Erik Townsend and Patrick Ceresna welcome Louis-Vincent Gave to MacroVoices. Erik and Louis discuss:
- China recovery expectations
- China/US trade relation
- De-dollarization and BRICS
- Recent rally in energy markets
- Are we headed toward a bifurcated world?
- Possibility of Russia “weaponizing” energy prices and its implications
Download the podcast transcript: [Click Here]
Louis-Vincent joined Evergreen Gavekal as the Chief Economist and Partner in 2016. This partnership is the “Gavekal” in Evergreen Gavekal.
Louis-Vincent launched Gavekal Research with Charles Gave and Anatole Kaletsky in 1999. He is currently the CEO of Gavekal Research and a frequent contributor to their highly respected research.