| Mauldin Economics COO Ed D’Agostino talks to Louis Gave, CEO of Gavekal Research, about China’s so-called economic crisis, the Fed’s unspoken third mandate, and “the real story of the summer.” You’ll also hear about Louis Gave’s top investment themes, the future of reshoring, and what the United States’ $30+ trillion debt train means for the US dollar. You can learn more about Louis Gave here: https://research.gavekal.com/author/louis-vincent-gave/ Stay informed on the big trends by subscribing to Global Macro Update here: https://www.mauldineconomics.com/go/JM528A/YTB Please stay in touch by following me on X (formerly Twitter) @EdDAgostino: https://twitter.com/EdDAgostino Time stamps: Introduction: 00:00 The world’s most important asset class: 01:03 The Fed’s unspoken third mandate: 07:46 China’s non-crisis: 12:20 How China undermines US exceptionalism: 17:16 Why deglobalization is a misnomer: 24:23 What does the US get for $30+ trillion in debt?: 30:06 Louis Gave’s top investing themes: 33:50 |
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