

Structural Inflationista (Guest: Louis-Vincent Gave)
16 snips Aug 24, 2024
Louis-Vincent Gave, an expert from Gavekal Research, returns to share insights on the stark differences between Chinese and Western capital markets. He discusses the ongoing bull market for gold and its relation to China's economic evolution, particularly the balance sheet recession. Gave also highlights challenges in China's real estate sector and contrasts it with India's growth. Additionally, the episode delves into the implications of different monetary policies, offering a light-hearted take on cultural elements like rugby.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11
Intro
00:00 • 4min
Gold and China's Economic Evolution
03:54 • 17min
China's Economic Landscape: Real Estate and Beyond
20:39 • 32min
Monetary Policies and Inflation Insights
52:37 • 7min
Rugby Culture and Influential Reads
59:09 • 4min
Exploring Growth Dynamics and Geopolitical Shifts Through Key Texts
01:03:16 • 6min
Market Dynamics and Economic Insights
01:09:03 • 16min
Navigating Market Uncertainties
01:25:08 • 22min
Navigating the Treasury Bond Landscape
01:46:46 • 3min
Beverages and Travel Tales
01:49:24 • 6min
Kangaroos, Cannabis, and Canadian Experiences
01:55:50 • 3min