We live in this cancel culture in the western world. The marginal buyer, since the acient crisis, has been coming out of emerging markets. Emerging market investor is now afraid of being on the wrong side of cancel culture. What i have feared is that the next battle might be the battle of china and tiwan. How close is china to potentially trying to forcefully take tian, which it claims as its back? And of course, tian doesn't see it that way.
MacroVoices Erik Townsend and Patrick Ceresna welcome Gavekal co-founder Louis-Vincent Gave to the show. Louis has a different take on the impact of U.S. seizure of foreign-owned assets, and he also shares his outlook for bonds, the dollar, stocks, and precious metals. https://bit.ly/3G5dOmI
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