In this Deep Dive with Evergreen Gavekal, Partner Jeff Otis interviews CEO of Gavekal Research, Louis Gave, to discuss what it's like being a U.S. investor in today's global markets.
Some topics they cover:
China after the Party Congress. What are the political and investment implications?
Thoughts on the U.S dollar, emerging markets, and energy?
U.S. Mid-term Elections: What to be watching?
As always, thank you for listening!
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