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Energy Markets Daily delivers essential intelligence for global energy capital. Hosted with institutional authority, this daily brief covers WTI/Brent crude analysis, natural gas markets, energy M&A activity, drilling intelligence, and the geopolitical developments that drive billion-dollar energy decisions. Providing superior energy market intelligence sourced from the same trading floors, boardrooms, and energy desks where your competition operates. Essential listening for oil & gas execut ...
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Commodities | Trading | Research | Gold, Silver, Oil, Platinum - New Forecasts Each Week 🗓 To Help You With Your Trades 💹 Follow Us On Youtube: https://www.youtube.com/user/GoldAndSilverClub1 - #Gold price forecast, gold forecast, #silverprice, #goldprice, #how totrade #goldandsilver, #commodity report, #crudeoil, #commodity #trading, gold, #silver, #platinum, #copper, #learntotrade, #currencies, #wealth, #xau, #xag, #oil, #fx, #aud, #eur, #nzd, #cad, how to #trade #forex, #dollar, #metals, ...
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Macro Voices

Hedge Fund Manager Erik Townsend

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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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Zero Idea

Zero Idea

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The short? We love random unknown facts we call "zero ideas". One is an ex Merchant Marine.One is a current cover band artist.One is an ex touring musician.They enjoy "Zero Ideas" (random fun mostly unknown facts). You can email your "zero ideas" to The zero boys have been friends for decades now and have had a podcast for 2 years. The original intent was just to have fun conversation and record it for future reminiscing. As they are rotting and decaying on a porch somewhere, about to die, t ...
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Brent crude fell to $60.14/b on Friday, its weakest level since May, and remains below $61/b this morning. The selloff followed a break below key support at $65/b after Trump announced new 100% tariffs on China. Sentiment worsened as U.S. equities tumbled on reports of bank fraud linked to distressed mortgage loans and concerns over stretched AI va…
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Welcome to Energy Markets Daily, brought to you by DailyDominanceNow.com.Friday, November 7, 2025 — Friday Recap: Crude's Structural Breakdown, Natural Gas's Demand Strength.This week, we witnessed a complete narrative arc in energy markets, from strategic positioning to inventory reality. Today, we synthesize the entire week and outline the discip…
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MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every. They’ll discuss the geopolitical situation and talk about what it means for markets. https://bit.ly/49AFRuQ 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4973pY2 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Yo…
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Welcome to Energy Markets Daily, brought to you by DailyDominanceNow.com.Thursday, November 6, 2025 — EIA Inventory Reports: Crude Breaks $60, Gas Storage Comfortable.Today, we dissect the latest EIA inventory data, which delivered a critical market signal: crude oil's breakdown below the $60 support level and natural gas storage's continued comfor…
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Welcome to Energy Markets Daily, brought to you by DailyDominanceNow.com. Wednesday, November 5, 2025 — Macro Context: Global Slowdown, Central Banks Easing, Energy Demand Divergence. Today, we zoom out to examine the global economic conditions and forward-looking forecasts that are shaping energy markets through year-end 2025 and into 2026. The gl…
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Welcome to Energy Markets Daily, brought to you by DailyDominanceNow.com.Tuesday, November 4, 2025 — Technicals: Crude Tests $60, Gas Consolidates Above $4.Today, we dissect the current market structure and key price levels for crude oil and natural gas, providing actionable tactical setups grounded in real-time technical analysis.WTI crude oil is …
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Several OPEC+ members agreed over the weekend to unwind a small portion of their additional voluntary cuts in December, while signalling a pause in further output increases until the end of March next year. The move, largely in line with expectations, suggests the group is prioritising market stability after recent price weakness, leaving oil price…
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Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance.Monday, November 3, 2025 — Strategic Positioning: OPEC+ Pivots, Gas Momentum Sustained.As November begins, energy markets are navigating a critical strategic shift from OPEC+ and the sustained momentum in natural gas. Today, we frame the key levels, catalysts, and risks that …
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Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance.Friday, October 31, 2025 — Friday Recap.This week, we built a comprehensive narrative across geopolitics, technicals, macro policy, and inventory fundamentals. Today, we synthesize these threads and examine what Friday's price action reveals about the path forward.The week be…
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MacroVoices Erik Townsend & Patrick Ceresna welcome, Brent Johnson. They discuss why Brent says Stablecoin is going to be a game changer, even for those who aren’t interested in crypto assets. https://bit.ly/4oMi7IB 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3X396yV ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bi…
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Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance.Thursday, October 30, 2025 — EIA Inventory Reports: Crude Draws Persist, Gas Storage in Focus.Today, we examine the latest inventory dynamics for crude oil and natural gas, providing the empirical foundation for understanding supply and demand fundamentals in energy markets.Y…
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Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance.Wednesday, October 29, 2025 — Macro Context: Navigating Global Crosscurrents.Today, we zoom out from the daily market noise to examine the powerful macroeconomic and geopolitical forces shaping the energy landscape. Understanding these global crosscurrents is vital for making…
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Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance.Tuesday, October 28, 2025 — Technicals: Crude Consolidates, Gas Extends Breakout.Today, we dive into the charts, dissecting the immediate price action in crude oil and natural gas to identify the levels that matter for strategic positioning.Crude oil is working to consolidate…
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After briefly threatening to fall below $60/b last week, Brent crude has staged a strong recovery, climbing back above $65/b. The rebound reflects a shift in market sentiment, driven by new U.S. sanctions on Russian oil majors, easing trade tensions between the U.S. and China, and a broader improvement in global risk appetite. Please note: this pod…
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Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance. Monday, October 27, 2025 — Strategic Positioning: Crude's Geopolitical Jolt, Gas's Unwavering Momentum. As we kick off the week, energy markets present a landscape transformed, with crude oil experiencing a geopolitical jolt and natural gas demonstrating unwavering momentum.…
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Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance. Friday, October 24, 2025 — Friday Recap: Crude's Geopolitical Reversal, Gas's Unyielding Strength. As we close out a high-impact week in energy markets, the narrative has been one of dramatic shifts and unwavering resilience. We began the week with crude oil facing an entren…
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MacroVoices Erik Townsend & Patrick Ceresna welcome, Adam Rozencwajg. They discuss all things commodities from gold to oil to uranium. https://bit.ly/4oFcfAZ 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3L28R4t ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: htt…
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Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance. Thursday, October 23, 2025 — EIA Inventory Reports: Crude Draws, Gas Storage. Today, we cut through the noise with the latest U.S. Energy Information Administration inventory reports, revealing critical shifts in the supply-demand landscape for crude oil and natural gas. The…
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Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance. Wednesday, October 22, 2025 — Macro Context: Geopolitical Tensions & Central Bank Policy Shape Energy Outlook. Today, we pull back the lens to analyze the broader macro forces shaping global energy markets, from persistent geopolitical flashpoints to the nuanced dance of cen…
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Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance.Tuesday, October 21, 2025 — Technicals: Crude at Critical Support, Gas Breaks Higher.Today, we go deep into the charts, dissecting the technical battlegrounds for crude oil and natural gas as market dynamics continue to shift.Crude oil remains under intense technical pressure…
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Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance.Friday, October 17, 2025 — Weekly Synthesis: Crude Correction Deepens, Gas Holds Structural Strength.This week, energy markets have delivered a decisive narrative: crude oil's bearish correction has deepened, while natural gas demonstrates resilience anchored by structural de…
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Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance. Thursday, October 16, 2025 — EIA Report: Crude Inventory Build, Gas Storage Balances Outlook. Today, energy markets are fixated on the U.S. Energy Information Administration's crucial inventory reports for both crude oil and natural gas, which are released today. These figur…
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From Washington to London, the balance between growth and stability remains razor thin. In this special Investec Focus Radio UK episode, host Jeremy Maggs is in conversation with Ruth Leas, CEO of Investec UK, following the IMF and World Bank meetings. They unpack the latest global growth forecasts, the persistent challenge of inflation, and why, d…
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MacroVoices Erik Townsend & Patrick Ceresna welcome, Tian Yang. They’ll discuss the leading indicators Variant Perception uses to guide their macro strategy, what they say about growth and inflation, and how that translates to trading opportunities. https://bit.ly/3KUt5Np Variant Perception: https://variantperception.com/macro-pack/ 🔻Download Big P…
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Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance. Wednesday, October 15, 2025 — Macro Context: Oversupply Shadows Crude, Gas Exports Drive Outlook. Today, energy markets are navigating a complex macro landscape. Crude oil continues its downward trajectory, battling a looming supply glut and escalating trade tensions, while …
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Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance. Tuesday, October 14, 2025 — Technicals: Crude's Cautious Climb, Gas Holds Key Levels. Energy markets today present a nuanced technical picture: crude oil attempts a cautious climb, driven by easing trade tensions, while natural gas holds critical support despite a slight dip…
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In today’s episode, we explore the recent drop in Brent oil prices and what’s really driving the move - fundamentals or global market sentiment. From trade tensions between the US and China to shifting supply expectations, we break down the key factors shaping oil’s future and what might come next. Please note: this podcast is provided for informat…
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Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance. Monday, October 13, 2025 — Strategic Positioning: Crude Rebounds, Gas Holds Strong. Energy markets kick off the week with crude oil staging a notable rebound from recent five-month lows, while natural gas demonstrates continued resilience. This dynamic sets the stage for str…
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Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance. Friday, October 10, 2025 — Weekly Synthesis: Crude Correction, Gas Resurgence. Energy markets wrap the week with a clear split: crude prices are correcting lower as geopolitical risk premiums unwind, while natural gas maintains its robust resurgence. Crude oil faced a signif…
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MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie. They discuss all things AI in this week’s feature interview. Is it a bubble about to burst, or a new secular trend that will soon be bigger than the Internet itself? https://bit.ly/4h3y1f3 🔻Download Big Picture Trading Chartbook 📈📉: http://bit.ly/435x6ot ✅Sign up for a FREE 14-day tr…
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Energy markets stand at an inventory crossroads on Wednesday, October 8, 2025. WTI hovers near $62.4 and Brent near $65.9—firm, not fierce—while yesterday’s API reported roughly a +2.78M bbl crude build for the week ended Oct 3. That pressures the post-OPEC+ bounce (137k bpd for November) and keeps rallies tactical until the EIA confirms otherwise.…
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Energy markets stand at an inventory crossroads on Wednesday, October 8, 2025. WTI hovers near $62.4 and Brent near $65.9—firm, not fierce—while yesterday’s API reported roughly a +2.78M bbl crude build for the week ended Oct 3. That pressures the post-OPEC+ bounce (137k bpd for November) and keeps rallies tactical until the EIA confirms otherwise.…
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OPEC+ members agreed over the weekend to proceed with a modest production increase of around 137 kb/d for November, continuing the phased unwinding of last year’s voluntary cuts. While largely in line with market expectations, the decision is expected to have limited impact on overall supply given existing overproduction among several members. Plea…
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Energy markets open the week with a relief rally as OPEC+'s modest output decision eases oversupply fears, while geopolitical tensions escalate and natural gas extends gains on Monday, October 6, 2025. WTI crude rose 1.39% to $61.73 per barrel, rebounding from Friday's four-month lows after Sunday's OPEC+ meeting. Brent gained 1.39% to $65.42, clim…
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Energy markets close the week with their steepest decline since late June, as OPEC+ meeting anticipation and US government shutdown concerns overwhelm modest Friday gains on October 3, 2025. WTI crude rose 0.60% to $60.84 per barrel, settling near four-month lows despite the rebound. Brent gained 0.56% to $64.47, but both benchmarks head for approx…
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MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. Lyn picks up where Luke Gromen left off last week, sharing her views on what it would take to actually stop this train. http://bit.ly/48djn2y 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4pSOuGU ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fc…
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Energy markets digest inventory reality Thursday as EIA data contradicts API expectations, while OPEC+ meeting anticipation and demand concerns pressure prices on October 2, 2025. WTI crude edged up 0.57% to $62.13 per barrel, rebounding slightly after three consecutive days of declines but remaining near four-month lows. Brent rose 0.50% to $65.68…
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Energy markets position for today's EIA report after API delivered a surprise crude draw, while sanctions take effect and Kurdish flows continue stabilizing on Wednesday, October 1, 2025. WTI crude rose modestly to $62.56-$62.65 per barrel, recovering slightly after two days of declines. Brent climbed to $66.20-$66.25, also bouncing from recent wea…
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Energy markets consolidate Tuesday amid emerging sanctions details and stabilizing Kurdish flows, positioning ahead of tomorrow's EIA report on September 30, 2025. WTI crude fell 0.59% to $63.08 per barrel, trading in a $64.50-$65.50 range after Monday's resumption dip and last week's 5.2% rally. Brent dropped 0.7% to $68.50, below key $68 support …
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Energy markets open the week pulling back from last week's rally on Monday, September 29, 2025, as Kurdish oil flows resume but face immediate constraints, while geopolitical tensions provide a supportive floor. WTI crude slipped nearly 1% to $65.20 per barrel, extending last week's 5.2% gain but testing support after breaking $66 resistance. Brent…
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Geopolitical tensions and supply constraints are impacting energy markets. Russian diesel restrictions, continued Ukrainian strikes on refineries, and evolving U.S. policy signals have tightened supply, contributing to Brent trading above $70/b for the first time since early August. Please note: this podcast is provided for information purposes onl…
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Energy markets close the week with their strongest performance since June on Friday, September 26, 2025. Both WTI and Brent crude are heading for weekly gains of approximately 4.4%, marking their largest weekly advance in over three months, as geopolitical tensions override growing oversupply concerns. The week's rally was driven primarily by escal…
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MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They’ll discuss gold to bitcoin to stocks. And of course no Luke Gromen interview would be complete without an update on Luke’s outlook for the U.S. Dollar. https://bit.ly/4nn8U9t 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/46B94Tk ✅Sign up for a FREE 14-day trial at B…
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Energy markets face a critical inventory paradox on Thursday, September 25, 2025. While current EIA data shows surprising crude draws of 607,000 barrels (against expectations for builds), gasoline down 1.1 million barrels, and distillates falling 1.7 million barrels, the bigger picture reveals mounting oversupply pressures ahead.OPEC+ production su…
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Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance. Wednesday, September 24, 2025 — Macro Context. Under 4 minutes. Opening snapshot (quick): WTI ~$62 testing $61.92. Brent ~$66.1. Henry Hub ~$2.80/MMBtu (range low). USO ~$73.45. UNG ~$12.15. UST 10Y ~4.12%–4.15%. Macro: Fed -25 bps digested; softer dollar mildly supportive, …
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Energy Markets Daily's Tuesday Market Analysis - September 23, 2025. Under 4-minute briefing for energy executives and institutional capital. Opening snapshot: WTI $62.00/bbl (-0.45% daily, fifth consecutive session decline), Brent $66.25/bbl (-0.48% daily, extending losses to fifth session), Henry Hub $2.80/MMBtu (testing bottom of trading range).…
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Despite stepped-up Ukrainian strikes and fresh EU measures aimed at curbing Russian oil exports, Brent continues to trade in the $65–$70 range. Market sentiment remains cautious, with limited signs of momentum ahead of the September OPEC+ meeting. Please note: this podcast is provided for information purposes only and should not be construed as an …
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Energy Markets Daily's Monday Strategic Positioning - September 22, 2025. Under 4-minute briefing for energy executives and institutional capital. Opening snapshot: WTI $63.02/bbl (recovering from weekly decline, Asian trading higher), Brent $67.06/bbl (November delivery, up during Asian hours), Henry Hub $2.93/MMBtu (+1.30% daily rebound). Energy …
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Energy Markets Daily's Friday Weekend Wrap - September 19, 2025. Under 4-minute briefing for energy executives and institutional capital. Opening snapshot: WTI $63.57/bbl (flat daily, +1.38% monthly), Brent $67.52/bbl (+0.12% daily, +1.03% monthly), Henry Hub $2.94/MMBtu (flat daily after volatile week). Energy ETFs: USO $74.69 (-0.37%), UNG $12.67…
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MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They discuss deflation, precious metals, equities, China, energy markets, and much more. https://bit.ly/3VqJY4t 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3KsOX25 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Pat…
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