Louis Gave – Think Piece

Published on
January 19th, 2015
Topic
Global Outlook, Macro
Duration
35 minutes
Asset class
Equities, Currencies

Louis Gave – Think Piece

Featuring Louis Gave

Published on: January 19th, 2015 • Duration: 35 minutes • Asset Class: Equities, Currencies • Topic: Global Outlook, Macro

In the Think Piece series some of the most lateral and brilliant thinkers in modern finance tell us what is on their mind at the moment. Consider it an informal walk around the inside of their heads. This week Louis Gave, CEO of Gavekal Dragonomics, tells us what's on his radar.

Comments

  • my
    markettaker y.
    19 August 2018 @ 01:37
    Glad RV uses better mics these days.
  • AL
    Arthur L.
    16 July 2015 @ 21:55
    I've become a fan of Louis Gave. Great commentary, both from the macro and micro perspectives.
  • KE
    Kenan E.
    26 January 2015 @ 18:01
    Combine his view on China with the information from Mr Hunts interview(s). This is VERY interesting stuff!!!
  • JH
    John H.
    25 January 2015 @ 23:41
    interesting that he broke down his question by region rather than by asset class; I wonder if he is ready to put gov't debt in the banana peel category yet?
  • JG
    Joseph G.
    25 January 2015 @ 14:38
    Wonderful presentation.
  • G
    Georges .
    24 January 2015 @ 07:37
    Simply great.
  • DJ
    Dhananjay J.
    23 January 2015 @ 23:30
    Jewel in the crown
  • KS
    Kashyap S.
    23 January 2015 @ 15:46
    Brilliant perspective on China
  • DM
    Duncan M.
    22 January 2015 @ 22:21
    Outstanding - please make Louis a regular feature if possible.
  • AA
    Ali A.
    21 January 2015 @ 18:50
    Proper insightful macro commentary with rationale backing it... one of the best pieces so far - not just baseless banter!
  • PV
    Peter V.
    21 January 2015 @ 04:23
    This a great interview, but why the delay in posting?
  • KT
    Ken T.
    20 January 2015 @ 23:40
    Louis provides excellent commentary with very insightful analysis into several significant global geographies. One of the few that I would watch again and maybe again.
  • KA
    Kelly A.
    20 January 2015 @ 23:35
    brilliant.
  • KT
    Kevin T.
    20 January 2015 @ 18:07
    Phenomenal video. Probably the best I've seen so far. I found his view of China fascinating. Curious to know if underweight commodities includes gold?
  • CT
    Chris T.
    20 January 2015 @ 15:37
    Brilliant!
  • MS
    Mark S.
    20 January 2015 @ 14:48
    One of the best and most concise presentations I have seen on ANY financial network ever. I'm hooked on Real Vision.
  • LR
    Larry R.
    20 January 2015 @ 09:32
    I am impressed with the global context that is consistently presented by Real Vision. Thank you!
  • JW
    J W.
    20 January 2015 @ 04:41
    Excellent insight--"What mistakes can I avoid and sit on the beach", as well as interesting views on Japan, China and Asia. The most content rich interview I've seen so far, given the short run-time.
  • JM
    Jarl M.
    20 January 2015 @ 03:48
    That's an impressive amount of knowhow in 20mins! Really blew me away.
  • ml
    michael l.
    20 January 2015 @ 03:30
    Incredible piece. Well thought out and structured by Louis. Worth the subscription price alone.
  • BL
    Bruce L.
    19 January 2015 @ 18:34
    Brilliant session
  • PT
    Philip T.
    19 January 2015 @ 16:58
    One smart dude! What does he think about precious metals?
  • KB
    Keith B.
    19 January 2015 @ 16:39
    Great interview I wish it had been posted in a more timely fashion
  • BM
    Barry M.
    19 January 2015 @ 15:51
    That is exactly what I signed up for, that interview alone is worth the subscription fee to me, and that is not to downplay the rest of the excellent content available, thanks !
  • JW
    Jim W.
    19 January 2015 @ 15:28
    Why is it that this video was taped on November 26, and was added January 19? Timeliness matters!
  • MM
    Myles M.
    19 January 2015 @ 15:14
    One of the smartest guys I've heard talk here on Real Vision. A very smart, well-thought-out argument about major areas of the world economy and an excellent insight into how things might play out.
  • ZY
    ZHENG Y.
    19 January 2015 @ 15:01
    Yes, a true think piece...a must watch for 2015 portfolio analysis...