Why Chinese Bond Yields Have Collapsed | Louis Vincent Gave’s Bull Case For Chinese Stocks and Chinese Property Bonds

Why Chinese Bond Yields Have Collapsed | Louis Vincent Gave’s Bull Case For Chinese Stocks and Chinese Property Bonds

This Monetary Matters episode is brought to you by VanEck. Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack Louis 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/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Louis Vincent Gave on Twitter https://x.com/gave_vincent?lang=en Arthur Kroeber book, “China's Economy: What Everyone Needs to Know”: https://www.amazon.com/Chinas-Economy-Everyone-Needs-Know%C2%AE/dp/0190239034 Louis Vincent Gave’s book, “Avoiding the Punch: Investing in Uncertain Times”: https://www.amazon.com/Avoiding-Punch-Investing-Uncertain-Times-ebook/dp/B09VHDBXYL/ref=sr_1_7?dib=eyJ2IjoiMSJ9.W_PznDbWJKTl-zd_BOIBZNrHLa30eAYoCsZGe1ZpZwRhjIip7Xd8SpCuG-DD3aQbL5eMVpAPzCxO34wzVfJLqNyukXrF4ZKT-K_L6rUFfas.Uiti9KCVO588GfCFlmEf0BbhZ2deqYObl4DW-bw2l_A&dib_tag=se&qid=1737553285&refinements=p_27%3ALouis-Vincent+Gave&s=books&sr=1-7

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Citrini’s 26 Trades for 2026 | Citrini on BS Jobs, AI Materials, Advanced Packaging, World Cup, & More

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Monetary Matters can get 25% off Citrini Bundle (Citrindex AND Citrini Research) here through January 14: https://www.citriniresearch.com/subscribe?coupon=398e4269 The investor known only as Citrin...

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Investing Data is Evolving: AI, The Degenerate Economy & More | Matt Ober | Social Leverage

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In this episode of Other People’s Money, Matt Ober, General Partner at Social Leverage, discusses how the data economy is evolving for providers, vendors, and investors. He explains how AI is reshapin...

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Investing in Gray | Pictet’s Maria Vassalou on Aging Demographics and Technological Innovations

Investing in Gray | Pictet’s Maria Vassalou on Aging Demographics and Technological Innovations

Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe Jack welcomes Maria Vassalou, head of the Pictet Research Institute, to discuss global demographic decline and h...

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China and the Reordering of World Trade | Former Under Secretary of the Treasury for International Affairs Jay Shambaugh

China and the Reordering of World Trade | Former Under Secretary of the Treasury for International Affairs Jay Shambaugh

Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe   Jay Shambaugh, former Under Secretary of the Treasury for International Affairs, joins Jack to discuss U.S. eco...

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How India’s Macro Tailwinds Are Fueling Its Aerospace & Defense Sectors | Andrei Stetsenko

How India’s Macro Tailwinds Are Fueling Its Aerospace & Defense Sectors | Andrei Stetsenko

This Monetary Matters episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm Read about Indian Aerospace & Defense and sign up...

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From Bad to Less Bad: A Quantitative Approach to Turnarounds | Bloomberg Indices’ Steve Hou on “Reformers Index,” Baumol Disease, and Structural Inflation

From Bad to Less Bad: A Quantitative Approach to Turnarounds | Bloomberg Indices’ Steve Hou on “Reformers Index,” Baumol Disease, and Structural Inflation

Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe In this episode of Monetary Matters, Jack sits down with Steve Hou, Senior Quant Researcher at Bloomberg, to dis...

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Allocators Want What They Want | Andrew Beer on Pod Shops, “Volatility Laundering,” and Building Liquid Alts That Don’t Suck

Allocators Want What They Want | Andrew Beer on Pod Shops, “Volatility Laundering,” and Building Liquid Alts That Don’t Suck

This episode is brought to you by CAIA.nxt. Learn more about their alternatives education courses for investment advisors and get 10% off with code MMTEN: https://caia.org/content/welcome-monetary-mat...

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How This Value Investor Beat the Market and Grew His Hedge Fund | Yaron Naymark | 1 Main Capital

How This Value Investor Beat the Market and Grew His Hedge Fund | Yaron Naymark | 1 Main Capital

This episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm Over the last 8 years, Yaron Naymark, founder and managing partner...

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