All-Stars #102 Louis-Vincent Gave: Charting a path toward post-COVID macro reality
Macro Voices
Hedge Fund Manager Erik Townsend
4.8 • 3.4K Ratings
🗓️ 20 April 2020
⏱️ 24 minutes
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| 0:00.0 | This is a special edition of Macrovoises with hedge fund manager Eric Townsend. |
| 0:14.2 | The premier financial podcast targeting professional finance, high net worth individuals, family |
| 0:19.8 | offices, and other sophisticated investors. |
| 0:23.0 | Now for this special edition of Macrovoises, here's hedge fund manager Eric Townsend. |
| 0:30.2 | Macrovoises All Stars Episode 102 was recorded on April 20, 2020. |
| 0:36.6 | I'm Eric Townsend. |
| 0:38.3 | This episode of Macrovoises All Stars is brought to you by top traders on Plugged.com, |
| 0:43.8 | the leading podcast when it comes to quant and rules based investing. |
| 0:48.1 | I'll tell you how to claim a free copy of their new guide to the best investing books ever written |
| 0:54.1 | at the end of this episode. |
| 0:56.4 | Joining me today is Louis Vincent Gav, co-founder of GavCal. |
| 1:01.2 | Louis, I feel like everybody is so focused on, okay, peak infections, we seem to be past that point, |
| 1:08.2 | there's a light at the end of the tunnel, and I agree with that, that's great. |
| 1:11.0 | But it seems like everybody's focused on, okay, so now the economy is going to get restarted |
| 1:15.1 | and the V-shape recovery starts now. |
| 1:17.7 | I'm not sure that I'm persuaded that we're really going to have a V-shape recovery. |
| 1:21.9 | What do you think? |
| 1:22.9 | What are the major issues that we should watch for, and what do you see on the horizon? |
| 1:26.8 | Well, look, let me, I was talking with a friend of mine earlier today, and he's a big |
| 1:31.7 | very producer in France, and he was telling me that, you know, usually in France, for a thousand |
| 1:37.6 | liters of milk, when you sell it wholesale, you know, cheese makers or yogurt makers or whatever else, |
| 1:43.1 | you get anywhere from 250 to 350 euros. |
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