Louis-Vincent Gave of Gavekal discusses China's economic growth, its focus on education, and the global implications of its economic and political policies.

https://research.gavekal.com/

Steve and Louis discuss:

• (00:00) - Early life - Gave as French infantry officer
• (14:42) - Founding Gavekal
• (23:50) - Understanding China economic growth
• (32:57) - China real estate market
• (42:48) - The impact of China’s economic growth
• (48:19) - Comparing the size of the Chinese and U.S. economies
• (01:07:09) - China’s trade surplus and U.S. debt
• (01:18:11) - Will there be a U.S. debt crisis?

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Steve Hsu is Professor of Theoretical Physics and of Computational Mathematics, Science, and Engineering at Michigan State University. Previously, he was Senior Vice President for Research and Innovation at MSU and Director of the Institute of Theoretical Science at the University of Oregon. Hsu is a startup founder (Superfocus.ai, SafeWeb, Genomic Prediction, Othram) and advisor to venture capital and other investment firms. He was educated at Caltech and Berkeley, was a Harvard Junior Fellow, and has held faculty positions at Yale, the University of Oregon, and MSU. Follow him on X @hsu_steve.