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Erik Townsend and Patrick Ceresna welcome Louis-Vincent Gave to MacroVoices. Erik and Louis discuss:


  • Market Trends and Risk Management
  • Electric Vehicles, ESG and the Chinese Supply Growth
  • Commodity Markets and Stock Market Performance
  • China’s Economy
  • Nuclear Energy, China’s Progress and The Future of Power


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Louis-Vincent Gave is CEO of Gavekal. He co-founded the company in 1999 with his father Charles and Anatole Kaletsky. Gavekal started as an independent research firm and evolved in 2005 to include fund management and in 2008 to include data analysis services. Since 2005, Louis has mostly focused on the money management side of the business. Before co-founding Gavekal, Louis worked for Paribas Capital Markets where he was an equity research analyst from 1997 to 1999. In 1996 and 1997, Louis served in the French Mountain Infantry Division as a Second Lieutenant. Louis studied Economics, History and Chinese at Duke University and Nanjing University. In the past decade, Louis has written seven books, including his latest "Avoiding the Punch: Investing in Uncertain Times", published in August 2021.