About Erik Townsend

hedge fund manager Erik Townsend

Erik Townsend is a retired software entrepreneur turned hedge fund manager. Throughout his career, Erik has capitalized on his ability to understand complex systems and anticipate paradigm shifts far in advance of the mainstream. Read More...

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Louis 201211Erik Townsend welcomes Louis-Vincent Gave to MacroVoices. Erik and Louis discuss:

  • China Reflation Trade
  • Is Chinese Growth Rolling Over?
  • Will Trump Get a Weaker US Dollar?
  • Brexit and the Future of the European Union
  • Philippines and Rodrigo Duterte
  • Rise of the Chinese Empire
  • India and the Indian Currency System
  • Opinions on Stocks and Bonds
  • Investment Themes for 2017
  • Risks for 2017

Get embed code for this episode. | For other embed code options click here. | Download the audio MP3 File (33.73 MB) . | Download the podcast transcript:   pdf Here (700 KB)

Louis co-founded Gavekal as an independent macro research firm in Hong Kong with his dad Charles and friend Anatole Kaletsky in 2002.  The starting premise for Gavekal was that China was set to become a very important economic and financial force in the world, yet most foreign investors did not know where to begin when thinking through the global financial implications of China’s rise.  In 2005, Louis launched Gavekal’s money management operation and launched the first Gavekal UCITS fund, the Gavekal Asian Opportunities UCITS fund, which he has co-managed since then with Alfred Ho.  Gavekal today manages some US$1.6 billion in various funds and strategies on behalf of institutional and high net worth clients.  As the Chief Executive Officer of Gavekal, Louis is the only Gavekal staff member with responsibilities on both the research, and money management, side of our operations.

Louis has written five books and his latest one, Too Different For Comfort, was published in August 2013.  The book reviews the macro-consequences of the age of robotics, the reasons behind the low velocity of money around the world, the coming collapse in oil prices, and whether the RMB could grow to become a reserve currency in its own right.

Before founding Gavekal, Louis worked as an equities analyst at Banque Paribas in Singapore, Hong Kong and London.  He was also a second lieutenant in French mountain infantry and received a Bachelor’s degree from Duke University with a double major in History and Economics and a minor in Mandarin (which he once spoke half decently).  Louis is fluent in French and English and very rusty in Spanish.

When he is not working, Louis hangs out with his wife and four children, plays rugby or skis.  Louis is the second largest shareholder in the UBB-Bordeaux rugby club (currently evolving in the French Top 14) and is also heavily involved in the running of the Valley Rugby Football Club in Hong Kong.

MACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those of the participants. MACRO VOICES, its producers, and hosts Erik Townsend and Nathan Egger shall NOT be liable for losses resulting from investment decisions based on information or viewpoints presented on MACRO VOICES.

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