MacroVoices #517 Justin Huhn: Uranium at The Tipping Point
Macro Voices
Hedge Fund Manager Erik Townsend
4.8 • 3.4K Ratings
🗓️ 29 January 2026
⏱️ 88 minutes
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| 0:00.0 | This is Macro Voices, the free weekly financial podcast targeting professional finance, |
| 0:13.2 | high net worth individuals, family offices, and other sophisticated investors. |
| 0:18.8 | Macrovoices is all about the brightest minds in the world of finance |
| 0:22.5 | and macroeconomics telling it like it is, bullish or bearish, no holds barred. Now, here are |
| 0:28.9 | your hosts, Eric Townsend and Patrick Suresna. Macrovoices, episode 517 was produced on January 29, 2026. |
| 0:38.9 | I'm Eric Townsend. |
| 0:40.2 | As regular listeners know, I'm convinced that uranium will be the big trade of |
| 0:44.8 | 26. |
| 0:45.9 | So uranium insider founder and editor Justin Hewn returns as this week's feature interview guest. |
| 0:52.4 | Justin and I will discuss the outlook for nuclear energy |
| 0:55.2 | generally and for uranium markets in particular. And Justin prepared a slide deck I strongly |
| 1:00.9 | encourage you to download to accompany the feature interview. Then be sure to stay tuned for our |
| 1:05.7 | postgame segment after the feature interview when we'll have Patrick's trade of the week, |
| 1:10.0 | plus our perspective on all the major markets. And I'm have Patrick's trade of the week, plus our perspective |
| 1:10.9 | on all the major markets. And I'm Patrick Soresna with the macro scoreboard week over week as of the |
| 1:16.4 | close of Wednesday, January 28, 2026. The S&P 500 index up 150 basis points, trading at 6978. The SMP 500 |
| 1:27.2 | printed 7,000 on an intraday basis for the first time. |
| 1:31.0 | We'll take a closer look at that chart and the key technical levels to watch in the postgame segment. |
| 1:37.1 | The US dollar indexed down 249 basis points trading at 9633. |
| 1:43.0 | That US dollar route continues. The March WTI crude oil contract up 427 |
| 1:49.4 | basis points trading at 6321 the breakout to new multi-month highs the March Arbob gasoline up |
| 1:57.7 | 106 basis points to 190 the February gold contract up 963 basis points training at 5303. |
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