29M
Downloads
714
Episodes
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
Episodes
Thursday Oct 19, 2017
Thursday Oct 19, 2017
Erik Townsend welcomes back Art Berman to MacroVoices. Erik and Art discuss the comparative inventories on oil and the oil prices responsiveness to the changes in inventories. The further discuss the realization that price recovery takes time and that many refinery intakes have not yet recovered. They further discuss backwardation on WTI, considerations on OPEC-NOPEC production cuts and the global market balance on oil.
No comments yet. Be the first to say something!