Louis Vincent Gave with David Hay

Published on
July 3rd, 2015
Duration
33 minutes

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Louis Vincent Gave with David Hay

The Interview ·
Featuring Louis Vincent Gave

Published on: July 3rd, 2015 • Duration: 33 minutes

Two favorites of Real Vision subscribers get together to exchange ideas as David Hay, CEO of Evergreen Capital, interviews CEO and Co-Founder of Gavekal Dragonomics, Louis-Vincent Gave. In this timely discussion, Louis explains how the Western mindset on China is causing many investors to miss the boat, why the November IMF meeting will be crucial in determining the future of the Renminbi, and how China's market roulette mentality can lead to extreme economic cycles.

Comments

Chapters

  1. 00:00:50
    China Bull
  2. 00:01:57
    Lagging Asian Markets
  3. 00:05:44
    Renmimbi
  4. 00:09:28
    Chinese Bonds
  5. 00:13:43
    Managing Volatility and Momentum
  6. 00:23:05
    Investment Process
  7. 00:25:37
    Japan
  8. 00:28:43
    Asian Demographics
  9. 00:30:50
    Outlook for Asian Markets

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