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 Sarrezna.

Macro Voices Episode 250 was recorded on December 17, 2020. I'm Eric Townsend. This episode

is brought to you by ABAC's Technologies, pioneering the design of smarter markets that

better meet the needs of both market participants and society as a whole, and by the North Shore

Global Uranium Mining ETF. Ticker, you are NM, a focused play on miners and holders

of Uranium.

Heyman Capital Founder and Fund Manager Kyle Bass joins me as this week's feature interview

guest. We'll discuss why equity markets seem impervious to confirmation of a second wave

of COVID-19, and the new commodity bull market that Goldman Sachs commodities chief Jeff

Curry described when I interviewed him recently on the new smarter markets podcast, along

with why Kyle thinks that higher oil prices are the most likely byproduct of Joe Biden's

presidency. Finally, we'll talk about Singapore and why Kyle says Singapore is going to be

the big winner as Hong Kong loses its independence from China. If you heard my interview with

Goldman Sachs commodities chief Jeff Curry on the new smarter markets podcast last week,

you already know that we're starting a secular bull market in commodities. But with some

commodities such as copper already trading at multi-year highs, is it too late to get

in with new money? Be sure to stay tuned for our post-game segment after the feature

interview when Patrick's Chart Deck will focus on the big moves in both commodities and

...