MacroVoices #498 Louis-Vincent Gave: Which Megatrend Will Reshape The World?

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 18 September 2025

⏱️ 65 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They discuss deflation, precious metals, equities, China, energy markets, and much more. https://bit.ly/3VqJY4t 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3KsOX25 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Transcript

Click on a timestamp to play from that location

0:00.0	This is Macro Voices, the free weekly financial podcast targeting professional finance, high net worth individuals, family offices, and other sophisticated investors.
0:18.8	Macrovoices is all about the brightest minds in the world of finance
0:22.6	and macroeconomics telling it like it is, bullish or bearish, no holds barred. Now, here are your
0:29.1	hosts, Eric Townsend and Patrick Suresna. Microvoices episode 498 was produced on September 18th, 2025. I'm Eric Townsend.
0:40.1	As our countdown to Macrovoices episode 500 continues, our longtime listeners already knew
0:46.2	there was just no way we could possibly get through a top five countdown without
0:50.6	bringing back GavCal co-founder and Mac macrovoices rock star Louis Vincent Gav.
0:56.4	Louis and I will talk reflation, precious metals, equities, China, energy markets, and much more.
1:02.1	Then in our new postgame trade of the week segment, Patrick will translate Louis's bullish
1:06.5	view on copper into both futures and options trades. I was also interviewed by the Contrarian
1:12.0	capitalist podcast hosted by Rob Smallbone last week. Interested listeners will find the link in your
1:17.3	Research Roundup email. And I'm Patrick Suresan with the macro scoreboard week over week as of the
1:22.6	close of Wednesday, September 17, 2025. The S&P 500 index up 104 basis points trading at 6,600. The Bulls relentlessly
1:33.0	holding the mark at all-time highs post the FOMC rate cut. We'll take a closer look at that chart
1:38.9	and the key technical levels to watch in the post-game segment. The U.S. dollar index down 81 basis points, trading
1:45.8	at 9701, tested the year low, leaving the question if the dollar breakdown is imminent.
1:53.1	The November WTI crude oil contract down 24 basis points, trading at 6352, remains within a multi-month trade range the November
2:03.6	R-Bob gasoline down 150 basis points training at 197 the December gold contract
2:10.1	up 19 basis points trading at 3689 gold paused after a strong multi-week advance
2:17.4	the December copper up 22 basis points trading to 4.7 gold paused after a strong multi-week advance.
2:18.0	The December copper up 22 basis points trading to 463, uranium up 20 basis points trading to 7640,
2:26.4	and the U.S. 10-year treasury yield unchanged trading at 405.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Hedge Fund Manager Erik Townsend, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Hedge Fund Manager Erik Townsend and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.