Superinvestors and the Art of Worldly Wisdom

#29: Louis-Vincent Gave On Staying One Step Ahead Of The Markets

Aug 14, 2019

55:24

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Episode notes

Introduction

2min

The Importance of Family History in Finance

3min

The Impact of the Asian Crisis on My Career

3min

The Foundation of Your Investment Process

3min

The Three Dynamics of Currency Markets

2min

The Fed's Role in the US Dollar

2min

The Dollar Is Starting to Break Out

3min

The US Dollar Is Rolling Over

3min

The De-Dollarization of Gold

2min

10.

The Importance of the US Dollar for Global Trade

3min

11.

The US's Comparative Advantage

2min

12.

The Importance of De-Globalization in the Economy

2min

13.

The End of the Vertically Integrated Producers Cycle

3min

14.

The End of Globalization

3min

15.

The Relationship Between Demographics and Inflation

3min

16.

The US Dollar's Deflationary Force

4min

17.

The Importance of Overvalued Text Talks in Portfolios

4min

18.

The Importance of Consumption

3min

19.

The Future of Investing

4min

20.

How to Be a Better Investor in Hong Kong

3min

When it comes to global macro investing, Louis-Vincent Gave is one of the most interesting thinkers in the world. His firm, GaveKal, puts out some of the most compelling research on Wall Street and beyond and, as CEO, Louis' unique investment process is at the heart of it. In this episode, he discusses his family tradition in both the French military and in the capital markets, how he developed his own signature investment framework and some of the key themes driving his current views on markets around the globe. For notes and links related to this episode visit TheFelderReport.com.

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