70 min listen
Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
FromCapital Allocators – Inside the Institutional Investment Industry
Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
FromCapital Allocators – Inside the Institutional Investment Industry
ratings:
Length:
35 minutes
Released:
Oct 10, 2022
Format:
Podcast episode
Description
Louis-Vincent Gave is the Founding Partner and CEO of GaveKal, a leading independent provider of macro research, and GaveKal Capital, manager of $2 billion in assets. Louis is one of my go-to sources for strategic research. He came on the show earlier this year to discuss the conflict in Ukraine, and that conversation is replayed on the feed. This time around, we cover Louis’ perspective on the bear market and its transition of leadership from developed to emerging markets. We discuss emerging markets, the U.S. dollar, age of weaponization, deglobalization, China, and where to invest to weather the storm. Access Stream by AlphaSense Free Trial Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
Released:
Oct 10, 2022
Format:
Podcast episode
Titles in the series (100)
The Bet with Buffett (Capital Allocators, EP.05): Today’s show is a little different from my ongoing series of conversations with Capital Allocators. As you probably know, about 9½ years ago I made a bet with a certain Oracle, in Omaha, that pitted the performance of a group of five hedge fund of fun by Capital Allocators – Inside the Institutional Investment Industry