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Louis-Vincent Gave

Founding Partner and CEO of GaveKal, a leading independent provider of macro research, and GaveKal Capital, a manager of $2.7 billion in assets. A go-to source for creative research on global economics and asset allocation, particularly in China.

Top 10 podcasts with Louis-Vincent Gave

Ranked by the Snipd community
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264 snips
Apr 14, 2025 • 1h 2min

Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)

Join James Aitken, founder of Aitken Advisors, Louis-Vincent Gave, co-founder of Gavekal Research, and Marko Papic, chief strategist at BCA Research, as they dive into the complexities of geopolitical uncertainty impacting global investments. They discuss the changing dynamics of the bond market and the decline of U.S. exceptionalism amidst rising international markets. Insights on adjusting investment strategies in response to currency fluctuations and the risks tied to structured products reveal the need for a nuanced approach in a rapidly evolving landscape.
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107 snips
Aug 20, 2024 • 1h 31min

7 Ideas for Investing in Uncertain Times | Louis-Vincent Gave

In this discussion, Louis-Vincent Gave, a macro analyst and co-founder of Gavekal Research, shares his bold investment strategies for navigating today’s uncertainty. He emphasizes the pitfalls of traditional strategies like the 60/40 model, promotes investment in Asian markets, and explores the implications of rising inflation on asset choices. With insights on the bond market's challenges and the allure of cryptocurrencies, he encourages listeners to rethink their investment approaches in a rapidly changing economic landscape.
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70 snips
Sep 21, 2023 • 1h 12min

MacroVoices #394 Louis-Vincent Gave: China, Energy & More

Louis-Vincent Gave, co-founder of Gavekal, discusses China's economic situation, inflation, energy prices, and the potential shift away from using dollars in energy trade. They also explore rising energy prices, Putin's motivations, and analysis of gold, volatility index, copper, and uranium charts.
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69 snips
Oct 20, 2022 • 1h 22min

MacroVoices #346 Louis-Vincent Gave: The Xi Pivot vs. The Powell Pivot

MacroVoices welcomes Gavekal co-founder, Louis-Vincent Gave to the show. Louis says when China’s Xi Jinping pivots from zero COVID policy to re-opening the Chinese economy, it will send a macroeconomic shock wave through global markets that will re-ignite inflation and have more overall effect than the Fed pivot most market participants are obsessed with. https://bit.ly/3SlOm0q Download Big Picture Trading chartbook 📈📉 https://bit.ly/3TIFe7r ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J   Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://bit.ly/3SqTy45   Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
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57 snips
Jan 22, 2025 • 1h 24min

Why Chinese Bond Yields Have Collapsed | Louis Vincent Gave’s Bull Case For Chinese Stocks and Chinese Property Bonds

Louis Vincent Gave, the Founding Partner and CEO at Gavekal, offers a compelling dive into China's economic landscape. He discusses the surprising resilience of Chinese bond yields amid a shaky stock market and the complexities of financing for entrepreneurs. Gave explores the booming electric vehicle sector, contrasts investment versus consumption dynamics, and evaluates the shifting U.S.-China relations. He also addresses the landscape of Chinese venture capital and the implications for future investments, painting a nuanced picture of China's economic potential.
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54 snips
Dec 6, 2023 • 1h 17min

Louis-Vincent Gave & Harris “Kuppy” Kupperman: De-Dollarization, De-Sinafication & The Commodity Bull Market | #511

Louis-Vincent Gave and Harris “Kuppy” Kupperman discuss various interesting topics in this podcast: emerging markets, the impact of the energy transition on commodities like oil and uranium, stealth bull markets in Japan and India, Mag7, Argentina, Turkey, aviation sub-assembly stocks, geopolitical consequences of trade restrictions, market sentiment, uranium market factors and challenges, overlooked potential in the aviation industry, and criticism of Calpers.
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41 snips
Aug 8, 2024 • 1h 32min

MacroVoices #440 Louis-Vincent Gave: What Just Happened?

Louis-Vincent Gave, an expert in global economics and financial markets, discusses crucial trends shaping the landscape. He predicts potential rate cuts by year-end and dives into the implications for the USD, as well as precious and base metals. Their conversation also explores China's evolving energy policies and its impact on the global economy. Gave elaborates on the dynamic uranium market as a promising investment amidst volatility, while shedding light on the interconnections between demographic challenges and inflation in welfare states.
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30 snips
May 20, 2024 • 41min

China & the American Imperial Economy | Louis-Vincent Gave

Gavekal CEO Louis-Vincent Gave discusses US re-industrialization, Chinese 'deflationary boom', and de-dollarization. They explore structural high inflation in the US and Europe, semiconductor and electric vehicle advancements in China, and the unsustainable American imperial model. The conversation touches on the need for US industrial policy, wealth divide exacerbation, and the impact of de-dollarization on the global economy.
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26 snips
Mar 9, 2023 • 1h 10min

MacroVoices #366 Louis-Vincent Gave: Staying Humble in Troubling Times

MacroVoices Erik Townsend welcomes Louis-Vincent Gave to the show to discuss a number of big-picture factors driving the markets, ranging from geopolitical escalation risks to Chinese demand to why precious metals haven’t responded more to geopolitical risk escalation. https://bit.ly/3mzsKDH   Download Big Picture Trading chartbook 📈📉https://bit.ly/3JpptQi ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J   Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y   Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
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20 snips
Apr 14, 2025 • 45min

[REPLAY] Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)

Louis-Vincent Gave, Founding Partner and CEO of GaveKal, delves into the macroeconomic fallout of Western sanctions following Russia's invasion of Ukraine. He discusses the freezing of assets and its implications for energy prices and military spending. Gave also addresses how these geopolitical shifts may affect China's ambitions, emphasizing the need for unique investment strategies in emerging markets. His insights reflect a deep understanding of global economics shaped by his rich background in research and macro trends.