Louis-Vincent Gave returns with a blunt assessment of a global order fraying at key seams. Construction is stalling. Trade policy is adrift. Capital is retreating from the U.S. And yet, markets hum along... propped up by AI euphoria and the illusion of fiscal permanence. In this conversation with Alan Dunne, Louis questions whether investors grasp the shifting ground beneath their feet: from rising tariff walls to energy fragility, from the quiet restructuring of China’s financial system to the early signals of capital rotation into emerging markets. If this is a transition phase, most portfolios aren’t built for what comes next.
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Episode TimeStamps:
02:20 - (Re)Introduction to Louis Gave
03:45 - Gave's analysis of the current economic data
09:45 - What causes the weakening of the economy?
11:54 - The outlook for tariffs - will they eventually become stable?
16:16 - The future for inflation - will it become more persistent over time?
20:43 - The risk factors of energy markets
25:51 - Will we see a Fed cut in September?
26:58 - Powell - in or out?
31:13 - We are seeing a paradigm shift in the US Dollar
38:26 - The outcome of the AI revolution
43:03 - Deficits are like tequila shots
46:55 - We started an equity bull market in China - but one is involved
55:49 - The impact of tariffs on global macro
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