Preview Mode Links will not work in preview mode

Capital Allocators – Inside the Institutional Investment Industry


Oct 10, 2022

Louis-Vincent Gave is the Founding Partner and CEO of GaveKal, a leading independent provider of macro research, and GaveKal Capital, manager of $2 billion in assets. Louis is one of my go-to sources for strategic research. He came on the show earlier this year to discuss the conflict in Ukraine, and that conversation is replayed on the feed.

This time around, we cover Louis’ perspective on the bear market and its transition of leadership from developed to emerging markets. We discuss emerging markets, the U.S. dollar, age of weaponization, deglobalization, China, and where to invest to weather the storm.

Access Stream by AlphaSense Free Trial

For full show notes, visit the episode webpage here. 
 
Learn More 
Follow Ted on Twitter at @tseides or LinkedIn 
Subscribe to the mailing list 
Access Transcript with Premium Membership