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Macro Voices

Energy Doc Episode #2: Origins of the mid-2020s Oil & Gas Supply Crisis

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.83.4K Ratings

🗓️ 15 January 2023

⏱️ 63 minutes

🧾️ Download transcript

Summary

Sneak preview of Erik Townsend's upcoming docuseries about the coming global energy crisis. Why it can’t be avoided, what caused it, and what it will take to solve it. 2nd of 5 special episodes airing Sundays in January. Download associated .PDF here: https://bit.ly/3H5iY40 #OOTT

Transcript

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0:00.0

This is a special edition of Macrovoices, the premier financial podcast targeting professional

0:14.5

finance, high net worth individuals, family offices, and other sophisticated investors.

0:21.0

Now for this special edition of Macrovoices, here's Eric Townsend.

0:27.4

I've received some really terrific feedback from the audience since airing the first episode,

0:32.4

and I want to thank everyone who responded both on Twitter and in email.

0:36.0

Please understand that I can't reply personally to every single email I received due to the

0:40.8

sheer volume of messages.

0:43.1

Before we dive into the second episode, I'd like to acknowledge a couple of trends in

0:47.2

the feedback I got on the first episode and give you some more specific detail on the

0:51.7

feedback I need from the second episode, which is coming up in this podcast.

0:56.2

I'm also going to give you a new ending for the first episode, because based on your

1:01.0

feedback, we moved some of the content in episode 5 into episode 1.

1:06.8

Several of you requested a faster release schedule than one episode per week.

1:11.2

I'm flattered by your interest, but please understand that our production team has limited

1:15.2

bandwidth, and we can only produce so much content each week.

1:18.8

If we're able to make more frequent releases, we'll do so, but please don't expect more

1:22.4

than one episode per week from this project.

1:25.4

The strongest and most consistent feedback that I received relates to something I'm already

1:29.8

in strong agreement with my critics on.

1:32.8

A retired hedge fund manager in his late 50s, lecturing 20-somethings and telling them that

1:38.1

their strongest and most passionately held beliefs are misinformed and wrong.

1:43.8

Just plain isn't a good look and won't sell the message.

...

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