He’s back… my friend Louis Gave, CEO of Gavekal Research, Asian markets expert and a longtime favorite at the Strategic Investment Conference.
The last time Louis and I spoke on Global Macro Update, viewers left a slew of positive comments such as “I hope we will see much more of Louis Gave” and “Louis is a wealth of information, much of which I’d never encountered from another source.”
I couldn’t agree more, which is why I’m so glad to welcome him back.
Today, in the latest edition of Global Macro Update, Louis gives a contrarian view on China’s so-called economic crisis, with data to back up his argument. He also shares his top investment themes and “the real story of the summer.”
In our interview, you’ll also hear:
How the Fed prioritizes its unspoken third mandate above all else
What the United States’ $30+ trillion debt train means for the US dollar
Louis’ take on the reshoring trend—and the one area of manufacturing where the US has a true advantage.
You can listen to my conversation with Louis Gave on YouTube by clicking the image below.
A full transcript of our conversation is available here.
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Best regards,
Ed D’Agostino
Publisher & COO
