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:   / gave_vincent  
⚫ Find Out More About Gavekal: https://web.gavekal.com/

00:00:00 Intro
00:01:32 Macro Scoreboard
00:03:57 Feature Interview with Louis-Vincent Gave
00:51:19 Postgame – Price vs Breadth
00:52:02 Crude Oil
00:54:30 S&P500
00:56:32 % of Stocks Above 50DMA
00:59:15 Nasdaq
01:00:00 VIX
01:01:00 US dollar
01:02:34 Gold
01:03:57 Uranium
01:04:34 SPDR
 
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