MacroVoices #444 Mike Alkin: Uranium Fundamen...

MacroVoices Erik Townsend & Patrick Ceresna welcome Michael Every. They discuss how the Democrats’ congressional sweep could constrain U.S. foreign policy and reshape global markets, with Michael Every warning that a weaker or more inward-looking U.S. could create power vacuums a ...  Show more

MacroVoices Erik Townsend & Patrick Ceresna welcome Luke Gromen. They discuss why the economic fallout from the prolonged Strait of Hormuz disruption has been slower than expected, with China’s reduced oil demand and coordinated strategic reserve releases helping cushion the supp ...  Show more

Mike Alkin is Chief Investment Officer and Founder of Sachem Cove Partners LLC. Sachem Cove Partners LLC is based in Long Island, NY and is focused on uranium. Mike is an expert on anything and everything to do with the nuclear energy and uranium and in this discussion Mike la ...

Alf welcomes back Brent to the show, and the co-host duo discusses macro data, Fed's Waller speech, Japan and China. But most importantly they share thoughts and observations about the current low volatility market regime, how to approach it trying to avoid the most common macro ...  Show more

Subscribe to The Macro Trading Floor YouTube channel: https://www.youtube.com/channel/UCFk1qCySNf2FIzIidVVW81A -- On today's episode of The Macro Trading Floor, Alfonso & Andreas take a tour of the global macro landscape by looking at the key themes to watch around the globe. We ...  Show more