V Questions with Louis Gave

Featuring Louis Gave

Louis Gave, CEO of Gavekal Dragonomics, sits in the spotlight to answer Real Vision’s V Questions.

Published on
1 June, 2015
Topic
China, US Economy
Duration
5 minutes
Rating
11

Comments

  • AK

    Anthony K.

    11 2 2016 03:50

    0       0

    Fed 25bps hike will have no impact on the market and buy China in June 2015... I hate to say it but that could be the biggest trade he got wrong :)

  • LC

    Liliana C.

    7 6 2015 17:04

    0       0

    HY Chinese debt until November? I don't think so. I like hiim, though. Very charismatic.

  • SD

    Stephen D.

    3 6 2015 06:09

    3       0

    Whilst the 'weight of money' argument for China is hard to disagree with; the massive gap between acceptable standards of corporate governance and current Chniese ones will deter any prudent investor.

  • ww

    will w.

    3 6 2015 01:45

    0       0

    @ Kelly: they (Gave-Kal) have a set of their OWN funds: http://gavekal.com/c/index.cfm?pID=10

    their "UCITS" funds are apparently not avail to "U.S. persons" - but they have something for everyone

  • RW

    Ryan W.

    2 6 2015 07:55

    3       0

    Nice interview - wish you could have pushed back on why he believes that rising interest rates will have minimal effects on the US economy. And yes, that was a nice quote at the end.

  • JP

    Jeronimo P.

    2 6 2015 07:06

    5       0

    The greatest edge provided by RealVisionTV is their ability to shift focus from trying to forecast things to thinking critically about payoff structures of ideas/trades. Adaptation - great quote.

  • MK

    Marin K.

    2 6 2015 05:45

    3       0

    Great quote at the end.

  • SL

    Stuart L.

    2 6 2015 01:48

    3       0

    to gain reserve currency status the yuan will have to stay pegged to the rising US$.. Exports and employment will suffer. I f theythen devalue there will be capital outflows and a stock market crash.

  • T.

    Tom ..

    1 6 2015 21:45

    1       0

    I'd be very interested to know where Mr. Gave sees USD/JPY going in the next year or two...

  • RA

    Robert A.

    1 6 2015 21:33

    1       0

    Just as in nature...."the species that fails to adapt doesn't evolve"

  • GB

    Gary B.

    1 6 2015 15:33

    23       0

    "As an investor, you are paid to adapt, not to forecast. Those who adapt fastest win"

    Great piece of advice!!

  • KA

    Kelly A.

    1 6 2015 15:31

    3       0

    Excellent. Great Q and A. I would love to have some of his thoughts on which EFT[s] for China make the most sense.