Sep 10 – FS Insider speaks with Charles Gave of Gavekal Research about the long-term picture for stocks, bonds, and other asset classes based on three major trends that will unfold over the years to come: 1) negative productivity, 2) the de-dollarization of Asia...
May 22 – FS Insider interviews Charles Gave at Gavekal Research on Chinese preparations for a monetary war against the U.S. as, he says, America has decided to weaponized the dollar for geopolitical leverage. Gave explains China's long-term strategy...
Mar 29 – FS Insider interviews Charles Gave of Gavekal Research on what happens to bonds, stocks, and, most importantly, most investors’ portfolios when the 30-year downtrend in inflation reverses. Charles discusses his...
