When it comes to global macro investing, Louis-Vincent Gave is one of the most interesting thinkers in the world. His firm, GaveKal, puts out some of the most compelling research on Wall Street and beyond and, as CEO, Louis’ unique investment process is at the heart of it. In this episode, he discusses his family tradition in both the French military and in the capital markets, how he developed his own signature investment framework and some of the key themes driving his current views on markets around the globe. Below are a few notes and links related to this episode:
- Learn more about Louis and his firm, GaveKal, at GaveKal.com
- Subscribe to the Evergreen GaveKal blog at EvergreenGaveKal.com
- Follow Louis on Twitter @Louis_Gave
- Get Louis’ latest book, “Clash of Empires,” at Amazon.com
- Read “The Case of the Missing Inflation: The Changing Demographic Picture”
- Read “Investing For A New Cold War”
- Read “An Investment Thesis For the 2020s”
