Macro Voices

Episodes

MacroVoices #526 Matt Barrie: Pay To PrAI

April 2, 2026

The AI business model is a house of cards heading for a dot-com style bust, while the escalating Iran conflict threatens global energy markets.

MacroVoices #525 Lyn Alden: Iran Contagion, Inflation & Private Credit

March 26, 2026

Experts Lyn Alden & Michael Every analyze the Iran conflict's impact on oil, inflation, private credit, and the shift to a multipolar world.

MacroVoices #524 Simon White: War + Inflation = More Inflation

March 19, 2026

The Iran conflict is a catalyst for a 1970s-style secular inflation shock, threatening a surge in both energy and food prices.

MacroVoices #523 Jim Bianco: Energy, FED & Economy in the wake of Iran conflict

March 12, 2026

Experts on the Iran conflict's impact on oil, inflation & the Fed. Plus deep dives on AI's energy needs & the future of stablecoin statecraft.

MacroVoices #522 Matt Loszak: Factory Mass-Production of Advanced Nuclear Power Plants

March 5, 2026

Ollo Atomics' CEO Matt Loszak on mass-producing advanced nuclear plants in gigafactories to make energy cheaper than fossil fuels, starting with AI.

MacroVoices #521 Jeff Currie: The Great Rotation

February 26, 2026

Jeff Currie details the return of the commodity super cycle, a historic rotation from tech to real assets driven by deglobalization and AI.

MacroVoices #520 Michael Every: USD Stablecoins in The Age of Economic Statecraft

February 19, 2026

Michael Every predicts the Trump administration will use USD stablecoins as a tool of economic statecraft to reshape the Fed and global finance.

MacroVoices #519 Alex Gurevich: The Next Perfect Trade

February 12, 2026

Alex Gurevich discusses the AI-driven energy crisis, a macro inflection point for the Japanese yen, and his framework for the next perfect trade.

MacroVoices #518 Dr. Anas Alhajji: Debunking The 2026 Oil Bear Narrative

February 5, 2026

Dr. Anas Alhajji debunks the 2026 oil surplus narrative, arguing it's manufactured by misreading strategic reserves and underestimating demand.

MacroVoices #516 Craig Tindale: Critical Materials, A Strategic Analysis

January 22, 2026

China’s chokehold on midstream critical materials refining creates a massive strategic risk for the West's defense, AI, and energy sectors.

MacroVoices #515 Rory Johnston: Why Trump is Keeping The Oil Price High

January 15, 2026

Trump's sanctions on Venezuela, Iran, and Russia are paradoxically keeping oil prices high despite a fundamentally oversupplied global market.

MacroVoices #514 Darius Dale: 2026, Fasten Your Seat belts For Take-off

January 8, 2026

Darius Dale forecasts a turbulent start to 2026 due to extreme bullish positioning, but expects a strong rally later as policy shifts.

MacroVoices #513 Why Are All The Rich Guys Moving To New Zealand and What Do They Know?

December 31, 2025

New Zealand's Golden Visa offers a lifetime residency option with an overlooked four-year tax holiday, creating a prime opportunity for global investors.