About this episode
Our guest this week is Louis-Vincent Gave. Louis is founding partner and CEO of Gavekal Group, a research and financial services firm based in Hong Kong. After graduating from Duke University and studying Mandarin at Nanjing University, Louis joined the French Army, then went on to become a financial analyst at Paribas, first in Paris, then in Hong Kong. In 1999, he launched Gavekal with his father, Charles, and Anatole Kaletsky. Louis is the author of seven books, the latest being, Avoiding the Punch: Investing in Uncertain Times. Background Bio Avoiding the Punch: Investing in Uncertain Times Clash of Empires: Currencies and Power in a Multipolar World Too Different For Comfort A Roadmap For Troubling Times The End Is Not Nigh Our Brave New World Simple Economic Concepts For Financial Markets China Gavekal Dragonomics “China Enters the AI Chat (With Louis-Vincent Gave)” by Liz Ann Sonders and Kathy Jones, schwab.com, Feb. 14, 2025. “China Has ‘Leapfrogged’ the West | Louis Vincent Gave,” Wealthion, youtube.com, Jan. 28, 2025. “China Overtaking the US in Strategic Sectors, Says Louis-Vincent Gave,” Financial Sense, Oct. 22, 2024. “Is DeepSeek China’s Sputnik Moment?” by John Cassidy, The New Yorker, Feb. 3, 2025. XPENG “Xiaomi Automobile Super Factory, Producing One SU7 Every 76 Seconds,” Discover China Auto, youtube.com. “The Evergrande Crisis Explained: Should Investors Worry?” by Lewis Jackson, Morningstar.com , Sept. 22, 2021 “China & the American Imperial Economy | Louis-Vincent Gave,” Hidden Forces podcast Episode 364, hiddenforces.io, May 14, 2024. “The 3 Warren Buffett Stocks to Buy After Berkshire Hathaway’s New 13F Filing,” by Susan Dziubinski, Morningstar, Nov. 14, 2024 Tariffs “Are US Tariffs A Tool Or A Goal?” by Louis-Vincent Gave, Evergreen Gavekal, Jan. 9, 2025. Asia and Emerging Markets “Louis-Vincent Gave—Prepare for a Boom in Emerging Markets,” by Robert Huebscher, Vettafi Advisor Perspectives, May, 8, 2023. BRICS Summit 2024 Twilight of the Gods: War in the Western Pacific, 1944-1945, by Ian W. Toll, W.W. Norton & Company, 2020. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.