Macro Voices Podcasts

E 4552Color 1Nathan Egger interviews Erik Townsend about trading strategies for the coming bottom in oil prices. Erik and Nathan discuss:

  • A summary of the oil market fundamentals, as Erik sees it
  • Potential counter-arguments to Erik's view
  • How the "smart money" should be playing this coming bottom including; tanker trade, shipping container trade, etc
  • How a commodities trader should be approaching a turn in the oil market including; contract selection, term structure, options
  • Trading a reversal in crude oil from a fixed income manager's perspective - long/short strategies, potential contagions
  • Other potential risks to credit markets
  • An equity manager's view of an upcoming bottom - who will be the winners/losers, ETFs
  • Strategies a retail investor can employ to gain exposure to the coming rebound in oil - contango-related risks to ETFs like USO
  • The need for patience, regardless of which type of investor you may be
  • Listener questions posed either in the forums, or by emailing questions to This email address is being protected from spambots. You need JavaScript enabled to view it.
  • and plenty more...

Get embed code for this episode. | For other embed code options click here | audio Download the MP3 File (26.52 MB) .

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)

Get embed code for this episode. | For other embed code options click here | audio Download the MP3 File (202.66 MB) .

Marc Faber largeErik Townsend welcomes Dr. Marc Faber to MacroVoices. Erik and Marc discuss:

  • The Fed, Treasury, and U.S. Government are one and the same - Neo-Keynesian Interventionists
  • Negative interest rates, and the possibility of seeing them in The U.S.
  • "The War on Cash" and other trends driving insecurity and leading to increased rates of saving
  • "Helicopter Money" and other Fed options for direct stimulus to spenders
  • The political forces driving huge foreign investment in Indochina
  • The contrast between the great Asian success stories, and the failures of other emerging markets
  • India, its potential, particularly for stock pickers, and the problems it faces
  • "China Beach," Vietnamese real estate, and the difficulties of investing in many Asian nations
  • The inevitable deflating of the "Chinese credit bubble"
  • Kyle Bass' outsized bet against the Yuan
  • Precious metals, gold mining stocks, and much, much more

Get embed code for this episode. | For other embed code options click here | audio Download the MP3 File (61.25 MB) .

Jim Rogers largeErik Townsend welcomes legendary investor Jim Rogers as MacroVoices’ first feature interview. Erik and Jim discuss:

  • China both long and short-term
  • Falling currencies around the world
  • The coming market turmoil and its tactical bullish implications for the U.S. dollar, even in the face of longer-term bearish forces that will also affect the dollar
  • U.S. monetary policy and the failure of Quantitative Easing
  • Weakness in the banking sector despite massive injections of liquidity
  • The 35-year bond bull market and its eventual end
  • Current trouble in high-yield credit (junk bonds)
  • Whether the recent breakout in gold prices is sustainable or a parabolic surge that could lead to a blow-off to
  • U.S. debt levels, and their consequences and market implications
  • Implications of the upcoming U.S. Presidential election on markets
  • Sovereign debt crises
  • De-dollarization and much more.

Get embed code for this episode. | For other embed code options click here | audio Download the MP3 File (127.29 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