Louis Gave

Louis Gave, an international markets expert and CEO at Gavekal, shares insights on the shifting investment landscape favoring emerging markets over US tech stocks. He highlights China's aggressive monetary policies and India's rapid economic growth. Gave explains how Japan's new hawkish leadership may impact global markets and the yen carry trade. The conversation also addresses geopolitical risks, including tensions in the Middle East, and explores the opportunities in precious metals amid these shifts.

Marco Papic, Chief Geopolitical Strategist at BCA Research, and Louis Gave, Co-founder of Gavekal Research, dive into the crucial role geopolitics plays in investment decisions. They discuss Putin's strategies and the influence of populism in Europe on markets. Gave reflects on his past misjudgments regarding capital liberalization in China. The conversation also touches on the transition to a multipolar world and the rise of automation in the job market, emphasizing the evolving landscape investors must navigate.