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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
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Thursday Feb 01, 2018
Thursday Feb 01, 2018
Erik Townsend welcomes Art Berman to MacroVoices. Erik and Art discuss the current oil markets, comparative inventories and OPECs influence on the price. They further put into context on OPEC production cuts and how much new oil is coming from higher prices. They look at the economics on the shale oil fields, perspectives on US oil exports and the general underinvestment in new exploration and development.
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