Is Xi Jinping a Dictator for Life?

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The big question is, does Li Ke Zhang now get replaced with Xi Jinping crony? The second thing will be whether there's any announcements on COVID and if they are, what are they? Do they sound hawkish or do they sound fairly dovish? And a positive sign here, it looks like they might be easing up a little bit. Hong Kong is reopening, which could also be a sign that maybe they're thinking of loosening.

IN THIS EPISODE, YOU’LL LEARN:

02:52 - Louis’s current assessment of the global economy and financial markets.
06:15 - Why Louis thinks the current price of the S&P has not fully priced in the risks of a recession.
07:52 - Is now the time to buy the dip or remain more defensive?
07:52 - How to approach investing in a bear market, and what investments Louis sees as the most promising sectors.
10:39 - Why he believes the energy sector is in a new structural bull market.
17:54 - Louis’s outlook on Chinese equities including Alibaba, and emerging markets.
26:08 - How to construct a well built portfolio using Louis’s 6 building blocks framework, and examples of investments that fall into each.
36:26 - Louis’s 4 quadrant framework used to link different macro environments to an appropriate investing strategy.
40:49 - Why gold hasn’t performed as expected this year in USD terms, and Louis outlook going forward.
47:48 - Why Louis thinks moving to a deflationary bust is not likely.
52:40 - The risk of China de-dollarization, what this means and what implications this would have for global markets.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

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Related Episode: Risk Management Techniques & Studying Warren Buffett w/ Max Rudolph - MI193.

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