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Welcome 2024 with this brand new episode of The Week Ahead. Joining us for the first time is Neely Tamminga with our regular guests Albert Marko, and Tracy Shuchart.

Key themes for this episode:

1. The US Consumer & Employment
Neely, an expert in consumer trends, joins us to explore the financial landscape with a focus on consumers being overextended, multiple job holders, and the ability to repay debt. She provides valuable insights into the challenges that consumers face.

Also, she shares her forecasts for January and February, discussing weaker demand optics and potential layoffs, and helps us understand how the 2024 consumption dynamics might impact consumer confidence in this presidential cycle.

2. Turkey’s Geopolitical Aspirations
Albert takes us on a geopolitical journey, especially focusing on Turkey. What are the lesser-known aspects of Turkey's influence in the Middle East and Africa?

Albert also helps us explore the impact of Turkish defense exports, the role of Lira devaluation in geopolitical priorities, and understand Turkey's key bilateral relationships—Russia, China, Iran, Europe, and the US.

3. Is Nuclear Overbought?
Tracy brings her expertise to the table to address the lingering question: Is nuclear overbought? Tracy discusses the long-standing fascination with nuclear investments and the recent surge in hedge funds loading up on uranium.

Tracy explores the reasons behind this bullish trend, questioning whether nuclear is overbought and what insights these funds might possess.

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This is the 94th episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week.

Time Stamp:
00:00: Start
01:59: Neely Tamminga's Perspective on Consumers
08:39: Concerns about Consumer Spending
10:57: Impact of Luxury Market
14:47: Discussion on Turkey's Influence
23:49: Turkey's Role in the Middle East and Africa
32:26: Hedge Funds Investing in Uranium
40:06: Political Impact on Nuclear Energy

Watch this on Youtube: https://youtu.be/PotrPb-VVQk