Podcast by Hedge Fund Manager Erik Townsend, Macro Voices

Macro Voices

Podcast by Hedge Fund Manager Erik Townsend

Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC

Cross Asset Strategy

<ul><li>December S&amp;P 500 futures are up 116 basis points, trading at 6900, with potential levels to watch.</li><li>US Dollar Index is down 11, consolidating 2-year highs.</li><li>January WTI crude oil contract down 68 basis points, remaining in a primary downtrend.</li><li>Additional points discussed include tech companies embracing nuclear energy, the uranium market outlook, and commentary on market trends for gold, bonds, and equities. Each market is assessed for potential trends and indicators that may influence future movements.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

December S&amp;P 500 futures are up 116 basis points, trading at 6900, with potential levels to watch.US Dollar Index is down 11, consolidating 2-year highs.January WTI crude oil contract down 68 basis points, remaining in a primary downtrend.Additional points discussed include tech companies embracing nuclear energy, the uranium market outlook, and commentary on market trends for gold, bonds, and equities. Each market is assessed for potential trends and indicators that may influence future movements.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

MacroVoices #457 Justin Huhn: The Fundamentals For Nuclear Keep Getting Better

Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

Commodities

<ul>
<li>Trump's energy policy focused on increasing domestic production and exerting pressure on oil exports to bring down prices</li>
<li>Forecast for 2025 and 2026 predicts global commodities market growth and potential oil price fluctuations</li>
<li>OPEC members plan to increase capacity in 2025, leading to a large surplus in the oil market and potentially lower prices in 2026</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Trump's energy policy focused on increasing domestic production and exerting pressure on oil exports to bring down prices
Forecast for 2025 and 2026 predicts global commodities market growth and potential oil price fluctuations
OPEC members plan to increase capacity in 2025, leading to a large surplus in the oil market and potentially lower prices in 2026

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Commodities: Oil Outlook 2025/2026: Promises made, promises kept

<ul><li>Discussion on gold rates above 1700 and potential drivers</li><li>Analysis of US energy and mineral policies under different administrations</li><li>Impact of US-China trade relations on base metals and agricultural markets, including potential tariff escalations and trade disruptions.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Discussion on gold rates above 1700 and potential driversAnalysis of US energy and mineral policies under different administrationsImpact of US-China trade relations on base metals and agricultural markets, including potential tariff escalations and trade disruptions.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Commodities: 2024 US Election Watch—Cutting Through the Noise

<ul><li>Brent oil futures trading in line with fair value, with bullish bias in options, as volume of bullish calls hit record high</li><li>Ongoing conflict between Israel and Iran raising concerns about further escalation, with recent attacks and strikes indicating potential for heightened tensions</li><li>Global oil inventories are significantly lower than in previous years, potentially impacting market dynamics and prices as demand and inventory levels play a key role</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Brent oil futures trading in line with fair value, with bullish bias in options, as volume of bullish calls hit record highOngoing conflict between Israel and Iran raising concerns about further escalation, with recent attacks and strikes indicating potential for heightened tensionsGlobal oil inventories are significantly lower than in previous years, potentially impacting market dynamics and prices as demand and inventory levels play a key roleThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Commodities: This time, it feels different

Podcast series by Dean Curnutt, Alpha Exchange

Alpha Exchange

Podcast series by Dean Curnutt

The Alpha Exchange is a podcast series launched by Dean Curnutt to explore topics in financial markets, risk management and capital allocation in the alternatives industry. Our in depth discussions with highly established industry professionals seek to uncover the nuanced and complex interactions between economic, monetary, financial, regulatory and geopolitical sources of risk. We aim to learn from the perspective our guests can bring with respect to the history of financial and business cycles, promoting a better understanding among listeners as to how prior periods provide important context to present day dynamics. The “price of risk” is an important topic. Here we engage experts in their assessment of risk premium levels in the context of uncertainty. Is the level of compensation attractive? Because Central Banks have played so important a role in markets post crisis, our discussions sometimes aim to better understand the evolution of monetary policy and the degree to which the real and financial economy will be impacted. An especially important area of focus is on derivative products and how they interact with risk taking and carry dynamics. Our conversations seek to enlighten listeners, for example, as to the factors that promoted the February melt-down of the VIX complex. We do NOT ask our guests for their political opinions. We seek a better understanding of the market impact of regulatory change, election outcomes and events of geopolitical consequence. Our discussions cover markets from a macro perspective with an assessment of risk and opportunity across asset classes. Within equity markets, we may explore the relative attractiveness of sectors but will NOT discuss single stocks.

<ul><li>Option prices are a valuable tool for studying market trends and risk premium</li><li>Gold's unique properties make it a valuable asset for portfolio diversification and defense against government chaos</li><li>The oil VIX index, OVX, provides insights into market risk and volatility in the oil market, with potential implications for broader market trends</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Option prices are a valuable tool for studying market trends and risk premiumGold's unique properties make it a valuable asset for portfolio diversification and defense against government chaosThe oil VIX index, OVX, provides insights into market risk and volatility in the oil market, with potential implications for broader market trendsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

United States

Crude oil is a naturally occurring, unrefined petroleum product composed of hydrocarbon deposits and other organic materials. Crude oil can be refined to produce usable products such as gasoline, diesel and various forms of petrochemicals. It is a nonrenewable resource, also known as a fossil fuel, which means that it can't be replaced naturally at the rate we consume it and is therefore a limited resource.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Crude Oil (CL1 COM COMDTY)

MacroVoices #457 Justin Huhn: The Fundamentals For Nuclear Keep Getting Better

The December S&P 500 features are up, US Dollar Index is down, WTI crude oil contract is down, and there is discussion on advanced nuclear...

Macro Voices

Global Commodities: Oil Outlook 2025/2026: Promises made, promises kept

The energy market outlook for 2025/2026 predicts stable oil prices, increased OPEC production, and a potential market reset due to volatility, with...

At Any Rate

Global Commodities: 2024 US Election Watch—Cutting Through the Noise

The episode covers discussions on gold rates, Trump and Harris administrations' approaches to energy commodities, China's impact on electric...

At Any Rate

Global Commodities: This time, it feels different

Overall, the oil market is currently stable but facing potential risks from geopolitical tensions and supply concerns, with options trading showing...

At Any Rate

Option Prices are Singing

An analysis of option prices in markets like gold and oil can provide valuable insights into market conditions and help investors manage risk...

Alpha Exchange

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)