AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
The Long View
Louis-Vincent Gave: ‘The Future Is Being Built Over There’
Feb 25, 2025
Louis-Vincent Gave, founding partner and CEO of Gavekal Group, shares his journey from France to China and his unique insights on the macroeconomic rise of China. He discusses the competitive landscape of China's automotive industry and highlights innovations like flying cars. Gave delves into China's financial resilience amid global challenges and examines geopolitics, particularly regarding Taiwan and India. He also addresses the U.S. energy landscape and dollar dynamics, emphasizing the implications for global investments and Europe's financial climate.
54:38
Episode guests
AI Summary
Highlights
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- China's significant economic growth and its implications for global markets necessitate a deeper understanding of interconnected economic dynamics.
- Gavekal Group's evolution from macroeconomic research to a hybrid financial services firm highlights the importance of adapting to market needs.
Deep dives
Understanding China's Economic Rise
The rise of China from poverty to a modern economy is acknowledged as one of the most significant macroeconomic stories in history. Having spent 25 years analyzing China's development, the speaker emphasizes the importance of recognizing China's growth trajectory and its implications for other global economies, particularly the U.S. and Europe. This interconnectedness allows for a more profound understanding of global market dynamics, influencing various investment strategies. A solid grasp of these relationships will help investors discern the impacts of market developments in one region on others, essentially revealing a global economic tapestry.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode