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Podcast Notes

Key insights and summaries from the best crypto podcasts

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Latest from Macro Voices

Jeff Currie: Transitioning to a commodity bull market by late 2020s, underinvestment driving prices higher, and deglobalization reshaping supply chains | Macro Voices


Anas Alhajji: OPEC’s decisions driven by regional demand, not global | Macro Voices


Justin Huhn: Uranium market tightening signals long-term utility contracts, potential squeeze on prices, and the disconnect between fundamentals and spot prices | Macro Voices


Craig Tindale: China’s strategic control over critical metals threatens Western electrification, the state versus stateless capitalism conflict reshapes global trade, and historical patterns reveal supply chain vulnerabilities | Macro Voices


Rory Johnston: Presidential actions are bullish for oil prices, global oversupply is looming by 2025, and Venezuela’s recovery needs over three years | Macro Voices


Alex Gurevich: US fixed income market reveals economic trends, yield curve dynamics signal easing cycles, and AI threatens job opportunities | Macro Voices

Alex Gurevich: US fixed income market reveals economic trends, yield curve dynamics signal easing cycles, and AI threatens job opportunities | Macro Voices

Darius Dale: 2026 will start turbulent but end positively, high risk of short-term market correction, and monetary policy shifts to support risk assets | Macro Voices


David Rosenberg: Political influence on the Fed risks policy errors, aggressive rate cuts are on the horizon, and inflation will return to target by Q2 | Macro Voices


Robert Kahn: Tariffs continue to drive US market volatility, the shift towards industrial policy will reshape economics, and gas prices are key to voter sentiment | Macro Voices