
Louis-Vincent Gave
@gave_vincent
CEO of Gavekal - for more information, go to http://gavekal.com website
내가 좋아할 만한 콘텐츠
A reminder: Emerging Markets usually trade at a discount because: • policy making can be sudden, unpredictable and even capricious • in times of stress, bonds, equities and exchange rates are usually correlated

This was me last night returning to Beijing. A ten hour drive was trasnformed into a 16 hour drive because it was the last day of the eight day long National Holiday. Next time, I may stay home for the holidays.
Unless I am mistaken, this is a first #1 ranking for Duke. Proud dad moment

The Rankings are IN! 📊 The nation’s coaches have cast their votes, see who made the cut in this week’s Top 20 Men’s Rugby Rankings. 👀 Drop your thoughts below ⬇️ #NCR #NationalCollegiateRugby




Thanks for having me on Harvey. Congrats on the growth of your podcast and congrats on Duke’s #2 (best ever) pre-season collegiate rugby ranking amongst D-3 schools. I really enjoyed our conversation. See you on the field this spring!
Personable Markets episode with @gave_vincent OUT NOW!! We discussed Xi & Trump’s upcoming meeting, ChatGPT (Ferrari) v DeepSeek (Toyota), & the trends of Crypto, Gold & Nvidia (retraction?!) Make sure to subscribe to Personable on Youtube for more Markets episodes!! Watch…
Arthur Kroeber, Partner and Head of Research @Gavekal in a podcast on China with Phil Dobbie in the NAB Morning Call. podcasts.apple.com/ae/podcast/nab…
Thanks for having me on. I had a lot of fun
The West has been leapfrogged by China and the only way to compete is by making better products🏭🌏 🎙️ @gave_vincent joined the latest podcast with Dan & @pboockvar
So it looks like I got hacked on this account. In case there was any doubt, I did not suddenly become a shitcoin promoter…
In this podcast I mention a book… but I misspoke. The book is not valley Forge but Freedom Forge. Apologies

MacroVoices @ErikSTownsend & @PatrickCeresna welcome, Louis-Vincent Gave @gave_vincent. They discuss deflation, precious metals, equities, China, energy markets, and much more. bit.ly/3VqJY4t

Thanks for having me on @ErikSTownsend and the gang at @MacroVoices - always enjoy our chats
MacroVoices @ErikSTownsend & @PatrickCeresna welcome, Louis-Vincent Gave @gave_vincent. They discuss deflation, precious metals, equities, China, energy markets, and much more. bit.ly/3VqJY4t

Looking forward to this conversation tomorrow with @gave_vincent of @Gavekal! If you have questions for Louis, let me know.
From AI and semiconductors to biotech and clean energy, China’s innovation economy is reshaping global growth themes and capital flows. Join @ahern_brendan, CIO of KraneShares, and @gave_vincent, CEO of Gavekal Research, for a webinar as they discuss how these breakthroughs…

My colleague Tom Holland’s piece on the recent announcement of the Russia-Mongolia-China gas pipeline. And no, not Tom Holland the historian, nor the Spider-Man Tom Holland… unherd.com/newsroom/russi…
Louis-Vincent Gave's five convictions analyze the major bull and bear markets of 2025 through the lenses of fundamentals, valuations, momentum, investor positioning, and policy support. ow.ly/9KO050WRw7B
Thanks for having me on @ErikSTownsend and @PatrickCeresna - always enjoy our catch-ups.
MacroVoices @ErikSTownsend & @PatrickCeresna welcome, Louis-Vincent Gave @gave_vincent. They'll discuss his long-term perspective on China’s role in the global economy, highlighting both its extraordinary infrastructure ambitions and the challenges of securing foreign capital…

China’s policymakers have rolled out stimulus measures to support consumption in the coming months, including child care subsidies, one year of free preschool, and consumer loan interest subsidies. Yet, at the same time, they seem reluctant to add more funding to the existing…

This is extraordinary. For the many of you who wonder how the EU could agree to such a humiliating "deal" with Trump, wonder no more. We have an unusually straightforward answer directly from the horse's mouth: Sabine Weyand, who's the Directorate-General for Trade at the EU…


A great piece by GaveKal partner Arthur Kroeber and former colleague @danwwang. Must read. Also: for those who have not yet done so, buy/order Dan’s recently published book Breakneck: China’s Quest To Engineer the Future
Arthur and I have a piece in the latest issue of Foreign Affairs — China’s technological momentum is driven by its gigantic investments in power, connectivity, and process knowledge The U.S. should make the same investments foreignaffairs.com/china/real-chi…
Thanks for having me on Alan. I enjoyed our chat
New episode out now! 🎙 Alan sits down with Louis-Vincent Gave (@gave_vincent), CEO of @Gavekal, to discuss tariffs, energy, AI hype, and where the next opportunities in markets lie. This one’s packed with insights you don’t want to miss 👇 toptradersunplugged.com/podcast/everyo…

COMMUNIQUÉ IMPORTANT REPRISE DU MAGAZINE TRANSITIONS ET ÉNERGIES Chers amis, Alors que la bataille fait rage autour de la programmation pluriannuelle de l'énergie que le gouvernement a tenté de passer en force cet été et qui pourrait multiplier par 2 la facture électrique…

Happy Assumption Day. My parents, on the way to mass in Provence…

The ugliest part of today's CPI was core services, and especially insurance costs - Tenants & households + 12% average in the past 3 months 😱😱 - Car insurance no longer deflating - Medical insurance at 5-6% annualized despite dubious retained earnings method Insurance barely…

Thanks for having me on @wealthion Enjoyed our conversation
Is U.S. dominance fading? Louis-Vincent Gave breaks down the dollar’s decline, China’s rise & flawed economic data. 📺 Watch now: youtube.com/watch?v=a9yIYX… @gave_vincent @JamesConnor1999 #DollarDecline #ChinaEconomy #Macroeconomics #Inflation #EmergingMarkets #Gold #Investing…
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