Podcast Notes

Key insights and summaries from the best crypto podcasts

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

The uranium market is experiencing a tightening trend, potentially shifting back to long-term utility contracting. Trimming positions is a strategic...

FEBRUARY 17, 2026 · By EDITORIAL TEAM

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

China's strategic control over refining and processing is reshaping international commerce. The conflict between state capitalism and stateless capitalism is...

FEBRUARY 17, 2026 · By EDITORIAL TEAM

Rory Johnston: US policies are bullish for oil prices | Macro Voices

Presidential actions have been ineffective in reducing oil prices. The global oil market is projected to face oversupply in late...

FEBRUARY 16, 2026 · By EDITORIAL TEAM
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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: Fed rate cuts coming sooner than expected | Macro Voices

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