Top Traders Unplugged

GM46: An Emerging Market Boom of Epic Proportion ft. Louis-Vincent Gave

6 snips
Jul 5, 2023
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1
Introduction
00:00 • 2min
2
Louis Gav: The Founder and Chief Executive Officer of Gavikal
02:24 • 3min
3
The US Economy Is About to Crack
05:30 • 5min
4
The Budget Deficit and the Stock vs. Flow
10:40 • 3min
5
The Inflation Deflation Forecast
13:14 • 5min
6
The Importance of Deglobalization
18:37 • 3min
7
The Impact of China's Reopening on the Economy
21:21 • 4min
8
The Impact of Money on the Economy
24:53 • 3min
9
The Parallels Between China and Japan
27:58 • 4min
10
The Transition to a Consumer-Led Economy
31:33 • 5min
11
The Silver Lining to the Ukraine War
36:13 • 3min
12
The Demographic Transition in China
39:24 • 4min
13
The Saudi Iran Peace Deal Is a Game Changer for the Middle East
43:28 • 2min
14
The Importance of Fiscal Policy in the Middle East
45:39 • 5min
15
The Inversion of the Yield Curve in the US
50:45 • 2min
16
The Fed's Long Term Rates
53:13 • 2min
17
How to Play It in the Markets
55:19 • 4min
18
How to Be a Better Investor
59:25 • 2min
19
The Importance of Staying Well Informed
01:01:35 • 2min