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Podcast Notes

Key insights and summaries from the best crypto podcasts

Daniel Lacalle: Liquidity is masking economic stresses, Europe’s energy crisis stems from inadequate preparation, and the fastest money supply growth since 2021 is impacting asset prices | Macro Voices

Europe's energy crisis and geopolitical tensions threaten economic stability and consumer confidence across the continent.

APRIL 30, 2026 · By EDITORIAL TEAM

Luke Gromen: Closure of the Strait of Hormuz could trigger nonlinear supply chain breaks, US faces a critical choice between economic contraction and monetary expansion, and significant food inflation is on the horizon | Macro Voices

Closure of the Strait of Hormuz threatens global supply chains and could trigger significant market disruptions.

APRIL 16, 2026 · By EDITORIAL TEAM

Adam Rozencwajg: The global oil market is tighter than believed, geopolitical tensions are causing unprecedented disruptions, and US shale production is reshaping energy independence | Macro Voices

Tight global oil markets and unprecedented disruptions signal potential price hikes and supply chain challenges.

APRIL 10, 2026 · By EDITORIAL TEAM
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Latest from Macro Voices

Lyn Alden: The world is shifting to a multipolar power structure, education quality signals empire decline, and gold’s role as a liquid asset in crises | Macro Voices

Matt Loszak: Current nuclear reliance on light water reactors limits innovation, alternative coolants can boost efficiency, and breeder reactors are key to sustainable energy | Macro Voices

Simon White: Inflation is peaking at 3.5% before dropping to 2.8%, complacency mirrors the 1970s, and geopolitical risks threaten market stability | 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