About Erik Townsend

hedge fund manager Erik Townsend

Erik Townsend is a retired software entrepreneur turned hedge fund manager. Throughout his career, Erik has capitalized on his ability to understand complex systems and anticipate paradigm shifts far in advance of the mainstream. Read More...

Front cover 1 200Discover Erik's
New Book

Welcome to Macro Voices

Always FREE of charge! Registration Never Required but we do recommend it! Just click on any player below to listen Now!

MVEnergyWeek17

This week’s panel: Art Berman, Anas Alhajji and Patricia Hemsworth

  • A new chapter in the Age of Oil: How things will change in the wake of Abqaiq
  • What happens when shale plays out and we need to look for more supply?
  • Debunking the fallacy that Electric Vehicles will bring about the end of the age of oil
  • What to expect in coming weeks and months

Supporting Materials for Download

Art Berman Chartbook September 25 2019 

 

 

 

 

MVEnergyWeek6This week’s panel: Anas Alhajji and Joe McMonigle

  • What exactly are the facilities at Abquaiq and why are they such an important energy security checkpoint?
  • What exactly happened? Who did it, and is there risk of more attacks?
  • What this means to the future of energy security
  • Impacts on markets – is the price spike over?
  • The U.S. Response – sanctions already announced; will military action follow?
  • Saudi Arabia’s new leadership and their expected response

 


Get embed code for this episode. | For other embed code options click here. | Download the  audio MP3 File. (44.56 MB)

MVEnergyWeek6This week’s panel: Anas Alhajji, Tracy Shuchart and Joe McMonigle

  • Dr. Anas Alhajji’s perspective on Saudi Arabia policy outlook
  • Joe McMonigle on OPEC production cuts
  • Tracy @Chigrl Shuchart on what’s really driving the market (supply/demand? OPEC? Trade War News?)
  • Supply/Demand outlook
  • Macro Outlook/OPEC Cuts/Saudi Aramco IPO
  • Geopolitical update
  • Timespread update from last week

 

 

 


Get embed code for this episode. | For other embed code options click here. | Download the audio MP3 file (34.93 MB) .

MVEnergyWeek6This week’s panel: Art Berman, Chris Cook and Patricia Hemsworth

  • Art Berman reviews highlights from the latest EIA STEO released this week
  • Pat Hemsworth on Crack Spreads Gone Wild & Brent/WTI Collapse
  • Chris Cook on Who’s Manipulating Whom in the formative Currency War
  • Market Mayhem! Trade War and collapsing sentiment analysis
  • Fireworks on the Forward Curve – WTI term structure transformation analysis

We strongly recommend that you download the chart book that accompanies this interview, as Erik and the panelists will refer to it throughout the interview. Registered users here at MacroVoices.com already received the download link in your research roundup e-mail. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Click here to register for access to supporting materials.


Get embed code for this episode. | For other embed code options click here. | Download the audio MP3 File (51.28 MB)

MVEnergyWeek13This week’s panel: Art Berman, Anas Alhajji and Tracy Shuchart

  • Anas Alhajji on the various proposals on the table for 2020 Election Season
  • Art Berman on whether the popular “cashflow narrative” really explains the sell-off in E&P stocks
  • Tracy Shuchart on the macro backdrop and price outlook
  • EIA’s 8.5mm bbl drawdown doesn’t jibe with increased production and lower exports
  • Form 914 (EIA monthly data for May)
  • Tight oil company valuations with slide deck from Art Berman

 We strongly recommend that you download the chart book that accompanies this interview, as Erik and the panelists will refer to it throughout the interview. Registered users here at MacroVoices.com already received the download link in your research roundup e-mail. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Click here to register for access to supporting materials.


Get embed code for this episode. | For other embed code options click here. | Download the  audio MP3 File. (49.93 MB)

MVEnergyWeek6This week’s panel: Art Berman, Chris Cook and Patricia Hemsworth

  • Pat Hemsworth on the AMLO administration’s plans for Pemex
  • Chris Cook on geopolitical risk and why the Iranian situation hasn’t blown up oil prices
  • Art Berman on why gas prices haven’t fallen more given recent developments
  • EIA’s 10.8 mm bbl draw, and the market DROPS on the news???
  • Iran situation and why it hasn’t resulted in higher oil prices
  • 2020 Pemex Hedge
  • Under-reporting of Permian Basin Fracking

 We strongly recommend that you download the chart book that accompanies this interview, as Erik and the panelists will refer to it throughout the interview. Registered users here at MacroVoices.com already received the download link in your research roundup e-mail. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Click here to register for access to supporting materials.


Get embed code for this episode. | For other embed code options click here. | Download the  audio MP3 File (47.15 MB) .

MVEnergyWeek6This week’s panel: Anas Alhajji, Joe McMonigle and Patricia Hemsworth

  • Pat Hemsworth on volatility in finished product markets and impacts of last week's hurricane
  • Dr. Anas Alhajji on IEA and other organizations' bearish price forecasts for 2020
  • Joe McMonigle's behind-the-scenes insights after attending the OPEC meeting in Vienna
  • Iran policy news and the abrupt price drop this week
  • Venezuela and whether Chevron's general license will be extended
  • Canadian crude differentials to WTI - what's causing them and how long will it last?

 

 

 

Click here to register for access to supporting materials.


Get embed code for this episode. | For other embed code options click here. | Download the  audio MP3 File (44.13 MB) .

MVEnergyWeek10This week’s panel: Art Berman, Anas Alhajji and Tracy Shuchart

  • Anas Alhajji on the impact of increased car sales in China on the oil market, and the importance of China generally, including electric busses & vehicles
  • Art Berman on key take-aways from this week’s EIA Short Term Energy Outlook
  • Tracy Shuchart on Iranian uranium enrichment
  • Panel discussion of the big price move—Inventory, Tropical Storm, or both?
  • Security for hire in the Straits of Hormuz
  • Art and Anas debate data interpretation

 We strongly recommend that you download the chart book that accompanies this interview, as Erik and the panelists will refer to it throughout the interview. Registered users here at MacroVoices.com already received the download link in your research roundup e-mail. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).


Get embed code for this episode. | For other embed code options click here. | Download the  audio MP3 File. (38.43 MB)

MVEnergyWeek9This week’s panel: Chris Cook and Ole Hansen

  • Summary of G20 and OPEC+ meeting outcome & market reactions
  • This week’s EIA Inventory data
  •  By listener request: Chris Cook takes a deep dive on forward curves and who trades them

 We strongly recommend that you download the chart book that accompanies this interview, as Erik and the panelists will refer to it throughout the interview. Registered users here at MacroVoices.com already received the download link in your research roundup e-mail. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Click here to register for access to supporting materials.


Get embed code for this episode. | For other embed code options click here. | Download the  audio MP3 File. (49.19 MB)

MVEnergyWeek8This week’s panel: Art Berman, Anas Alhajji and Tracy Shuchart

  • Massive drawdowns in crude oil and finished products in today’s EIA inventory report
  • Dwindling open interest in Brent+WTI (both long and short): Why are traders walking away from crude oil trades?
  • The PES Refinery Fire and its short- and long-term market implications
  • China Trade Talks, G20 and OPEC+

 We strongly recommend that you download the chart book that accompanies this interview, as Erik and the panelists will refer to it throughout the interview. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Click here to register for access to supporting materials.


Get embed code for this episode. | For other embed code options click here. | Download the  audio MP3 File. (45.73 MB)

MACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those of the participants. MACRO VOICES, its producers, and hosts Erik Townsend and Patrick Ceresna shall NOT be liable for losses resulting from investment decisions based on information or viewpoints presented on MACRO VOICES.

Go to top