Episode 275
Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
Capital Allocators – Inside the Institutional Investment Industry · Ted Seides – Allocator and Asset Management Expert
October 10, 202235m 27s
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Show Notes
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 For full show notes, visit the episode webpage here. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership