Louis-Vincent Gave's Contributions

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...

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...

Jul 26, 2023 – Louis-Vincent Gave at Gavekal Research provides an update on his macro-outlook, discussing the current state of China's economy, the demographic decline in China as well as in the wider developed world, how this...

Mar 8, 2023 – FS Insider speaks with Louis-Vincent Gave to get an update on his macro outlook, discussing the current state of China's economy and Chinese growth policies, what he sees underway with emerging markets and capital flows...

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...

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 says that the Russia-Ukraine war is leading...

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 what that means for investors. Gave explains the big picture

Oct 14 – FS Insider speaks with Louis Gave at Gavekal Research about the guiding principle of our time when it comes to Covid, climate change, and, increasingly, the investment landscape. Gave discusses US vs. Asian debt, currency trends...

Oct 8 – Jim Puplava interviews Louis Gave on his book, A Clash of Empires: Currencies and Power in a Multipolar World where they discuss the escalating US-China Cold War in trade, currencies, and technology. Gave explains how...

Apr 15 – The FS Insider podcast speaks to Louis Gave of Gavekal Research to get his take on the post-coronavirus investment landscape. He explains why he believes there's a major devaluation of the US dollar...

Nov 26 – FS Insider speaks with Louis Gave at Gavekal Research, one of the world's leading independent providers of global investment research, to discuss the massive wave of liquidity central banks are pumping into the markets and how this differs from prior...

Jul 9 – Tune in to part two of Jim Puplava's interview with Louis Gave on his recent book, A Clash of Empires: Currencies and Power in a Multipolar World. He dives into the deeper implications of the trade war and describes a new Cold War fought with trade, currencies...

Jul 5 – In Ryan Puplava's market wrap-up, he discusses two major catalysts this week, jobs report data, trade negotiations from last weekend's G20 summit and falling PMIs. Then in his technical analysis, Ryan rolls through various trends in stocks, falling...

Jan 24 – On this edition of FS Insider, Jim Puplava speaks with Louis Gave from Gavekal Research about a market that is three times bigger than it was 10 years ago, yet the market has an inventory that is less than 25 percent...

Sep 26 – Louis-Vincent Gave, Founding Partner & Chief Executive Officer at Gavekal Research, explains to FS Insider the impact a corporate debt downgrade will have on the markets when debt to GDP levels are extremely high and investors own large amounts...

Nov 30 – Louis-Vincent Gave of Gavekal Research joins FS Insider today to provide his outlook on the market and why he exited a number of his US tech positions. He also discusses the massive mispricing of high yield...

Jun 16 – 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...

May 29 – Asia has underperformed the US equity market over the last five years, even with the Chinese stock market doubling in the last year. This trend may be changing, according to Louis-Vincent Gave, CEO of GaveKal...

Sep 12 – Jim is pleased to welcome back Louis-Vincent Gave, CEO of Gavekal in Hong Kong. Louis and Jim cover a range of global macro topics, starting with Europe, as growth rolls over and another recession looms as a strong possibility.

Aug 27 – In a special reprise edition of FS Insider, Jim is pleased to welcome Louis-Vincent Gave, CEO of GaveKal in Hong Kong. They discuss Louis’ new book “Too Different for Comfort” and its lessons for investors. Among the key themes of...