All-Stars #84 Louis-Vincent Gave : Tech stocks are at the same % of SPX Composition as the 1999 high

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 16 December 2019

⏱️ 18 minutes

🔗️ Recording | iTunes | RSS

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Summary

All-Star Louis-Vincent Gave returns for an update on the S&P Christmas Rally, why Apple has outperformed despite the trade war, & Much more! Link: http://bit.ly/35sZUri

Transcript

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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.
0:29.8	Macrovoises All Stars episode 84 was recorded on December 16, 2019.
0:36.2	I'm Eric Townsend.
0:38.0	Gav Cal co-founder Louis Vincent Gav is back with us today, and this episode of Macrovoises
0:43.7	is brought to you by top traders on plug.com, which happens to be my favorite podcast when
0:48.9	it comes to quant and rules based investing.
0:51.9	Check them out, you'll be glad you did.
0:54.1	Louis on the Monday afternoon that we're speaking, the S&P is once again trading at record
1:00.8	all time highs above 3200 now.
1:05.2	What's going on here is is the driver for this, the trade negotiations, or is it about
1:11.5	the Fed and what they're doing with QE or is it something else and how do you see this
1:15.3	market?
1:16.3	Well, first of all, thanks again for having me and Merry Christmas to everyone because
1:20.6	I guess this will be released pretty close to Christmas.
1:22.8	It's a real pleasure to be back.
1:25.0	And yes, we are having a nice Christmas rally.
1:27.4	I think part of the driver is what you and I discussed in previous weeks, right?
1:33.0	Everywhere you care to look around the world, you get joint fiscal and monetary policy stimulus.
1:39.1	So yes, you just mentioned the Fed's QE.
	...

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