Navigating Economic Uncertainties

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This chapter features a macro investor analyzing the complexities of today's economic landscape, highlighting the challenges faced by welfare states and the implications of market anomalies. The discussion also delves into the current bear market dynamics, recent cryptocurrency fluctuations, and the contrasting performance of assets like gold amidst growing financial risks.

In this episode, Ryan is joined by Louis-Vincent Gave, a macro analyst with 7 bold investment ideas to help you navigate the chaos. From avoiding the bond market’s pitfalls to rethinking the 60/40 strategy and why Asia is the future, Louis' ideas are thought-provoking and actionable. Whether you’re worried about a recession or curious about crypto, these ideas will give you new insights into where to put your money. This and all Bankless content is never financial advice.

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------ TIMESTAMPS

0:00 Intro 4:43 Louis Intro 5:05 Louis Book & Theme 6:30 Current Decade Uncertain? 9:49 Crisis in Asia - 3 Anomalies 15:21 Bear Market: Crypto vs. Equity 23:05 Bond Investors Losing Money 26:25 Who’s Buying Bonds? 29:16 Pension Funds & Math 33:35 Current Safe Investments? 40:29 Current Ideal Portfolio 50:22 Equity U.S. vs. Others 54:00 Ryan’s Countertakes 55:10 Louis on U.S. Property Rights 57:25 Louis on U.S. Tech 1:00:56 U.S. vs. China 1:04:34 Non-U.S. Equity 1:06:32 Value Over Growth 1:11:04 What’s Warren Waiting For? 1:13:06 Home Bias & Base Case 1:18:46 Dollar Devaluing 1:24:18 Louis on Crypto 1:27:09 Bitcoin vs. Gold 1:28:20 Louis’s Dad & Crypto 1:29:30 Closing & Disclosures

------ RESOURCES

Louis https://x.com/gave_vincent https://web.gavekal.com/ https://evergreengavekal.com/

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠