This is Macro Voices with hedge fund manager Eric Townsend, the free weekly financial

podcast targeting professional finance, high net worth individuals, family offices, and

other sophisticated investors. Macro Voices is all about the brightest minds in the world

of finance and macroeconomics telling it like it is. Bullish your bearish, no holds

barred. Now here are your hosts, Eric Townsend and Patrick Sarasna.

Macro Voices episode 241 was recorded on October 15th, 2020. I'm Eric Townsend. This episode

is brought to you by top traders on plug.com, a podcast dedicated to quant and rules-based

investing, helping investors overcome behavioral biases, and by farmtogether.com, bringing

farmland a new trillion dollar investment opportunity within reach of all accredited investors.

We're going to do a special show on Uranium this week, a commodity whose fundamentals

are really looking good for a turnaround. Mike Alkin and Guy Keller join me as this

week's feature interview guests. Mike and Guy are both fund managers in the Uranium

mining space, and they've both got some excellent insights on this market to share with you.

Patrick Sarasna is off this week, so Kevin Muir, author of the popular macro-terrorist

blog, returns again as this week's co-host.

And I'm Kevin Muir in for Patrick Sarasna. Eric, let's jump to it. This booths appeared

a little rudderless this week, and one day we're watching a march straight up, and then

abruptly the next day the selling comes in and is offered. What do you make of the action?

I think it's all about the election. We're into the final weeks. The election is now the

predominant force that's affecting the market. And of course, the news is up and down.

One minute we've got the story breaking about the Biden crime family, and then we see

it's from Rudy Giuliani and everybody call it and rolls their eyes and says, okay, it's

...