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)

TTU59: The Return of Volatility ft. Bastian Bolesta of Deep Field Capital

TTU59: The Return of Volatility ft. Bastian Bolesta of Deep Field Capital

Bastian Bolesta reviews 2014 and details the ups and downs of the year for his firm and the managed futures industry as a whole. In this episode, he discusses the start to the year that he wants to fo...

16 Jan 201534min

TTU58: Having the Discipline to Stay The Course ft. Chris Cruden of Insch Capital Management

TTU58: Having the Discipline to Stay The Course ft. Chris Cruden of Insch Capital Management

Our next Year-in-Review conversation comes from a manager who considers 2014 to have been a disappointing year for his firm. As a trend follower in the currency markets, Chris has unique insights into...

15 Jan 201536min

TTU57: Why The Market Environment Looks Exciting For CTAs ft. Tim Pickering of Auspice Capital Advisors

TTU57: Why The Market Environment Looks Exciting For CTAs ft. Tim Pickering of Auspice Capital Advisors

Our next year-in-review is from a recent guest who discusses the roller coaster feel to 2014, and why it was a good year for the CTA industry. He talks about what his firm learned from 2014 and why he...

14 Jan 201531min

TTU56: How to Educate Your Clients on Managed Futures ft. Karsten Schroeder of Amplitude Capital

TTU56: How to Educate Your Clients on Managed Futures ft. Karsten Schroeder of Amplitude Capital

In this 2014 year-in-review, Karsten Shroeder looks at the CTA industry and give some advice on how to look at 2014 with a rational and objective eye. He also has insights into how 2015 will be for th...

13 Jan 201527min

TTU55: Talking the Pulse on Long-Term Trend Following ft. Jason Gerlach of Sunrise Capital

TTU55: Talking the Pulse on Long-Term Trend Following ft. Jason Gerlach of Sunrise Capital

For January 2015, we will be revisiting with previous guests on the show to find out how their businesses grew and changed in 2014, and what the year was like overall for their industries.In our first...

12 Jan 201541min

TTU54: What it Takes to Be an Entrepreneur ft. Tim Pickering of Auspice Capital Advisors – 2of2

TTU54: What it Takes to Be an Entrepreneur ft. Tim Pickering of Auspice Capital Advisors – 2of2

In the second part of our talk with Tim Pickering, we dive into the details of his firm and the challenges that he has to overcome as a business owner and entrepreneur. Tim has some valuable life less...

29 Dec 20141h 4min

TTU53: Trend Following vs. Trend Capturing ft. Tim Pickering of Auspice Capital Advisors – 1of2

TTU53: Trend Following vs. Trend Capturing ft. Tim Pickering of Auspice Capital Advisors – 1of2

What is the difference between simply following a trend and capturing it? Why is growth not consistent and gradual and why do we want it to be?Learn answers to these questions and more in this week’s ...

22 Dec 20141h 5min

TTU52: Do Amazing Things Just By Showing Up ft. Rob Hartman of Pacific Capital Advisors – 2of2

TTU52: Do Amazing Things Just By Showing Up ft. Rob Hartman of Pacific Capital Advisors – 2of2

Rob Hartman knows that showing up is half the battle when it comes to work in any industry. But his viewpoint as a solo fund manager give us deep insight into the inner-workings of a firm and how it d...

18 Dec 20141h 12min

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