Louis Gave

Louis Gave, the Founding Partner and CEO of Gavekal, dives into the shifting landscape of global investments. He argues that the traditional 60/40 portfolio is losing its effectiveness, as inflation drives investors toward energy stocks instead of bonds. Gave highlights emerging markets and Latin America as hotspots for opportunity, while also expressing concerns about rising energy prices and the AI bubble. He discusses the potential impact of geopolitical shifts, emphasizing that understanding these trends is crucial for savvy investors.