× Welcome to the Macro Voices Podcast Forum!

Post you comments and questions about specific podcasts here.

DISCUSSION THREAD: Episode 4 - Erik Townsend

  • NathanEgger
  • NathanEgger's Avatar Topic Author
  • Offline
  • Expert Boarder
  • Expert Boarder
More
2 years 8 months ago - 2 years 8 months ago #1 by NathanEgger
Again, I got most of my thoughts out on the air this week, but I'd love to hear what you all think about the job that Erik and I did covering trading strategies for the coming bottom in oil. If we failed to sufficiently explain any of the angles for playing this coming bottom, please ask us here and we'll do our best to clarify and/or explain.

Also really curious what you guys think about the mailbag segment? Helpful? Waste of time and air space? Let us know...

Hope you all enjoyed, and we'll be back next week with Episode 5, and our featured guest will be our good friend Grant Williams, of Real Vision Television and his terrific blog, "Things That Make You Go Hmmm...". We've got some exciting collaborations forthcoming with Grant and the guys from RVTV, so stay tuned!



Nathan
Last edit: 2 years 8 months ago by NathanEgger.

Please Log in or Create an account to join the conversation.

More
2 years 8 months ago #2 by brianmoran1973
Replied by brianmoran1973 on topic DISCUSSION THREAD: Episode 4 - Erik Townsend
Hello Nathan
First of all thanks very much to both of you, I am an amateur investor, not by choice but I feel compelled to speculate due to my understanding of the way in which the middle class is being robbed and enslaved by votes ,fear ,ignorance ,corruption and the sense of entitlement from those who are not middle class.
From a deep history perspective I feel the western world is taking the step backwards which was predicted by Ayn Rand.
There is a lot of of scare mongering in the investing world which can be more destructive than inaction.
I have listened to your show on 3 occasions, each of which you allowed your guests the opportunity to speak their minds which they don't get a chance to do on the mainstream news.
3 fantastic interviews with excellent analysis
you will be my first port of call for the financial news
The following user(s) said Thank You: levineam

Please Log in or Create an account to join the conversation.

More
2 years 8 months ago #3 by johnjohn
Replied by johnjohn on topic DISCUSSION THREAD: Episode 4 - Erik Townsend
Episode 4 was excellent, as was episode 3.

I would've enjoyed Eric's thoughts about oil equity options. They are certainly very speculative, but they also have huge potential percentage gains. I've been selling covered out of the money short-term calls on my oil company equities, but it's definitely getting too late in the oil bear market to continue selling equity calls. So I'm now thinking of going long some of these beaten down oil company equity options to play the upside potential. I actually made a first foray in that direction three days ago when I bought 200 of the MRO April 15 $10 calls for $0.22 each. It was a pretty small investment of around $4500 with commissions, but with MRO already up $2 since then, the options have already moved up to around a dollar. Now if some outfit like Exxon comes along to bid for Marathon, that very small investment could turn out very nicely!!

Please Log in or Create an account to join the conversation.

  • NathanEgger
  • NathanEgger's Avatar Topic Author
  • Offline
  • Expert Boarder
  • Expert Boarder
More
2 years 8 months ago #4 by NathanEgger
Replied by NathanEgger on topic DISCUSSION THREAD: Episode 4 - Erik Townsend
@brianmoran1973 - Very kind words. Thank you so much! We're trying to do something a little different with MacroVoices, and it's good to know that it is resonating with listeners like yourself.

Please Log in or Create an account to join the conversation.

More
2 years 8 months ago - 2 years 8 months ago #5 by vsoares
Replied by vsoares on topic DISCUSSION THREAD: Episode 4 - Erik Townsend
Hi Nathan and Erik, I just would like to thank you for answering my question. My name is Vitor Soares (thats why my nickname is vsoares), I am from brazil, so its a portuguese name. I dont expect you to know how to pronounce it, so you can call me the way you like if another question of mine ends up in the show. Thanks a lot!
Last edit: 2 years 8 months ago by vsoares.

Please Log in or Create an account to join the conversation.

More
2 years 8 months ago #6 by brianmoran1973
Replied by brianmoran1973 on topic DISCUSSION THREAD: Episode 4 - Erik Townsend
Rick rule has an interesting perspective on oil equities on an interview with King world news today

Please Log in or Create an account to join the conversation.

  • NathanEgger
  • NathanEgger's Avatar Topic Author
  • Offline
  • Expert Boarder
  • Expert Boarder
More
2 years 8 months ago #7 by NathanEgger
Replied by NathanEgger on topic DISCUSSION THREAD: Episode 4 - Erik Townsend
@brianmoran1973 - booked for April. ;)

Please Log in or Create an account to join the conversation.

More
2 years 8 months ago #8 by Xriva
I'd like to hear more strategies to filter / identify good contrarian investments in the Oil sector - for retail investors.

- X

Please Log in or Create an account to join the conversation.

  • NathanEgger
  • NathanEgger's Avatar Topic Author
  • Offline
  • Expert Boarder
  • Expert Boarder
More
2 years 8 months ago #9 by NathanEgger
Replied by NathanEgger on topic DISCUSSION THREAD: Episode 4 - Erik Townsend
@Xriva - As much as we fear overdoing it on the topic of oil, it remains such an important topic that we just can't help ourselves. ;)

In addition to an interview with Grant Williams, expect Erik and I to spend quite a bit a time on oil again this week.

Please Log in or Create an account to join the conversation.

More
2 years 8 months ago #10 by johnjohn
Replied by johnjohn on topic DISCUSSION THREAD: Episode 4 - Erik Townsend
Here's another good Rick Rule oil interview from today:

sprottglobal.com/media/83563/february_-_...arket_commentary.mp3

Please Log in or Create an account to join the conversation.

  • NathanEgger
  • NathanEgger's Avatar Topic Author
  • Offline
  • Expert Boarder
  • Expert Boarder
More
2 years 8 months ago #11 by NathanEgger
Replied by NathanEgger on topic DISCUSSION THREAD: Episode 4 - Erik Townsend
Thanks, johnjohn. Expect to hear Rick Rule on the show in two weeks.

Please Log in or Create an account to join the conversation.

Moderators: ErikTownsend
Time to create page: 0.283 seconds

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