Louis-Vincent Gave on China (Dec 2023)

I'm a big fan of Louis-Vincent Gave, and given that he is an expert on China, it is very finely to look at what is happening in China. This is a good interview from December 2023 by Manifold touching on many issues including China's future growth issues, possible future trajectory of its economy, US debt concerns, and some longer term investment ideas of you think US dollar will weaken due to inflation from potential monetization of US debt (LVG thinks Latin American debt, value stocks, commodities and maybe gold are with looking into.)


Popular Posts

Thoughts on the stock market - March 2020

Warren Buffett's Evolution and his Three Investment Styles

Charlie Munger: Stock market as a pari-mutuel betting system