MacroVoices #497 Dr. Anas Alhajji: The Impact of Trump Polices on Russia, China, India & OPEX+

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 11 September 2025

⏱️ 61 minutes

🔗️ Recording | iTunes | RSS

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Summary

MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Anas Alhajji. They discuss all things energy, from this past Sunday’s Group of 8 meeting to secondary sanctions strategy on India to the reincarnated Power of Siberia 2 pipeline project. https://bit.ly/4gkBeGI Trade Dr. Anas Alhajji's Oil View Live! (Members-Only Guest Pass) Register For A Free Trial To Claim Your Pass! Here: https://dub.link/qt10D1y 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3VcCwd6 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Transcript

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0:00.0	This is Macro Voices, the free weekly financial podcast targeting professional finance, high net worth individuals, family offices, and other sophisticated investors.
0:18.8	Macrovoices is all about the brightest minds in the world of finance
0:22.6	and macroeconomics telling it like it is, bullish or bearish, no holds barred. Now, here are your
0:29.1	hosts, Eric Townsend and Patrick Suresna. Macrovoices episode 497 was produced on September 11th, 2025.
0:40.4	I'm Eric Townsend.
0:41.4	Our countdown to Macrovoices episode 500 continues this week with the return of Energy Outlook
0:48.5	Advisors' managing partner, Dr. Anas Al-Haji, as this week's feature interview guest and our number four all-time
0:56.4	macrovoices regular guest. Anas and I will discuss all things energy from this past Sunday's
1:02.5	group of eight meeting to secondary sanctions strategy on India to the reincarnated power of Siberia
1:08.8	two pipeline project.
1:15.4	And I'm Patrick Suresna with the macro scoreboard week over week as of the close of Wednesday,
1:17.2	September 10th, 2025.
1:23.4	The S&P 500 index up 130 basis points trading at 6532. The market continues pushing new all-time highs, but with material momentum loss.
1:29.6	The U.S. Dollar Index down 36 basis points, trading at 9780, remains in its multi-month trade range.
1:38.3	October WTI crude oil contract down 47 basis points, trading at 6367. The October Arbob gasoline, down 50 basis points trading at 6367 the October Arbob gasoline down 50 basis points
1:48.1	trading at 201 the December gold contract up 129 basis points trading at 3682 trading at all time new
1:57.1	highs December gold contract down 22 basis points, trading to 462, uranium down 20 basis points,
2:05.3	trading to 76 and a quarter, and the U.S. 10-year treasury yield down 16 basis points,
2:11.7	trading at 405. A material breakdown in yields as both the long and short duration bonds are rallying after last week's jobs numbers.
2:22.8	Being used to watch this week is the University of Michigan inflation expectations, and next week we have retail sales, the FOMC statement and press conference, and the Bank of Japan Monetary Policy Statement.
2:36.2	This week's feature interview guest is Energy Outlook Advisors Managing Partner, Dr. Anas Al-Hagi.
2:42.7	Eric and Anas discuss OPEC, oil production cuts, Outlook on Oil prices, India, Russia, and the U.S. tariffs.
	...

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