“I used to love MV but it’s increasingly gone off the deep end in 2022. Townsend knows about oil, but that’s where the useful part ends and the kookiness begins… Countless examples…he had to be told to stop talking about World War III earlier in the year; his obvious delight when the Anas Alhajji interview echoed his similarly off-piste views on energy doom and gloom and western economies getting screwed. He claims to not root for that stuff but his giddiness said it all…It’s pretty clear he holds fringe / borderline conspiracy theorist views. So even though I’m with him on the fundamentals / lack of capex / Eucalyptus paradox, professionals should go elsewhere for serious adult views. Worth listening to when they get Jim Bianco and a few other guests but it’s in spite of Townsend, not because of…hope they get the memo because the show used to be great.”
L/S equity PM via Apple Podcasts ·
United States of America ·
10/13/22