Macro Voices MacroVoices #394 Louis-Vincent Gave: China, Energy & More
70 snips
Sep 21, 2023 
Louis-Vincent Gave, co-founder of Gavekal, discusses China's economic situation, inflation, energy prices, and the potential shift away from using dollars in energy trade. They also explore rising energy prices, Putin's motivations, and analysis of gold, volatility index, copper, and uranium charts.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 3min
China's Economic Situation and Geopolitical Insights
02:54 • 18min
Potential Shift in Energy Trade and Implications for Global Financial System
21:07 • 2min
Rising Energy Prices and Geopolitical Implications
23:31 • 26min
Discussion on Putin's motivations, energy risks, and portfolio construction
49:36 • 5min
Oil Drawdowns and Price Speculation
54:49 • 10min
Analysis of Gold, Volatility Index, Copper, and Uranium Charts
01:04:28 • 4min
Conclusion and Sponsorship Acknowledgements
01:08:06 • 3min