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...

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Arthur Berman largeErik Townsend welcomes geologist and energy industry consultant Art Berman to MacroVoices. Erik and Art discuss:

  • The crude oil backstory and the current oversupply
  • The likelihood of a future production cut from OPEC
  • Middle Eastern politics and how they will affect future oil prices
  • EIA/IEA and other government agency statistics - Are they reliable?
  • Oil storage considerations and the importance of Cushing, OK - How close are we to capacity?
  • The Baker Hughes Rig Count - Does it matter?
  • Iran and their ongoing production increases
  • The US shale patch operators and their associated junk bonds - What is the chance of widespread default?
  • Production decline rates for US shale producers
  • Libya’s potential to affect this market - ISIS standing in the way?
  • Identifying a bottom in the oil market and a whole lot more…

pdf Click here for supplementary material from Art Berman (1.64 MB)

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Arthur E. Berman is a geological consultant with thirty-seven years of experience in petroleum exploration and production. He currently is consulting for several E&P companies and capital groups in the energy sector. He frequently gives keynote addresses for investment conferences, boards of directors and professional societies.  He is often interviewed about energy topics on television, radio, and national print and web publications including CNBC, CNN, CBC, BNN, OilPrice.com, Bloomberg, Platt’s, Financial Times, and New York Times. He is a Director of ASPO-USA (Association for the Study of Peak Oil & Gas USA). He was a Managing Director and  frequent contributor at The Oil Drum, and is an associate editor of the AAPG (American Association of Petroleum Geologists) Bulletin. He was past Editor of the Houston Geological Society Bulletin (2004-2005) and past Vice-President of the Society (2008-2009). He has published more than 100 articles on geology, technology, and the petroleum industry during the past 5 years.

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 Nathan Egger shall NOT be liable for losses resulting from investment decisions based on information or viewpoints presented on MACRO VOICES.

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