Apr 25, 2022
Louis-Vincent Gave is the Founding Partner and CEO of GaveKal,
one of the world's leading independent providers of macro research,
and GaveKal Capital, a manager of $2.7 billion in assets. Louis
launched GaveKal alongside his father in 2000 and has become a
go-to source for creative research on global economics and asset
allocation, particularly in China. He recently penned CYA
as a Guiding Principle, dissecting the consequences of
Western government responses to Russia’s invasion of Ukraine. He
joined me to discuss the key takeaways.
Our conversation starts with Louis’ background and founding of
GaveKal, and turns to the potential second order impacts of
freezing reserves, seizing oligarch assets, end of Swiss
neutrality, energy prices, and military spending. We close
discussing how the situation may affect China.