All Stars #58 Dr. Pippa Malmgren: Abqaiq Saudi Arabia Drone Attacks - What’s at stake & what comes next

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 17 September 2019

⏱️ 32 minutes

🔗️ Recording | iTunes | RSS

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Summary

All-Star Dr. Pippa Malmgren is back with a fantastic geopolitics interview focusing on the #Abqaiq (Saudi) drone attacks. Don’t miss this one, gang! Link: http://bit.ly/2mfWoi5

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.
0:30.4	Macrovoises All Stars episode number 58 was recorded on Monday, September 16, 2019.
0:37.7	I'm Eric Townsend.
0:39.2	All-star Dr. Pippa Malmgren is back, and Pippa, it's so good to be speaking to a geopolitical
0:45.3	consultant because I got to tell you, I was caught wrong-footed today Monday, which
0:49.7	will be yesterday by the time our listeners hear this.
0:52.8	When I saw the explosion in time spreads on WTI crude oil futures, I thought, okay, the
0:59.0	world is panicking thinking we're about to have an award with Iran and missing the news,
1:04.4	which is that the Houthis in Yemen already admitted that they did it.
1:08.8	In fact, they're threatening to do it again.
1:10.8	I thought clearly this has to mean that the fears of all-out war with Iran are going
1:15.4	to de-escalate.
1:17.3	This price trend is a panic move that's going to retrace, and I want to short it.
1:22.1	Well, just as we were about to get on this call, I was stopped out of that trade at a considerable
1:27.1	loss because it seems that the Trump administration is very insistent that even though someone
1:33.3	else has already confessed that no, no, Iran did it, and we really need to look at what
1:38.9	our policy is going to be with Iran.
1:41.4	Help me understand this, Pippa.
1:42.9	You are a geopolitical expert.
	...

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