China & the American Imperial Economy | Louis...

In Episode 506 of Hidden Forces, Demetri Kofinas speaks with Robert Armstrong, US financial commentator at the Financial Times and author of the Unhedged newsletter, about the scale and structure of the AI investment boom, the growing political and social backlash against the tec ...  Show more

In Episode 505 of Hidden Forces, Demetri Kofinas speaks with venture capitalist, former Wall Street equity research analyst, and independent market and technology researcher Paul Kedrosky about why the AI investment boom is unlike any previous Capex cycle, how loose credit, data ...  Show more

Is the U.S. economy as strong as it looks, or are we being misled by flawed data? In this hard-hitting interview, Gavekal co-founder and CEO Louis-Vincent Gave joins James Connor to unpack the growing disconnect between economic headlines and financial reality. They explore why j ...  Show more

Dan Nathan and Peter Boockvar host Louis-Vincent Gave, founder and CEO of Gavekal, to discuss the evolving dynamics of China trade. The conversation explores China's response to U.S. restrictions on technology, particularly semiconductors, and the broader implications of the grow ...  Show more

MacroVoices welcomes Gavekal co-founder, Louis-Vincent Gave to the show. Louis says when China’s Xi Jinping pivots from zero COVID policy to re-opening the Chinese economy, it will send a macroeconomic shock wave through global markets that will re-ignite inflation and have mo ...