This week's feature interview guest is gav cal co founder louis vincent gave eric his outlook on markets and where things are headed. Louis, a french guy who founded his institutional research company in hong kong because at the time, hongkong and asia in general was very much the up and coming place. And after hearing david rosenberg last week tell me that he's not at all concerned about foreign investiture of us,. i really wanted to get another opinion, because i think it is a major factor. I wanted to hear from somebody who has an international perspective and comes at markets not necessarily from a north american point of view.
MacroVoices Erik Townsend and Patrick Ceresna welcome Gavekal co-founder Louis-Vincent Gave to the show. Louis has a different take on the impact of U.S. seizure of foreign-owned assets, and he also shares his outlook for bonds, the dollar, stocks, and precious metals. https://bit.ly/3G5dOmI
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