Superinvestors and the Art of Worldly Wisdom #29: Louis-Vincent Gave On Staying One Step Ahead Of The Markets
Aug 14, 2019
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Introduction
00:00 • 2min
The Importance of Family History in Finance
02:07 • 3min
The Impact of the Asian Crisis on My Career
04:43 • 3min
The Foundation of Your Investment Process
07:20 • 3min
The Three Dynamics of Currency Markets
10:30 • 2min
The Fed's Role in the US Dollar
12:32 • 2min
The Dollar Is Starting to Break Out
14:53 • 3min
The US Dollar Is Rolling Over
18:10 • 3min
The De-Dollarization of Gold
20:49 • 2min
The Importance of the US Dollar for Global Trade
22:22 • 3min
The US's Comparative Advantage
25:31 • 2min
The Importance of De-Globalization in the Economy
27:57 • 2min
The End of the Vertically Integrated Producers Cycle
29:57 • 3min
The End of Globalization
33:09 • 3min
The Relationship Between Demographics and Inflation
35:48 • 3min
The US Dollar's Deflationary Force
38:50 • 4min
The Importance of Overvalued Text Talks in Portfolios
42:26 • 4min
The Importance of Consumption
46:25 • 3min
The Future of Investing
48:57 • 4min
How to Be a Better Investor in Hong Kong
52:40 • 3min