MacroVoices #366 Louis-Vincent Gave: Staying Humble in Troubling Times

1

Introduction

00:00 • 3min

2

Investing in Green Energy in Europe

02:51 • 2min

3

What's the Biggest Macro Theme of the Day?

04:49 • 2min

4

The Energy Transition Is a Big Change in the World

06:32 • 2min

5

Is the Global Monetary System in the Process of Change?

08:08 • 2min

6

What Is the Fed Doing?

09:47 • 2min

7

Let the Market Tell Us What's Really Going On

11:26 • 2min

8

Is There a Geopolitical Risk in Russia?

13:49 • 2min

9

Gold Is Holding Its Value in the Face of a Challenging Environment

15:39 • 2min

10

Is There a Pandemic Coming?

17:11 • 2min

11

COVID Crisis - Exogenous and Endogenous?

19:09 • 2min

12

Are You Positioning Yourself for World War III?

20:57 • 2min

13

Is It Nuclear Armageddon?

22:29 • 2min

14

The Only Winners in a War

24:11 • 2min

15

Emerging Markets Ex China Equities Are Outperforming

25:45 • 2min

16

The Energy Market's Going to the Moon, Didn't Happen

27:30 • 2min

17

Why Isn't the Energy Trade Working?

29:13 • 2min

18

The Energy Story Is a Big Dilemma

30:46 • 2min

19

The Big Problem Is Maybe We're Not Wrong, We Are Just Early

32:26 • 2min

20

The First Job of Treasuries Is to Diversify Your Equity Risk

34:07 • 2min

21

What Do US Treasuries Do for Me?

35:43 • 2min

22

Clash of Empires - The Real De-Globalization

37:21 • 2min

23

Is There a Recession in 2023?

39:30 • 2min

24

Can We Expect a Recession in the US?

41:15 • 2min

25

Is the Fed on a Title Leash?

43:10 • 2min

26

Bond Market Meltdown - The Fed Will Change Its Stripes

44:41 • 2min

27

Gavcal, Thank You for the Interview, Louis

46:17 • 2min

28

MacroVoices - The Best Thing Ever!

47:51 • 2min

29

We're Now Below the 100 Day Moving Average

49:36 • 2min

30

The Primary Trade Range Consolidation of Crude Oil Continues

52:04 • 2min

31

Is There a Fed Reversal?

54:22 • 2min

32

The QQQ on the NASDAQ - What Levels Are You Watching Here, Eric?

56:08 • 2min

33

Is the VIX Taking Away From Liquidity?

57:58 • 2min

34

Is the Dollar Index Breakout a New Uptrend?

59:35 • 2min

35

Is the Dollar Index Really Driving Gold Prices?

01:02:04 • 4min

36

Macrovoices Research Roundup

01:06:03 • 4min