Is the U.S. economy as strong as it looks, or are we being misled by flawed data? In this hard-hitting interview, Gavekal co-founder and CEO Louis-Vincent Gave joins James Connor to unpack the growing disconnect between economic headlines and financial reality. They explore why job numbers keep getting revised, why inflation feels worse than reported, and how the Federal Reserve’s credibility is being questioned, even from within. Louis also shares why he believes the U.S. dollar is entering a long-term decline, and why the narrative around China’s economic weakness is both overstated and misunderstood.
Key insights include:
- Why the U.S. dollar is losing its safe-haven status
- What falling U.S. confidence means for markets
- Why China’s stock market may be the biggest bull run nobody believes in
- Why China’s energy strategy is leaving the West behind
- Why a surge in energy prices could wreck portfolios overnight
- And how a weak dollar + capital flight is creating huge tailwinds for emerging markets, commodities, and value stocks
Don’t miss this macro masterclass from one of the most respected global strategists in the world.
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Chapters:
0:45 - Sunny in Vancouver… But Storms Brewing in Markets
1:27 - Jobs Report Shock: Are the Numbers Lying?
5:19 - Trump Targets Labor Data: Is He Right to Be Skeptical?
10:48 - Fed Drama: Why Two Members Broke Ranks
15:18 - Powell Under Pressure: Political Pawn or Policy Leader?
17:56 - Inflation Illusion? What You’re Really Paying
25:58 - The Dollar’s Losing Streak: Is Its Reign Ending?
32:05 - The September Fed Decision: Pivot or Pause?
33:37 - China’s Slowdown: What It Means for Global Markets
38:57 - China: The World’s Electricity Powerhouse?
47:25 - Wealthion Golden Nugget: Where Is The Value — China or USA?
52:14 - Can Mark Carney Save Canada’s Economy?
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#Wealthion #Wealth #Finance #Investing #MacroEconomics #JobNumbers #USdollar #EmergingMarkets #ChinaEconomy #GlobalInvesting #Inflation #FederalReserve #Energy #China #USA #Geopolitics #DeDollarization
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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
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