Louis-Vincent Gave on Tech, Fed Balance Sheet, and More
Louis-Vincent Gave of Gavekal Research provides his outlook on tech stocks in the US and China and also explains the unique method they appear to be using to hedge political risks coming from anti-trust laws. Louis also discusses the three major things investors need to watch for when the bull market is going to end, including his thoughts on oil, bond yields, and central bank liquidity when we consider the US, China, and others. This is an interview you won’t want to miss! For a free trial to Gavekal’s research, click here.