[REPLAY] Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
Capital Allocators – Inside the Institutional Investment Industry
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Navigating Financial Turbulence: Insights from GAFCAL
This chapter features a discussion with a financial industry expert on their journey from military service to founding GAFCAL, focusing on the dual roles of independent research and money management in Asia. The conversation addresses contemporary policy responses to crises like the COVID pandemic and the Ukraine invasion, emphasizing the need for thoughtful governance amid shifting global economic dynamics. Additionally, it explores the implications of seizing assets from oligarchs and the rising perception of asset safety in light of geopolitical tensions, particularly for wealthy investors considering alternatives like gold and Bitcoin.
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Transcript
