Shows
Sur parolesP. Franck Zeuchner, religieux de St-Vincent-de-Paul et aumônier du Sec. cath.Depuis septembre 2025, le père Franck Zeuchner est aumônier de la délégation de la Loire du Secours catholique ; il est également supérieur de la communauté des religieux de Saint-Vincent-de-Paul de Saint-Étienne.Né à Paris, c’est dans la capitale qu’il a rencontré l’œuvre des patronage et l’institut des religieux de Saint-Vincent-de-Paul, au sein du quel, le fils unique qu’il était, a découvert le service des autres, pour donner du temps au plus pauvres. Malgré l’étonnement de ses parents, surpris pour ne pas dire plus, il intégrera l’institut des religieux de Saint-Vincent-d...
2026-01-1621 min
WealthionWealthion’s Best Of 2025: China Has ‘Leapfrogged’ the West | Louis-Vincent GaveAs we close out the year and head into the holidays, we’re revisiting some of the most impactful conversations from Wealthion in 2025. Whether you’re watching for the first time or revisiting it with fresh perspective, we hope you enjoy. All the best for a happy, healthy, and prosperous New Year!
💡Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3CgmjOh
Beyond the headlines on DeepSeek AI, China is transforming the global economic order. The Asian superpower is outpacing the West in key industries like EVs, solar panels, and nuclear power while sec...
2025-12-2300 min
The Front Row Podcast#66: How China's Technology Leapfrogged The West - Louis Vincent GaveThank you for checking out The Front Row Podcast and my interview with Louis Vincent GaveAfter receiving his bachelor's degree from Duke University and studying Mandarin at Nanjing University, Louis joined the French Army where he served as a second lieutenant in a mountain infantry battalion. After a couple of years, Louis left the army and joined Paribas where he worked as a financial analyst—first in Paris, then in Hong Kong.Louis left Paribas in 1998 to launch Gavekal with his father Charles and Anatole Kaletsky. The idea at the time was that Asia was set to become an ev...
2025-12-131h 09
Excess ReturnsThe Real Estate Bust Was the Plan | Louis-Vincent Gave on China's Brute Force Growth StrategyIn this episode of Excess Returns, we sit down with Louis-Vincent Gave of Gavekal Research for one of the most wide-ranging and eye-opening conversations we have ever hosted. Louis breaks down how China transformed its economy over the last seven years, why Western observers consistently misunderstand the country’s growth model, and what this means for global markets, AI competition, supply chains, currencies, energy, demographics, and the next decade of investing. If you want a clearer picture of China, global macro dynamics, and the forces shaping markets today, this is essential viewing.Topics covered in this episode:
2025-11-261h 04
L'invité de la rédaction (JURA)Le livre "André Besson, un merveilleux conteur" de Jean-Louis VincentLe 18 octobre 2025, ils étaient nombreux à la médiathèque de l’Hôtel-Dieu de Dole pour assister à l’inauguration de l’espace André et Denise Besson.Il a été conçu comme une exposition permanente, consacrée à l’écrivain, scénariste et journaliste dolois André Besson, décédé le 29 avril 2023.L’auteur régionaliste prolifique avait choisi de léguer l’ensemble de ses archives personnelles et de sa bibliothèque à la municipalité jurassienne.Les visiteurs peuvent y découvrir des manuscrits, des notes de travail, une riche documentation historique…Ce choix est relaté dans le nouveau livre « André B...
2025-10-2008 min
Faster ForwardSeptember Market Pulse: Global Shifts and Macro Insights with Louis-Vincent Gave (Audio)In this special edition of Market Pulse, host Grant Johnsey, Head of Market Solutions, Banking & Markets, Americas sits down with Louis-Vincent Gave, founding partner and CEO of Gavekal Research, for a deep dive into the forces reshaping global markets. Louis shares his perspectives on China’s dramatic transformation from a real estate-driven economy to an industrial powerhouse and explains how strategic moves in manufacturing and supply chains are challenging Western industries.
The conversation explores the emerging economic integration between Russia, China, and India—and why most investors are missing out on this “boom of epic proportions.” Louis also dis...
2025-10-1438 min
PersonablePersonable Markets: Louis-Vincent Gave on Trump-Xi Meet, ChatGPT v DeepSeek, China-India-Russia DealSend us a textLouis-Vincent Gave, CEO & Co-Founder of Gavekal, returns to Personable as a two-time guest. From graduating Duke University with a BA in Economics, History & Chinese, to studying Mandarin at Nanjing University, Louis brings a unique global perspective. He’s advised institutions, funds, and governments for decades - and in this episode, he dissects markets, AI, energy, and the U.S.-China dynamic with refreshing clarity.With experience spanning macro research, portfolio strategy, and global policy insights, Louis has built Gavekal into one of the world’s most respected independent research firms. Known for...
2025-09-291h 19
RiskReversal PodExploring China's Digital Belt & Road with Louis-Vincent GaveDan 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 growing U.S.-China tech competition. Louis offers insights into China's rapid industrial advancements, the strategic importance of Taiwan, and the potential future of U.S.-China relations. The discussion also touches on the global impact of China's economic integration with Russia and India, and the challenges faced by American companies in maintaining competitiveness in the Chinese market.
—FO...
2025-09-2448 min
The Century of CitiesLouis-Vincent Gave: From Brain Drain to Bridge CityIn this episode of The Century of Cities, we are joined by Louis-Vincent Gave. Louis is an author and the CEO and co-founder of Gavekal. He shares his insights on macroeconomics, the Greater Bay Area, the Hong Kong dollar's unique role, and how Chinese cities are carving out distinct identities in tech, industry, and finance. From Hong Kong's resilience through decades of reinvention to its emerging role as a financial bridge for global markets, Louis offers a sharp, compelling lens on how urban transformation is reshaping opportunity worldwide.
2025-09-2333 minFaster ForwardSeptember Market Pulse: Global Shifts and Macro Insights with Louis-Vincent Gave (Market Pulse-Video)In this special edition of Market Pulse, host Grant Johnsey, Head of Market Solutions, Banking & Markets, Americas sits down with Louis-Vincent Gave, founding partner and CEO of Gavekal Research, for a deep dive into the forces reshaping global markets. Louis shares his perspectives on China’s dramatic transformation from a real estate-driven economy to an industrial powerhouse and explains how strategic moves in manufacturing and supply chains are challenging Western industries.
The conversation explores the emerging economic integration between Russia, China, and India—and why most investors are missing out on this “boom of epic proportions.” Louis also dis...
2025-09-2200 min
Témoins - RCF BelgiqueIsabelle Hachez, nouvelle rectrice de Saint-LouisIsabelle Hachez, la nouvelle rectrice de Saint-Louis est l'invitée de l'émission Témoins sur 1 RCF Belgique.Elle nous parle des sujets qui occupent l'université en cette rentrée 2025- 2026Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.
2025-09-1550 min
Athletes Grind Code#5 - Louis Jordan Beyer - PREMIER LEAGUE, Vincent Kompany als Trainer, Verletzungen und die Unterschiede zwischen Deutschem und Englischem FußballLouis Jordan Beyer ist Fußballprofi bei Burnley in der Premier League. Er spricht über seine aktuelle Verletzung und die Herausforderungen, die er überwinden musste. Jordan erzählt uns, wie es sich anfühlt neben Haaland, Van Dijk, etc. auf dem Platz zu stehen. Er reflektiert über seine Zeit bei Borussia Mönchengladbach, seine Erfahrungen in der Premier League und die Unterschiede zwischen dem Fußball in Deutschland und England. Vincent Kompany, jetzt Trainer von Bayern München, holte ihn damals für 15 Millionen nach Burnley. Zudem teilt er seine Gedanken über die Entwicklung des Fußballs und die Bedeutung vo...
2025-09-091h 31
La voix des DSIRelever les défis du RGPD et de la Cybersécurité pour les Collectivités avec Louis CorreDans cet épisode de "La Voix des DSI", Louis Corre, directeur du pôle Confiance numérique à l’ADICO, explique comment son association accompagne les collectivités dans leur transformation numérique. On aborde les enjeux cruciaux du RGPD, de la cybersécurité et de l’accessibilité numérique, soulignant l’importance d’une conformité proactive. L’épisode met en lumière les défis des collectivités, souvent confrontées à des plaintes ou à des audits de la CNIL, et propose des solutions pratiques.Les points abordés dans ce...
2025-09-0235 min
Top Traders UnpluggedGM86: Everyone’s Watching the Fed. The Real Story’s Somewhere Else. ft. Louis Vincent-GaveLouis-Vincent Gave returns with a blunt assessment of a global order fraying at key seams. Construction is stalling. Trade policy is adrift. Capital is retreating from the U.S. And yet, markets hum along... propped up by AI euphoria and the illusion of fiscal permanence. In this conversation with Alan Dunne, Louis questions whether investors grasp the shifting ground beneath their feet: from rising tariff walls to energy fragility, from the quiet restructuring of China’s financial system to the early signals of capital rotation into emerging markets. If this is a transition phase, most portfolios aren’t built for...
2025-08-2059 min
TopTradersUnplugged.comGM86: Everyone’s Watching the Fed. The Real Story’s Somewhere Else. ft. Louis Vincent-GaveLouis-Vincent Gave returns with a blunt assessment of a global order fraying at key seams. Construction is stalling. Trade policy is adrift. Capital is retreating from the U.S. And yet, markets hum along... propped up by AI euphoria and the illusion of fiscal permanence. In this conversation with Alan Dunne, Louis questions whether investors grasp the shifting ground beneath their feet: from rising tariff walls to energy fragility, from the quiet restructuring of China’s financial system to the early signals of capital rotation into emerging markets. If this is a transition phase, most portfolios aren’t built for what...
2025-08-2059 min
Wealthion - Be Financially ResilientLouis-Vincent Gave: China’s Winning, the Dollar’s Falling — The End of U.S. Dominance?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 job numbers keep getting revised, why inflation feels worse than reported, and how the Federal Reserve’s credibility is being questioned, even from within. Louis also shares why he believes the U.S. dollar is entering a long-term decline, and why the narrative around China’s economic weakness is both overstated and misunderstood.
2025-08-051h 00
Musiques en vieL’étonnant Richard ThompsonC'est après avoir (enfin) entendu Richard Thompson au cours d’un concert donné au Printemps de Bourges il y a quelques semaines que Louis-Marie Lacroix a souhaité faire une émission sur ce musicien.Richard Thompson fait partie de son panthéon musical où l’on trouve aussi bien Bach, Monteverdi que Neil Youg et bien d’autres. Il a découvert ce musicien avec le groupe Fairport Convention, héraut de cette scène folk/rock, dont il fit partie de 1967 à 1972, année à partir de laquelle il mènera une carrière solo – parfois en couple – dont tous les disques – une quaran...
2025-05-1041 minMusiques en vieL’étonnant Richard ThompsonC'est après avoir (enfin) entendu Richard Thompson au cours d’un concert donné au Printemps de Bourges il y a quelques semaines que Louis-Marie Lacroix a souhaité faire une émission sur ce musicien.Richard Thompson fait partie de son panthéon musical où l’on trouve aussi bien Bach, Monteverdi que Neil Youg et bien d’autres. Il a découvert ce musicien avec le groupe Fairport Convention, héraut de cette scène folk/rock, dont il fit partie de 1967 à 1972, année à partir de laquelle il mènera une carrière solo – parfois en couple – dont tous les disques – une quaran...
2025-05-1041 min
Capital Allocators – Inside the Institutional Investment IndustryGeopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko PapicLast week was one of the most volatile in market history. In the last twenty-five years, it's likely matched only by the pandemic and Global Financial Crisis in the breadth of potential outcomes for the future. In a change from our typical market-insensitive conversations, I was fortunate to gather three of the most insightful thinkers on global macroeconomics and geopolitics on Friday to share their assessment of the changing landscape. My guests on today's show are James Aitken, Marko Papic, and Louis-Vincent Gave. James is the founder of Aitken Advisors, Marko is the Macro-Geopolitical Chief S...
2025-04-141h 01Capital Allocators – Inside the Institutional Investment Industry[REPLAY] Louis-Vincent Gave – Macro Consequences of Government SanctionsLouis-Vincent Gave is the Founding Partner and CEO of GaveKal, one of the world's leading independent providers of macro research, and GaveKal Capital, a manager of $2.7 billion in assets. Louis launched GaveKal alongside his father in 2000 and has become a go-to source for creative research on global economics and asset allocation, particularly in China. He recently penned CYA as a Guiding Principle, dissecting the consequences of Western government responses to Russia's invasion of Ukraine. He joined me to discuss the key takeaways. Our conversation starts with Louis' background and founding of GaveKal, and turns to the potential second order impacts of...
2025-04-1445 min
The Covered Call Podcast PodcastFrom East to West: Louis Vincent Gave on Investing, Resilience, and China’s RiseJoin 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...
2025-03-141h 33
The Long ViewLouis-Vincent Gave: ‘The Future Is Being Built Over There’Our guest this week is Louis-Vincent Gave. Louis is founding partner and CEO of Gavekal Group, a research and financial services firm based in Hong Kong. After graduating from Duke University and studying Mandarin at Nanjing University, Louis joined the French Army, then went on to become a financial analyst at Paribas, first in Paris, then in Hong Kong. In 1999, he launched Gavekal with his father, Charles, and Anatole Kaletsky. Louis is the author of seven books, the latest being, Avoiding the Punch: Investing in Uncertain Times.BackgroundBioAvoiding the Punch: Investing...
2025-02-2554 min
On InvestingChina Enters the AI Chat (With Louis-Vincent Gave)In today's episode, Liz Ann Sonders speaks with Louis-Vincent Gave, CEO of Gavekal Research. Louis discusses the unique market dynamics of the past year, focusing on the concentration of U.S. equities, the divergence between growth and value stocks, and the implications of China's trade surplus. Liz Ann and Louis delve into the impact of DeepSeek on the tech landscape, the potential for market bubbles, and future trends in technology and infrastructure spending.Kathy Jones and Liz Ann also discuss the recent Consumer Price Index (CPI) report and its implications for inflation and the equity market. They...
2025-02-1450 min
WTFinanceChina's Economic Revolution Threat to the West with Louis-Vincent GaveInterview recorded - 23rd of January, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Louis-Vincent Gave. Louis is the Founding Partner & Chief Executive Officer of Gavekal.During our conversation we spoke about his thoughts on the markets, the everything bubble in the US, what tariffs mean for the US Dollar, the Chinese economic revolution, QE in the market, manufacturing boom and more. I hope you enjoy!0:00 - Introduction0:59 - Louis’ overview of markets4:00 - Everything bubble in the US?7:44 - Are tariffs bullish US Do...
2025-01-2947 min
Wealthion - Be Financially ResilientHow China ‘Leapfrogged’ the West | Louis-Vincent GaveChina is transforming the global economic order. Beyond the headlines on DeepSeek AI, the country is outpacing the West in key industries like EVs, solar panels, and nuclear power while securing a record-breaking and growing $1 trillion trade surplus. In this must-watch interview, Louis-Vincent Gave joins James Connor to explain how China’s strategic and long-term planning, emerging market dominance, and infrastructure investments are reshaping markets—and what this means for the West’s future. Plus, learn the risks of rising energy prices, inflation, and shifting geopolitics—and how they could impact your financial future. Don’t miss this essential analysis o...
2025-01-281h 04
LE COUP TORDULE COUP TORDU - EPISODE 235 : EN INSIDE AVEC LOUIS-PIERRE FRILEUX🎙️ Épisode 235 – Louis-Pierre Frileux d’Eurosport : carrière, coulisses et surprises pour 2025 !Dans ce nouvel épisode du Coup Tordu, on a eu l’immense plaisir de recevoir Louis-Pierre Frileux, figure emblématique d’Eurosport ! 🎥 On est revenu sur son parcours exceptionnel, de son enfance à Laval jusqu’à son arrivée sur Eurosport. Louis-Pierre nous a également confié quelques anecdotes croustillantes sur ses premiers pas dans le journalisme et l’évolution de sa carrière. 🚴♂️Mais ce n’est pas tout ! On a discuté des grandes surprises qu’Eurosport prépa...
2025-01-221h 52
Monetary Matters with Jack FarleyWhy Chinese Bond Yields Have Collapsed | Louis Vincent Gave’s Bull Case For Chinese Stocks and Chinese Property BondsThis Monetary Matters episode is brought to you by VanEck. Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJackLouis Vincent Gave, Founding Partner & Chief Executive Officer at Gavekal, joins Monetary Matters to share his perspective on China in 2025 and beyond. Recorded on January 20, 2025.Follow Monetary Matters on:Apple Podcast https://rb.gy/s5qfyhSpotify https://rb.gy/x56dx5YouTube https://rb.gy/dpwxezFollow Jack Farley on Twitter https://x.com/J...
2025-01-221h 24
À l'heure belgeVincent Hennebicq : "Going Home" au Théâtre de PocheVincent Hennebicq, auteur et metteur en scène de "Going Home" : une pièce percutante qui mêle musique live et vidéo sur le parcours du combattant de Michalak, un éthiopien en exil. À voir jusqu'au 30 janvier au Théâtre de Poche.
www.poche.be
Distribué par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.
2025-01-2150 min
Smart Humans with Slava RubinSmart Humans: The Year in Alternative Investing and Predictions for 2025 with Vincent's Adam KatzIn this episode of Smart Humans, Slava Rubin and Vincent's Adam Katz recap the year in alts, and talk about what to what to expect in 2025 in real estate, pre-IPO venture, art, collectibles, and crypto.Adam Katz is a co-founder and Head of Research and Content at Vincent. He is a seasoned real estate investor and syndicator and a longtime investor in alternative assets. He is a graduate of Columbia Law School and has an undergraduate finance degree from Washington University in St. Louis.
2025-01-0852 min
Hamou braille dans le posteDeux projets majeurs pour les déficients visuels en FranceIntégrer recherche, accessibilité et inclusion, ce sont les points forts de deux structures qui viennent d'être inaugurées tout récemment, à savoir le Campus Louis Braille et l'Institut de Réadaptation Visuelle Saint -Louis. Une avancée significative pour les personnes déficientes visuelles en France, détaillée par Hamou Bouakkaz cette semaine.Distribué par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.
2024-12-1603 min
Faut Pas Pousser Les ISOLE QUIZ - S909 - 5 QUESTIONS À LOUIS ROYER ET RONY STUDIENT🎧 📸 Cette semaine, dans le QUIZ, les auditeurs du podcast Faut Pas Pousser les ISO posent leurs questions à nos invités : le journaliste Louis Royer de Phototrend et le directeur commercial d’IPLN, Rony Studient.Ce QUIZ est issu de l'épisode S909 intitulé « Les meilleurs boîtiers hybrides en 2024 » co-animé par Arthur Azoulay et Benjamin Favier et diffusé en intégralité le 7 octobre 2024.Pour cette émission, nous avons eu le plaisir de recueillir les témoignages de Louis...
2024-11-1005 min
Top Traders UnpluggedGM72: China's Market Rebound: From Chaos to Opportunity ft. Louis-Vincent GaveAlan Dunne welcomes back Louis-Vincent Gave of Gavekal in this episode to delve into the Chinese economic outlook and discuss the broader macro trends. Louis shares his thoughts on whether the Chinese economy and Chinese asset markets are truly at a turning point. They examine the crisis of confidence among Chinese consumers and assess whether recent stimulus measures can help. China’s active industrial policy and desire to grow its share of global manufacturing has been a key policy pillar and Louis examines how sustainable the policy is. The conversation also covers US policy, the prospects for a recession, an...
2024-10-161h 02
TopTradersUnplugged.comGM72: China's Market Rebound: From Chaos to Opportunity ft. Louis-Vincent GaveAlan Dunne welcomes back Louis-Vincent Gave of Gavekal in this episode to delve into the Chinese economic outlook and discuss the broader macro trends. Louis shares his thoughts on whether the Chinese economy and Chinese asset markets are truly at a turning point. They examine the crisis of confidence among Chinese consumers and assess whether recent stimulus measures can help. China’s active industrial policy and desire to grow its share of global manufacturing has been a key policy pillar and Louis examines how sustainable the policy is. The conversation also covers US policy, the prospects for a recession, and ho...
2024-10-161h 02
Sur parolesVincent, Joseph et Pierre Etienne, trois diacres en vue du presbytératPierre-Étienne DUCHATELET, Joseph NGUYEN TUNG ANH et Vincent NGUYEN THEVIET ont été ordonnés diacres, en vue du presbytérat, dimanche 22 septembre. Dans cette seconde émission, ils nous expliquent ce qu'est le ministère de diacre et, surout, nous font partager leur joie !Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.
2024-09-2721 min
The Market HuddleStructural Inflationista (Guest: Louis-Vincent Gave)This week Kevin & Patrick welcome back to the show, Louis Vincent Gave from Gavekal Research. They dive into the key differences between Chinese and Western capital markets, uncover why gold is surging in a structural bull market, and tackle the challenges of today’s investment landscape.
Check Out Gavekal Research: https://www.gavekal.com
Follow Louis on X: https://www.x.com/gave_vincent
Subscribe To Patrick’s New Educational Series ONLY available on YouTube: https://www.youtube.com/@Patrick_Ceresna
*Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com
2024-08-2400 min
Bankless7 Ideas for Investing in Uncertain Times | Louis-Vincent GaveIn this episode, Ryan is joined by Louis-Vincent Gave, a macro analyst with 7 bold investment ideas to help you navigate the chaos. From avoiding the bond market’s pitfalls to rethinking the 60/40 strategy and why Asia is the future, Louis' ideas are thought-provoking and actionable. Whether you’re worried about a recession or curious about crypto, these ideas will give you new insights into where to put your money. This and all Bankless content is never financial advice. ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2 🦄UNISWAP...
2024-08-201h 31
Macro VoicesMacroVoices #440 Louis-Vincent Gave: What Just Happened?MacroVoices Erik Townsend & Patrick Ceresna welcome back, Louis-Vincent Gave. They discuss how rate cuts are likely by year’s end, the USD outlook, precious and base metals, uranium miners, China’s long-term energy policy and what this all means to the global economy. https://bit.ly/3WEO8pn
⚫ Follow Louis on X: https://www.x.com/Gave_Vincent
⚫ Find Out More: https://web.gavekal.com/
🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4dACC5j
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH
2024-08-081h 32
WTFinanceWeak Data Suggesting Economy is Rolling Over with Louis-Vincent GaveInterview recorded - 12th of June, 2024On this episode of the WTFinance podcast I had the pleasure of welcoming on Louis-Vincent Gave.During our conversation we spoke about Louis' outlook for global markets, why growth could remain strong with higher inflation, what this means for commodities, whether the Chinese economy has bottomed, Yen weakness and more. I hope you enjoy!0:00 - Introduction1:55 - Outlook on global markets?4:32 - Pullback in emerging markets?10:45 - Economic sentiment starting to change?13:35 - FED cut on table?15:01 - Markets increase when cut?
2024-06-1241 min
Histoires LimousinesJean Baptiste Mignon, un grand industrielJean-Baptiste Mignon, grand industriel, est né à Limoges le 25 juillet 1824 était très probablement le fils naturel de Louis Mignon et d’une domestique, Marie Jorby. Louis Mignon fut d’un grand soutien pour le jeune Jean-Baptiste qu’il adopta d’ailleurs en 1850 en lui donnant son nom.
Élève de talent, il fut admis en 1840 à l’école des Arts et Métiers d’Angers. À sa sortie, il entra à la compagnie des chemins de fer du Nord puis se lança dans la création d’entreprises liées aux constructions métalliques. C’est ainsi qu...
2024-06-0629 min
Hidden ForcesChina & the American Imperial Economy | Louis-Vincent GaveIn 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 a Chinese "deflationary boom" and revaluation of the renminbi. In the first hour of their conversation, Demetri asks Louis-Vincent Gave about the most important trends set to define the investment landscape in the years ahead. Gave argues that the U.S. and Europe are set to undergo a long period of structurally high inflation while China's economy is set to experience a "deflationary boom" partly driven by rapid advancements in key industries like semiconductor manufacturing...
2024-05-2041 minMacro VoicesMacroVoices #414 Louis Vincent Gave: Party Like it’s 1999MacroVoices Erik Townsend & Patrick Ceresna welcome back Gavekal Founder, Louis-Vincent Gave. Erik & Louis discuss commodities, China, the Electric Vehicle Implosion, and why Louis says this feels like 1999 all over again. https://bit.ly/3wgMjFA
⚫ Follow Louis on X: https://twitter.com/Gave_Vincent
⚫ Find Out More About Gavekal: https://web.gavekal.com/
🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3SOovls
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD
🔴 Subscribe to Erik's Substack: https...
2024-02-081h 09
The Dark Mind PodcastErin LouisErin Louis is a former adult entertainer turned writer who began her career with nonfiction works, recounting her experiences as a stripper for over 20 years, as well as her involvement in the secular humanist community. She joins Vince on the show to discuss her recent novel "South of Heaven" and her latest work "Colleen."During their conversation, they delve into topics such as her Catholic upbringing, forgiveness, the concept of deathbed conversion, her transition from nonfiction to fiction, and the dichotomy of pain and suffering.Website: https://www...
2024-02-061h 02
ManifoldLouis-Vincent Gave: Understanding China’s Economy, and U.S. Competition — #50Louis-Vincent Gave of Gavekal discusses China's economic growth, its focus on education, and the global implications of its economic and political policies.https://research.gavekal.com/Steve and Louis discuss:(00:00) - Early life - Gave as French infantry officer
(14:42) - Founding Gavekal
(23:50) - Understanding China economic growth
(32:57) - China real estate market
(42:48) - The impact of China’s economic growth
(48:19) - Comparing the size of the Chinese and U.S. economies
(01:07:09) - China’s trade surplus and U.S. debt
(01:18:11) - Will there be a U.S. debt crisis?
Music used with...
2023-12-141h 27
The Meb Faber Show - Better InvestingLouis-Vincent Gave & Harris “Kuppy” Kupperman: De-Dollarization, De-Sinafication & The Commodity Bull Market | #511Today’s returning guests are Gavekal co-founder Louis-Vincent Gave and Praetorian Capital Management founder, Harris “Kuppy” Kupperman. In today’s episode, we start by covering the macro landscape and then dive in on some key themes Louis and Kuppy are focused on. We talk about emerging markets, the energy transition’s impact on commodities like oil and uranium, and stealth bull markets in places like Japan and India. We also touch on the Mag7, Argentina, Turkey, and even aviation sub-assembly – a first for the podcast. -----Follow Meb on Twitter, LinkedIn and YouTubeFor detai...
2023-12-061h 17
Faut Pas Pousser Les ISOQUIZ - S709 - 5 questions à Louis Royer et Rony StudientDans le QUIZ, les auditeurs du podcast Faut Pas Pousser les ISO posent leurs questions à nos invités, Rony Studient de la boutique spécialisée IPLN et le journaliste Louis Royer du magazine en ligne Phototrend.
Ce QUIZ est issu de l'épisode " S709 - Les meilleurs boîtiers hybrides 2023 " diffusé le 16 novembre 2023.
Aux micros de cette émission : Arthur Azoulay, Benjamin Favier, Louis Royer, Rony Studient et Mathilde Lécuyer, Cyril Thomas, Yann Salmon-Legagneur, Pierre-Yves Maitre, Samuel Mello Medeiros et Filippo Nishino.
👉 Faut pas pousser...
2023-11-1906 min
The Core Report#104 “China Collapsing”: Reality or Narrative? In conversation with Louis-Vincent GaveOn this episode, financial journalist Govindraj Ethiraj talks to Louis-Vincent Gave, founding partner and CEO of Gavekal, one of the world's leading providers of investment research, providing insights on the global macroeconomy and markets, and on China's economy and companies. In 1998, Louis launched Gavekal with his father Charles and Anatole Kaletsky. At the time, Asia was set to become an ever more important factor in global growth, so Gavekal was set up to offer its clients more information, and more ideas, relating to Asia.Louis has written seven books, the latest being Avoiding the Punch: Investing in...
2023-09-2330 minMacro VoicesMacroVoices #394 Louis-Vincent Gave: China, Energy & MoreMacroVoices Erik Townsend and Patrick Ceresna welcome back Gavekal co-founder, Louis-Vincent Gave to the show. Louis and Erik will discuss the economic situation in China, inflation, energy prices, and much more. https://bit.ly/3rlVliz
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2023-09-211h 11
TopTradersUnplugged.comGM46: An Emerging Market Boom of Epic Proportion ft. Louis-Vincent GaveToday we are joined by Louis-Vincent Gave of Gavekal Research for a fascinating discussion on the key global macro trends impacting markets. Louis outlines his case for why the consensus is wrong to expect a US recession and why he sees accommodative US fiscal policy as a key driver of the economy in the next 1-2 years. We discuss the upside and downside risks to inflation and how weather patterns may be an underappreciated risk to inflation in the next 1-2 years. One of Louis’ key calls is an upbeat outlook on emerging markets, particularly in the middle East and As...
2023-07-051h 03
Top Traders UnpluggedGM46: An Emerging Market Boom of Epic Proportion ft. Louis-Vincent GaveToday we are joined by Louis-Vincent Gave of Gavekal Research for a fascinating discussion on the key global macro trends impacting markets. Louis outlines his case for why the consensus is wrong to expect a US recession and why he sees accommodative US fiscal policy as a key driver of the economy in the next 1-2 years. We discuss the upside and downside risks to inflation and how weather patterns may be an underappreciated risk to inflation in the next 1-2 years. One of Louis’ key calls is an upbeat outlook on emerging markets, particularly in the middle East an...
2023-07-051h 03
TopMedTalkThe Future of Intensive Care with Jean-Louis Vincent | ESAIC 2023Our coverage of Euroanesthesia 2023 continues; The European Society of Anaesthesiology and Intensive Care (ESAIC) is the leading European Organisation for Anaesthesia, Intensive Care, Pain and Perioperative Medicine. TopMedTalk is proud to bring you 'as live' coverage of their annual conference. For more information on the work ESIAC do check out their website here https://euroanaesthesia.org/ This piece features Desiree Chappell, Monty Mythen and Andy Cumpstey in conversation with Jean-Louis Vincent, Professor of intensive care at University of Brussels.
2023-06-0428 min
Data & AI TalksEP 12: The extinction of Data Analysts - Interview with Louis de RooWill the Data Analyst and Data Scientist roles be extinct soon?
The current development in the market screams for different approaches. AI helps us do our work and can already do parts better and faster than humans, specifically in Analytics.
So will the role completely disappear? 𝘕𝘰, 𝘐 𝘥𝘰𝘯’𝘵 𝘵𝘩𝘪𝘯𝘬 𝘴𝘰, 𝘣𝘶𝘵 𝘪𝘵 𝘸𝘪𝘭𝘭 𝘤𝘩𝘢𝘯𝘨𝘦 𝘥𝘳𝘢𝘴𝘵𝘪𝘤𝘢𝘭𝘭𝘺.
In our conversation #12 with @Louis de Roo, a data strategy leader from Emergo, we discussed the impact of the constant technology innovation in the data industry especially in data analysts and how this role will adapt to new upcoming updates.
Also we talk about:
✅ Other roles in the data market that is affected by these new innovatio...
2023-05-0829 min
Faut Pas Pousser Les ISOQUIZ - S601 - 5 questions à Louis RoyerDans le QUIZ, les auditeurs du podcast Faut Pas Pousser les ISO posent leurs questions à notre invité, le journaliste spécialisé photo du magazine Les Numériques Louis Royer.
Ce QUIZ est issu de l'épisode " S601 - Tout savoir sur l'autofocus " diffusé le 16 mars 2023.
Aux micros de cette émission : Arthur Azoulay, Benjamin Favier, Louis Royer et Volker Gilbert, Éric Médard, Benjamin Tantot, Rony Studient
👉 Faut pas pousser les ISO, c’est le podcast hebdo pour tous les passionnés de photo et de vidéo. Toutes...
2023-03-1906 minMacro VoicesMacroVoices #366 Louis-Vincent Gave: Staying Humble in Troubling TimesMacroVoices Erik Townsend welcomes Louis-Vincent Gave to the show to discuss a number of big-picture factors driving the markets, ranging from geopolitical escalation risks to Chinese demand to why precious metals haven’t responded more to geopolitical risk escalation. https://bit.ly/3mzsKDH
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Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
Join OptionFinity discord: https://discord.gg/Rvnsv6Y
...
2023-03-091h 09
My Worst Investment Ever PodcastLouis-Vincent Gave – Your Success Comes Down to Portfolio SizingBIO: Louis-Vincent Gave is the Chief Executive Officer of Gavekal, a Hong Kong-based company he co-founded over 20 years ago with his father, Charles, and Anatole Kaletsky.STORY: Louis’s father invested one million dollars in a portfolio of 10 Asian companies. Louis was managing this portfolio, whose size was disproportionate to his earnings. He was earning $50,000 annually at the time and had never owned a portfolio this big, which made him sick.LEARNING: Portfolio sizing matters tremendously. Never under or over-position yourself. Invest with people who have experience. “Know your own weaknesses and don’t...
2023-03-0158 min
UnHerd with Freddie SayersLouis-Vincent Gave: China cancels lockdowns... where's the disaster?UnHerd's Freddie Sayers and Louis-Vincent Gave discuss the current COVID situation in China.Read the Post here Hosted on Acast. See acast.com/privacy for more information.
2023-02-1333 min
The Dark Mind PodcastErin LouisErin Louis is a former stripper, turned writer, and secular advocate. She has written nonfiction as well as fiction, and is a regular contributer to "Only Sky Media."She joins Vince on the show to discuss her work of non-fiction "Expose Yourself," as well as her collaborative effort with Armand Rosamilia on a fiction novel entitled "Stripper Noir."Vince and Erin talk about her work as a stripper, the stigmatization of sex work and sex workers, the legalization of the sex industry, as well as critical thinking and the effect that religion has on all of it.
2023-01-311h 07
Histoires d'autos#54 Jean-Louis Moncet - partie 2Mon invité est tombé dans la potion magique étant tout petit, en rêvant devant les belles voitures américaines qui sillonnaient les rues de Rabat, sa ville natale. Par un heureux hasard, il rencontrera Gérard Crombac, alias “Jabby”, le légendaire rédacteur en chef de Sport Auto. Grâce à lui, il mettra le pied à l’étrier du journalisme de sport automobile, et restera en selle pendant 40 ans. Il passera par les rédactions de l’Auto-Journal et d’Auto Plus, mais aussi au micro de RTL ou encore devant les caméras de Télé Monte Carlo, TF1 ou plus récemme...
2022-12-2253 min
Histoires d'autos#53 Jean-Louis Moncet - partie 1Mon invité est tombé dans la potion magique étant tout petit, en rêvant devant les belles voitures américaines qui sillonnaient les rues de Rabat, sa ville natale. Par un heureux hasard, il rencontrera Gérard Crombac, alias “Jabby”, le légendaire rédacteur en chef de Sport Auto. Grâce à lui, il mettra le pied à l’étrier du journalisme de sport automobile, et restera en selle pendant 40 ans. Il passera par les rédactions de l’Auto-Journal et d’Auto Plus, mais aussi au micro de RTL ou encore devant les caméras de Télé Monte Carlo, TF1 ou plus récemme...
2022-12-191h 04
The Meb Faber Show - Better InvestingLouis-Vincent Gave, Gavekal - Investment Themes for 2023 | #459Today’s guest is Louis-Vincent Gave, Founding Partner and CEO of GaveKal, a leading independent provider of macro research, and GaveKal Capital, a global asset manager.In today’s episode, Louis kicks it off with the biggest topic in global markets today – the Xi Pivot & reopening of China. He shares his outlook for how it may affect global supply chains, commodity markets, and financial markets. He covers the case for the emerging markets, why he isn’t bullish on the US, and why it may be time to rethink your portfolio construction as we head into a new year...
2022-12-1654 min
ClubeCLUBE #50 | Com Louis-Vincent Gave, CEO e sócio cofundador da GavekalComo o cenário econômico global e os protestos na China, em especial, vão impactar os seus investimentos em 2023? Para responder essa pergunta, e comemorar o 50º episódio do CLUBE, Bruno Lima e Daniel Cunha, do BTG Pactual, recebem um convidado de honra diretamente de Hong Kong: Louis-Vincent Gave, CEO e sócio cofundador da #Gavekal - uma das casas de research mais respeitadas e admiradas pelos maiores investidores do mundo. Louis-Vincent Gave é formado pela Duke University, estudou mandarim em Nanjing e já fez parte do exército francês, onde serviu como segundo-tenente em um batalhão de infantar...
2022-12-0351 min
Paroles de générationsLa fierté LGBTQ+ selon M. Louis et JaviUne grande séparation s'est créée entre les différentes générations de la communauté LGBTQ+. Beaucoup de jeunes ignorent les combats que leurs prédécesseur·es ont menés pour obtenir les droits dont iels bénéficient aujourd'hui. De leur côté, plusieurs aîné·es restent perplexes devant les nouveaux termes reliés à l'identité de genre. Avec Javi et Louis, on comble ce fossé en discutant notamment de fierté, de coming out et d'homophobie internalisée. Et on en apprend un peu plus sur les défis de vieillir et d'immigrer en tant que personne queer.
2022-11-0947 minMacro VoicesMacroVoices #346 Louis-Vincent Gave: The Xi Pivot vs. The Powell PivotMacroVoices 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 more overall effect than the Fed pivot most market participants are obsessed with. https://bit.ly/3SlOm0q
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Check out Nick's YouTube channel: https://www...
2022-10-201h 22Capital Allocators – Inside the Institutional Investment IndustryLouis-Vincent Gave – The Case for Emerging MarketsLouis-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...
2022-10-1035 minCapital Allocators – Inside the Institutional Investment Industry[REPLAY] Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)Louis-Vincent Gave is the Founding Partner and CEO of GaveKal, one of the world's leading independent providers of macro research, and GaveKal Capital, a manager of $2.7 billion in assets. Louis launched GaveKal alongside his father in 2000 and has become a go-to source for creative research on global economics and asset allocation, particularly in China. He recently penned CYA as a Guiding Principle, dissecting the consequences of Western government responses to Russia's invasion of Ukraine. He joined me to discuss the key takeaways. Our conversation starts with Louis' background and founding of GaveKal, and turns to the potential second order impacts of...
2022-10-1049 min
Friends of the Word, Inc.ST VINCENT DE PAUL MODEL OF SERVICESend us a textST VINCENT WAS A MODEL OF SERVICECheck out our website: https://www.friendsoftheword.orgJoin our community on Facebook: https://www.facebook.com/www.Friendso...Donate and support FRIENDS OF THE WORD, INC.: PAYPAL.ME/FRIENDSOFTHEWORDWE INVITE YOU TO SUPPORT OUR MINISTRY: PayPal.Me/FriendsoftheWord TO Connect with FOTW: www.friendsoftheword.org FOTW: https://www.facebook.com/www.Friendso... INSTAGRAM: https://www.instagram.com/friendsofth... YOUTUBE: https://www.youtube.com/channel/UCHuq... TIKTOK: https://www.tiktok.com/@unclelouie45?
2022-09-2708 min
Trauma ICU RoundsEpisode 53: Insights into Modern Critical Care with Dr. Jean-Louis Vincent: Part IIIn this episode, we talk all things critical care the one and only, Dr. Jean-Louis Vincent aka. JLV. This episode is a MUST listen. We touch upon the evolution of early goal directed therapy, measures of fluid responsiveness, optimizing oxygen delivery, and the importance of integrating data points versus examining them in isolation when caring for our critically ill and injured patients. This and MUCH MUCH more in arguably one of my favorite episodes to date!!Timestamps00:00 Introduction01:21 What happened to SG catheters and should we use them?04:05 What decreases mortality in...
2022-09-1334 minTrauma ICU RoundsEpisode 52: Insights into Modern Critical Care with Dr. Jean-Louis Vincent: Part IIn this episode, we discuss the overarching importance of AVOIDING iatrogenic harm in the ICU with arguably one of the world's leading experts in critical care medicine, the one and only, Dr. Jean-Louis Vincent aka. JLV.Tune in as Dr. Vincent shares with us the importance of having a systematic, problem-based approach to patient care delivery which, of course, involves giving our patients a FAST HUG every day!Time Stamps:2:10 LA Critical Care and Differences between Europe versus USA4:04 COVID, Modern tech and bedside care5:32 ICU Rounds – How I...
2022-09-0623 min
Market Champions219|What Comes Next for the Chinese Economy? ft. Louis-Vincent Gave with Srivatsan PrakashLouis-Vincent Gave co-founded GaveKal in 1999 with his father Charles and Anatole Kaletsky and serves as CEO. GaveKal started as a research firm and evolved in 2005 to include fund management and data analysis services.
Here Louis discusses China, inflation, the European energy crisis and much more!
2022-09-051h 01
Akustik & Drinks#2 - Plattenschalldämpfer mit Vincent RadmannHerzlich willkommen zur zweiten Folge von Akustik & Drinks!
Heute sprechen wir mit Vincent Radmann über das Thema Plattenschalldämpfer.
Nachdem uns Vincent gleich eine ganze Palette an Getränken serviert, sprechen wir über unterschiedliche Arten von Schalldämpfern, wovon Plattenschalldämpfer nur eine ist. Neben parallelen zur Raumakustik sprechen wir außerdem über die physikalischen Effekte, die hier eine Rolle spielen und klären, was die Thermo- und Turbomaschinenakustik eigentlich mit dem Ganzen zu tun hat.
Für Kommentare, Anregungen, Anfragen und Sonstiges könnt ihr euch hier melden.
mail: akustik.und.drinks@gm...
2022-08-0746 min
China of TomorrowInterview with Founder and CEO Louis-Vincent Gave, GavekalIs Geopolitics an important driver for 2020s investing? On this week’s episode of China of Tomorrow, Liqian Ren is joined by Jeremy Schwartz, WisdomTree’s Global Chief Investment Officer and Louis-Vincent Gave, Founding Partner and CEO at Gavekal, a research and financial advisory firm offering clients information and ideas relating to Asia. This episode covers a macro discussion on the shifts in the geopolitical world order and economic relations from China to the U.S., Russia and more.
2022-07-1356 min
The Jay Martin ShowRussia and China Will be the Winners of the Energy Crisis: Louis-Vincent GaveCEO of Gavekal Research and author Louis-Vincent Gave gives his take on the current energy crisis and how it is directly caused by misguided government policy and needless geopolitical conflict. Louis explains how the Chinafication of the West is leading to a historic disconnect between the political class and the people they govern, and how this disconnect could reshape the world as we know it.Sign up for our free weekly newsletter at https://www.JayMartin.club
2022-07-051h 09
Asia Ventilation ForumThe future of intensive care – Professor Jean-Louis VincentIn this AVF Podcast: Behind-The-Scenes ICU Stories episode, Professor Jean-Louis Vincent paints his vision for the future of intensive care. Professor Vincent is Professor of intensive care medicine at the University of Brussels. He is Past-President of the World Federation of Societies of Intensive and Critical Care Medicine and the European Society of Intensive Care Medicine. He is the editor-in-chief of Critical Care, Current Opinion in Critical Care, and ICU Management & Practice, and member of the editorial boards of about 30 other journals. He has authored more than 1000 original articles, and his H index is 193.Issues discussed...
2022-05-2338 minMacro VoicesMacroVoices #324 Louis-Vincent Gave: A Major Geopolitical Transformation Is UnderwayMacroVoices Erik Townsend and Patrick Ceresna welcome Gavekal co-founder Louis-Vincent Gave to the show. Louis has a different take on the impact of U.S. seizure of foreign-owned assets, and he also shares his outlook for bonds, the dollar, stocks, and precious metals. https://bit.ly/3G5dOmI
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2022-05-191h 29
Digitally CreativeEpisode 147: Laura, Louis & Layla of Imee MadeThis week, Brooke and Vincent got to hang out with Laura, Louis, and Layla of Imee Made! They talked about a variety of topics including how they come up with ideas, their prized project camper van, and what's in store for their channel going forward. Enjoy the episode!
Laura, Louis & Layla's Thing of the Week: YUDODO Reflective Pet Dog Sling (https://www.amazon.com/dp/B07R4W38VT)
Brooke: Makers Workshop Slab Sale June 3rd and 4th in Maynard, Mass.
Vincent: Etching Bronze, Brass, and Copper by Dark Horse Workshop (https://www...
2022-05-181h 32Capital Allocators – Inside the Institutional Investment IndustryLouis-Vincent Gave – Macro Consequences of Government SanctionsLouis-Vincent Gave is the Founding Partner and CEO of GaveKal, one of the world's leading independent providers of macro research, and GaveKal Capital, a manager of $2.7 billion in assets. Louis launched GaveKal alongside his father in 2000 and has become a go-to source for creative research on global economics and asset allocation, particularly in China. He recently penned CYA as a Guiding Principle, dissecting the consequences of Western government responses to Russia's invasion of Ukraine. He joined me to discuss the key takeaways. Our conversation starts with Louis' background and founding of GaveKal, and turns to the potential second order impacts of...
2022-04-2545 minMacro VoicesMacroVoices #304 Louis-Vincent Gave: China, Russia, US Dollar & moreMacroVoices Erik Townsend and Patrick Ceresna welcome Gavekal Research co-founder Louis Vincent Gave as 2021’s final feature interview guest. They discuss the big picture of where the world of macro stands and what lays ahead in 2022.
Link: https://bit.ly/3HiOB7m
2021-12-3056 min
Au-delà des plans PodcastLouis Vincent – Changements à venir dans la conception des bâtiments suite à la COVIDDans cette deuxième partie Louis Vincent technicien en architecture de chez TST, nous parle de son côté humain et de ses trois grandes valeurs : le plaisir, le professionnalisme et la rigueur.
2021-08-1257 minAu-delà des plans PodcastLouis Vincent – Changements à venir dans la conception des bâtiments suite à la COVIDDans cette première partie Louis Vincent technicien en architecture de chez TST qui nous parle de son parcours atypique, de sa soif d’apprendre et de l’importance de la fondation AMDI.
2021-08-0555 min
A Space for OdditiesLouis Wain – The 'schizophrenic' pioneer of the modern pet portraitKatie and Vincent explore the oddities of the creative sphere—this week discussing the pioneering (and rumoured mentally unstable) artist Louis Wain. From developing the 'pet portrait' genre to battling the stigma around mental health in the early 20th century, Louis was a stand out artist of his generation.Warning, we have long discussions about mental health and cats.-Follow our Instagram account for more fun and visual references to what we jabber on about: https://www.instagram.com/aspaceforoddities/Thank you for listening, love from K&V 😘
2021-07-111h 14
The Beaten Track#39 - St. Vincent / Daddy's HomeDid you notice we were gone? After a week with no episode and thousands of unhappy fans we're back with some new and pretty great music. St Vincent's Daddy's Home draws on 70s sounds and New York landscapes to create another stellar album from the pop wizard. Louis and Joe take you through their favourite tracks and some Will Ferrell based quizzing.
2021-06-1024 min
The Market HuddleCuckoo for Cocoa Puffs (guests: Louis-Vincent Gave, Brent Kochuba)In episode #122, Patrick Ceresna and Kevin Muir welcome Gavekal Research CEO Louis-Vincent Gave to the show where they have a terrific discussion about why the market doesn’t like the US policy setting, what might replace bonds as the next anti-fragile asset, and why you can take the boy out of France but you can’t take Marxism out of the boy. Then, Brent Kochuba from SpotGamma joins to give us an update on how the option market is setting up for this week’s quad-witching expiry and to talk about if the market makers found a way to de-weapo...
2021-03-122h 40Macro VoicesMacroVoices #259 Louis-Vincent Gave: As Inflationista As They ComeMacroVoices Erik Townsend and Patrick Ceresna welcome Louis-Vincent Gave to the show to talk about why Louis is as inflationista as they come and how to trade the coming inflation. Then Kevin Muir joins in postgame segment to discuss why he thinks investors need to understand the Treasury General Account.
Link: https://bit.ly/3quIOUm
2021-02-191h 19
Timber Qc Podcast7-Voyage au B-C! David Bibeau, Louis-vincent Berube Dufour, forestiers en CUn épisode pour vous faire voyager un peu en ces temps difficiles. Pour le 7e rendez-vous du Timber Qc Podcast, Frank Perreault reçois David Bibeau (technologue forestier) et Louis-vincent Berube Dufour (ingénieur forestier). Tous deux travaillent depuis plusieurs années en Colombie-Britannique, le royaume du Sapin de Douglas. Ils nous racontent comment ils ont réussi à se rendre sur place et se faire une place dans ce monde forestier très différent de celui du Québec. Ils nous font un portrait actuel des principales différences entre les 2 provinces, car ils ont également travaillé dans la province fra...
2020-12-2952 minThe Market HuddleDon’t Be Long The Battlefield (guests: Louis-Vincent Gave, Kuppy)In episode #83, Patrick is away and Kevin welcomes Louis-Vincent Gave to the show to talk macro, China and most importantly – skiing in Canada. Then better late than never, Kuppy returns to talk about his new portfolio additions that are sure to ruffle some feathers.
2020-06-0500 min
Sur parolesVincent Berthet.. La foi : source d'engagement pour la paix et la justice.Vincent Berthet, né à Lyon en 1954, fut journaliste à RCF Saint-Etienne de 1988 à 2004. Il est aujourd'hui, en tant que bénévole, toujours producteur d'émissions dans cette même radio locale ... Il évoque ici comment la foi chrétienne n'a cessé de nourrir jusqu'à aujourd'hui, ses divers engagements, depuis la vie familiale, jusque dans l'aide aux plus démunis, pour la sauvegarde de notre planète, et pour une économie plus solidaire. Vincent Berthet exprime aussi sa prière et son engagement pour la paix entre les peuples et pour l'unité des chrétiens.Hébergé par Audiomeans. Visitez audiomeans.fr/politi...
2020-05-0729 min
ATS Breathe EasyCritical Perspective: Which Multicenter RCTs show Benefit in Critical Care? with Dr. Jean-Louis VincentCritical Perspective: Which Multicenter RCTs show Benefit in Critical Care? with Dr. Jean-Louis Vincent
2020-01-0754 min
Breathe Easy PodcastsCritical Perspective: Which Multicenter RCTs show Benefit in Critical Care? with Dr. Jean-Louis VincentCritical Perspective: Which Multicenter RCTs show Benefit in Critical Care? with Dr. Jean-Louis Vincent
2020-01-0754 minAll-Stars #57 Louis-Vincent Gave: Last week’s dislocation between value and growthAll-Star Louis-Vincent Gave explains last Monday’s dramatic dislocation between value and growth stocks and why it was important. Also gold, Hong Kong update and more.
Link: http://bit.ly/2mdWGGd
2019-09-1600 min
Superinvestors and the Art of Worldly Wisdom#29: Louis-Vincent Gave On Staying One Step Ahead Of The MarketsWhen it comes to global macro investing, Louis-Vincent Gave is one of the most interesting thinkers in the world. His firm, GaveKal, puts out some of the most compelling research on Wall Street and beyond and, as CEO, Louis' unique investment process is at the heart of it. In this episode, he discusses his family tradition in both the French military and in the capital markets, how he developed his own signature investment framework and some of the key themes driving his current views on markets around the globe. For notes and links related to this episode visit TheFelderReport.com.
2019-08-1455 minAll-Stars #45 Louis-Vincent Gave: Hong Kong, Gold, Bond Yieds, & StocksHong Kong resident Louis-Vincent Gave weighs in on the unrest there and what it means for markets, then we cover gold, bond yields, and stocks. Great interview!
Link: http://bit.ly/2TtzujT
2019-08-1300 minAll-Stars #28 Louis-Vincent Gave: $13tn of Negative-Yielding DebtAll-star Louis-Vincent Gave tells Erik Townsend that $13.5tn of negative-yielding sovereign debt around the world is a sign the global economy is in serious trouble. U.S. Stocks may be at all-time highs, but the rest of the world is in decline.
Link: http://bit.ly/2XKIfuH
2019-07-0800 minAll-Stars #20 Louis-Vincent Gave: Hong Kong Protests & Chinese Yuan OutlookToday's Macrovoices All-Star Louis-Vincent Gave weighs in on the protests which brought 25% of Hong Kongers to the streets and opines on the longer term outlook for the Chinese Yuan
2019-06-2100 minMacroVoices Premium - HOT TOPIC: Louis-Vincent Gave Rebuts Kyle Bass’ Investor Letter questioning Hong Kong’s relevanceMacroVoices HOT TOPICS are a new offering in conjunction with MacroVoices Premium. Hot Topics interviews are scheduled and produced in reacting to events that come up in markets, independent of our regular podcasts in which the guests are usually scheduled in advance. Today’s Hot Topic is fund manager Kyle Bass’ recent investor letter questioning Hong Kong’s ongoing relevance in the global financial system. Louis-Vincent Gave runs Gavekal, a Hong Kong-based institutional advisor. In today’s Hot Topic interview, Louis offers an “opposing editorial” view, strongly at odds with Kyle Bass’ views on Hong Kong.
2019-05-0100 min
Space MontaigneDes rites funéraires et des survivants. (Louis-Vincent Thomas)Louis-Vincent Thomas, Rites de mortOù Thomas nous raconte que nous cachons nos morts au lieu de les regarder en face.
2019-04-1200 minLouis-Vincent Gave: Breakdown in Historical Norms between Emerging Markets and USTsErik Townsend and Patrick Ceresna welcome Louis-Vincent Gave to MacroVoices. Erik and Louis discuss drivers in emerging markets route, the global equity markets and how long the divergence can last between US and global equity markets. The further discuss the impact on U.S. treasuries, global de-dollarization and the dissolution of Chimerica. They look at NAFTA and the changing of the supply chain as well as the outlook for gold and precious metals.
2018-10-0500 min
Mastering Intensive CareJean-Louis Vincent - The Intensive Care ward round should not be boringIs your ward round stimulating and educational? Do you help learning by creating debates on the ward round for and against the simple interventions we use? In this week's episode, Belgian intensivist, Professor Jean-Louis Vincent describes what happens in his ICU, on a daily basis, and indeed on the ward rounds. He tells us how he enjoys going several times a day to see what is happening in his ICU, the schedule of ward rounds there, the importance of a single conversation on the ward round, and how much we can...
2018-06-1238 min