GM72: China's Market Rebound: From Chaos to Opportunity ft. Louis-Vincent Gave

GM72: China's Market Rebound: From Chaos to Opportunity ft. Louis-Vincent Gave

Alan Dunne welcomes back Louis-Vincent Gave of Gavekal in this episode to delve into the Chinese economic outlook and discuss the broader macro trends. Louis shares his thoughts on whether the Chinese economy and Chinese asset markets are truly at a turning point. They examine the crisis of confidence among Chinese consumers and assess whether recent stimulus measures can help. China’s active industrial policy and desire to grow its share of global manufacturing has been a key policy pillar and Louis examines how sustainable the policy is. The conversation also covers US policy, the prospects for a recession, and how the upcoming US election—particularly a potential Trump victory—could be highly significant for US- China relations and impact bond markets and the US dollar. Louis also gives his take on the structural challenges facing France and Europe, and whether we can expect a recovery in productivity.

-----

50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

-----


Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfoliohere.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Alan on Twitter.

Follow Louis on Twitter.

Episode TimeStamps:

02:27 - Introduction to Louis Gave

03:50 - Is the Chinese economy experiencing a turning point?

09:20 - Can China restore their foreign capital flow?

13:40 - The state of Chinese fiscal policy

19:12 - A flash point in Chinese overcapacity

24:14 - A commodity catalyst - reflation incoming?

28:46 - Will the U.S experience a recession soon?

36:48 -...

Avsnitt(907)

TTU75: Competing in the Short Term Space ft. Barnaby Cardwell of Cardwell Investment Technologies – 1of2

TTU75: Competing in the Short Term Space ft. Barnaby Cardwell of Cardwell Investment Technologies – 1of2

Our next guest is a fund manager in the short-term space, and thus is distinct from many of the guests on this podcast. He discusses how he got into the financial markets from a young age, and why he ...

2 Mars 201557min

TTU74: 2015 Predictions for Currencies, Gold, Oil and More ft. Mahendra Sharma of Financial Astrology – 2of2

TTU74: 2015 Predictions for Currencies, Gold, Oil and More ft. Mahendra Sharma of Financial Astrology – 2of2

In this second episode with Mahendra, he dives into his predictions for 2015 and the next few years, detailing his thoughts on markets from currencies, gold and silver to oil and real estate markets. ...

26 Feb 20151h 7min

TTU73: He sees Dow Jones going to 32,000 ft. Mahendra Sharma of Financial Astrology – 1of2

TTU73: He sees Dow Jones going to 32,000 ft. Mahendra Sharma of Financial Astrology – 1of2

Welcome to an episode of Top Trader’s Unplugged unlike any other. We take a break from interviews with hedge fund managers and invite you into the fascinating world of financial astrology. Mahendra Sh...

21 Feb 20151h 12min

TTU72: Adding Value to Your System ft. Mike Shell of Shell Capital Management – 2of2

TTU72: Adding Value to Your System ft. Mike Shell of Shell Capital Management – 2of2

In the second part of our talk with Mike Shell, we delve into the specifics of his program and why most of his clients have 100% of their investments with his firm. He discusses backtesting, risk mana...

12 Feb 20151h 11min

TTU71: Why You Don’t Want Symmetry in Investing ft. Mike Shell of Shell Capital Management – 1of2

TTU71: Why You Don’t Want Symmetry in Investing ft. Mike Shell of Shell Capital Management – 1of2

Most trend following firms have clients that invest somewhere between 2 and 20% of their portfolio with that firm, but Mike Shell’s firm is different. His strategy is tailored to a specific customer, ...

9 Feb 20151h 10min

TTU70: Market Intervention & The Effect on Trend Following ft. Marc Malek of Conquest Capital Group

TTU70: Market Intervention & The Effect on Trend Following ft. Marc Malek of Conquest Capital Group

In this year-end review, Marc Malek explains why intervention in the markets affects trend following, but also why trend following strategies are not long volatility strategies. He discusses 2014 from...

6 Feb 201536min

TTU69: Staying Agnostic in Your Allocation ft. Martin Lueck of Aspect Capital

TTU69: Staying Agnostic in Your Allocation ft. Martin Lueck of Aspect Capital

This year in review covers how Aspect Capital came out of 2014 with their best year ever as a company, and what they learned from the year. Martin Lueck discusses the events that made 2014 a roller co...

4 Feb 201535min

TTU68: Keep The Long Term View in Mind When Investing ft. Mike Dever of Brandywine Asset Management

TTU68: Keep The Long Term View in Mind When Investing ft. Mike Dever of Brandywine Asset Management

On our next year-in-review, Mike Dever talks about how 2014 evolved for his firm and what they learned from the year. He discusses the changes they made to their program as well as the recent Swiss Fr...

2 Feb 201527min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
uppgang-och-fall
rss-borsens-finest
avanzapodden
rss-svart-marknad
fill-or-kill
rss-kort-lang-analyspodden-fran-di
bathina-en-podcast
rss-dagen-med-di
24fragor
tabberaset
lastbilspodden
borsmorgon
rss-inga-dumma-fragor-om-pengar
dynastin
svd-tech-brief
loungepodden