1 hr 3 min
GM46: An Emerging Market Boom of Epic Proportion ft. Louis-Vincent Gave Top Traders Unplugged
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- Investing
Today we are joined by Louis-Vincent Gave of Gavekal Research for a fascinating discussion on the key global macro trends impacting markets. Louis outlines his case for why the consensus is wrong to expect a US recession and why he sees accommodative US fiscal policy as a key driver of the economy in the next 1-2 years. We discuss the upside and downside risks to inflation and how weather patterns may be an underappreciated risk to inflation in the next 1-2 years. One of Louis’ key calls is an upbeat outlook on emerging markets, particularly in the middle East and Asia. The recent peace deal between Iran and Saudi Arabia is a key element of this, while the structural trend of de-dollarization and emerging economies increasingly selling goods in their own currency are other elements. We wrap up with an assessment of AI and the economic implications in the medium term.
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EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool
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Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.
IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.
And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.
Learn more about the Trend Barometer here.
Send your questions to info@toptradersunplugged.com
And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.
Follow Alan on Twitter.
Follow Louis on Twitter.
Episode TimeStamps:
02:23 - Introduction to Louis Vincent Gave
05:28 - Is the economy starting to crack?
10:40 - When is the recession coming?
13:13 - The outlook for inflation
18:36 - The problem with designification
21:18 - The challenges of Chinese economy
27:56 - Can the Japanese economic situation be compared to China?
31:31 - Looking beyond the U.S and China
36:12 - An epic boom in emerging
Today we are joined by Louis-Vincent Gave of Gavekal Research for a fascinating discussion on the key global macro trends impacting markets. Louis outlines his case for why the consensus is wrong to expect a US recession and why he sees accommodative US fiscal policy as a key driver of the economy in the next 1-2 years. We discuss the upside and downside risks to inflation and how weather patterns may be an underappreciated risk to inflation in the next 1-2 years. One of Louis’ key calls is an upbeat outlook on emerging markets, particularly in the middle East and Asia. The recent peace deal between Iran and Saudi Arabia is a key element of this, while the structural trend of de-dollarization and emerging economies increasingly selling goods in their own currency are other elements. We wrap up with an assessment of AI and the economic implications in the medium term.
-----
EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool
-----
Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.
IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.
And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.
Learn more about the Trend Barometer here.
Send your questions to info@toptradersunplugged.com
And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.
Follow Alan on Twitter.
Follow Louis on Twitter.
Episode TimeStamps:
02:23 - Introduction to Louis Vincent Gave
05:28 - Is the economy starting to crack?
10:40 - When is the recession coming?
13:13 - The outlook for inflation
18:36 - The problem with designification
21:18 - The challenges of Chinese economy
27:56 - Can the Japanese economic situation be compared to China?
31:31 - Looking beyond the U.S and China
36:12 - An epic boom in emerging
1 hr 3 min