Feb 26 – Jim is pleased to welcome back 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 the book are four macro changes that...
Sep 12 – Jim is pleased to welcome back Louis-Vincent Gave, CEO of GaveKal in Hong Kong. Louis-Vincent and Jim discuss a number of long-term macroeconomic themes that will unfold in the years ahead. Louis-Vincent sees China and the US as...
Nov 16 – Jim welcomes back Louis-Vincent Gave, CEO at GaveKal in Hong Kong. Louis believes the Chinese market has bottomed, and there is value to be found there, particularly in RMB bonds. He sees tax increases in the US as...
