Thank you for checking out The Front Row Podcast and my interview with Louis Vincent GaveAfter receiving his bachelor's degree from Duke University and studying Mandarin at Nanjing University, Louis joined the French Army where he served as a second lieutenant in a mountain infantry battalion. After a couple of years, Louis left the army and joined Paribas where he worked as a financial analyst—first in Paris, then in Hong Kong.Louis left Paribas in 1998 to launch Gavekal with his father Charles and Anatole Kaletsky. The idea at the time was that Asia was set to become an ever more important factor in global growth, and that consequently Gavekal needed to offer its clients more information, and more ideas, relating to Asia.Louis has written seven books, the latest being Avoiding the Punch: Investing in Uncertain Times which reviews how to build a portfolio at a time of rising geostrategic strife, and when very low interest rates and stretched valuations on most assets announce constrained returns on most assets over the next decade.TIMESTAMPS:00:00 Trailer & Intro01:35 The Significance of 2018 in US-China Relations08:36 The Shift in China's Industrial Policy16:37 China's Response to US Technology Embargoes22:17 The Economic Pain of De-Westernization26:40 The Future of US-China Relations and Supply Chains31:02 The Economic Landscape of Europe32:06 The Fallout of the Ukraine War37:03 The Future of NATO and the EU37:28 Europe's Relationship with China39:28 The US-China Dynamic41:18 Investing in China: Opportunities and Challenges48:22 China's Engineering Talent and Innovation52:50 The Future of the US Economy56:47 AI Development: US vs. China01:03:11 Southeast Asia's Tech Landscape01:06:56 Career Advice for New GraduatesFull transcripts of episodes can be found here: https://www.ykeith.com/tag/podcast/Feel free to mingle in the comments below or head to...Instagram: https://www.instagram.com/frontrow.65/Linkedin: https://www.linkedin.com/in/keith-yap/Website: www.ykeith.comEmail: keith@frontrow65.coGet access to every episode by subscribing for free on Spotify: https://creators.spotify.com/pod/show/keith-yap8 or Apple Podcasts: https://podcasts.apple.com/sg/podcast/front-row/id1771599400
