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Real Vision: Finance & Investing
How to Profit in a Crash or a Boom ft. Louis-Vincent Gave & Harris Kupperman
Oct 7, 2023
Louis-Vincent Gave and Harris Kupperman discuss the emerging bull market in emerging markets, the debasement of Western currencies, and the underinvestment in energy leading to a structural energy crisis. They also explore the investment thesis on the energy sector, focusing on uranium, and discuss the significant net migration to Florida and the reasons behind it. The podcast ends with a discussion on China's strategy and upcoming episodes on macro energy and industrial material connections.
01:13:27
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Quick takeaways
- Emerging markets, excluding China, are outperforming Western markets in currencies, bonds, and equity markets.
- Western currencies, including the US dollar, are being debased due to unsustainable fiscal and monetary policies enacted during the COVID crisis.
Deep dives
Emerging markets as a deep structural trend
Emerging markets, excluding China, are experiencing a structural bull market. Countries like India, Indonesia, Brazil, Mexico, and Argentina are outperforming Western markets in various aspects, like currencies, bonds, and equity markets.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode