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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Adventures in Finance 60 - Look Out Below? David Rosenberg’s Stormy Outlook

Adventures in Finance 60 - Look Out Below? David Rosenberg’s Stormy Outlook

After a tumultuous first quarter for stocks, what will the rest of the year bring? Nothing good, according to famed economist David Rosenberg of Gluskin Sheff. He outlines what could be ahead for the economy and markets – and outlines some areas where investors might turn to safety. Plus, in the long/short segment, Grant Williams and Alex Rosenberg trade weight-losing poker players, sexy magazine covers and replying all. Learn more about your ad choices. Visit podcastchoices.com/adchoices

30 Mars 201850min

Adventures in Finance 59 - Anti-Social: Facebook, Privacy and Societal Shifts

Adventures in Finance 59 - Anti-Social: Facebook, Privacy and Societal Shifts

Will the Facebook-Cambridge Analytica fracas actually turn the tide of public opinion against the social media giant? Jesse Felder of The Felder Report and Peter Atwater of Financial Insyghts join to discuss. Plus, in the long/short segment, Grant Williams and Alex Rosenberg trade Jerome Powell, scientific research and predictive coffee-based drinks. Learn more about your ad choices. Visit podcastchoices.com/adchoices

23 Mars 20181h 10min

Adventures in Finance 58 - Commercial Break: What the Ad industry’s struggles say about the economy

Adventures in Finance 58 - Commercial Break: What the Ad industry’s struggles say about the economy

Advertising behemoth WPP has run into massive troubles. Does this just reflect the flow of ad dollars into Google and Facebook, or does it suggest bigger problems with the global economy? Grant describes his findings, while Daniel Ives of GBH Insights takes the other side. Meanwhile in the long/short segment, Grant and Alex trade “King Dollar,” Russian airplane engineers and ETF-related class-action lawsuits. Learn more about your ad choices. Visit podcastchoices.com/adchoices

16 Mars 201854min

Adventures in Finance 57 - Blue Steel: Tariffs, Trade and Trump

Adventures in Finance 57 - Blue Steel: Tariffs, Trade and Trump

What’s driving the modern movement toward protectionist tariffs and trade wars? Where will it all lead, and what lessons can we draw from history? Geopolitics consultant Peter Zeihan and historian Marc Palen discuss. Plus, in the long/short segment, Grant and Alex trade airline seats, trend followers and Wu Tang Clan fans. Learn more about your ad choices. Visit podcastchoices.com/adchoices

9 Mars 201859min

Adventures in Finance 56 - Digging Gold: The Case for Precious Metals

Adventures in Finance 56 - Digging Gold: The Case for Precious Metals

Will it soon be gold’s time to shine once again? Rick Rule of Sprott Global Resources, Simon Mikhailovich Tocqueville Bullion Reserve and Ronald-Peter Stoeferle of Incrementum AG weigh in. Plus, in the long/short segment, Grant and Alex trade tennis, pant-ripping lasers and flighty models. Learn more about your ad choices. Visit podcastchoices.com/adchoices

2 Mars 20181h 16min

Adventures in Finance 55 - The Storm After the Calm: Is Market Volatility Back?

Adventures in Finance 55 - The Storm After the Calm: Is Market Volatility Back?

Stock market volatility has surged to levels unseen in years. So is the era of unusual market calm now over and done with? Or was this latest episode just a temporary bit of turmoil? Steve Diggle of Volpes Investment Management and Dennis Davitt of Harvest Volatility Management weigh in. Plus, in the long/short segment, Grant and Alex trade Apple, mediocre Olympic athletes and Jennifer Lawrence. Learn more about your ad choices. Visit podcastchoices.com/adchoices

23 Feb 20181h 6min

Adventures in Finance 54 - Trump Whisperer: The Life and Times of Ken Kurson

Adventures in Finance 54 - Trump Whisperer: The Life and Times of Ken Kurson

Ken Kurson has been many things: A reporter, a rocker, a newspaper editor and a cryptocurrency evangelist. He’s also a supporter and occasional speechwriter for President Donald Trump. This week, he sits down with Real Vision’s Ash Bennington to discuss his varied careers – and to explain why he is a big believer in the current president. Plus, in the “Things I Got Wrong” segment, Nick Colas of DataTrek Research discusses the importance of having confidence at market turning points. And in the long/short segment, Grant and Alex trade Rolls-Royce SUVs, terrifying robots and mass-media volatility coverage. Learn more about your ad choices. Visit podcastchoices.com/adchoices

16 Feb 20181h 1min

Adventures in Finance 53 - Unfixed Income: The Bond Market Meltdown

Adventures in Finance 53 - Unfixed Income: The Bond Market Meltdown

Bond prices appear to be in the midst of a striking dive. So can we blame bonds for the stock market drop? Is the decades-long bond bull market finally over? And where will the 10-year Treasury yield finally settle out? Jeffrey Snider of Alhambra Partners and Greg Weldon of “Weldon Live” join to discuss. Plus, in the long/short segment, Grant Williams, Alex Rosenberg and James Gibb trade volatility, Tesla and network TV. Learn more about your ad choices. Visit podcastchoices.com/adchoices

9 Feb 20181h

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