All-Stars #89 Louis-Vincent Gave: All five pillars supporting the melt-up will come under pressure in 2020

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 20 January 2020

⏱️ 16 minutes

🔗️ Recording | iTunes | RSS

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Summary

All-Star Louis-Vincent Gave explains the five macro pillars that have driven the stock market to record highs, then explains why all five will come under pressure in 2020 Link:http://bit.ly/2ugYMJx

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.
0:29.9	Macrovoises All Stars episode 89 was recorded on January 20, 2020.
0:35.5	I'm Eric Townsend.
0:37.6	This episode of Macrovoises All Stars is brought to you by top traders on plugged.com, the
0:43.0	leading podcast when it comes to quant and rules based investing.
0:47.0	I'll tell you how to claim a free copy of their new guide to the best investing books
0:52.3	ever written at the end of this episode.
0:55.4	AvCal co-founder Louis Vincent Gav is back with us once again.
1:00.0	Louis, it's great to have you on the program.
1:01.8	I want to talk about this stock market because frankly some of the smartest minds in finance
1:07.4	have articulated incredibly good reasons to think that hey, this has got to be the top
1:12.7	because these valuations seem kind of crazy.
1:15.8	But frankly, if I just look at the tape, it seems like what's been driving this has
1:20.4	been central bank liquidity.
1:22.0	We got more central bank liquidity on tap, not less.
1:25.6	Maybe it just keeps going.
1:27.1	When does this melt up and what should we be looking for?
1:30.7	Is it time to be cautious or is it time to just keep on writing the wave?
1:34.5	Well, first of all, very happy new year to you Eric, very happy new year to all your listeners
	...

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