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Louis-Vincent Gave, Gavekal - Investment Themes for 2023 | #459
The Meb Faber Show - Better Investing
Global Investors - What's the World Looking Like?
Gavcal: Big story is China's reopening, right? You have the second largest economy in the world that's been kept mothballed for three years. How much pent up demand is there going to be? How much supply chain dislocations are we going to face? What does the reopening of China tell us for the near term political health of the country? I mean, there's so many different rabbit holes. But for me, that's the big change. And it's all the more important change since we know that the US economy is slowing down.
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