Podcast appearances and mentions of louis gave

While much of Wall Street's focus over past recent years has been on the Big US Tech stocks, aka the Magnificent 7, there are an increasing number of seismic developments happening internationally investors need to be aware of. For example, emerging market stocks have positively trounced tech stocks since June. And to name just a few others: - China is now firing i's monetary and fiscal bazookas with gusto. - India is now the world's fastest growing major economy & its stock market is booming. - Japan just elected a new prime minister whose hawkish policies might end the yen/dollar carry trade. - And of course, the escalation of hostilities in the MiddleEast threaten to inject a lot more uncertainty into geopolitical and global trade. Which international trends are the most important for investors to track? What are the biggest risks? And where are the biggest opportunities? To better understand the situation from a non-US perspective, we're fortunate to welcome back to the program Louis Gave, Founding Partner and CEO at Gavekal. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #emergingmarkets #chinastocks #carrytrade --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

Louis Gave thinks that those bearish on commodities due to a potential recession are discounting the pace and size of emerging market development. Louis argues that as a new middle class establishes themselves in places like India, Latin America, and across Asia, precious metals, copper, uranium, and energy prices are headed much higher. Gavekal: https://web.gavekal.comFollow Louis on X: https://twitter.com/gave_vincent Follow Jesse Day on X: https://twitter.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

It's been too long since Jacob and Marko, cousins by choice, got together to record a podcast. They dive deep into what Trump winning the presidency again could mean for global geopolitics and trade – while addressing topics like U.S. inflation, Iran's attacks on Israel, U.S. v global investing opportunities, and…of course…hot basketball takes.--Timestamps:(00:00) - Intro(02:07) – U.S. Economy(20:17) - Israel/Iran/KSA(25:13) - What happens if Trump wins?(33:44) – Trump/Biden scenarios(38:30) - Biden's track record and trade deals(46:36) - Tariffs(59:36) - Multipolarity, bipolarity, charts and the future(1:05:03) U.S. v. Global (shout out Louis Gave)(01:11:50) - Basketball hot takes--Referenced in the Show:Louis Gave's slides: https://research.gavekal.com/documents/10192/Unfoldinginflboom-apr2024.pdf--CI Site: cognitive.investmentsJacob Site: jacobshapiro.comJacob Twitter: x.com/JacobShapSubscribe to the Newsletter: bit.ly/weekly-sitrep--Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients' material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).--Disclaimer: Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments and its representatives are properly licensed or exempt from licensure.The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisorThis podcast uses the following third-party services for analysis: Chartable - https://chartable.com/privacyPodtrac - https://analytics.podtrac.com/privacy-policy-gdrp

David is joined by world-class economist Louis Gave, who makes his case for better investing alternatives in international stocks, bonds, and currencies than the U.S. presently has to offer. It is a heady and thorough discussion about valuations, the “Magnificent 7,” and all sorts of deep-dive investing questions. But the big unknown remains: Is the U.S. the best house in a bad neighborhood, or is its house deteriorating in value, too? And is Mexico the alternative?

Feb 20, 2024 – Louis Gave delves into big tech's monopoly problem, the bursting of China's property bubble (mostly priced in) vs. commercial real estate here in the US (not yet priced in, he says), where this factors into a $10 trillion debt rollover this year...

Louis Gave of Gavekal Research argues that a multipolar world is rapidly emerging and the days of American hegemony are coming to an end. Louis believes that the forecast the Western media is making for China is far off the mark and it is the U.S. policymakers that need to examine themselves for fatal flaws. Sign up for my free weekly newsletter at https://jaymartin.substack.com/subscribe

Sep 20, 2023 – FS Insider sits down with Louis-Vincent Gave, Founding Partner & Chief Executive Officer at Gavekal Research, to discuss today's biggest macro developments when it comes to China's economy and headlines warning...

Mauldin Economics COO Ed D'Agostino talks to Louis Gave, CEO of Gavekal Research, about China's so-called economic crisis, the Fed's unspoken third mandate, and “the real story of the summer.”

David welcomes back (for the third time) economist extraordinaire Louis Gave of Gavekal Research for an episode where they geek out for an hour about the U.S. dollar, the bond market, global economic reality, and so much more.

While most eyes are focused on what the Federal Reserve will do next, many of the most important developments shaping events here in 2023 are happening outside of the US. Russia's invasion of Ukraine upended the geo-political chessboard, as well as world trade and the energy & financial markets -- and it continues raging on, over a year after its outbreak. China, too, is making waves that all nations feel as it reopens its economy after years of COVID lockdown while its relations with the West continue to strain over Taiwan. What large & long lasting implications will these global developments have? To better understand the situation from a non-US perspective, we're fortunate to welcome back to the program Louis Gave, Founding Partner and CEO at Gavekal. ************************************************* At Wealthion, we show you how to protect and build your wealth by learning from the world's top experts on finance and money. Each week we add new videos that provide you with access to the foremost specialists in investing, economics, the stock market, real estate and personal finance. We offer exceptional interviews and explainer videos that dive deep into the trends driving today's markets, the economy, and your own net worth. We give you strategies for financial security, practical answers to questions like “how to grow my investments?”, and effective solutions for wealth building tailored to 'regular' investors just like you. There's no doubt that it's a very challenging time right now for the average investor. Above and beyond the recent economic impacts of COVID, the new era of record low interest rates, runaway US debt and US deficits, and trillions of dollars in monetary and fiscal stimulus stimulus has changed the rules of investing by dangerously distorting the Dow index, the S&P 500, and nearly all other asset prices. Can prices keep rising, or is there a painful reckoning ahead? Let us help you prepare your portfolio just in case the future brings one or more of the following: inflation, deflation, a bull market, a bear market, a market correction, a stock market crash, a real estate bubble, a real estate crash, an economic boom, a recession, a depression, or another global financial crisis. Put the wisdom from the money & markets experts we feature on Wealthion into action by scheduling a free consultation with Wealthion's endorsed financial advisors, who will work with you to determine the right next steps for you to take in building your wealth. SCHEDULE YOUR FREE WEALTH CONSULTATION with Wealthion's endorsed financial advisors here: https://www.wealthion.com/ #inflation #fed #china ************************************************* IMPORTANT NOTE: The information and opinions offered in this video by Wealthion or its interview guests are for educational purposes ONLY and should NOT be construed as personal financial advice. We strongly recommend that any potential decisions and actions you may take in your investment portfolio be conducted under the guidance and supervision of a quality professional financial advisor in good standing with the securities industry. When it comes to investing, past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All investments involve risk and may result in partial or total loss.

Rebecca Hotsko chats with Lucas White about his outlook for the energy sector and the main drivers of performance for the sector long term, why Lucas thinks energy is still very cheap and undervalued at today's prices, his views on clean tech companies and the opportunities he sees in this space, his thoughts on coal companies transitioning to clean energy and why this may actually reduce shareholder value, how today's energy crisis is different from previous ones, such as the 1970s oil shock, how the move towards net zero climate targets will change the demand for resources, which resources will benefit the most from this transition, why he believes copper is the most important resource required to meet the need and demand for the energy transition, why Lucas prefers investing in the equities that are producing commodities rather than the commodities themselves, and so much more! IN THIS EPISODE, YOU'LL LEARN:00:00 - Intro04:19 - His outlook for the energy sector and the main drivers of performance for the sector long term. 02:25 - Why Lucas thinks energy is still very cheap and undervalued at today's prices, even after the price run up in 2022. 23:58 - Which segments of the market he thinks are most attractive in this space and offer the greatest opportunities long term? 29:56 - His views on clean tech companies and the opportunities he sees in this space. 29:56 - His thoughts on coal companies transitioning to clean energy and why this may actually reduce shareholder value. 39:31 - How today's energy crisis is different from previous ones, such as the 1970s oil shock. 41:50 - How the move towards net zero climate targets will change the demand for resources.41:50 - Which resources will benefit the most from this transition? 41:50 - Why he believes copper is the most important resource required to meet the need and demand for the energy transition. 46:37 - Why Lucas prefers investing in the equities that are producing commodities rather than the commodities themselves.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESCheck out: GMO Climate Change and GMO Resources.Related Episode: Listen to MI235: Investing in Uncertain Times w/ Louis Gave, or watch the video.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert and Rebecca's favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today! SPONSORSGet a FREE audiobook from Audible.Get personalized, expert advice that helps you see things clearly with ATB.Take stock of your finances and investing strategy with Betterment.Let an expert do your taxes from start to finish so you can relax with TurboTax.Talk to your clients about Desjardins Responsible Investment today and support what's right for society and what's good for business.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.Find the perfect piece of jewelry for life's special moments with Blue Nile. Save up to 50% off today!Support our free podcast by supporting our sponsors.Connect With Lucas: Website | LinkedInConnect With Rebecca: Twitter | InstagramSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

"Diese Aktien werden einen grandiosen Aufschwung erleben" sagt Louis Gave, einer der versiertesten Kenner des chinesischen und gesamtasiatischen Aktienmarktes. Er hat durch seinen Sitz in Hongkong perfekten Einblick in die Vorgänge und hat diese in einem sehr guten Interview geschildert. Welche Aktien er als extrem vielversprechend jetzt einstuft, erfahrt ihr in der heutigen Ausgabe. ► NEU: Meine exklusive Vermögens-Strategie – https://www.bestvestor.de/video/hell-investiert/ ► Hol Dir meinen Report – 100% Gratis: https://www.hell-investiert.de/ ► Meine Telegram-Gruppe findest Du hier: https://t.me/hell_invest_club ► Mein YouTube-Kanal: https://www.youtube.com/hellinvestiert Über eine Bewertung und einen Kommentar freue ich mich sehr. Jede Bewertung ist wichtig. Denn sie hilft dabei den Podcast bekannter zu machen! Die verwendete Musik wurde unter www.audiojungle.net lizensiert. Urheber: MusiCube. Ein wichtiger abschließender Hinweis: Aus rechtlichen Gründen darf ich keine individuelle Einzelberatung geben. Meine geäußerte Meinung stellt keinerlei Aufforderung zum Handeln dar. Sie ist keine Aufforderung zum Kauf oder Verkauf von Wertpapieren.

IN THIS EPISODE, YOU'LL LEARN: 02:52 - Louis's current assessment of the global economy and financial markets. 06:15 - Why Louis thinks the current price of the S&P has not fully priced in the risks of a recession. 07:52 - Is now the time to buy the dip or remain more defensive?07:52 - How to approach investing in a bear market, and what investments Louis sees as the most promising sectors. 10:39 - Why he believes the energy sector is in a new structural bull market. 17:54 - Louis's outlook on Chinese equities including Alibaba, and emerging markets. 26:08 - How to construct a well built portfolio using Louis's 6 building blocks framework, and examples of investments that fall into each. 36:26 - Louis's 4 quadrant framework used to link different macro environments to an appropriate investing strategy. 40:49 - Why gold hasn't performed as expected this year in USD terms, and Louis outlook going forward.47:48 - Why Louis thinks moving to a deflationary bust is not likely. 52:40 - The risk of China de-dollarization, what this means and what implications this would have for global markets. And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESCheck out: Gavekal Research. Check out Louis's Book: Avoiding the Punch: Investing in Uncertain Times.Related Episode: Risk Management Techniques & Studying Warren Buffett w/ Max Rudolph - MI193.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert and Clay's favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Invest in high quality, cash flowing real estate without all of the hassle with Passive Investing.Private assets represent 98% of companies in North America but are absent in most portfolios. Reconstruct your portfolio with private markets with Mackenzie Investments.Take a position daily on potential price movements, and gain exposure while limiting risk with Interactive Brokers.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.Get personalized, expert advice that helps you see things clearly with ATB.Find an advisor who's invested in you with iA Financial Services Inc.Don't limit your dreams to the imagination. Make them happen. Explore Iowa for yourself today.Save time and money on your rental property insurance with Steadily. Get a commitment-free quote today.Enjoy a 400-calorie meal that contains 40g of expertly sourced, premium plant protein, all 26 essential vitamins and minerals, and a scientifically calibrated mix of carbs, good fats and fiber with Huel Black Edition. Plus, get a free t-shirt and free shaker with your first order.Support our free podcast by supporting our sponsors. Connect with Louis: Twitter | Linkedin Connect with Rebecca: Twitter | InstagramSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this Deep Dive with Evergreen Gavekal, Partner Jeff Otis interviews CEO of Gavekal Research, Louis Gave, to discuss what it's like being a U.S. investor in today's global markets. Some topics they cover: China after the Party Congress. What are the political and investment implications? Thoughts on the U.S dollar, emerging markets, and energy? U.S. Mid-term Elections: What to be watching? As always, thank you for listening!

It is not accidental that I write so much about the Energy sector. First and most applicable, we are big energy investors at The Bahnsen Group, carrying an allocation in our Core Dividend portfolio that is triple the weight that the S&P 500 has. What is happening in energy markets has profound relevance for the economy at large, for all people in their everyday lives, and across all national borders. Few things are more globally relevant than access to energy. But if I am being totally honest, even apart from the large financial exposure we have to the energy space, I love this subject because energy fascinates me. It should fascinate anyone who spends just sixty seconds thinking about the fact that natural resources around for thousands of years with almost no known utility have created a more significant increase in the quality of life for more people than anything under the sun. “Transformed energy” sits at the heart of all economic activity, as my friend Louis Gave is fond of saying. You cannot destroy energy, which is both a law of the universe most of us learned in elementary school and, these days, apparently a vital message for investors. In the physical universe, it merely means energy is constantly changing – usually for the purpose of doing work – but in the investing world, I believe it means something different but perhaps not entirely disconnected. So let's do a little autumn analysis of the energy sector, where we are, where we may be going, and see what may edify us in the discussion. Let's jump into the Dividend Cafe … Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Aug 31 – We're in a bear market, says Louis Gave at Gavekal Research, and bonds no longer provide the diversification benefits that they did in the past. So what is an investor to do? Louis explains how we've entered a new investment paradigm...

Researcher and money manager Louis Gave returns in Part 2 of our interview with him to discuss the acceleration away from the US dollar as a trade currency by many non-West countries. America's weaponization of semiconductors against China and of the West's financial system against Russia have forced those two countries to speed up their efforts to conduct trade in currencies other than the dollar. What will a world less dependent on the dollar look like? Does this trend open up any intersesting investment opportunities? Louis shares his thoughts on both of these questions. https://youtu.be/IqoUP1YEeM0

Many of the most important developments shaping events here in 2022 are happening outside of the US Obviously, Russia's invasion of Ukraine has upended the geo-political chessboard, as well as world trade and the energy & financial markets. China, too, is making waves that all nations feel. What decisions these two world powers make, especially in terms of what kind of relationship they choose to have with the West going forward, will have large & long lasting implications. To better understand the situation from a non-US perspective, we're fortunately to speak with Louis Gave, Founding Partner and CEO at Gavekal. https://youtu.be/YiM1fYZq0T8

Freddie Sayers speaks to financial analyst Louis Gave about the West's self-made economic crisis.Read the Post article here: See acast.com/privacy for privacy and opt-out information.

In this episode of Coffee with Evergreen, Partner Jeff Otis and CEO of GaveKal Research, Louis Gave, discuss the implications of China's policies on the US economy. Some questions they dive into are: China is easing its COVID restrictions. What does this mean for the market? What should investors pay attention to in the energy market now that China is reopening? Is the US able to aid in the energy market? We've had a market rebound from recent lows; what should we expect in the near future? As always, we hope you enjoy the listen! This episode was recorded on June 6, 2022.

And you're not going to like it! David is joined once again by Louis Gave of Gavekal Research, and the only things they talk about this week are the bond market, the stock market, global wars, foreign currency, crypto, and pets. You won't want to miss a word of Louie's brilliant musings!

Mar 10 – Louis Gave at Gavekal Research explains how the energy crisis underway in Europe is now morphing into a potential financial crisis and recession. Louis discusses the players involved and... Subscribe to our premium weekday podcasts: https://www.financialsense.com/subscribe

In this episode of Coffee with Evergreen, partner Jeff Otis interviews Louis Gave, partner at Evergreen and CEO of Gavekal Research, with an update on the Russia/Ukraine conflict: What's changed in Ukraine? Why has Russia invaded Ukraine? What are the implications for China? How is China handling this in terms of trade? What is the impact on Europe and the US? As always, we hope you enjoy the episode! This episode was recorded on March 1, 2022. This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen's performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen's portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

In this episode of Coffee with Evergreen, partner Jeff Otis interviews Louis Gave, partner at Evergreen and CEO of Gavekal Research, on what's going on in the global economy. What impact can a Russian invasion have on financial markets? What does Russia gain by invading Ukraine? What are the political implications for the US with both Russia and China in this potential invasion? As always, we hope you enjoy the episode! This episode was recorded on February 14, 2022. This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen's performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen's portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

Freddie Sayers meets Louis-Vincent Gave.Since the end of November 2021, Moderna's share price has been falling dramatically, from $368 to $147 at the time of writing.Why might this be? And what does it tell us about the vaccines more generally?Freddie Sayers sat down with Louis Gave, a financial analyst and co-founder of Gavekal, a financial services firm based in Hong Kong. Gave noted that the markets had been ahead of politicians and even epidemiologists on the Omicron variant in terms of its lethality, but also evidently they had determined that vaccines were not the ‘silver bullet' solution they were initially sold as. What may be taboo to say in political circles is more bluntly put when people are betting their money on the outcome.Read The Post here. See acast.com/privacy for privacy and opt-out information.

In this episode of the Evergreen Exchange, Michelle Watson interviews fellow Evergreen Gavekal partner Louis Gave to discuss what to expect with international markets, energy, and inflation for 2022. Louis pointed out that in 252 trading days in 2021, the US equity markets delivered 72 new all-time highs. These highs may lead people to ask, “what will 2022 look like?” Through infrastructure spending, Fed policies, and international policies, we are already seeing very different economic approaches to this year. Listen in to learn what our very special guest, Louis, has to say. This episode was recorded on January 12, 2022. As always, we hope you enjoy the listen! This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen's performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen's portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

Oct 5 – Gavekal Research's Louis Gave joins FS Insider today to discuss his thoughts on China, Evergrande, energy shortages, and how he believes we are moving into an extended 'age of shortages' and... Subscribe to our premium weekday podcasts: https://www.financialsense.com/subscribe

I have been surprised by the level of interest in my treatment of the “China investment” subject in recent weeks. I kicked things off at the beginning of August with this piece, presenting the background around the tensions between U.S. investment in Chinese equity vs. Chinese fixed income. I followed up with this piece making the case that the Chinese perception of U.S. global economic intentions (primarily around our use of the dollar as the world's reserve currency to facilitate large twin deficits) is at the heart of Chinese beliefs and agendas with their own currency. None of this has been for the purpose of mere armchair theorizing or navel-gazing. While high level takeaways in the discussion of China's place on the global economic stage can be interesting and even provocative, our agenda is investment-specific. We may or may not have an investment thesis to act upon around Chinese financial markets. And we certainly believe the entire discussion is highly relevant for all investors in terms of how the geopolitical and monetary components play themselves out. This week I bring in some reinforcements. Louis Gave of Gavekal Research, one of the foremost economists in the world when it comes to China, Hong Kong, the Pacific Rim, and global fiscal dynamics joins me for a podcast/video discussion on this entire subject. His own views help shine a light on what the fundamental question is we must answer. I will leave you in suspense as to what that is. Once again, all free people can conclude different things about these subjects. But choosing to ignore the entire topic is not an option. History is being made right before our eyes, and our portfolios are asking us to understand it. To that end we work. Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Louis Gave of Gavekal Research comes back to Capital Record, this time elaborating on his bullish thesis for China's bond market and currency and explaining a perspective on the country's entire strategic direction that is contrarian to say the least. He is thorough, convincing, data-driven, and masterful in the economics, and the discussion David and Louis have is not one you will want to miss.

I was going to use this week's Dividend Cafe to continue the discussion on China, one that I more exhaustively began three weeks ago, then expanded upon last week. And in fact, I have done a podcast interview with Louis Gave of Gavekal Research on this very topic, poking him and pushing him around his thesis that China's strategic objectives in their bond market and currency are aligned with the objectives of U.S. investors. But I am going to hold this for next week, first of all, to give my communications team time to properly curate and edit that interview, but also because I believe there is a more timely message that is needed this week. By the time you are reading this, I presume Federal Reserve Chairman, Jerome Powell, will have given his speech in Jackson Hole, Wyoming. I am very purposely writing this before such a speech has been delivered or pre-speech teasers on its content have been circulated. I am, therefore, obviously writing it before I know the market reaction to the speech (stock or bond market). This is on purpose. I do not want the focus to be on what is or is not said at Jackson Hole today, or what the market does or does not do after such speech. I want Dividend Cafe to be about the extraordinary problem that we even care about so much, to begin with about this speech. Far more than anything that is said today is the fact that there even is such a focus on it to begin with. And this hype, this prioritization, this captivation in financial markets, with one man giving one speech on one day, is symbolic of where I feel so much has gone wrong. And what THAT is and what it specifically means to you is the subject of this week's Dividend Cafe. Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Evergreen Partners, Jeff Otis and Louis Gave discuss concerns regarding the effects of global politics on investment portfolios. Crackdowns on big tech by Chinese regulators have broadly received negative attention from global investors, but Louis offers a more nuanced perspective to consider. Gavekal is Evergreen's research partner and keeps our investment committee up-to-date on developments in Europe and Asia that may not otherwise be as prompt or accessible to a U.S. firm. Listen in as we discuss these questions: How might social and political issues in Afghanistan impact markets? What should U.S. investors make of Chinese tech regulation? And, how should investors participate in China? Is now the time to consider Asian debt for your portfolio? As always, we hope you enjoy the listen! Prospective Client Compatibility Survey: http://www.invest.evergreengavekal.com/client-compatibility This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen's performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen's portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

The Pumpjack Big Interview this week hosts Louis Gave from the world of high finance. Talking about his ownership of French rugby club Biarritz, and the amazing journey from rugby player, to fan, to owner of this storied franchise.

Today we are publishing a different type of episode than listeners are used to--no intro music, no time limit, and not in Bellevue. We are sharing a superb presentation by Louis-Vincent Gave from John Mauldin’s 2021 Strategic Investment Conference (SIC). During the presentation, Louis goes even deeper than previous podcasts on the very relevant topic of inflation. To follow along with a slide deck, you can access our blog here: https://blog.evergreengavekal.com/taking-a-punch-getting-up-again/ As always, we hope you enjoy the listen! Prospective Client Compatibility Survey: http://www.invest.evergreengavekal.com/client-compatibility This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

Louis Gave, founding partner and CEO of @GavekalResearch, tells DoubleLine’s Jeffrey Sherman and Samuel Lau that the price shifts of three key assets is not a “dead-cat bounce” but “the start of a new trend” in markets that will require ... Read More

In this episode, Jeff Otis talks with Gavekal CEO & co-founder, Louis Gave, about what we are watching right now. Topics discussed include: Louis says, "it's not about what business you own, but who you own it with". How should investors treat securities that have performed well but are highly leveraged? Will Europe open for a semi-normal Summer? What can investors expect to happen to interest rates with the recent (and ongoing) Fed bond-buying activity? And then, how do equities respond? Bonus question: Where is the Gave Family's favorite travel destination? As always, we hope you enjoy the listen! Prospective Client Compatibility Survey: http://www.invest.evergreengavekal.com/client-compatibility This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

In this episode, Jeff Otis talks with Louis Gave about what we are watching right now through a broad macro-lens. Louis is always a pleasure to speak with on matters concerning monetary policy and the intricate web that is our global economy. This episode is longer than normal at 17 minutes, but we think you will find it well worth the listen! Questions include: What will be the impact on markets due to the massive amount of economic stimulus from 2020 and 2021? Is inflation likely and how do investors protect their portfolios? A common and founded worry amongst those in (or planning for) retirement: how does one find robust, reliable income from investments? Most of our listeners' attention is on the U.S., but how does our economic recovery compare to that of, say, China? Bonus Question: Favorite French rugby team? As always, we hope you enjoy the listen! This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

The Evergreen Exchange is a podcast by Evergreen Gavekal. We discuss topics related to macroeconomics, investing, personal finance, and general wealth management. Today, Senior Wealth Consultant and Partner, Jeff Otis, interviews Evergreen investment committee members Louis Gave and Jeff Eulberg to get their takes on last night's events. Louis and Jeff weigh in on the following questions: What is your take on the behavior of the market this morning? If Biden is elected with a split congress, what are the investment implications? If the odds swing and Trump wins, what would the investment implications be then? What underrated investment opportunities should people be following? Disclosure: This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this presentation are based upon current market conditions, reflect our judgment as of the date of this presentation, and are subject to change. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. All material presented is compiled from sources believed to be reliable, but accuracy cannot be guaranteed and Evergreen makes no representation as to its accuracy or completeness.

In 1999, as a new century was nearly upon us, the Euro was born and the US tech bubble was in full sway, Louis Gave hung a shingle to start an independent research firm with his father, Charles. Twenty years later, Louis remains CEO of Gavekal, a firm that has helped institutional clients distill global market risk throughout different cycles. Our conversation focuses a good deal on China, an economy that Gavekal has carefully studied. Calling China the biggest macro story the world has ever seen, Louis and his team have had a front row seat on the economic transformation in China and the manner in which 400 million citizens have been lifted out of poverty. Through our discussion, we learn more about how China interacts with the global economy and specifically the stabilizing role that the country played during the financial crisis,  as well as during the growth recessions of 2012 and 2016. Our conversation also focuses a good deal on inflation. Amidst the well-worn narrative that inflation shortfall is a global issue, Louis has interesting insights on the social tension that is resulting from higher inflation. He points to riots in Hong Kong, Chile and the Green Jacket uprising in France, all linked to inflation. In the US, Louis is skeptical that inflation is as hard to come by as commonly reported, noting that core CPI is essentially at a 10-year high. As fiscal and monetary policy are both working in the same direction around the world, is the price of inflation too low? Louis sees recency bias at work and a failure of market participants to appreciate the regime shift that may be in motion. He views the price of crude as critical to watch insofar as the outlook for inflation is concerned. We finish our discussion with Louis’ views on portfolio construction, citing caution for the long treasuries / long growth stocks allocation that has rewarded investors during the post-crisis period. Please enjoy this episode of the Alpha Exchange, my conversation with Louis Gave.

Subscribe to our weekly e-newsletter: blog.evergreengavekal.com Last Friday subscribers read Gavekal Research's piece, Investing for a New Cold War. Today on the Evergreen Exchange, listen to Evergreen CEO Tyler Hay interview Gavekal founder Louis Gave on this topic and more, complete with thought-provoking debate and lively banter. The conversation between Tyler and Louis provides clarity on an issue that has dominated the news during Trump's presidency: will China surpass the U.S. as the world's greatest economic superpower? Louis built his career in Hong Kong and was once even called one of the “smartest men in Asia” by Bloomberg. If you have a WSJ subscription, read his most recent interview with Barron’s: bit.ly/2xIXPbn Listeners can skip through the sections indicated below if they wish to revisit points or only hear certain topics. 3:00 Is this the new face of war? 4:15 The current tensions with China are not the beginning of WWIII, but rather a new cold war. 5:45 Chinese people’s view of the U.S. was one of admiration until recent rhetoric portrayed the U.S.’s overarching goal as stifling China’s economic growth. 11:30 Trump has shifted his focus sharply toward trade tensions to detract attention from more concrete unfulfilled campaign promises—literally concrete ones, such as the border wall. 14:00 The tech sector wanted better intellectual property rights enforcement; they were not prepared to be the battleground. 17:00 More Chinese young adults are attending college than their American counterparts, and there are approximately 10x as many pursuing degrees in S.T.E.M. (science, technology, engineering, mathematics) fields. 25:00 China fell into communism after 125 years of social unrest, as a protection against cultural instability. Now it has become apparent that China is a profoundly capitalistic country on which socialism was imposed. We are experiencing the correction of that misalignment. 38:00 There is no way to know what a potential deal with China would look like, as it will be completely dependent on who Trump runs against in the 2020 election. If it’s Biden, Trump would seek to demonstrate superior foreign negotiation skill. If it’s Bernie, he’d seek a deal that reinvigorates loyalty with the working class. The trade war is a tool for his reelection campaign. 41:00 We must decide whether or not we believe that central banks create wealth. Does encouraging one to spend tomorrow’s money today promote sustainable growth? 46:00 Increasingly, countries who trade with China are basing their currency against the renminbi, negating the trade of U.S. dollars. It is possible that we are seeing the peak of the dollar. DISCLOSURE: This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this presentation are based upon current market conditions, reflect our judgment as of the date of this presentation, and are subject to change. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. All material presented is compiled from sources believed to be reliable, but accuracy cannot be guaranteed and Evergreen makes no representation as to its accuracy or completeness. Securities highlighted or discussed in this communication are mentioned for illustrative purposes only and are not a recommendation for these securities. Evergreen actively manages client portfolios and securities discussed in this communication may or may not be held in such portfolios at any given time. Louis Gave’s has an equity ownership in Evergreen. Louis’ views and opinions are his own, and are not necessarily the views of Evergreen.

Evergreen Gavekal CEO, Tyler Hay, interviews Grant Williams, author of Things That Make You Go Hmmm, co-founder of Real Vision TV, and long-time friend of the firm, from the 2019 John Mauldin Strategic Investor Conference in Dallas Texas. Listen to hear his perspective on a broad range of topics about the global economy, as he and Tyler debrief on the most thought-provoking speeches and interviews given at the conference. DISCLOSURE: This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this presentation are based upon current market conditions, reflect our judgment as of the date of this presentation, and are subject to change. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. All material presented is compiled from sources believed to be reliable, but accuracy cannot be guaranteed and Evergreen makes no representation as to its accuracy or completeness. Securities highlighted or discussed in this communication are mentioned for illustrative purposes only and are not a recommendation for these securities. Evergreen actively manages client portfolios and securities discussed in this communication may or may not be held in such portfolios at any given time. Louis Gave’s has an equity ownership in Evergreen. Louis’ views and opinions are his own, and are not necessarily the views of Evergreen.

In this episode of Evergreen Exchange, Evergreen CEO, Tyler Hay, interviews CIO, David Hay, on his early professional life, current hobbies, and investment philosophies. If you are a frequent reader of the Evergreen Virtual Advisor, you are likely already familiar with David's take on where we're at in the current market cycle and economic policies like MMT. This podcast takes listeners behind the curtain to get to know David Hay more personally and hear his point of view on the current state of the U.S. economy. DISCLOSURE: This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Tyler Hay, David Hay and Louis Gave have investments in Aedelhard; this is not a recommendation or offering for an investment in this company. Any opinions, recommendations, and assumptions included in this presentation are based upon current market conditions, reflect our judgment as of the date of this presentation, and are subject to change. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. All material presented is compiled from sources believed to be reliable, but accuracy cannot be guaranteed and Evergreen makes no representation as to its accuracy or completeness. Securities highlighted or discussed in this communication are mentioned for illustrative purposes only and are not a recommendation for these securities. Evergreen actively manages client portfolios and securities discussed in this communication may or may not be held in such portfolios at any given time. Louis Gave’s has an equity ownership in Evergreen. Louis’ views and opinions are his own, and are not necessarily the views of Evergreen.

In our pilot episode, Evergreen Gavekal CEO, Tyler Hay, hosts finance phenom Louis Gave to dish on the current economic climate and a variety of personal topics. DISCLOSURE: This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Tyler Hay, David Hay and Louis Gave have investments in Aedelhard; this is not a recommendation or offering for an investment in this company. Any opinions, recommendations, and assumptions included in this presentation are based upon current market conditions, reflect our judgment as of the date of this presentation, and are subject to change. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. All material presented is compiled from sources believed to be reliable, but accuracy cannot be guaranteed and Evergreen makes no representation as to its accuracy or completeness. Securities highlighted or discussed in this communication are mentioned for illustrative purposes only and are not a recommendation for these securities. Evergreen actively manages client portfolios and securities discussed in this communication may or may not be held in such portfolios at any given time. Louis Gave’s has an equity ownership in Evergreen. Louis’ views and opinions are his own, and are not necessarily the views of Evergreen.

With China’s plenum out of the way, what’s ahead for the Chinese economy? How much influence does the government have, and how successful has the transition to a consumer-based economy been? Finally, what does it all mean for the global growth and inflation outlook? Tian Yang of Variant Perception and Louis Gave of Gavekal weigh in. Plus, in the long/short segment, Grant Williams and Alex Rosenberg trade ICOs, Liberian leadership and lifeguard buffness. Learn more about your ad choices. Visit megaphone.fm/adchoices

No investor can afford to ignore geopolitics anymore. Understand why you need a geopolitical analysis framework and how to use it to your advantage. In our ‘Things I Got Wrong’ segment, Louis Gave, Co-founder of Gavekal Research shares his errors about the liberalization of capital in China. Learn more about your ad choices. Visit megaphone.fm/adchoices

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