The US-China Global Dominance Debate and Our C.Y.A. Society: The Interview

The US-China Global Dominance Debate and Our C.Y.A. Society: The Interview

Mike Green of Logica Capital Advisers launches his new series with one of his favorite topics, China, and one of his favorite experts, Louis Vincent Gave, CEO of Gavekal Research. In this interview that fringes on debate at times, Gave and Green attack the question of whether the U.S. or China is better positioned since the beginning of the COVID crisis. As well, they discuss a topic they can agree on from Gave's most recent pieces from Gavekal Research, "The Guiding Principle of Our Time". In this piece, Gave lays out the argument that decision making from politics to markets is being driven by one simple factor -- C.Y.A., or "cover your ass". Viewers can find this piece in full here: https://rvtv.io/3oePjKe. Filmed on October 20, 2020. Key Learnings: China not responding to COVID with rate cuts and massive fiscal stimulus has consequences for currency strength, foreign investment flows, and real interest rates. Viewers will come away with an understanding of the important factors to pay attention to when determining whether the U.S. will continue its global dominance or if this is the beginning of a new Chinese century. Recorded on Oct 20, 2020 Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Bitcoin Gets Rekt in an Epic Selloff | REKT Vision ft. Mando & punk9059 aka Stats

Bitcoin Gets Rekt in an Epic Selloff | REKT Vision ft. Mando & punk9059 aka Stats

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Bitcoin’s $60K Crash: One of the Worst Flushes in Crypto History

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Crypto Winter Deepens: BTC Hits $69K, Tech Crashes, Silver Melts Down

Crypto Winter Deepens: BTC Hits $69K, Tech Crashes, Silver Melts Down

Markets are deep in risk-off mode as crypto winter tightens its grip. The ECB and Bank of England both held rates, with the BoE signaling it may be nearing the end of its easing cycle. UK political...

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Software Selloff, Gold at $5K, and Crypto Slips Again — Palvatar’s Market Recap

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Software stocks get slammed, gold keeps climbing, and Bitcoin loses key support again. Palvatar covers today’s key macro and market headlines — from Claude’s AI plugin rattling software firms to AMD’s...

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Markets Surge, SpaceX Buys xAI, and Gold Pops 5% — Palvatar’s Big News Recap

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Markets are ripping back after a wave of fear. Palvatar breaks down the massive upside surprise in U.S. manufacturing, Musk’s record-breaking $1.25T xAI merger with SpaceX, and wild moves in gold, sil...

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Markets Crash: Gold’s Worst Day Since 1983, BTC Dives, Fed Jitters Hit Equities

Markets Crash: Gold’s Worst Day Since 1983, BTC Dives, Fed Jitters Hit Equities

Welcome back to the markets after a brutal weekend. Gold just had its worst day since 1983, crashing 9%, while silver fell a staggering 27%—the largest drop ever recorded. Add to that steep decline...

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Oil, Metals, and More Geopolitical Risk | Macro Mondays: Feb. 2, 2026

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Andreas Steno and Mikkel Rosenvold of Steno Research break down the mounting U.S.–Iran tensions, the implications for oil, the U.S.–China decoupling, strategic mineral stockpiles, and supply-chain wea...

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Markets Rattle as Warsh Named Fed Chair & BTC Hits $81K

Markets Rattle as Warsh Named Fed Chair & BTC Hits $81K

Markets were hit with a surge of volatility after President Trump confirmed Kevin Warsh as his nominee for Fed Chair, raising fresh uncertainty around U.S. monetary policy. The VIX jumped as much as 1...

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