Louis Gave – Think Piece

Featuring Louis Gave

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.

Published on
19 January, 2015
Topic
Macro, Global Outlook
Duration
35 minutes
Asset class
Equities, Currencies
Rating
4

Comments

  • my

    markettaker y.

    19 8 2018 01:37

    0       0

    Glad RV uses better mics these days.

  • AL

    Arthur L.

    16 7 2015 21:55

    2       0

    I've become a fan of Louis Gave. Great commentary, both from the macro and micro perspectives.

  • KE

    Kenan E.

    26 1 2015 18:01

    1       0

    Combine his view on China with the information from Mr Hunts interview(s). This is VERY interesting stuff!!!

  • JH

    John H.

    25 1 2015 23:41

    1       0

    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 1 2015 14:38

    2       0

    Wonderful presentation.

  • G

    Georges .

    24 1 2015 07:37

    2       0

    Simply great.

  • DJ

    Dhananjay J.

    23 1 2015 23:30

    2       0

    Jewel in the crown

  • KS

    Kashyap S.

    23 1 2015 15:46

    2       0

    Brilliant perspective on China

  • DM

    Duncan M.

    22 1 2015 22:21

    10       0

    Outstanding - please make Louis a regular feature if possible.

  • AA

    Ali A.

    21 1 2015 18:50

    5       0

    Proper insightful macro commentary with rationale backing it... one of the best pieces so far - not just baseless banter!

  • PV

    Peter V.

    21 1 2015 04:23

    2       1

    This a great interview, but why the delay in posting?

  • KT

    Ken T.

    20 1 2015 23:40

    6       0

    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 1 2015 23:35

    1       0

    brilliant.

  • KT

    Kevin T.

    20 1 2015 18:07

    5       0

    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 1 2015 15:37

    2       0

    Brilliant!

  • MS

    Mark S.

    20 1 2015 14:48

    8       0

    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 1 2015 09:32

    5       0

    I am impressed with the global context that is consistently presented by Real Vision. Thank you!

  • JW

    J W.

    20 1 2015 04:41

    5       0

    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 1 2015 03:48

    6       0

    That's an impressive amount of knowhow in 20mins! Really blew me away.

  • ml

    michael l.

    20 1 2015 03:30

    4       0

    Incredible piece. Well thought out and structured by Louis. Worth the subscription price alone.

  • BL

    Bruce L.

    19 1 2015 18:34

    2       0

    Brilliant session

  • PT

    Philip T.

    19 1 2015 16:58

    8       0

    One smart dude! What does he think about precious metals?

  • KB

    Keith B.

    19 1 2015 16:39

    30       1

    Great interview
    I wish it had been posted in a more timely fashion

  • BM

    Barry M.

    19 1 2015 15:51

    8       0

    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 1 2015 15:28

    17       1

    Why is it that this video was taped on November 26, and was added January 19? Timeliness matters!

  • MM

    Myles M.

    19 1 2015 15:14

    13       0

    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 1 2015 15:01

    10       0

    Yes, a true think piece...a must watch for 2015 portfolio analysis...