Hot Topic #8 Tracy Shuchart: COVID19, OPEC+ & Crude - What comes next?

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 13 March 2020

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

Energy Week co-star Tracy Shuchart joins Erik to reflect on what the COVID19 crisis and the OPEC+ falling out with Russia will mean for energy markets, including impact on U.S. Shale. Link: http://bit.ly/2xB1tr8

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.
0:30.5	Macrovoises hot topic episode number 8 was recorded on the 12th of March 2020.
0:36.4	I'm Eric Townsend.
0:38.4	Joining me today is Tracy Schuchart, better known as Shygirl, her call sign on Twitter.
0:44.2	Tracy, it's been a long time since we did our last energy week podcast.
0:48.6	We've had quite a few requests to get you on the show, so it's great to have you back with us.
0:53.2	Thank you so much, it's great to be back as usual Eric.
0:56.8	So listeners, we've got two major topics to talk to you about today with respect to the
1:02.8	oil market.
1:04.0	The first one is coronavirus.
1:06.9	What does it mean?
1:08.2	What's coming?
1:09.2	Where are we headed with all of this?
1:11.6	And how is it going to affect energy markets?
1:14.3	compounding that is the second major topic, which is Saudi Arabia and Russia have had
1:20.1	something of a falling out.
1:22.1	And for now at least is manifesting itself as a price war.
1:25.8	There's a lot of speculation.
1:27.3	Some people think we're in for a price war that's going to last for months and months or
	...

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