Louis-Vincent Gave: China’s Winning, the Doll...

Steven Feldman, CEO of GBI and Wealthion, explores how AI investment risks extend beyond tech stocks to data centers, surging electricity demand, and the physical commodities powering the technology boom. He breaks down why lasting demand does not guarantee attractive returns, an ...  Show more

Ivy Zelman explains why she sees more weakness in the U.S. housing market as mortgage rates squeeze affordability. Joining Maggie Lake, she challenges the housing shortage narrative and examines how demographics could reshape future demand. What could a changing housing market me ...  Show more

In Episode 364 of Hidden Forces, Demetri Kofinas speaks with Gavekal CEO Louis-Vincent Gave about de-dollarization, U.S. re-industrialization, and his case for ...

Jesse Felder, the founder of Felder Investment Research, joins Maggie Lake to discuss the market's uncertain reaction to today's inflation data, why he’s taking a closer look at gold, and what he makes of the recent U.S. credit crunch. Learn more about your ad choices. Visit podc ...  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