From East to West: Louis Vincent Gave on Investing, Resilience, and China’s Rise
The Covered Call Podcast Podcast · Lovis Kauf, Louis Vincent Gave, and NutterProjects
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Show Notes
Join us as we sit down with Louis Vincent Gave, CEO of Gavekal, a leading financial research and fund management firm known for its East-West perspective. In this episode, recorded just weeks after Trump’s inauguration, Louis dives into the shifting global landscape - from a multipolar world and U.S. dominance to China’s industrial leapfrog over the West. With his unique vantage point from Hong Kong, Beijing, and beyond, Louis shares insights on macro investing, raising resilient kids in an AI-driven future, and why he bets on the renminbi and Brazilian markets. Plus, hear his take on must-read books like Parkinson’s Law and The General Theory of Portfolio Construction from his father’s work.
Whether you’re an investor, parent, or global thinker, this conversation is packed with wisdom and wit!
PS.: Only after the recording did we realize that the audio quality of Louis's track was poor. We used AI to enhance it - this made the audio useable but some distortions are noticeable. We kindly ask you to excuse us.
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