Hot Topic #14: Crude Oil BLACK SWAN ALERT with Jim Bianco
Macro Voices
Hedge Fund Manager Erik Townsend
4.8 • 3.4K Ratings
🗓️ 27 April 2020
⏱️ 51 minutes
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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. |
| 0:30.0 | Macrovoises Hot Topics episode number 14 was recorded on Sunday evening April 26th, 2020. |
| 0:37.6 | I'm Eric Townsend. |
| 0:39.6 | This episode of Macrovoises All Stars is brought to you by top traders on plug.com, the leading |
| 0:45.2 | podcast when it comes to quant and rules based investing. |
| 0:49.0 | I'll tell you how to claim a free copy of their new guide to the best investing books |
| 0:54.2 | ever written at the end of this episode. |
| 0:57.7 | What made me today is Jim Bianco, founder of Bianco Research. |
| 1:02.2 | Now for any listeners, if that name doesn't immediately ring a bell, Jim first of all |
| 1:05.9 | is a very accomplished macro and fixed income guy. |
| 1:09.0 | That's not the part I want you to key in on though. |
| 1:11.4 | Jim is the guy who from day one of the coronavirus crisis has been two steps ahead of me. |
| 1:16.9 | He's probably the only guy in finance who I'll be the first to acknowledge had it figured |
| 1:21.2 | out well before I did. |
| 1:23.4 | The reason that we're doing this special episode today is Jim gave me a call this afternoon |
| 1:27.6 | to run some thoughts by me and by the time we were done we said boy, this could be big. |
| 1:32.3 | If we're right about this, it really could be a major black swan event in markets bigger |
| 1:37.9 | than what we've seen so far in the oil market with respect to the impact of the supply |
| 1:43.9 | and demand imbalances and so forth. |
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