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

In the last 30 days, MacroVoices produced 82 attributed ideas; most-discussed: LEU, AAPL, META.

15
Ideas · 7d
82
Ideas · 30d
782
Ideas · all time
67
Episodes
Names this show discusses most
30D
LEU · 1AAPL · 1META · 1NVDA · 1
90D
LEU · 1AAPL · 1META · 1NVDA · 1

Theses first heard here · 27

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
Latest attributed ideas · most recent first
15 OCT4D AGOMacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants
Nuclear fuel supply chain as a long-term thesis
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15 OCT4D AGOMacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants
Mass-produced small reactors bypass HALU fuel constraint
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15 OCT4D AGOMacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants
Mass-manufactured nuclear reactors for AI data centers
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15 OCT4D AGOMacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants
Structural uranium supply deficit projected for the 2030s
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15 OCT4D 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 OCT4D 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 OCT4D AGOMacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants
Factory production to drive nuclear costs below fossil fuels
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15 OCT4D AGOMacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants
WTI term structure shows underlying oil strength
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15 OCT4D AGOMacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants
AI credit stress triggers sector rotation
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15 OCT4D AGOMacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants
Supply chain scaling as the primary bottleneck
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15 OCT4D AGOMacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants
Gold's bullish case hinges on growth slowdown
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15 OCT4D AGOMacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants
U.S. nuclear policy shift enabling fuel recycling and innovation
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15 OCT4D AGOMacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants
Cot report shows treasury curve flattening exposure
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15 OCT4D AGOMacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants
Nuclear as the eventual solution to fossil fuel dependence
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15 OCT4D AGOMacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants
Treasury rally as a defensive risk-off move
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8 OCT2W AGOMacroVoices #553 Brent Johnson: Disparate Housewives
Fed-Treasury coordination as a new regime
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8 OCT2W AGOMacroVoices #553 Brent Johnson: Disparate Housewives
Bearish CAD vs USD as a dollar strength expression
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8 OCT2W AGOMacroVoices #553 Brent Johnson: Disparate Housewives
Energy as the key to winning the AI Cold War
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8 OCT2W AGOMacroVoices #553 Brent Johnson: Disparate Housewives
Dollar strength on Fed hikes and global safe-haven bid
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8 OCT2W AGOMacroVoices #553 Brent Johnson: Disparate Housewives
U.S. as the 'big stack' in a global rates game
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8 OCT2W AGOMacroVoices #553 Brent Johnson: Disparate Housewives
Bond-equity divergence as a core market tension
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8 OCT2W AGOMacroVoices #553 Brent Johnson: Disparate Housewives
Rates driven by growth hopes and passive selling
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8 OCT2W AGOMacroVoices #553 Brent Johnson: Disparate Housewives
Short-term dollar pullback, then potential for much higher
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8 OCT2W AGOMacroVoices #553 Brent Johnson: Disparate Housewives
Oil as the critical inflation and market catalyst
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8 OCT2W AGOMacroVoices #553 Brent Johnson: Disparate Housewives
Chinese open-source AI as a threat to U.S. leaders
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8 OCT2W AGOMacroVoices #553 Brent Johnson: Disparate Housewives
Cold War with China as the defining macro analog
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8 OCT2W AGOMacroVoices #553 Brent Johnson: Disparate Housewives
Revaluing U.S. gold as a potential Treasury tool
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8 OCT2W AGOMacroVoices #553 Brent Johnson: Disparate Housewives
Roman Republic-to-Empire transition as U.S. path
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8 OCT2W AGOMacroVoices #553 Brent Johnson: Disparate Housewives
Dollar strength as a near-term headwind for gold
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8 OCT2W AGOMacroVoices #553 Brent Johnson: Disparate Housewives
Record natural gas short positioning ripe for squeeze
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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION