
MI235: Investing in Uncertain Times w/ Louis Gave
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Millennial Investing by the Investors Podcast Network
Louis Vincent Gove: We've just had three negative quarters for equities. The potential I think for a rally, even if not a new bull market, but a rally is there. For me, the potential catalyst is actually not a Fed pivot, but a Xi Jinping pivot. If obviously China was unleashed, then you'd probably see a rebound in growth and with that a rebound in fairly beaten up assets.
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