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...

Welcome to Macro Voices

NEW: Erik’s Accredited Investor Academy

Boot camp on hedge funds, angel investing, and other alternative investments that are restricted to high net worth accredited individual investors.

Always FREE of charge! Registration Never Required! Just click on any player below to listen Now!

Arthur Berman largeErik Townsend welcomes Art Berman to MacroVoices. Erik and Art discuss:

  • Their calls made on Episode 3 of MacroVoices in February
  • Which fundamental factors have changed since then
  • The damage done to the supply of capital available to shale drillers in spite of oil rising to $50
  • Current US production levels and where they may be headed from here
  • Prices moving up in the face of dangerously high inventory levels at Cushing, OK
  • Using Comparitive Inventories to predict price movements
  • The 'funny' accounting practiced by shale drilling companies and many analysts
  • EIA price forecasts and whether or not they are accurate
  • Geopolitically driven supply disruptions and whether or not they will last
  • Middle Eastern oil production increases and alongside a shifting political picture
  • The possibility of a future where the world can't afford petroleum, and much more...

Get embed code for this episode. | For other embed code options click here. | audio Download the MP3 File (31.40 MB) .

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.

Go to top