Millennial Investing - The Investor’s Podcast Network

MI235: Investing in Uncertain Times w/ Louis Gave

Nov 15, 2022

01:00:55

Highlights

AI Chapters

Episode notes

How to Make Money in Financial Markets

01:34

The Chinese Government Needs to Guarantee Bank Deposits

01:26

The Performance of Gold This Year Is Disappointing, Right?

01:31

Investing in Uncertain Times

03:30

Introduction

2min

Millennial Investing by the Investors Podcast Network

4min

Do You Think We're in a Recession?

2min

Is This Kind of a Good Time to Buy the Dip?

3min

How to Make Money in Financial Markets

4min

Emerging Market ETFs - What's the Best Way to Get Exposure?

4min

Is Xi Jinping a Dictator for Life?

5min

Payroll Tax Refund - What You Need to Know

2min

Investing in Uncertain Times

3min

10.

Investing in Emerging Market Bonds

4min

11.

The Six Buckets When You Buy Assets

2min

12.

The Four Quadrant Framework

4min

13.

The Performance of Gold This Year Is Disappointing, Right?

3min

14.

Millennial Investing Podcast - Iowa Economic Development Authority

4min

15.

Are We Going to Have a Deflationary Environment?

3min

16.

Will Energy Prices Come Back Down?

2min

17.

China, the Dollarizing Their Economy?

6min

18.

How Soon Will the US Dollar Depreciate?

5min

19.

Gafcal - How Do You Get Started?

2min

20.

The Investors Podcast Network - We Study Billionaires

2min

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.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Check out: Gavekal Research.
Check out Louis’s Book: Avoiding the Punch: Investing in Uncertain Times.
Related Episode: Risk Management Techniques & Studying Warren Buffett w/ Max Rudolph - MI193.

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