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Macro Voices

All-Stars #110 Dr. Anas Alhajji: Rebalancing the global oil market will take ~1 year

Macro Voices

Hedge Fund Manager Erik Townsend

Investing, Business, Business:investing

4.83.4K Ratings

🗓️ 22 June 2020

⏱️ 24 minutes

🧾️ Download transcript

Summary

All-star Dr. Anas Alhajji joins us on the final episode of MacroVoices All-Stars and shares his outlook for global crude oil markets. Link: https://bit.ly/2BxlOPQ

Transcript

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0:00.0

This is a special edition of Macrovoises with hedge fund manager Eric Townsend.

0:14.2

The premier financial podcast targeting professional finance, high net worth individuals, family

0:19.8

offices, and other sophisticated investors.

0:23.0

Now for this special edition of Macrovoises, here's hedge fund manager Eric Townsend.

0:30.1

Macrovoises All Stars episode 110th and final episode of Macrovoises All Stars was recorded

0:37.7

on June 22nd, 2020. I'm Eric Townsend. As I mentioned, this will be our final episode

0:45.0

of Macrovoises All Stars, but we will continue to produce our flagship Thursday night Macrovoises

0:50.9

podcast. So continue to stay tuned. We got Harley Basmin coming up for a terrific interview this

0:55.7

week. I want to take just this opportunity to send a personal thanks to Niels Kastrup-Larson,

1:00.8

our sponsor at toptradersonplug.com, which has made the Macrovoises All Stars series possible.

1:06.7

Niels put together a terrific list of all of the best investing books ever written. I highly

1:13.2

encourage our listeners to take advantage of that. I'll tell you how you can claim your free copy

1:17.7

at the end of this episode. Joining me for the final Macrovoises All Stars is a good friend.

1:24.1

Professor Anis Alhaji, who is an energy market expert. He's the former chief economist at NGP

1:30.9

energy capital markets. And he's also a former professor for the Colorado School of Mines.

1:36.9

Anis, the reason I wanted to ask you to join us for our final Macrovoises All Stars is I've

1:42.5

been getting so many different views from so many different experts in the oil business about

1:48.5

just what this COVID-19 crisis and its after effects, mostly the after effects are really going

1:54.5

to be because some people are saying, look, you shut in these wells, they'll never come back

1:58.4

online again. Other people are saying that's nonsense. It's trivial. All you have to do is a few

2:04.1

taps on an iPad screen and you can turn the submersible pumps back on and these shell wells come

2:08.9

right back and you can get back to full production without any problem. I know you tend to look at

...

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