

MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999
13 snips Feb 8, 2024
Louis-Vincent Gave, Founder of Gavekal, joins Erik Townsend & Patrick Ceresna on Macro Voices to discuss commodities, China, the Electric Vehicle Implosion, and why Louis says this feels like 1999 all over again.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 3min
Analyzing Market Trends and Risk Management
02:50 • 6min
Central Bank Stimulus and Global Economic Outlook
08:20 • 11min
Commodity Demand and China's Reopening
19:05 • 8min
China's Potential as a Global Energy Leader
27:22 • 24min
Crude Oil Inventory Data, US Production, and Market Recovery
51:30 • 10min
Currency Levels and Gold Futures Breakout
01:01:30 • 2min
Gold, Uranium, and High-Yield Bonds: Short-Term Outlook and Market Trends
01:03:19 • 6min