MacroVoices
ฝัง
- เผยแพร่เมื่อ 10 มิ.ย. 2024
- MacroVoices Erik Townsend & Patrick Ceresna welcome back, Uranium Insider Founder, Justin Huhn. Erik & Justin discuss the Uranium bull market, the Uranium mining sector and where it’s headed to next. bit.ly/3Jcf9u6
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00:00:00 Intro
00:00:59 Macro Scoreboard
00:03:02 Feature Interview with Justin Huhn
00:57:46 Postgame - Reactions To The Hot Inflation
00:58:10 Crude Oil
01:00:21 S&P500
01:03:34 Nasdaq
01:04:57 VIX
01:06:25 10yr US Bond Yields
01:07:11 Gold
01:10:33 Copper
01:11:28 US dollar
01:12:13 Uranium
Great episode gents. Thank-you
I can tell you from my own perspective Erik this datacenter demand is for real. I work in small 25k customer base network company in Finland and our peak transmission power is 60MW. Now not a month go by that there is no DC consultant asking a site for DC and formula is always same: we need 5M asap and we will grow it to like 200M if you have capacity. Our grid is obviously not built to handle this kind of powers.. if we see developement like this here in back of nowhere, what is it at world scale.. all network companies and national crids are in same situation and we talk just transmission. To generate all that energy is whole another story.
Finally found your music. UniqueSound Accomplished.
Gold can also be extracted from sea water. It won't happen in my lifetime, though.
Dig it*...
Algorithms and government spending. Tech company "round tripping". That's some "bull market", but what did you expect in an election year?
lol Eric... Australia has always shipped dirt and bought back valued added goods. and somehow you spoke to some smart Aussies who think Australia should value add? forget about it. This is a very old argument and I've seen it many times as an Aussie in my mid-50's.
As a famous Australian author said:
Australia is a lucky country run by second rate people who share its luck
COVID removed any illusions I had about the benevolence of Australia. Australia? No, thank you.
Macrovoices what is the reliability of Justin since Dec 2020?
He has failed all, what is the authority of this guy to talk us about equities.
I just cant stand permabulls!
I can’t stand Justin scammer.
100% rate of failed calls
Still Justin dares to say anything?
I recommend those Justin army ( totally fake) all those good and happy opinions please explain this:
Please tell us about:
50x at 55 spot
Bigger market than 2007 at 55
Peak in less than 18 months ( Oct 21)
Seasonalities
Bigger buying opportunity ( Nov 21)
Thanks to god everything is recorded.
This guy should be at the court explaining his marketing strategies about FAKE BAITS instead of having easy and free promotion.
Erik, are you so vain or insecure that you can't let Nick cover for you while you recover? I mean, why even have a third man on the roster then? Do *yourself* a favor, FFS.
People who run their own business and are very passionate about it work whey they are sick. It's a very hard concept for most employees to get their head around. That is why Eric is a rich man, he loves what he does, it's his passion. I've worked when I've had cancer and laying in bed after operations, it's not because I'm vain or insecure but it's because I love the work I do, it's not work to me it's fun. Working keeps your mind off being sick. Most employees will take a day off even if they have a runny nose. That's why they have no money, they don't like what they do, and it's literally is work to them.
@@spacewalktraveller1 Then he's putting his own interests over the quality of his product and keeping Nick a third wheel and denying him an opportunity. It's completely ego-centric.
@@johndoe1.196 Your just projecting yourself onto Eric. It's Eric's podcast and he can do what he likes. If you don't like it then don't listen to it.
@@spacewalktraveller1 You're awfully sensitive about a guy who probably wouldn't give a damn about you or me in RL. I'm not the one projecting here. My criticism is valid.
No, pleaassseeee no more Uranium shows!!!
NGMI
You can not listen, you know. Vote with your ears.