All-Stars #99 Louis-Vincent Gave: We’re experiencing three crises disguised as one!

Macro Voices

Hedge Fund Manager Erik Townsend

Investing, Business, Business:investing

4.8 • 3.4K Ratings

🗓️ 30 March 2020

⏱️ 15 minutes

🔗️ Recording | iTunes | RSS

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Summary

All-Star Louis-Vincent Gave returns to explain why the markets are currently enthralled in not just one but three simultaneous crises. Link: https://bit.ly/3avksSv

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.
0:30.9	Macrovoises All Stars Episode 99 was recorded on March 30, 2020.
0:36.8	I'm Eric Townsend.
0:38.5	This episode of Macrovoises All Stars is brought to you by top traders on Plugged.com,
0:44.0	the leading podcast when it comes to quant and rules based investing.
0:48.4	I'll tell you how to claim a free copy of their new guide to the best investing books ever written
0:54.4	at the end of this episode.
0:56.6	Joining me today is GavCal co-founder Louis Vincent Gav.
1:01.1	Louis, some of the time when you're not in the beautiful ski resort town of Whistler,
1:06.0	you're in Hong Kong.
1:07.5	And it seems to me like not enough people in the West are talking about the fact that
1:13.7	Hong Kong Singapore, Taiwan, these are countries that went through the SARS crisis in 2003.
1:20.8	When confronted with this crisis, it seems to me like both the government and society
1:26.5	at large knew what to do and they managed to get it contained.
1:30.3	Obviously they had deaths, they had cases.
1:32.4	It was a big deal, but it was nowhere close to as big of a deal as Italy has experienced,
1:38.0	or as the US is about to experience.
1:40.6	You have both run a company in Hong Kong, had employees in Hong Kong and lived there for many
1:46.3	more years than I have.
	...

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