In this episode, Ryan is joined by Louis-Vincent Gave, a macro analyst with 7 bold investment ideas to help you navigate the chaos.
From avoiding the bond market’s pitfalls to rethinking the 60/40 strategy and why Asia is the future, Louis' ideas are thought-provoking and actionable. Whether you’re worried about a recession or curious about crypto, these ideas will give you new insights into where to put your money. This and all Bankless content is never financial advice.
------ TIMESTAMPS
0:00 Intro 1:38 Louis Intro 2:00 Louis Book & Theme 3:03 Current Decade Uncertain? 6:45 Crisis In Asia - 3 Anomalies 12:15 Bear Market: Crypto vs. Equity 19:14 Bond Investors Losing Money 23:20 Who’s Buying Bonds? 26:15 Pension Funds & Math 30:40 Current Safe Investments? 35:07 Current Ideal Portfolio 45:00 Equity US vs. Others 48:38 Ryan’s Countertakes 49:50 Louis on U.S. Property Rights 51:55 Louis on U.S. Tech 55:20 U.S. vs. China 59:12 Non-U.S. Equity 1:01:11 Value Over Growth 1:05:42 What’s Warren Waiting For? 1:07:45 Home Bias & Base Case 1:13:25 Dollar Devaluing 1:18:44 Louis on Crypto 1:21:49 Bitcoin vs. Gold 1:22:57 Louis’s Dad & Crypto 1:24:05 Closing & Disclosures
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From avoiding the bond market’s pitfalls to rethinking the 60/40 strategy and why Asia is the future, Louis' ideas are thought-provoking and actionable. Whether you’re worried about a recession or curious about crypto, these ideas will give you new insights into where to put your money. This and all Bankless content is never financial advice.
------
TIMESTAMPS
0:00 Intro
1:38 Louis Intro
2:00 Louis Book & Theme
3:03 Current Decade Uncertain?
6:45 Crisis In Asia - 3 Anomalies
12:15 Bear Market: Crypto vs. Equity
19:14 Bond Investors Losing Money
23:20 Who’s Buying Bonds?
26:15 Pension Funds & Math
30:40 Current Safe Investments?
35:07 Current Ideal Portfolio
45:00 Equity US vs. Others
48:38 Ryan’s Countertakes
49:50 Louis on U.S. Property Rights
51:55 Louis on U.S. Tech
55:20 U.S. vs. China
59:12 Non-U.S. Equity
1:01:11 Value Over Growth
1:05:42 What’s Warren Waiting For?
1:07:45 Home Bias & Base Case
1:13:25 Dollar Devaluing
1:18:44 Louis on Crypto
1:21:49 Bitcoin vs. Gold
1:22:57 Louis’s Dad & Crypto
1:24:05 Closing & Disclosures
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RESOURCES
Louis
x.com/gave_vincent
web.gavekal.com/
evergreengavekal.com/
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Not financial or tax advice. See our investment disclosures here:
www.bankless.com/disclosures