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>Patrick Ceresno will be a panelist in a session on the nuclear renaissance.</li>
<li>The S&amp;P 500 March futures were up 298 basis points at the close on February 7.</li>
<li>The US dollar index was up 52 basis points, trading at 104.5.</li>
</ul>
This podcast is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.


Patrick Ceresno will be a panelist in a session on the nuclear renaissance.
The S&amp;P 500 March futures were up 298 basis points at the close on February 7.
The US dollar index was up 52 basis points, trading at 104.5.

This podcast is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.

MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999

Podcast by Joe Weisenthal & Tracy Alloway, Odd Lots

Odd Lots

Podcast by Joe Weisenthal & Tracy Alloway

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

<ul><li>The hosts discuss the long-standing concern over the risk of conflict between China and Taiwan, which has been a topic of speculation for many years.</li><li>They note that recent events, such as the tensions between Russia and Ukraine and the Israel-Hamas conflict, have heightened concerns about the prospect of a hot conflict in the future.</li><li>The importance of Taiwan's economy and its role in global supply chains, particularly in the semiconductor industry, has made the potential disruption of these supply chains a major concern for the world. This, in turn, may give China more incentive to assert its position on the Taiwan issue.</li></ul>This podcast is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.

The hosts discuss the long-standing concern over the risk of conflict between China and Taiwan, which has been a topic of speculation for many years.They note that recent events, such as the tensions between Russia and Ukraine and the Israel-Hamas conflict, have heightened concerns about the prospect of a hot conflict in the future.The importance of Taiwan's economy and its role in global supply chains, particularly in the semiconductor industry, has made the potential disruption of these supply chains a major concern for the world. This, in turn, may give China more incentive to assert its position on the Taiwan issue.This podcast is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.

The Massive Economic Impact If China Invades Taiwan

Commodities

<ul><li>OPEC's Group of Eight discussed unwinding production cuts and increasing oil production, led by Saudi Arabia to bring energy prices down</li><li>OPEC's cooperation with non-OPEC producers, including Russia and Kazakhstan, resulted in a 2 million barrels per day production cut in late 2022</li><li>Dr. Anas Alhaji, Energy Outlook Advisors managing partner, discussed OPEC's actions and outlook on oil prices in an interview with Macro Voices host, Eric Townsend</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

OPEC's Group of Eight discussed unwinding production cuts and increasing oil production, led by Saudi Arabia to bring energy prices downOPEC's cooperation with non-OPEC producers, including Russia and Kazakhstan, resulted in a 2 million barrels per day production cut in late 2022Dr. Anas Alhaji, Energy Outlook Advisors managing partner, discussed OPEC's actions and outlook on oil prices in an interview with Macro Voices host, Eric TownsendThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

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

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.

<ul><li>Price structures have remained resilient in 2025, with Brent and WTI in backwardation despite OPEC supply hikes and increasing crude inventories</li><li>Five conditions were needed for crude prices to start reflecting year-end weakness, but only two have materialized so far</li><li>OECD crude inventories have not built as aggressively as expected, with a lopsided increase in global stocks outside of Western markets, particularly in China</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Price structures have remained resilient in 2025, with Brent and WTI in backwardation despite OPEC supply hikes and increasing crude inventoriesFive conditions were needed for crude prices to start reflecting year-end weakness, but only two have materialized so farOECD crude inventories have not built as aggressively as expected, with a lopsided increase in global stocks outside of Western markets, particularly in ChinaThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Commodities: Beware the Ides of September

<ul><li>Global oil demand remains relatively healthy with little signs of a near term global recession</li><li>Sanctions on Russia and Iran could impact oil supply, but buyers are finding ways to navigate around restrictions</li><li>Non-OPEC supply is expected to outpace global demand, leading to a surplus and potentially pushing prices into the 60s by year end.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global oil demand remains relatively healthy with little signs of a near term global recessionSanctions on Russia and Iran could impact oil supply, but buyers are finding ways to navigate around restrictionsNon-OPEC supply is expected to outpace global demand, leading to a surplus and potentially pushing prices into the 60s by year end.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Commodities: Risk premium out, storage premium in

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.

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MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999

The online discussion on the nuclear renaissance is scheduled for Sunday, featuring panelists Justin Hewn and Thomas Jam Patterson, and key news to...

Macro Voices

The Massive Economic Impact If China Invades Taiwan

In this podcast episode, the hosts introduce themselves, discuss the recurring risk between China and Taiwan, acknowledge their past incorrect...

Odd Lots

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

The Group of Eight meeting discussed increasing oil production and unwinding production cuts, with Saudi Arabia leading the way in bringing down...

Macro Voices

Global Commodities: Beware the Ides of September

Despite OPEC supply hikes and growing inventories, Brent and WTI prices have stayed in backwardation, with potential weakening only possible...

At Any Rate

Global Commodities: Risk premium out, storage premium in

Global oil demand remains relatively healthy with little signs of a near term global recession Sanctions on Russia and Iran could impact oil...

At Any Rate

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52-week Range

Market Cap (USDm)

P/E

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