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Macro Voices

MacroVoices #394 Louis-Vincent Gave: China, Energy & More

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 โ€ข 3.4K Ratings

๐Ÿ—“๏ธ 21 September 2023

โฑ๏ธ 72 minutes

๐Ÿงพ๏ธ Download transcript

Summary

MacroVoices Erik Townsend and Patrick Ceresna welcome back Gavekal co-founder, Louis-Vincent Gave to the show. Louis and Erik will discuss the economic situation in China, inflation, energy prices, and much more. https://bit.ly/3rlVliz Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading chartbook ๐Ÿ“ˆ๐Ÿ“‰ https://bit.ly/3sVfw7q โœ…Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Transcript

Click on a timestamp to play from that location

0:00.0

This is MacroVoices, the free weekly financial podcast targeting professional finance, high

0:13.6

net worth individuals, family offices, and other sophisticated investors. MacroVoices

0:19.6

is all about the brightest minds in the world of finance and macroeconomics telling it

0:24.4

like it is, bullish your bearish, no holds barred. Now here are your hosts, Eric Townsend and

0:30.8

Patrick Ceresna. MacroVoices episode 394 was produced on September 21st, 2023. I'm Eric Townsend.

0:40.2

Gav Calco, founder, Louis Vincent Gav returns as this week's feature interview guest.

0:44.4

Louis and I will discuss the economic situation in China, inflation, energy prices, and much more.

0:51.1

My new docu-series Energy Transition Crisis has been well received thus far, and you can watch it

0:56.7

for free at energytransitioncrisis.com. A few of you even subscribed to the Energy Transition Crisis

1:03.4

YouTube channel, and boy, I'd sure appreciate it if more of you would do that because it's going

1:07.9

to be the one thing that makes a huge difference in terms of getting the word out about this new

1:13.2

docu-series. A few of you have asked if you can help in other ways, and the answer is I would love

1:18.5

any help that listeners can provide in promoting this series on social media, especially by viewers

1:25.1

whose social media reach includes Generation Z and Millennials. So if you want to help,

1:30.5

please post links to the trailer or to your favorite episode all over social media.

1:35.5

And I'm Patrick Ceresna with the Macros scoreboard week over week as of the close of Wednesday,

1:40.8

September 20th, 2023. The S&P 500 December futures were down 155 basis points closing at

1:48.6

44.47. Some pretty decisive settling in the post-FOMC period will take a closer look at that chart

1:55.6

and the key technical levels to watch in the post-game segment. The US dollar index up 66 basis points

2:02.0

to 1544. This is continuing to trade along its 2023 highs that November crude oil contract

2:10.8

up 129 basis points to 8966. We'll look at that chart in the post-game and Eric will have the EIA

2:17.8

inventory data. The December gold contract up 176 basis points at 1967, but it's a deceptive

...

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