What podcasts say about Louis Vincent Gav
Every statement, with the speaker, the exact quote and the moment it was said.
What Louis Vincent Gav has said on podcasts
8 statements · 1 positive · 7 negative
A French euro exit would severely damage European and global insurers.
“if France goes down this path, the first thing you do is essentially you blow up the European insurance industry and probably the global”
Open the episode · MacroVoices #554 Dr. Anas Alhajji + Louis-Vincent Gave: Developing Crises in Middle-East and FranceListen at 1:02:59
French debt redenomination could cause serious problems for major French banks.
“That could create some serious, serious mishaps.”
Open the episode · MacroVoices #554 Dr. Anas Alhajji + Louis-Vincent Gave: Developing Crises in Middle-East and FranceListen at 1:03:48
A French default, restructuring, or euro exit could fundamentally alter the euro.
“if France defaults on its debt, restructure on its debt, leaves the euro, pick any scenario, if any one of those things happens, It's very hard to see the euro surviving as it is today.”
Open the episode · MacroVoices #554 Dr. Anas Alhajji + Louis-Vincent Gave: Developing Crises in Middle-East and FranceListen at 1:06:20
Investors should sell the euro against European peripheral currencies.
“the smartest trade at this stage, is to sell the euro against all the European peripheral currencies.”
Open the episode · MacroVoices #554 Dr. Anas Alhajji + Louis-Vincent Gave: Developing Crises in Middle-East and FranceListen at 1:09:11
Investors can buy volatility on euro-yen or euro-renminbi.
“you can buy vol on euro yen or vol on euro renminbi.”
Open the episode · MacroVoices #554 Dr. Anas Alhajji + Louis-Vincent Gave: Developing Crises in Middle-East and FranceListen at 1:10:17
Rising diesel prices would worsen France’s political, fiscal, and economic conditions.
“if it gets worse, then it's hard to imagine how the political situation, the fiscal situation, the economic situation will get better in the face of diesel prices that continue to go up.”
Open the episode · MacroVoices #554 Dr. Anas Alhajji + Louis-Vincent Gave: Developing Crises in Middle-East and FranceListen at 1:12:22
Western governments are reaching their ability to cushion consumers from the energy crisis.
“I think we are reaching the limit.”
Open the episode · MacroVoices #554 Dr. Anas Alhajji + Louis-Vincent Gave: Developing Crises in Middle-East and FranceListen at 1:13:55
A prolonged energy crisis could force some countries or regions off fuel supplies.
“if this energy crisis, continues into 2027. Yeah, the big question is who gets cut off?”
Open the episode · MacroVoices #554 Dr. Anas Alhajji + Louis-Vincent Gave: Developing Crises in Middle-East and FranceListen at 1:14:08
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.