here · 28

Market breadth diverges from mega-cap rallyFIRST HEARD 1 OCT
Fed uncertainty steepened the yield curveFIRST HEARD 13 AUG
Yen intervention blindsided extreme speculative shortsFIRST HEARD 6 AUG
Crude oil's bullish structure intact, shorts not coveredFIRST HEARD 30 JUL · USO
AI as a white-collar job dislocatorFIRST HEARD 10 APR

In The Callback

Japanese industrials vital for U.S. reshoring2026-W44 · THEN PANEL
Latest attributed ideas · most recent first
22 OCT5D AGOMacroVoices #554 Dr. Anas Alhajji + Louis-Vincent Gave: Developing Crises in Middle-East and France
Oil's bull trend intact despite front-month consolidation
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22 OCT5D AGOMacroVoices #554 Dr. Anas Alhajji + Louis-Vincent Gave: Developing Crises in Middle-East and France
France's three-way political fracture
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22 OCT5D AGOMacroVoices #554 Dr. Anas Alhajji + Louis-Vincent Gave: Developing Crises in Middle-East and France
Global refining capacity crisis threatens products
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22 OCT5D AGOMacroVoices #554 Dr. Anas Alhajji + Louis-Vincent Gave: Developing Crises in Middle-East and France
MAG7 earnings as S&P 500's fragile support
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22 OCT5D AGOMacroVoices #554 Dr. Anas Alhajji + Louis-Vincent Gave: Developing Crises in Middle-East and France
France's fiscal crisis leaves two painful choices
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22 OCT5D AGOMacroVoices #554 Dr. Anas Alhajji + Louis-Vincent Gave: Developing Crises in Middle-East and France
Crack spreads to surge, not crude prices
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22 OCT5D AGOMacroVoices #554 Dr. Anas Alhajji + Louis-Vincent Gave: Developing Crises in Middle-East and France
Long JPMorgan, short Deutsche Bank pair trade
SHOWS SPLIT6 SHOWS · NOT ALL ON THE SAME SIDEJPMOpen in Zortix →
22 OCT5D AGOMacroVoices #554 Dr. Anas Alhajji + Louis-Vincent Gave: Developing Crises in Middle-East and France
Sugar crisis threatens biofuel ethanol supply
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22 OCT5D AGOMacroVoices #554 Dr. Anas Alhajji + Louis-Vincent Gave: Developing Crises in Middle-East and France
AI spending delaying global recession
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22 OCT5D AGOMacroVoices #554 Dr. Anas Alhajji + Louis-Vincent Gave: Developing Crises in Middle-East and France
Uranium stocks pressured by AI sell-off, not fundamentals
ORIGINAL IDEAFIRST ON URA IN 30 DAYSURAOpen in Zortix →
22 OCT5D AGOMacroVoices #554 Dr. Anas Alhajji + Louis-Vincent Gave: Developing Crises in Middle-East and France
Stress spreading from Treasuries to junk bonds
BIZDOpen in Zortix →
22 OCT5D AGOMacroVoices #554 Dr. Anas Alhajji + Louis-Vincent Gave: Developing Crises in Middle-East and France
Rising diesel prices as a political catalyst
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22 OCT5D AGOMacroVoices #554 Dr. Anas Alhajji + Louis-Vincent Gave: Developing Crises in Middle-East and France
Gold and silver in distribution amid macro headwinds
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15 OCT2W AGOMacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants
Mass-manufactured nuclear reactors for AI data centers
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15 OCT2W AGOMacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants
Mass-produced small reactors bypass HALU fuel constraint
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15 OCT2W AGOMacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants
Nuclear fuel supply chain as a long-term thesis
LEUOpen in Zortix →
15 OCT2W AGOMacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants
Fast-spectrum reactors and recycling extend nuclear fuel to 12,000 years
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15 OCT2W AGOMacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants
WTI term structure shows underlying oil strength
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15 OCT2W AGOMacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants
AI credit stress triggers sector rotation
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15 OCT2W AGOMacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants
China's state-funded nuclear build-out as a competitive threat
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15 OCT2W AGOMacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants
Factory production to drive nuclear costs below fossil fuels
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15 OCT2W AGOMacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants
Structural uranium supply deficit projected for the 2030s
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15 OCT2W AGOMacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants
Supply chain scaling as the primary bottleneck
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15 OCT2W AGOMacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants
Gold's bullish case hinges on growth slowdown
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15 OCT2W AGOMacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants
Cot report shows treasury curve flattening exposure
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15 OCT2W AGOMacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants
Nuclear as the eventual solution to fossil fuel dependence
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15 OCT2W AGOMacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants
U.S. nuclear policy shift enabling fuel recycling and innovation
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15 OCT2W AGOMacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants
Treasury rally as a defensive risk-off move
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8 OCT3W AGOMacroVoices #553 Brent Johnson: Disparate Housewives
Bearish CAD vs USD as a dollar strength expression
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8 OCT3W AGOMacroVoices #553 Brent Johnson: Disparate Housewives
Fed-Treasury coordination as a new regime
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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION