October 5, 2018

Louis-Vincent Gave: Breakdown in Historical Norms between Emerging Markets and USTs

October 5, 2018

Erik Townsend and Patrick Ceresna welcome Louis-Vincent Gave to MacroVoices. Erik and Louis discuss drivers in emerging markets route, the global equity markets and how long the divergence can last between US and global equity markets. The further discuss the impact on U.S. treasuries, global de-dollarization and the dissolution of Chimerica. They look at NAFTA and the changing of the supply chain as well as the outlook for gold and precious metals.

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Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC

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Louis-Vincent Gave: Breakdown in Historical Norms between Emerging Markets and USTs

Macro Voices

Links

Past Episodes

Macro Voices Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC

Louis-Vincent Gave: Breakdown in Historical Norms between Emerging Markets and USTs

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