Episode Details

MI235: Investing in Uncertain Times w/ Louis Gave

Episode 400 Published 3 years, 4 months ago

IN THIS EPISODE, YOU’LL LEARN:

02:52 - Louis’s current assessment of the global economy and financial markets.
06:15 - Why Louis thinks the current price of the S&P has not fully priced in the risks of a recession.
07:52 - Is now the time to buy the dip or remain more defensive?
07:52 - How to approach investing in a bear market, and what investments Louis sees as the most promising sectors.
10:39 - Why he believes the energy sector is in a new structural bull market.
17:54 - Louis’s outlook on Chinese equities including Alibaba, and emerging markets.
26:08 - How to construct a well built portfolio using Louis’s 6 building blocks framework, and examples of investments that fall into each.
36:26 - Louis’s 4 quadrant framework used to link different macro environments to an appropriate investing strategy.
40:49 - Why gold hasn’t performed as expected this year in USD terms, and Louis outlook going forward.
47:48 - Why Louis thinks moving to a deflationary bust is not likely.
52:40 - The risk of China de-dollarization, what this means and what implications this would have for global markets.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

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