MacroVoices #346 Louis-Vincent Gave: The Xi Pivot vs. The Powell Pivot

1

Introduction

00:00 • 2min

2

Oil, Natural Gas, Copper and Uranium - What's Next for Crude Oil?

01:34 • 5min

3

Macro Voices Interview With Louis Vincent Gav

06:34 • 6min

4

China's Zero COVID Policy Is a Big Anomaly in the System, Right?

12:33 • 4min

5

Covid

16:29 • 2min

6

COVID Paranoia - Is Xi Jinping in Charge?

18:39 • 2min

7

The Zero-Covid Is a Policy Mistake of Epic Proportions

20:54 • 5min

8

Xi Jinping Pivot, What Would I Buy?

25:33 • 2min

9

What President Biden Wants to Do With the No-Peck Bill?

27:49 • 2min

10

The U.S. Is Choosing to Do Divide and Conquer, Right?

30:10 • 2min

11

Why China Isn't Reopening

32:38 • 4min

12

Is Now the Time to Restart the Canadian Pipelines?

36:54 • 2min

13

Are Emerging Markets the Cleanest Dirty Shirt?

39:00 • 6min

14

Do You Have More or Less Government Intervention in Your Economy?

44:39 • 6min

15

The Bond Market Matters 10 Times More Than the Equity Markets

50:31 • 5min

16

The Bank of England Adopts Yield Curve Controls

55:33 • 2min

17

Emerging Market Bond Out Performance and Return to the Mean - That's Where I Have to Be

57:16 • 5min

18

Is China Going to Pivot?

01:02:08 • 2min

19

Is It Time for a Major Bounce?

01:04:07 • 2min

20

Is the Market Going to Stay Flat Into Elections?

01:06:11 • 3min

21

The US Dollar Is Still Up, but Is There Still Gas in the Tank?

01:09:37 • 2min

22

Is the SPR Really a Weapon to Suppress Crude Oil?

01:11:26 • 2min

23

Nacas

01:13:14 • 4min

24

Uranium Stocks - What's Next?

01:17:12 • 2min

25

MacroVoices Research Roundup

01:18:42 • 3min