Real Vision: Finance & Investing How to Profit in a Crash or a Boom ft. Louis-Vincent Gave & Harris Kupperman
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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.
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Market Volatility Drivers
- Three structural trends are driving market volatility: emerging markets boom, Western currency debasement, and an energy crisis.
- These trends interlink and create instability.
Fiscal Policy and Market Risk
- The shift from a monetary-driven market to a fiscal-driven one creates instability.
- High fiscal spending combined with rising interest rates poses a risk to assets.
Shifting Financial Landscape
- Confiscating Russian assets undermined trust in Western financial systems, impacting US Treasury markets.
- Rising energy costs combined with increasing debt and declining productivity create a challenging economic environment.