MacroVoices #528 Luke Gromen: Hormuz Could Lead To a 1956 US Suez Moment
Luke Gromen, a veteran macro researcher, hosts MacroVoices #528 discussing how a closure of the Strait of Hormuz could trigger a geopolitical shock comparable to the 1956 Suez Crisis. He draws parallels between the strategic chokepoint’s role in oil supply and the historic disruption of Western trade routes through the Suez Canal. The episode also reviews broader market themes such as supply‑chain fragility, gold dynamics, and US fiscal stress. Gromen’s background includes founding FFTT, LLC and senior roles at Cleveland Research and Midwest Research, underscoring his credibility in linking macro events to investment opportunities.
MacroVoices #527 Adam Rozencwajg: What Comes Next After The Iran Crisis
Adam Rozencwajg appears on MacroVoices to dissect the fallout from the Iran crisis. He highlights a sharp physical dislocation in the oil market, pushing prices higher and tightening supply. The conversation also covers rising food prices, inflation pressures, a potential...
MacroVoices #526 Matt Barrie: Pay To PrAI
Matt Barrie, founder and CEO of Freelancer.com, discussed AI financing and business-model challenges on MacroVoices. He highlighted OpenAI's reliance on venture capital and private credit, warning that many AI firms are adopting unsustainable “pay‑to‑AI” models. Barrie compared the current AI...
MacroVoices #524 Simon White: War + Inflation = More Inflation
Simon White joins MacroVoices to argue that ongoing geopolitical conflicts are adding a new layer to inflationary pressures, creating a "three‑act" inflation scenario. He draws parallels between today’s monetary stimulus and the 1970s oil shocks, suggesting that war‑driven commodity spikes...
MacroVoices #523 Jim Bianco: Energy, FED & Economy in The Wake of Iran Conflict
Jim Bianco joins MacroVoices to dissect the market fallout from the recent Iran conflict, noting sharp oil price spikes and heightened volatility. He evaluates how potential Fed chair Kevin Warsh could reshape monetary policy amid rising inflation pressures. The discussion...
MacroVoices #519 Alex Gurevich: The Next Perfect Trade
Alex Gurevich joins Erik Townsend and Patrick Ceresna on MacroVoices to outline his outlook for fixed‑income markets and the broader macro environment. He argues that the Federal Reserve will keep a restrictive policy stance into 2026, keeping inflation pressures in...