Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
Apr 14, 2025
Louis-Vincent Gave, Founding Partner and CEO of GaveKal, delves into the macroeconomic fallout of Western sanctions following Russia's invasion of Ukraine. He discusses the freezing of assets and its implications for energy prices and military spending. Gave also addresses how these geopolitical shifts may affect China's ambitions, emphasizing the need for unique investment strategies in emerging markets. His insights reflect a deep understanding of global economics shaped by his rich background in research and macro trends.
45:12
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Quick takeaways
- The podcast explores how rapid government sanctions against Russia may undermine trust in Western financial systems and impact global capital flows.
- Louis-Vincent Gave discusses the short-term military spending increases as a misguided response to the deeper economic consequences of geopolitical tensions.
Deep dives
The Evolution of GovCal and Its Unique Position
GovCall, co-founded by Louis Vincent Gov and his father, stands out in the financial world due to its dual role as both a research provider and a money manager. Established in 2000, the firm focuses on macroeconomic research and asset management, particularly concentrating on the Chinese markets. With a team dedicated to producing independent research, GovCal has become a respected source for global economic insights. Louis's background, including military service and work in finance, combined with his father's experience in asset management, laid the groundwork for the company's formation and growth.
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