Macro Voices

Louis‑Vincent Gave, co‑founder of GaveKal and macro strategist focused on Asia and geopolitics, weighs in on Iran’s conflict and its market ripple effects. He breaks down how strikes could spike oil and pressure supply chains. He connects semiconductor strength to energy, onshoring, solar rollout, and US‑China negotiation dynamics.

Daniel Lacalle, Tressis chief economist and fund manager known for macro and energy analysis, joins to dissect inflation, energy shortages, and geopolitical risk. He explains why Europe faces the sharpest pain from fuel disruptions. They cover oil price floors, dollar and gold moves, and supply-chain and food risks in compact, direct conversation.

Ole S Hansen, Head of Commodity Strategy at Saxo Bank, offers sharp market-read commentary on energy, metals and agriculture. He breaks down how the Iran conflict ripples through oil and refined products. He explains futures term structure, extreme backwardation in oil, fertilizer shortages and agricultural timing. He also frames commodities’ role in a possible multi-decade inflation cycle.

Rory Johnston, oil-market analyst who tracks tanker flows and physical crude logistics. Luke Gromen, macro strategist focused on sovereign balance sheets, commodities, and supply chains. They debate Hormuz as a potential 1956-style shock to global trade. Topics include tanker transit lags, fertilizer and food inflation risks, sovereign bond stress, and where to position across energy, uranium and gold.

Adam Rozencwajg, commodity-focused portfolio manager known for energy, uranium, and metals research, and Jim Bianco, macro fixed-income analyst and market commentator, discuss Iran-driven disruptions to oil and fertilizer logistics. They cover physical supply impacts, market positioning, uranium supply deficits, risks to food and crop yields, and how markets might react if shipping routes reopen or remain contested.

Matt Barrie, founder of Freelancer.com and AI marketplace thinker, warns that pay‑per‑inference pricing could reshape tech finance. Dr. Anas Alhajji, energy analyst, connects Middle East geopolitics to energy and AI infrastructure risk. They debate AI unit economics, dot‑com–scale funding dangers, edge compute shifts, private credit strains, and how regional conflict could derail AI buildouts.

Michael Every, global strategist at Rabobank Research, offers big-picture geopolitical and market analysis. Lyn Alden, investment strategist and founder of Lyn Alden Investment Strategy, discusses macro, energy, and inflation. They dig into Iran-related disruptions and multipolar shifts. They cover oil-driven economic pain, persistent versus transient inflation, and strains in private credit markets.

Simon White, Bloomberg macro strategist known for slide-driven inflation analysis, and Rory Johnston, founder of Commodity Context and energy markets expert. They discuss inflation risk framed against 1970s shocks. Topics include food and fertilizer-driven CPI pressure, Strait of Hormuz disruptions and oil tightness, private credit fragility, and why commodities and gold may behave differently in a reaccelerating inflation regime.

Dr. Anas Al-Hajji, energy markets analyst who explains tanker insurance and shipping chokepoints. Jim Bianco, fixed-income strategist who links geopolitics to rates and markets. They probe how insurance pulls closed the Strait of Hormuz, implications for oil flows and inflation. They also discuss Fed constraints, precious metals moves, stablecoins and AI's energy needs.

Matt Lozak, founder and CEO of Allo Atomics, builds factory-made modular nuclear plants. He discusses why advanced coolants and breeder cycles change fuel economics. He explains mass-producing whole plants in gigafactories, serving AI data centers first, and the scale, supply-chain and rapid deployment challenges to reach fossil-fuel parity.