Hot Topic #12: Oil Market Special with Art Berman and Nate Hagens

Macro Voices

Hedge Fund Manager Erik Townsend

Investing, Business, Business:investing

4.8 • 3.4K Ratings

🗓️ 6 April 2020

⏱️ 78 minutes

🔗️ Recording | iTunes | RSS

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Summary

Petroleum Geologist Art Berman and Prof. Nate Hagens join Erik Townsend for an oil market special. We start with the current OPEC+ deal breakdown and outlook then move on to the long-term picture. Link: https://bit.ly/34gkbkc

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.
0:30.3	Macrovoises Hot Topics episode 12 was recorded on Sunday, April 5, 2020.
0:37.2	I'm Eric Townsend.
0:38.7	This episode of Macrovoises is dedicated to the true heroes of the coronavirus crisis,
0:44.4	our healthcare workers around the world.
0:47.1	Please join us in supporting them during these difficult times.
0:50.6	We've got a really special episode planned for you today, folks.
0:54.8	Two special guests on deck.
0:56.6	The first one is petroleum geologist Art Berman, who is very well known to Macrovoises
1:02.2	regulars.
1:03.2	We've also got Professor Nate Hagans.
1:06.6	Nate's perspective is in a very different time frame.
1:09.3	He does a lot of excellent research work on the really big picture interactions between
1:15.0	energy, the economy, and society in its general direction.
1:20.3	And his perspective is going to be very illuminating in terms of the longer term picture of where
1:25.6	we're headed after the coronavirus crisis.
1:28.4	We're going to start the discussion today with oil markets right here right now.
1:33.5	The situation is that there was a whole bunch of build-up toward the end of last week about
1:39.4	a meeting of OPEC Plus on Monday, which was set to hopefully orchestrate a big production
	...

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