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Macro Voices

Energy Week #15: Trade wars, demand outlook, and Saudi Aramco IPO. Panel Alhajji/McMonigle/Chigrl

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.83.4K Ratings

🗓️ 14 August 2019

⏱️ 44 minutes

🧾️ Download transcript

Summary

Energy Week #15 featuring Anas Alhajji, Tracy Shuchart and Joe McMonigle, covers Trade Wars, OPEC, Saudi policy, Gloomy demand forecasts & more. Link: http://bit.ly/33JwiFI

Transcript

Click on a timestamp to play from that location

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 Energy Week episode 15 was recorded on August 14, 2019.

0:36.0

I'm Eric Townsend.

0:37.6

We're going to be giving our editing and production staff a well-deserved holiday

0:41.7

for the last two weeks of August.

0:43.6

So this will be the last episode of Energy Week this month.

0:47.7

We'll be back to our regular schedule every Wednesday night starting September 4.

0:53.2

I'll be joined this week by author and consultant, Anas Alhaji,

0:57.0

professional crude oil trader, Tracy Schuchart, and hedge eye energy research head,

1:02.5

Joe McMonigal.

1:04.0

Our topics this week will include the Saudi Aramco IPO, supply demand outlook,

1:09.9

geopolitical update, and even an update on the spread topic which I introduced last week,

1:15.2

and which remains a mystery.

1:17.1

So far it's gone unsolved.

1:18.8

Perhaps one of our listeners will be able to explain it to us.

1:22.0

But first, let's dive right into the EIA data.

1:25.3

Crude oil building 1.6 million barrels.

1:28.6

Another build this week, unexpected by most analysts,

1:32.0

but pushing Oklahoma drawing down 2.5 million barrels.

...

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