MacroVoices #442 Ole Hansen: Year of The Metals

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 22 August 2024

⏱️ 62 minutes

🔗️ Recording | iTunes | RSS

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Summary

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Ole Hansen. They’ll discuss commodities from precious metals to uranium to energy to agriculture, and get Ole’s outlook on whether the deep correction we’ve seen in the commodity supercycle is over or not. https://bit.ly/3T3rypx ⚫ Follow Ole on X: https://www.x.com/Ole_S_Hansen🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3XdTJED ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ 🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity ✅ Visit OptionFinity: www.optionfinity.com ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y 🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Transcript

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0:00.0	This is macro voices, the free weekly financial podcast targeting professional finance, high net worth
0:14.2	individuals, family offices, and other sophisticated investors. Macro Voices is
0:19.8	all about the brightest minds in the world of finance and macroeconomics telling it like it is,
0:25.6	bullish or bearish, no holds barred.
0:28.3	Now here are your hosts, Eric Townsend and Patrick Sorezna.
0:41.0	Macro Voices episode 442 was produced on August 22nd, 2024. I'm Eric Townsend.
0:43.0	Saxo Bank's chief commodities strategist, Ola Hansen returns is this week's
0:47.1	feature interview guest.
0:48.7	We'll talk commodities from precious metals to uranium, to energy, to agriculture, and get Ola's outlook on whether the
0:56.0	deep correction we've seen in the commodity supercycle is over or not.
1:00.8	Several of you emailed and tweeted asking me to respond to Peter Teal's remarks
1:06.0	about nuclear energy on Joe Rogan's podcast. I've just posted a new
1:11.3	sub-stack post with that response at Eric Townsend. Substack.com
1:16.6	and it's also linked in your research roundup email.
1:19.7	I really think we could make a difference in public understanding of nuclear technology and energy
1:25.4	policy if I could just get the attention of Joe Rogan's team and do a full Rogan-length
1:31.5	podcast on why we're currently focused on all the wrong nuclear
1:36.1	technologies and what it would take to craft an intelligent nuclear-centric global energy transition policy.
1:43.7	Not to do 3X nuclear, but to do 24X nuclear by 2050.
1:49.4	Something I contend is entirely possible,
1:52.1	and which would completely replace all of the energy
1:54.8	we now derive from fossil fuels. But that won't happen without your direct and
	...

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