Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
Capital Allocators – Inside the Institutional Investment Industry
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Geopolitical Shifts and Financial Strategies
This chapter explores the speaker's journey in finance and the impact of China on global economies through their firm, GAFCAL. It discusses recent geopolitical tensions, particularly sanctions on Russia, and the evolving dynamics of asset safety for wealthy individuals in emerging markets. The conversation highlights the implications of shifts in bond yields and the need for diversification in asset management amidst changing global financial landscapes.
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Transcript
