MacroVoices #531 Louis-Vincent Gave: Semiconductors, AI & Iran Conflict

Macro Voices

Hedge Fund Manager Erik Townsend

Investing, Business, Business:investing

4.8 • 3.4K Ratings

🗓️ 7 May 2026

⏱️ 79 minutes

🔗️ Recording | iTunes | RSS

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Summary

MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They’ll discuss, what’s going on in the conflict and what it will mean for global markets in the coming months. https://bit.ly/42T7eeW 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3RrSGAv ✅Sign up for a FREE 14-day trial at Big Picture Trading: httphttps://secure.bigpicturetrading.com/membership/signup/fOY4YJYX 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Transcript

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0:00.0	This is Macro Voices, the free weekly financial podcast targeting professional finance,
0:13.2	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
0:22.5	and macroeconomics telling it like it is, bullish or bearish, no holds barred. Now, here are
0:28.9	your hosts, Eric Townsend and Patrick Suresna. Macrovoices episode 531 was was produced on May 7, 2026.
0:38.7	I'm Eric Townsend.
0:40.1	It's been another roller coaster week in the Iran conflict, with the on-again, off-again
0:44.7	signaling about ceasefires and peace talks leading to plenty of market volatility.
0:50.5	Gav-Cal co-founder, Louis Vincent Gav, returns as this week's feature interview guest, to dissect what's going on in the conflict and what it will mean for global markets in coming months.
0:59.9	We'll also touch on China and precious metals.
1:02.9	Then be sure to stay tuned for our postgame segment after the feature interview when Patrick's trade of the week will explore a setup built around Louis Gav's view that countries and corporations are entering a new era of strategic commodity stockpiling.
1:18.3	And then we'll have our usual coverage of all the markets with Patrick's postgame chart deck.
1:23.0	The feature interview was recorded on Monday, well before crude oil prices collapsed in the
1:28.4	wee hours of Wednesday morning on rumors of a peace deal that were still unconfirmed as of
1:34.4	recording time early Thursday morning. I'll have an update on the latest in the crude oil
1:39.8	coverage in our postgame segment. There's also big news for our listeners who invested in
1:45.6	Allo Atomics after CEO Matt Lozac appeared on this podcast two months ago. I'll cover that news
1:52.1	when we touch on uranium in the post-game segment after the feature interview. And I'm Patrick
1:57.2	Serresno with the macro scoreboard week over week as of the close of Wednesday, May 6,
2:02.0	2026. The S&P 500 index up 32 basis points training at 7365. The market continues to rip to 52 week highs
2:12.4	as semis lead the way. We'll take a closer look at that chart and the key technical levels to watch in the
2:18.9	postgame segment. The US dollar index down 97 basis points to 9801. The June WTI crude oil contract
	...

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