MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 8 February 2024

⏱️ 69 minutes

🔗️ Recording | iTunes | RSS

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Summary

MacroVoices Erik Townsend & Patrick Ceresna welcome back Gavekal Founder, Louis-Vincent Gave. Erik & Louis discuss commodities, China, the Electric Vehicle Implosion, and why Louis says this feels like 1999 all over again. https://bit.ly/3wgMjFA ⚫ Follow Louis on X: https://twitter.com/Gave_Vincent ⚫ Find Out More About Gavekal: https://web.gavekal.com/ 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3SOovls ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ 🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 🔴 Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr 🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y 🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Transcript

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0:00.0	This is macro voices, the free weekly financial podcast targeting professional finance, high net worth
0:14.2	individuals, family offices, and other sophisticated investors.
0:18.0	Macro Voices is all about the brightest minds in the world of finance and macroeconomics telling it like it is,
0:25.6	bullish or bearish, no holds barred.
0:28.3	Now here are your hosts, Eric Townsend and Patrick Sorezna.
0:40.1	Macro Voices episode 414 was produced on February 8th, 2024.
0:41.2	I'm Eric Townsend. Gavkal co-founder Louis Vincent Gav returns as this week's feature interview guest.
0:47.0	We'll discuss China, the electric vehicle implosion,
0:50.0	and why Louis says this feels like 1999 all over again.
0:54.9	I'm going to be doing an X-Spaces interview hosted by our friend Dr. Anasolhaji at 2 p.m.
1:00.3	Eastern time on Sunday, February 11th.
1:03.4	The topic is the nuclear renaissance and where it's headed.
1:06.7	I'll be a panelist alongside Uranium Insider newsletter publisher Justin Hewn and Copenhagen Atomic founder Thomas Jam
1:14.2	Patterson. Follow Anas Al-Haggy that's at ANAS-A-J-I on X to be notified when this spaces session begins.
1:25.0	We'll do our best to get a link in the research roundup email as well,
1:28.0	but please understand if that doesn't happen due to production deadlines.
1:32.0	And I'm Patrick Serresnana with the macro scoreboard week over week as of the close of Wednesday,
1:36.8	February 7, 2024.
1:39.4	The S&P 500 March futures were up 298 basis points trading at 5,015.
1:46.6	The breakout of the 5,000 level will lead to the attention of much of the media.
1:50.6	We'll take a closer look at that chart and the key technical levels to watch in the post-game segment.
1:55.9	The US dollar index up 52 basis points, trading out 104.05, the March W.T.I. Cr crude oil down 262 basis points trading down to 7386. We'll take a look at that
	...

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