Macro Voices cover image

MacroVoices #324 Louis-Vincent Gave: A Major Geopolitical Transformation Is Underway

Macro Voices

00:00

The Big Winner Will Be, Will Be Europe Along With Russia

Allof russia's commodities are now indeed going towards the chinese market. And they're going to be paid for in redmanb which, again, for china, is a massive game changer. The other big loser will be, ill be europe. It's pretty obvious who the winners and losers are. I think let's take this ge a political conversation and tie it back to what's happening to day in financial markets. There's just no reason to think that these changes an us? Or is it just coincidence? You know you look at indian government bonds and i don't really see it as being totally driven by policy. But since late february g

Play episode from 41:57
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app